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Palo Alto Networks (CH:PANW)
NASDAQ:PANW

Palo Alto Networks (PANW) Price & Analysis

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PANW Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Cash GenerationSustained, large-scale free cash flow provides durable financial flexibility: funds R&D, strategic M&A, share repurchases and debt service without depending on external financing. Consistent cash conversion across years underpins reinvestment and long-term margin resilience.
Recurring Revenue & PlatformizationHigh retention and multi-product adoption create durable revenue visibility and expanding lifetime value. Platformization reduces churn, drives cross-sell, and supports higher recurring mix, stabilizing top-line growth and enabling margin lift as more revenue shifts to software and services.
Stronger Balance SheetMaterial deleveraging and a larger equity base improve financial optionality for sustained investment, M&A and capital returns. A conservative capital structure lowers refinancing risk and supports multi-year strategic initiatives without jeopardizing liquidity or credit flexibility.
Bears Say
Acquisition-related GAAP ChargesTransaction and integration charges reduce reported profitability and can persist near-term, complicating earnings comparability. Prolonged GAAP hit may pressure reported margins and EPS, affecting perceived operating performance despite healthy underlying cash generation.
Elevated Stock-based CompHigh SBC increases operating expense and shareholder dilution during an extended integration phase. Even if non-GAAP adjustments smooth appearance, elevated SBC as a revenue percentage can weigh on long-term per‑share metrics until comp normalizes in ~12–18 months.
Supply-chain & Integration RiskPersistent component inflation and remaining product migrations introduce execution and margin risk. Hardware cost pressure or customer pushback, plus multi-quarter migration work, can compress gross margins and divert engineering/sales resources, impacting operational leverage.

Palo Alto Networks News

PANW FAQ

What was Palo Alto Networks’s price range in the past 12 months?
Currently, no data Available
What is Palo Alto Networks’s market cap?
Palo Alto Networks’s market cap is CHF216.01B.
    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 29 days.
      How were Palo Alto Networks’s earnings last quarter?
      Palo Alto Networks released its earnings results on Jun 02, 2026. The company reported $0.694 earnings per share for the quarter, beating the consensus estimate of $0.648 by $0.047.
        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 0.8.
            How many shares outstanding does Palo Alto Networks have?
            Currently, no data Available
            What happened to Palo Alto Networks’s price movement after its last earnings report?
            Palo Alto Networks reported an EPS of $0.694 in its last earnings report, beating expectations of $0.648. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Palo Alto Networks?
              Currently, no hedge funds are holding shares in CH: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 CH:PANW earnings summaries

                PANW Revenue Breakdown

                19.54%19.54%80.46%
                19.54% Product
                80.46% Subscription and support
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                PANW Stock 12 Month Forecast

                Average Price Target

                $279.83
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