Cantor Sees Long-Term Upside for Palo Alto Networks (PANW) on AI-Era Security

Palo Alto reported better-than-expected show crossed each metrics, driven by level consolidation momentum and booming request for AI-era information architectures.

The institution raised its semipermanent NGS ARR people to $20B by FY30, citing traction crossed SASE, Cortex, and AIRS; on with expanding full addressable marketplace arsenic the institution pushes further into identity, observability, and quantum readiness.

Cantor besides discussed PANW’s acquisition of Chronosphere successful their capitalist note, which is simply a next-generation observability level built to standard with AI workloads. The acquisition volition further alteration Palo Alto to go a “full stack information and observability leader.”

"We support a constructive semipermanent presumption arsenic Palo Alto positions up of large level shifts successful AI, identity, and quantum security."

Palo Alto Networks, Inc. (NASDAQ:PANW) is simply a person successful AI-powered cybersecurity.

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