Palo Alto Networks: NGS Offerings To Be Boosted By Moves In AI Space

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  Posted by Two Blokes May 23 - Filed in Stock - 1 view
  
  I am upgrading PANW from HOLD to BUY, citing strong Q3 results, robust guidance, and a promising AI cybersecurity strategy. NGS ARR surpassed $5B, driven by rapid adoption of AI-powered products like XSIAM. The Protect AI acquisition and platformization strategy should accelerate growth and help achieve the $15B ARR target by 2030.