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

17,194 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-led Revenue ModelA subscription-heavy model gives Palo Alto Networks recurring revenue, renewal opportunities, and a foundation for expansion across network, cloud, and security operations products. This structure can improve revenue visibility and deepen customer relationships as enterprises consolidate security spending on integrated platforms.
Strong And Resilient Free Cash Flow GenerationRobust free cash flow provides substantial internal funding for product development, acquisitions, debt management, and capital returns. The resilience of cash generation despite weaker net income indicates that the operating model is converting revenue into liquidity, supporting strategic flexibility over the next several quarters.
Platform Expansion And Customer RetentionHigh net retention means existing customers are expanding their use of Palo Alto Networks products faster than revenue is lost from churn. Combined with a growing platformized customer base, this supports durable cross-selling, stronger switching costs, and a broader recurring revenue opportunity.
Bears Say
Sharp 2026 Profitability ResetThe steep decline in net profitability weakens confidence in near-term earnings quality and shows that strong revenue growth is not currently translating consistently into bottom-line returns. If margins remain depressed, Palo Alto Networks may have less earnings leverage from its expanding scale than historical results suggested.
Acquisition-related Charges And Elevated Stock CompensationRecent acquisitions are adding transaction, integration, and stock-based compensation costs that dilute reported earnings and can pressure operating leverage. Although management expects some effects to normalize, continued expenses and elevated dilution may weigh on earnings quality while the acquired businesses are integrated.
Hardware Component Cost And Supply PressureHigher component costs create a direct margin risk for Palo Alto Networks hardware business and may require further price increases to preserve profitability. Even with hardware a smaller revenue mix, customer sensitivity to pricing and continued cost volatility could make results less predictable over the coming 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 $398.88 in the past 12 months.
    What is Palo Alto Networks’s market cap?
    Palo Alto Networks’s market cap is $273.11B.
      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 62 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 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 $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 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

                    $405.95
                    ▲(19.43% Upside)
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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":175.42,"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  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  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                    Ownership Overview

                    0.35%15.20%12.77%41.52%
                    12.77% Other Institutional Investors
                    41.52% Public Companies and Individual Investors
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