Alamar Cuts Palo Alto Networks Stake 16.4%; Analysts See 28.1% Growth
Alamar Capital Management reduced its position in Palo Alto Networks by 16.4%, selling 3,931 shares to hold 20,107 shares after the quarter. Analysts forecast 28.1% revenue growth over the next 12 months, cite a 14.4% operating margin, and note the shares trade at 9.2x forward price-to-sales.
1. Institutional Stake Reduction
Alamar Capital Management trimmed its position in Palo Alto Networks by 16.4% in the most recent quarter, selling 3,931 shares and retaining 20,107 shares. The adjustment reflects institutional rebalancing ahead of the company's upcoming earnings release.
2. Positive Forecast and Valuation
Recent analysis forecasts 28.1% revenue growth for Palo Alto Networks over the next 12 months and underscores its 14.4% trailing operating margin. Analysts highlight rapid payback periods on sales and marketing spend, robust free cash flow funding share buybacks, and a valuation at 9.2x forward price-to-sales.