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

17,440 Followers

PANW Stock Chart & Stats

$339.90
-$1.84(-0.57%)
At close: 4:00 PM EDT
$339.90
-$1.84(-0.57%)

Bulls Say, Bears Say

Bulls Say
Recurring Subscription ModelA 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-sellPlatformization 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 SheetRobust 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 CompressionThe 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 PressureThe 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 SlowLong 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

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 $432.32 in the past 12 months.
    What is Palo Alto Networks’s market cap?
    Palo Alto Networks’s market cap is $302.88B.
      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 25 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. 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 818,000,000 shares outstanding.
                What happened to Palo Alto Networks’s price movement after its last earnings report?
                Palo Alto Networks reported an EPS of $1.02 in its last earnings report, beating expectations of $0.978. Following the earnings report the stock price went down -9.282%.
                  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

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    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 PANW earnings summaries

                    PANW Revenue Breakdown

                    19.86%19.86%80.14%
                    19.86% Product
                    80.14% Subscription and support
                    tipranks

                    PANW Stock 12 Month Forecast

                    Average Price Target

                    $414.32
                    ▲(21.90% 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 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        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58,\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":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  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","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":352.04,"date":1782864000000,"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 88,\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":331.83,"date":1785542400000,"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 82,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 6, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":362.09,"date":1788220800000,"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 67,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":396.25,"date":1790812800000,"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 9, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      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                    Ownership Overview

                    0.34%15.14%0.93%54.33%
                    0.93% Other Institutional Investors
                    54.33% Public Companies and Individual Investors
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