This Stock Is Up 60% Since Anthropic's Mythos Announcement Last Month. Is It Still a Buy?

Anthropic’s April 7 Mythos announcement and its Project Glasswing partner program have amplified demand for enterprise cybersecurity, sending Palo Alto Networks shares roughly 60% higher in about six weeks. The article argues large, platform-focused cybersecurity vendors like Palo Alto benefit from AI-driven threat growth, vendor consolidation, and preferred access to leading models (including OpenAI’s Daybreak). Palo Alto’s scale — ~1,550 platformized customers (up 35% YoY) and 119% net recurring revenue — supports stronger cross-sell and pricing power, but the stock now trades at a steep premium (~70× forward EPS and ~18.5× forward sales) despite mid-teens revenue growth. The writer frames this as a market-commentary trade-off: structural growth and strategic positioning versus rich valuation, leaving the buy decision to investors’ appetite for growth at a premium.