Palo Alto Networks, Inc. (PANW)

US — Technology Sector
Peers: CRWD  ADBE  PLTR  ZS  FTNT  NOW 

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Key Metrics & Ratings

  • symbol PANW
  • Rev/Share 13.7758
  • Book/Share 11.6887
  • PB 15.7785
  • Debt/Equity 0.0432
  • CurrentRatio 0.8892
  • ROIC 0.0567

 

  • MktCap 123102045390.0
  • FreeCF/Share 4.4825
  • PFCF 41.0258
  • PE 108.8786
  • Debt/Assets 0.0143
  • DivYield 0
  • ROE 0.1659

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 4
  • P/B Score 1
  • D/E Score 4

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade PANW BofA Securities Neutral Buy -- $215 Aug. 19, 2025
Reiterated PANW BMO Capital Markets -- Outperform $217 $225 Aug. 19, 2025
Upgrade PANW Deutsche Bank Hold Buy -- $220 Aug. 13, 2025
Upgrade PANW Piper Sandler Neutral Overweight -- $225 Aug. 12, 2025
Downgrade PANW KeyBanc Capital Markets Overweight Sector Weight -- -- July 31, 2025
Initiation PANW Roth Capital -- Neutral -- $210 May 15, 2025
Upgrade PANW HSBC Securities Reduce Hold -- $156 April 10, 2025
Initiation PANW Stephens -- Equal Weight -- $205 April 1, 2025
Resumed PANW Morgan Stanley -- Overweight -- -- March 18, 2025
Downgrade PANW Deutsche Bank Buy Hold -- -- Jan. 8, 2025

News

Palo Alto Networks: CyberArk Will Be A Reliable Sidekick To NGS Offerings
CYBR, PANW
Published: August 20, 2025 by: Seeking Alpha
Sentiment: Positive

PANW delivered strong Q4 results, beating on revenue and EPS, and raised FY26 guidance, highlighting robust NGS and platformization momentum. The $25B CyberArk acquisition is a strategic move to capitalize on surging identity security demand in the AI era, further strengthening PANW's portfolio. Monte Carlo simulations suggest a near 100% chance PANW will exceed FY26 EPS guidance, supporting my $239 price target and continued BUY rating.

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image for news Palo Alto Networks: CyberArk Will Be A Reliable Sidekick To NGS Offerings
Palo Alto Stock Pops As Analysts Say Strong Growth, CyberArk Deal Could Power Next Leg Higher
CYBR, PANW
Published: August 19, 2025 by: Benzinga
Sentiment: Positive

Palo Alto Networks PANW shares are trading higher after the company beat fourth-quarter estimates and issued strong guidance.

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image for news Palo Alto Stock Pops As Analysts Say Strong Growth, CyberArk Deal Could Power Next Leg Higher
Palo Alto earns BofA upgrade as platform, software drive momentum
PANW
Published: August 19, 2025 by: Proactive Investors
Sentiment: Positive

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP)'s recent earnings report was “impressive on all fronts,” analysts at Bank of America said Tuesday, pointing to strong fundamentals and better-than-expected fiscal 2026 guidance. “At a high level, the company's strategy appears to be working well, with 1,400 platform deals, and software is driving up growth, accounting now for 56% of product revenues vs.

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image for news Palo Alto earns BofA upgrade as platform, software drive momentum
Palo Alto Networks: Way Too Early To Conclude That CyberArk Was A Bad Acquisition
CYBR, PANW
Published: August 19, 2025 by: Seeking Alpha
Sentiment: Neutral

The market's 14% selloff after Palo Alto Networks, Inc.'s $25B CyberArk acquisition looks overdone to me, and I expect shares to rebound into the low $200s as integration concerns ease. A clear sign of this reversal is the market reaction following FQ4 2025 earnings results. Shares are up in the mid-single digits in the premarket session. While the deal carries execution risk with 3,800 employees to absorb, CyberArk's strong growth profile should help offset Palo Alto's slowing revenue trajectory, with FY26 guidance at just 14% growth.

