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

16,462 Followers

PANW Stock Chart & Stats

$167.85
-$6.31(-3.60%)
At close: 4:00 PM EST
$167.85
-$6.31(-3.60%)

Bulls Say, Bears Say

Bulls Say
Robust Cash GenerationConsistent and growing operating and free cash flow provide durable financing for R&D, integrations, and buybacks without relying on external capital. High FCF supports reinvestment into product roadmap and margin improvement, and cushions the business against cyclical enterprise IT spend downturns.
Strengthened Balance SheetMuch lower leverage and a materially larger equity base improve financial flexibility for M&A, opportunistic buybacks, and capital allocation choices. A conservative capital structure reduces refinancing risk and supports sustained investment in platforms and go-to-market initiatives.
Platform & Recurring Revenue MomentumHigh net retention and increasing platform adoption indicate strong cross-sell and customer stickiness, underpinning durable ARR growth. Platformization raises average contract value, reduces churn-driven volatility, and strengthens long-term predictability of subscription revenues.
Bears Say
Elevated Stock-based CompHigher SBC as a percent of revenue dilutes reported margins and can compress non-GAAP to GAAP convergence for the next several quarters. While described as transitional, elevated equity comp increases operating cost run-rate and can temper near-term EPS and ROE metrics until it declines.
Supply-chain And Component Cost PressurePersistent memory and storage cost inflation can pressure hardware margins and force price increases that risk customer pushback. Even with hardware a smaller revenue slice, component scarcity and higher input costs could meaningfully affect gross margins and margin predictability over upcoming quarters.
Acquisition Expense And Integration RiskWhile acquisitions accelerate ARR, the added full-year expense run-rate and remaining migration tasks introduce execution risk and pressure FY27 operating profiles. Integration demands can divert engineering and sales resources, slowing organic product consolidation and complicating margin recovery timing.

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 $302.95 in the past 12 months.
    What is Palo Alto Networks’s market cap?
    Palo Alto Networks’s market cap is $242.50B.
      When is Palo Alto Networks’s upcoming earnings report date?
      Palo Alto Networks’s upcoming earnings report date is Aug 24, 2026 which is in 80 days.
        How were Palo Alto Networks’s earnings last quarter?
        Palo Alto Networks released its earnings results on Jun 02, 2026. The company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.793 by $0.057.
          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 816,000,000 shares outstanding.
                What happened to Palo Alto Networks’s price movement after its last earnings report?
                Palo Alto Networks reported an EPS of $0.85 in its last earnings report, beating expectations of $0.793. Following the earnings report the stock price went down -5.636%.
                  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. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, uniform resource locator filtering, laptop and mobile device protection, and firewall; and DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. In addition, the company offers cloud security, secure access, security analytics and automation, and threat intelligence and cyber security consulting; professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. Palo Alto Networks, Inc. sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.

                    Palo Alto Networks (PANW) Earnings & Revenues

                    PANW Company Deck

                    PANW Earnings Call

                    Q3 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

                    $327.52
                    ▲(95.13% Upside)
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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              <span  style=\"color:#912767\">Sell 0</span>\n      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                    Ownership Overview

                    0.74%14.97%14.00%42.06%
                    14.00% Other Institutional Investors
                    42.06% Public Companies and Individual Investors
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