Palo Alto Networks (0KF5) Price & Analysis

0KF5 Stock Chart & Stats

$362.24-$13.64(-3.63%)

At close: Oct 30 4:00 PM EDT

Day’s Range: $359.52 - $390.00
52-Week Range: $139.60 - $432.50
Previous Close: $375.88
Volume: 4,364
Average Volume (3M): 10.07K
Market Cap: $299.56B
Enterprise Value: $270.60B
Total Cash (Recent Filing): $3.07B
Total Debt (Recent Filing): $2.50B
Price to Earnings (P/E): 795.4
Beta: 0.16
Next Earnings: Nov 12, 2026
EPS Estimate: 0.97
Next Dividend Ex-Date: N/A
Dividend Yield: N/A

Bulls Say, Bears Say

Bulls Say

Recurring Subscription Model

A subscription-led model creates recurring revenue through software, cloud services, maintenance, and support. Multi-year agreements, renewals, and expansion across additional modules can improve revenue visibility and deepen customer relationships over the next several quarters.

Platform Adoption And Cross-sell

Platformization is strengthening customer expansion economics: adoption of multiple security modules is producing retention above 120%. This supports durable cross-selling, raises switching friction, and increases the opportunity to grow revenue within the installed base.

Strong Cash Generation And Balance Sheet

Robust free cash flow and substantial liquidity provide financial flexibility for reinvestment, acquisitions, and product development. Strong cash conversion also offers resilience while net income is pressured, supporting continued execution across cybersecurity growth opportunities.

Bears Say

Sharp Profitability Compression

The steep decline in net margin weakens confidence in near-term earnings quality and shows that revenue growth is not currently translating consistently into bottom-line expansion. Sustained margin recovery will be important for earnings stability and efficient capital deployment.

Cloud Hosting Cost Pressure

The ongoing mix shift toward cloud and SaaS should support recurring revenue, but faster-growing hosting costs can limit gross-margin and operating-margin leverage. This creates a structural cost headwind that may persist as cloud-delivered offerings become the majority of revenue.

Platform Deployments Can Be Slow

Long implementation timelines can delay the conversion of platform interest into realized revenue and cash-flow growth. Customer budgeting, contract renewal cycles, and legacy modernization requirements may therefore make expansion less predictable over the next several quarters.

Palo Alto Networks News

Palo Alto Networks urges shareholders reject mini-tender offer by Tutanota

Palo Alto Networks (PANW) announced that it has received notice of an unsolicited “mini-tender” offer from Tutanota to purchase up to 250,000 shares of Palo Alto Networks’ common stock at

2d agoPANW 5AP

Private Markets: Claude developer Anthropic files to go public

Anthropic has publicly filed for a Nasdaq IPO, with the Claude developer widely expected to debut in mid-November at a valuation that could top $2 trillion. Meanwhile, cloud and AI

2d agoAI DE

Cybersecurity Stocks PANW, CRWD, and NTSK Fall 7% in Pre-Market — Here’s Why

Shares of cybersecurity companies Palo Alto Networks ($PANW), CrowdStrike ($CRWD), and Netskope ($NTSK) fell about 7% in Thursday’s pre-market session. This came after Fortinet ($FTNT) released its third-quarter earnings late

3d agoANT AKAM

Cybersecurity Stocks Climb, with Cloudflare (NET) and Netskope (NTSK) Up 7% — Here’s Why

Cybersecurity stocks rallied again on Friday afternoon. Cloudflare ($NET) and Netskope ($NTSK) led the jump, rising 7% each to roughly $325 and $24, respectively. This followed a Reuters report that

1w agoNET CRWD

Palo Alto announces Unit 42 CFAD, Prisma AIRS now on OpenAI Marketplace

Palo Alto Networks (PANW) announces that Unit 42 Continuous Frontier AI Defense and Prisma AIRS are now on the newly launched OpenAI Marketplace, making them directly available to OpenAI’s enterprise

1w agoPANW 5AP

CrowdStrike (CRWD) vs. Palo Alto Networks (PANW): Comparing Cybersecurity Stocks as AI Threats Evolve

CrowdStrike ($CRWD) and Palo Alto Networks ($PANW) are in the spotlight after recent news that artificial intelligence (AI) helped uncover a critical flaw in PHP, a technology that powers up

1w agoCRWD PANW

AI Spending Now Reaches Chip Manufacturers: The Pictet AI & Automation ETF (PBOT) After One Year

Global sales of semiconductor manufacturing equipment are forecast to reach a record $165.9 billion in 2026, up 23.2% from a year earlier, according to SEMI, the industry association.¹ SEMI expects

1w agoIFX TSM

AI Daily: AI discovers vulnerability impacting most of world’s websites

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly. VULNERABILITY:

1w agoS GEN

Cybersecurity Stocks Rally as Web Code Flaws Spark Global Frenzy; NET Jumps 7%, PANW Rises 4%

Shares in cybersecurity companies, including Cloudflare ($NET) and Palo Alto Networks ($PANW), rallied on Wednesday afternoon. This came after the security team behind the PHP programming language announced on its

1w agoS ZS

Evercore ISI says new flaw may spur security remediation work

Evercore ISI notes that news emerged of a potentially significant cybersecurity vulnerability following the premature disclosure of two critical flaws in PHP underpinning a substantial portion of the internet. The

