Palo Alto Networks, Inc.
PANW
NASDAQ·Technology·Software - Infrastructure·Mkt cap $271.6B
$333.26
▲ +0.40%
P/E
775.02
Mkt Cap
$271.6B
52-Wk Range
$139.57–$398.88
52-Week Range
$139.57 - $398.88
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 68.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Integrated platform combining network, endpoint, and cloud security with centralized management
- Strong recurring revenue model through extensive subscription services and threat intelligence
- Established relationships with enterprises, service providers, and government agencies across multiple industries
- Comprehensive professional services and training ecosystem creating customer stickiness
Bear Case
2 risks
- Average volatility.
- Extreme premium - high expectations embedded
Growth
Moderate growth ahead
Increasing cybersecurity threats and regulatory compliance requirements driving enterprise spending
Value
Extreme premium - high expectations embedded
Momentum
Hot
+25.1% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying PANW right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 18, 2026
SEP 1, 2026
Reported EPS of $1.02 vs $0.98 consensus (+4.3% surprise). Revenue of $3.4B vs $3.4B expected (+1.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+4.3%
Revenue trend · last 8Q
—
+14%
+15%
+16%
+16%
+15%
+31%
+34%
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
Q4 26
$2.1B
$2.3B
$2.3B
$2.5B
$2.5B
$2.6B
$3.0B
$3.4B
Margins · last 8Q
Gross
67.6%
Operating
4.9%
Profit
-8.3%
Wall Street consensus
29 analysts · 83% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
83%
Hold
17%
Sell
0%
Median Price Target
—
Latest: Citi · Sep 7, 2026
vs Industry
How PANW stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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