Prediction: 2 Stocks That'll Be Worth More Than Palo Alto Networks 2 Years From Now

Core Viewpoint - Palo Alto Networks has shown significant stock performance, with a 157% increase over the past two years, outperforming the Nasdaq-100 Technology Sector index's 78% gain [1] Company Performance - Palo Alto Networks' market capitalization has reached $123 billion, with expectations for future growth driven by the increasing adoption of artificial intelligence (AI) in cybersecurity [2] - The company's revenue pipeline is improving, evidenced by a 20% year-over-year growth in remaining performance obligations (RPO) to $12.6 billion in Q1 of fiscal 2025, compared to a 14% revenue increase to $2.1 billion [3][4] - Analysts project earnings growth for Palo Alto to accelerate to 13% in the next fiscal year and 17% in the following year [4] Competitor Analysis - Marvell Technology, with a market cap of $108 billion, is expected to achieve faster earnings growth, projected at 79% for fiscal year 2026, and 33% for fiscal year 2027 [6][7] - Marvell's data center revenue surged 98% year-over-year to $1.1 billion in Q3 of fiscal 2025, driven by demand for AI processors [8] - Lam Research, with a market cap of nearly $109 billion, is anticipated to benefit from a recovery in semiconductor equipment spending, with revenue expected to increase by 16% to $17.3 billion in the current fiscal year [12][16] - Lam's revenue increased 20% year-over-year to $4.17 billion in Q1 of fiscal 2025, with guidance suggesting a 17% increase for the first half of the fiscal year [15][16] - Both Marvell and Lam Research are positioned to potentially surpass Palo Alto's market cap due to their faster growth rates and more attractive valuations [11][17][18]