Read More
image for news Palo Alto Networks: Way Too Early To Conclude That CyberArk Was A Bad Acquisition
Palo Alto Networks Uptrend Confirmed! New Highs Set by Year's End
PANW
Published: August 19, 2025 by: MarketBeat
Sentiment: Positive

Palo Alto Networks' NASDAQ: PANW FQ4 release affirmed the market outlook for cybersecurity and its leading position in the industry. The shift to platformization drives growth, margin, outperformance and accelerates business momentum.

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image for news Palo Alto Networks Uptrend Confirmed! New Highs Set by Year's End
Palo Alto Networks Q4 Earnings and Revenues Surpass Estimates
PANW
Published: August 19, 2025 by: Zacks Investment Research
Sentiment: Positive

PANW's Q4 earnings beat on earnings and revenues, fueled by growth in Subscription & Support and upbeat FY26 guidance.

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image for news Palo Alto Networks Q4 Earnings and Revenues Surpass Estimates
Palo Alto Networks' earnings beat sparks investor confidence in the cybersecurity industry
PANW
Published: August 19, 2025 by: Market Watch
Sentiment: Positive

The company's strong performance last quarter points to a “bright spot” in the cybersecurity and software space.

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image for news Palo Alto Networks' earnings beat sparks investor confidence in the cybersecurity industry
Big Demand for Cyber Protection Powers Palo Alto Networks Results, Outlook
PANW
Published: August 19, 2025 by: Investopedia
Sentiment: Positive

Shares of Palo Alto Networks (PANW) jumped 7% Tuesday, a day after the cybersecurity firm posted better-than-expected results and guidance as customers demanded increasingly powerful tools to fight hackers.

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image for news Big Demand for Cyber Protection Powers Palo Alto Networks Results, Outlook
Why Palo Alto Networks Will Outperform In FY26
PANW
Published: August 19, 2025 by: Seeking Alpha
Sentiment: Positive

Palo Alto Networks, Inc. delivered a strong fiscal Q4 with beats on revenue and EPS, plus upbeat guidance for FY26, driving a post-earnings stock rebound. I remain bullish about PANW stock despite recent underperformance, and see the CyberArk acquisition and entry into identity security as a strategic long-term growth catalyst. The company's shift from hardware to software, strong ARR growth, and deepening customer platformization reinforce my conviction in durable, recurring revenue expansion.

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image for news Why Palo Alto Networks Will Outperform In FY26
Palo Alto shares jump 6% in premarket after Bank of America upgrade
PANW
Published: August 19, 2025 by: Invezz
Sentiment: Positive

Palo Alto Networks' long-term outlook has received a boost after Bank of America upgraded the cybersecurity company's stock from neutral to buy. The bank maintained its $215 per share price target, suggesting more than 22% upside from Monday's close of $176.17.

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image for news Palo Alto shares jump 6% in premarket after Bank of America upgrade
Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder
EL, PANW, VIK
Published: August 18, 2025 by: CNBC Television
Sentiment: Neutral

Michael Landsberg, Landsberg Bennett Private Wealth chief investment officer, joins CNBC's 'Power Lunch' to break down why he's keeping an eye on shares of Palo Alto Networks, Viking Holdings, and Estee Lauder.

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image for news Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder
Bradley: PANW "Tip of the Spear" in Cybersecurity, CyberArk Acquisition Bullish Long-Term
CYBR, PANW
Published: August 18, 2025 by: Schwab Network
Sentiment: Positive

Cybersecurity is "not a nice to have, it's a have to have," says Nathaniel Bradley. Ahead of Palo Alto Networks' (PANW) earnings after the close on Monday, he called the company the "tip of the spear" in the industry.

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image for news Bradley: PANW "Tip of the Spear" in Cybersecurity, CyberArk Acquisition Bullish Long-Term
Palo Alto Networks Earnings Preview: Cybersecurity & AI Focus
PANW
Published: August 18, 2025 by: Forbes
Sentiment: Neutral

Palo Alto Networks is scheduled to report earnings after Monday's close. The stock hit a record high near $210.39/share in 2025 and is currently trading near $177.