1w agoS NET

Google warns of critical PHP bugs found with AI, urges immediate updates

Google said in a blog post that PHP and Wiz Research disclosed today two critical vulnerabilities in the core PHP language runtime that can expose applications to unauthenticated remote code

1w agoGEN CHKP

AI discovers vulnerability impacting most of the world’s websites, WSJ reports

The creators of PHP, a technology that powers as much as 70% of the world’s websites, disclosed a critical security issue Wednesday that could be leveraged by hackers to take

1w agoGEN NET

AI Daily: Meta rolls out Muse Spark Open on Apple M5 Ultra Macs

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly. MUSE

2w agoGEN AAPL

Cybersecurity companies drop after Semafor says Perplexity giving away SPACE

Shares of cybersecurity companies are moving lower after Semafor’s Reed Albergotti reported that Perplexity is giving away SPACE, its AI sandbox used to combat rogue AI agents. SPACE is now

2w agoGEN AKAM

0KF5 FAQ

What was Palo Alto Networks’s price range in the past 12 months?

Palo Alto Networks lowest share price was $139.60 and its highest was $432.50 in the past 12 months.

What is Palo Alto Networks’s market cap?

Palo Alto Networks’s market cap is $299.56B.

When is Palo Alto Networks’s upcoming earnings report date?

Palo Alto Networks’s upcoming earnings report date is Nov 12, 2026 which is in 11 days.

How were Palo Alto Networks’s earnings last quarter?

Palo Alto Networks released its earnings results on Sep 01, 2026. The company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.978 by $0.042.

Is Palo Alto Networks overvalued?

According to Wall Street analysts Palo Alto Networks’s price is currently Undervalued.

Does Palo Alto Networks pay dividends?

Palo Alto Networks does not currently pay dividends.

What is Palo Alto Networks’s EPS estimate?

Palo Alto Networks’s EPS estimate is 0.97.

How many shares outstanding does Palo Alto Networks have?

Palo Alto Networks has 818,771,600 shares outstanding.

What happened to Palo Alto Networks’s price movement after its last earnings report?

Palo Alto Networks reported an EPS of $1.02 in its last earnings report, beating expectations of $0.978. Following the earnings report the stock price went down -10.164%.

Which hedge fund is a major shareholder of Palo Alto Networks?

Currently, no hedge funds are holding shares in GB:0KF5

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Palo Alto Networks Stock Smart Score

Neutral

Learn more about TipRanks Smart Score

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Company Description

Palo Alto Networks

Palo Alto Networks, Inc. is a global leader in providing advanced cybersecurity solutions. The company's core product line includes both hardware and software-based firewalls. It also offers Panorama, a sophisticated security management platform designed for centralized control of these firewall deployments, whether they are physical appliances, virtual instances, or situated in public or private cloud environments. Additionally, the firm provides virtual system upgrades to enhance the capacity of its physical firewall units. Complementing its core products, Palo Alto Networks delivers an extensive range of subscription services. These encompass robust threat prevention, protection against malware and advanced persistent threats, URL filtering, and security for both laptop and mobile devices. Further specialized subscriptions include DNS security, Internet of Things (IoT) security, SaaS security (via API and inline methods), threat intelligence, and data loss prevention. Beyond its product and subscription offerings, the company extends various expert services, such as cloud security, secure access solutions, security analytics and automation tools, and specialized cybersecurity consulting, often integrated with threat intelligence. Its professional services cover critical areas like architectural design and planning, system implementation, configuration, and seamless firewall migration. Educational resources, including certifications and both online and in-classroom training, are also available, alongside comprehensive support services. Palo Alto Networks distributes its security solutions both directly and through an extensive network of channel partners. Its diverse clientele primarily comprises medium to large-scale enterprises, service providers, and governmental organizations across a wide array of industries. These sectors include education, energy, financial services, healthcare, internet and media, manufacturing, the broader public sector, and telecommunications. Established in 2005, Palo Alto Networks maintains its corporate headquarters in Santa Clara, California.

Palo Alto Networks (0KF5) Earnings & Revenues

Historic Earnings Reports

0KF5 Company Deck

0KF5 Earnings Call

Q4 2026

0:00 / 0:00

Earnings Call SentimentPositive

The call was strongly optimistic, characterized by record financial performance, accelerating platformization, rapid growth in Prisma AIRS, XSIAM, SASE, and observability, successful acquisition integration, and positive fiscal 2027 guidance. The main challenges were lower gross margins, expected cloud hosting-cost growth, persistent hardware commodity costs, the fading impact of a large Chronosphere migration, and the time required for customers to modernize legacy environments. Highlights significantly outweighed the lowlights.

View all GB:0KF5 earnings summaries

0KF5 Net sales Breakdown

19.86% Product
80.14% Subscription and support

0KF5 Stock 12 Month Forecast

Average Price Target

$414.03▲(14.30% Upside)

Past 12 Months12 Month ForecastJan2026Oct2026

High$525.00

Average$414.03

Low$300.00

Detailed Analyst Forecast >

Technical Analysis

Overall Consensus

Indicator	Bullish	Neutral	Bearish
Overall Consensus	7	5	10
Technical Analysis	3	5	2
Moving Averages	4	0	8

Technical Analysis >

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Ownership Overview

0.34% Insiders
16.94% Mutual Funds
3.30% Other Institutional Investors
50.00% Public Companies and Individual Investors

Detailed Ownership Overview >

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