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Palo Alto Networks, Inc. (PANW.O): Pre-Quiet-Period Check-in Highlights + Constructive Early Checks & ARR/NNARR Sensitivity Keep Us Buy-20260713
花旗· 2026-07-13 11:06
Vi e w p o i n t | 12 Jul 2026 21:53:46 ET │ 19 pages Palo Alto Networks, Inc. (PANW.O) Pre-Quiet-Period Check-in Highlights + Constructive Early Checks & ARR/NNARR Sensitivity Keep Us Buy CITI'S TAKE Mark Zhang +1-212-816-2267 mark1.zhang@citi.com Joel Omino +1-212-519-9383 joel.omino@citi.com Our pre-quiet-period IR catch-up focused on ascertaining the granular organic/inorganic inputs to NTM NGS ARR/NNARR build, as well as OPM/FCFM puts-and-takes as PANW outperforms on CyberArk integration synergies timi ...