
Palo Alto Networks CEO Nikesh Arora told CNBC on Thursday that high token costs need to come down as much as 90% to promote enterprise adoption Arora is among a growing list of executives, including Palantir's Karp, calling out high token costs.
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
| Revenue (TTM) | $10.61B |
| Gross Profit (TTM) | $7.63B |
| EBITDA | $1.48B |
| Operating Margin | -2.47% |
| Return on Equity | 4.83% |
| Return on Assets | 1.77% |
| Revenue/Share (TTM) | $14.83 |
| Book Value | $34.03 |
| Price-to-Book | 10.25 |
| Price-to-Sales (TTM) | 24.63 |
| EV/Revenue | 26.65 |
| EV/EBITDA | 141.74 |
| Quarterly Earnings Growth (YoY) | 60.50% |
| Quarterly Revenue Growth (YoY) | 31.10% |
| Shares Outstanding | $815.00M |
| Float | $808.20M |
| % Insiders | 0.76% |
| % Institutions | 83.07% |
Volatility is currently expanding

Palo Alto Networks CEO Nikesh Arora told CNBC on Thursday that high token costs need to come down as much as 90% to promote enterprise adoption Arora is among a growing list of executives, including Palantir's Karp, calling out high token costs.

Nikesh Arora, chairman and CEO at Palo Alto Networks, joins 'Squawk on the Street' to discuss concerns around high token costs, OpenAI's newest model and more.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Palo Alto Networks stock continues its strong uptrend this week and is now hovering at its all-time high. PANW jumped by 156% from its lowest point this year, with analysts expecting more gains.

Palo Alto Networks is rated 'Buy' due to durable growth drivers: platformization, the CyberArk acquisition, and robust FCF compounding. PANW targets $20B NGS ARR by FY2030E (~25% CAGR) and 40% adjusted FCF margin by FY2028E, supported by strong customer retention and multi-product adoption. The $25B CyberArk acquisition introduces near-term dilution and integration costs, but significantly enhances PANW's identity security and AI-driven capabilities.

Steven E. Orr explains why investors should focus on out-of-favor companies with strong fundamentals, highlighting Microsoft (MSFT) as a potential rebound candidate. He also shares his views on the AI race, sets an ambitious target for GE Aerospace (GE), and identifies Palo Alto Networks (PANW) as a top cybersecurity play amid growing digital security demand.

Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions.

Shares of major cybersecurity names are rallying in Monday's midday session.

Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock?

Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.