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Palo Alto Networks, Inc.
PANW
NASDAQ·Technology·Software - Infrastructure·Mkt cap $239.9B
$350.93
▼ -0.32%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$139.57 - $358.10
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 78.7% 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
5 reasons
- Integrated platform approach reducing complexity and improving threat detection
- Strong brand reputation and market leadership in enterprise cybersecurity
- Extensive partner ecosystem and direct sales relationships with Fortune 500 companies
- Continuous innovation in AI-driven threat prevention and cloud security
- High switching costs and sticky subscription-based recurring revenue model
Bear Case
2 risks
- Average volatility.
- Extreme premium - high expectations embedded
Growth
Strong growth ahead
Increasing cybersecurity spending driven by regulatory compliance and breach prevention
Value
Extreme premium - high expectations embedded
Momentum
Hot
+115.7% over 3m
Quality
Excellent
Excellent business quality
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: Aug 17, 2026
JUN 2, 2026
Reported EPS of $0.85 vs $0.79 consensus (+7.2% surprise). Revenue of $3.0B vs $2.9B expected (+2.0%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+7.2%
Next: Aug 17, 2026
Revenue trend · last 8Q
—
—
—
+14%
+15%
+16%
+16%
+15%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q2 26
$2.0B
$2.2B
$2.1B
$2.3B
$2.3B
$2.5B
$2.5B
$2.6B
Margins · last 8Q
Gross
73.6%
Operating
15.4%
Profit
16.6%
Wall Street consensus
33 analysts · 91% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
91%
Hold
9%
Sell
0%
Median Price Target
$320.00
▼ -8.8% vs $350.93
Latest: Wells Fargo · Jul 1, 2026
27 analysts covering