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Palo Alto Networks (PANW)
NASDAQ:PANW
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Palo Alto Networks (PANW) Price & Analysis

16,551 Followers

PANW Stock Chart & Stats

$167.85
-$6.31(-3.60%)
At close: 4:00 PM EST
$167.85
-$6.31(-3.60%)

Bulls Say, Bears Say

Bulls Say
Robust Cash GenerationConsistent and growing operating and free cash flow provide durable financing for R&D, integrations, and buybacks without relying on external capital. High FCF supports reinvestment into product roadmap and margin improvement, and cushions the business against cyclical enterprise IT spend downturns.
Strengthened Balance SheetMuch lower leverage and a materially larger equity base improve financial flexibility for M&A, opportunistic buybacks, and capital allocation choices. A conservative capital structure reduces refinancing risk and supports sustained investment in platforms and go-to-market initiatives.
Platform & Recurring Revenue MomentumHigh net retention and increasing platform adoption indicate strong cross-sell and customer stickiness, underpinning durable ARR growth. Platformization raises average contract value, reduces churn-driven volatility, and strengthens long-term predictability of subscription revenues.
Bears Say
Elevated Stock-based CompHigher SBC as a percent of revenue dilutes reported margins and can compress non-GAAP to GAAP convergence for the next several quarters. While described as transitional, elevated equity comp increases operating cost run-rate and can temper near-term EPS and ROE metrics until it declines.
Supply-chain And Component Cost PressurePersistent memory and storage cost inflation can pressure hardware margins and force price increases that risk customer pushback. Even with hardware a smaller revenue slice, component scarcity and higher input costs could meaningfully affect gross margins and margin predictability over upcoming quarters.
Acquisition Expense And Integration RiskWhile acquisitions accelerate ARR, the added full-year expense run-rate and remaining migration tasks introduce execution risk and pressure FY27 operating profiles. Integration demands can divert engineering and sales resources, slowing organic product consolidation and complicating margin recovery timing.

Palo Alto Networks News

PANW FAQ

What was Palo Alto Networks’s price range in the past 12 months?
Palo Alto Networks lowest stock price was $139.57 and its highest was $302.95 in the past 12 months.
    What is Palo Alto Networks’s market cap?
    Palo Alto Networks’s market cap is $214.52B.
      When is Palo Alto Networks’s upcoming earnings report date?
      Palo Alto Networks’s upcoming earnings report date is Aug 24, 2026 which is in 73 days.
        How were Palo Alto Networks’s earnings last quarter?
        Palo Alto Networks released its earnings results on Jun 02, 2026. The company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.793 by $0.057.
          Is Palo Alto Networks overvalued?
          According to Wall Street analysts Palo Alto Networks’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            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 815,000,000 shares outstanding.
                What happened to Palo Alto Networks’s price movement after its last earnings report?
                Palo Alto Networks reported an EPS of $0.85 in its last earnings report, beating expectations of $0.793. Following the earnings report the stock price went down -5.636%.
                  Which hedge fund is a major shareholder of Palo Alto Networks?
                  Currently, no hedge funds are holding shares in PANW
                  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

                    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 (PANW) Earnings & Revenues

                    PANW Company Deck

                    PANW Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The earnings call was strongly positive overall. The company reported a record quarter with broad-based revenue, ARR and RPO growth, exceptional free cash flow expansion, rapid adoption of new AI security products (Prisma AIRS, XSIAM, Chronosphere), robust platformization metrics, and early acquisition integration success (CyberArk, Chronosphere). Near-term challenges include acquisition-related GAAP charges and elevated stock-based compensation, supply-chain and component cost pressure, and ongoing integration/migration tasks (e.g., Prisma Cloud to Cortex Cloud). These lowlights are largely transitional or industry-wide and management provided mitigation plans and timelines. Given the scale and magnitude of the growth metrics and cash flow improvements versus the manageable and largely one-time or solvable challenges, the overall tone is constructive and confident.View all PANW earnings summaries

                    PANW Revenue Breakdown

                    19.54%19.54%80.46%
                    19.54% Product
                    80.46% Subscription and support
                    tipranks

                    PANW Stock 12 Month Forecast

                    Average Price Target

                    $327.32
                    ▲(95.01% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 47,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 13, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":197.58,"date":1751328000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 57,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 15, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":172.88,"date":1754006400000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n       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style=\"color:#199ca5\">Buy 57,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":220.24,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 54,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 7, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":187.73,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 52,\t&nbsp; </span>\n              <span  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":150.15,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 61,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":160.67,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 58,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 3, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                    Ownership Overview

                    0.75%14.97%14.02%41.75%
                    14.02% Other Institutional Investors
                    41.75% Public Companies and Individual Investors
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