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Palo Alto Networks (GB:0KF5)
LSE:0KF5

Palo Alto Networks (0KF5) Price & Analysis

29 Followers

0KF5 Stock Chart & Stats

$322.05
-$5.85(-1.82%)
At close: 4:00 PM EDT
$322.05
-$5.85(-1.82%)

Bulls Say, Bears Say

Bulls Say
Recurring Revenue & PlatformizationHigh platform adoption and 120% net retention indicate customers expand spend over time, locking in recurring ARR and reducing churn. This multi-product platform dynamic improves lifetime value, supports predictable revenue growth and cross-sell economics over the next several quarters.
Strong Cash Generation (OCF & FCF)Robust and rising operating and free cash flow provide durable funding for R&D, M&A, debt management, and buybacks without relying on external financing. High FCF supports margin reinvestment and strategic flexibility, strengthening the company's long-term operating resilience.
Conservative, Strengthened Balance SheetVery low leverage and a materially larger equity base reduce refinancing and solvency risk, enabling sustained investment and M&A activity. A conservative capital structure enhances financial flexibility and lowers interest-rate sensitivity across the 2–6 month horizon.
Bears Say
Elevated Stock‑based CompensationElevated SBC materially increases non-GAAP adjustments and GAAP operating expense, diluting EPS and compressing reported margins. Because much of this is M&A-related, SBC could remain above historical norms for 12–18 months, pressuring near-term profitability metrics.
Supply‑chain & Component Cost PressureSustained higher component costs and hardware scarcity can compress gross margins or force price hikes that invite customer pushback. Given hardware remains a non-trivial product entry point, persistent cost pressure could reduce margin stability and complicate go‑to‑market economics.
Margin Volatility & Historical Earnings SwingsWide swings in net margin and ROE reduce predictability of earnings and make sustained margin targets harder to forecast. This variability raises execution risk: operational or integration setbacks could materially alter near‑term profitability and investor confidence.

Palo Alto Networks News

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 $383.43 in the past 12 months.
    What is Palo Alto Networks’s market cap?
    Palo Alto Networks’s market cap is $270.44B.
      When is Palo Alto Networks’s upcoming earnings report date?
      Palo Alto Networks’s upcoming earnings report date is Sep 01, 2026 which is in 25 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 0.98.
              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 -4.788%.
                  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

                    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

                    0KF5 Company Deck

                    0KF5 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 GB:0KF5 earnings summaries

                    0KF5 Revenue Breakdown

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

                    0KF5 Stock 12 Month Forecast

                    Average Price Target

                    $348.16
                    ▲(8.11% 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 62,\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":190.758,"date":1756684800000,"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 68,\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":202.995,"date":1759276800000,"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 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":220.192,"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":188.76,"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  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 1</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":185.65,"date":1767225600000,"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":175.94,"date":1769904000000,"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  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style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":182.17,"date":1777593600000,"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 43,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":299.03,"date":1780272000000,"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 77,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 5, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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