
Cyber threats are escalating faster than most enterprise budgets can absorb, and the platform vendors capturing the largest share of that spend are pulling away from the pack.
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 | 9.35 |
| Price-to-Sales (TTM) | 24.51 |
| EV/Revenue | 24.28 |
| EV/EBITDA | 129.18 |
| Quarterly Earnings Growth (YoY) | 60.50% |
| Quarterly Revenue Growth (YoY) | 31.10% |
| Shares Outstanding | $815.00M |
| Float | $808.18M |
| % Insiders | 0.76% |
| % Institutions | 85.31% |
Volatility is currently contracting

Cyber threats are escalating faster than most enterprise budgets can absorb, and the platform vendors capturing the largest share of that spend are pulling away from the pack.

Monday morning analyst desks are not tapping the brakes. Bank of America just rolled through cybersecurity with coordinated price target hikes tied to “accelerating AI adoption and improving investor sentiment”, Benchmark is initiating quantum names with Buys, Piper Sandler flipped bullish on the one EV name most investors had left for dead, and Wells Fargo just revalued a hidden spectrum asset from $1B to $5B.

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.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

CINCINNATI--(BUSINESS WIRE)--CBTS, a leading North American technology services company, today announced it has achieved Palo Alto Networks NextWave MSSP Advanced Specializations across three major security domains: network security, cloud security and security operations. CBTS now holds seven Palo Alto Networks NextWave MSSP Advanced Specializations across Hardware Firewall, Software Firewall, Prisma SASE (Prisma Access and Prisma SD-WAN), Cortex XDR, Cortex XSOAR and Cortex XSIAM. Celebrating.

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does SANTA CLARA, Calif., July 21, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Embrace, a leading provider of user-focused observability, to add high-fidelity Real User Monitoring (RUM) capabilities to the Palo Alto Networks Observability platform.

Palo Alto Networks Inc. (PANW) is emerging as one of Wall Street's preferred cybersecurity plays as concerns over increasingly powerful artificial intelligence models drive demand for security products and services. The view follows comments from International Business Machines (IBM), which said last week that enterprise customers are placing greater emphasis on cybersecurity as more advanced AI models enter the market.

Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity.

Palo Alto Networks is seeing strong demand for its services as more powerful AI models have companies fretting about cybersecurity.
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