I added to my investment in Palo Alto Networks (PANW) following its strong fiscal Q4 results that underscored both growth and resilience. Revenue rose 16% year over year to $2.5 billion, while full-year revenue reached $9.2 billion, up 15%. The real highlight was the strength of its recurring business, with RPO up 24% to $15.8 billion and next-generation security ARR growing 32% to $5.6 billion. Combined with management’s focus on operating efficiency and robust free cash flow, PANW continues to show long-term potential.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 205.40 0 | -- Closed |
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