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Palo Alto Networks (PANW) Stock Price & Analysis

17,516 Followers

PANW Stock Chart & Stats

$334.47$8.11(2.48%)
At close: 4:00 PM EST
$325$350$375$400Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$329.88 - $341.80
52-Week Range
$139.57 - $432.33
Previous Close
$326.36
Volume
N/A
Average Volume (3M)
5.73M
Market Cap
$267.21B
Enterprise Value
$270.60B
Total Cash (Recent Filing)
$3.07B
Total Debt (Recent Filing)
$2.50B
Price to Earnings (P/E)
727.1
Beta
1.54
Next Earnings
Nov 18, 2026 (Est.)
EPS Estimate
0.97
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring Subscription Model

The subscription-led model creates recurring revenue streams tied to security platforms and ongoing customer support. Multi-year agreements, renewals, and expansion across modules can improve revenue visibility and provide a durable base for continued investment in product development and customer retention.

Strong Cash Generation

Sustained free-cash-flow growth gives Palo Alto Networks meaningful financial flexibility despite weaker reported net income in 2026. High cash conversion can support research, acquisitions, platform expansion, and balance-sheet resilience while reducing reliance on external financing.

Platformization And Customer Expansion

Accelerating platformization indicates customers are adopting multiple security modules rather than isolated products. Retention above 120% supports durable expansion within existing accounts, while broader deployments can deepen customer relationships and create recurring cross-sell opportunities across the portfolio.

Bears Say

Sharp Profitability Reset

The steep decline in net margin weakens confidence in near-term earnings quality even though revenue remains materially higher over the multi-year period. Lower profitability can constrain internal reinvestment efficiency and makes future earnings more sensitive to operating costs, mix, and execution.

Cloud Cost And Gross-margin Pressure

The shift toward cloud and SaaS delivery should support the recurring model, but faster-growing hosting expenses can dilute gross margins as the mix changes. Persistent cost pressure may limit operating leverage and require continued pricing, infrastructure, and product-efficiency actions.

Slow Platform Deployment Cycles

Long deployment timelines can delay the conversion of customer interest into realized revenue and recurring platform adoption. Customers balancing modernization against other AI priorities may create uneven implementation schedules, making growth realization more dependent on contract renewals and execution over several years.

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 $432.33 in the past 12 months.
What is Palo Alto Networks’s market cap?
Palo Alto Networks’s market cap is $267.21B.
When is Palo Alto Networks’s upcoming earnings report date?
Palo Alto Networks’s next earnings report is estimated for Nov 18, 2026 (not yet confirmed), which is in 6 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 -9.282%.
Which hedge fund is a major shareholder of Palo Alto Networks?
Hedge funds hold Palo Alto Networks shares: the largest hedge-fund position in Palo Alto Networks is 71,886,120 shares, and hedge funds increased their holdings by 8.3M shares last quarter.
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