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Bailard Technology Strategy's investment thesis on Palo Alto Networks, Inc. ($PANW) — Q2 2026 | Buyside Digest

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$PANWNASDAQPalo Alto Networks, Inc.

NEUTRAL

Bailard Technology Strategy—PANW

Fund Letter

Q2 2026

Published August 4, 2026

View Fund Profile

$362.09USD

+8.7% vs last month

$363.86Pitched

-0.5% since pitch

Market Cap$290.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Bailard Technology Strategy delivered a 41.17% net return in Q2 2026, outperforming benchmarks by capitalizing on the AI infrastructure buildout. The team significantly...

— Dave Harrison Smith

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