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image for news Palo Alto Networks Earnings Preview: Cybersecurity & AI Focus
Mark Zuckerberg rankles neighbors for buying up cluster of Palo Alto homes
PANW
Published: August 18, 2025 by: Market Watch
Sentiment: Neutral

In the years since buying his first home there, Zuckerberg has purchased 10 others in an apparent bid to create a kind of property buffer.

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image for news Mark Zuckerberg rankles neighbors for buying up cluster of Palo Alto homes
Palo Alto Networks' Pre-Q4 Earnings Analysis: Hold or Fold the Stock?
PANW
Published: August 14, 2025 by: Zacks Investment Research
Sentiment: Positive

PANW's Q4 results are likely to reflect benefits from strong demand for AI-powered security solutions and the platformization strategy.

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image for news Palo Alto Networks' Pre-Q4 Earnings Analysis: Hold or Fold the Stock?
Insights Into Palo Alto (PANW) Q4: Wall Street Projections for Key Metrics
PANW
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Palo Alto (PANW) for the quarter ended July 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Insights Into Palo Alto (PANW) Q4: Wall Street Projections for Key Metrics
Cybersecurity Stock Rebounds on Pre-Earnings Upgrade
PANW
Published: August 12, 2025 by: Schaeffers Research
Sentiment: Positive

Cybersecurity name Palo Alto Networks Inc (NASDAQ:PANW) is gearing up for its latest quarterly earnings report, due out after the close on Monday, August 18.

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image for news Cybersecurity Stock Rebounds on Pre-Earnings Upgrade
Palo Alto Networks Stock Is Rising. Why This Analyst Says It's a Buy.
PANW
Published: August 12, 2025 by: Barrons
Sentiment: Positive

Piper Sandler upgrades the stock to Overweight from Neutral ahead of the company's Aug. 18 earnings report.

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image for news Palo Alto Networks Stock Is Rising. Why This Analyst Says It's a Buy.
PANW Plunges 14% in 6 Months: Should You Hold or Fold the Stock?
PANW
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Palo Alto Networks faces slowing growth but stays a long-term hold, backed by AI innovation, platform expansion, and discounted valuation.

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image for news PANW Plunges 14% in 6 Months: Should You Hold or Fold the Stock?
Palo Alto Networks (PANW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
PANW
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Neutral

Palo Alto (PANW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Palo Alto Networks (PANW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Final Trades: Flex LNG, Palo Alto Networks and Apple
AAPL, FLNG, PANW
Published: August 07, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

Read More
image for news Final Trades: Flex LNG, Palo Alto Networks and Apple
Palo Alto vs. Check Point: Which Cybersecurity Stock Has an Edge?
CHKP, PANW
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Positive

As PANW scales AI and cloud security, CHKP's steady gains lag behind in the race for cybersecurity dominance.

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image for news Palo Alto vs. Check Point: Which Cybersecurity Stock Has an Edge?
Is Most-Watched Stock Palo Alto Networks, Inc. (PANW) Worth Betting on Now?
PANW
Published: August 04, 2025 by: Zacks Investment Research
Sentiment: Positive

Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Is Most-Watched Stock Palo Alto Networks, Inc. (PANW) Worth Betting on Now?
Final Trades: Netflix, Palo Alto Networks and Transocean
NFLX, PANW, RIG
Published: August 01, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: Netflix, Palo Alto Networks and Transocean
Palo Alto Networks agrees to buy CyberArk for $25 billion
CYBR, PANW
Published: July 30, 2025 by: TechCrunch
Sentiment: Positive

Cybersecurity giant Palo Alto Networks announced on Wednesday its intent to acquire identity management and security company CyberArk for $25 billion. The deal, a mix of cash and stock, marks Palo Alto's entrance into the identity security space, according to a company press release.

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image for news Palo Alto Networks agrees to buy CyberArk for $25 billion
Why Palo Alto Networks Is Buying CyberArk for $25B
CYBR, PANW
Published: July 30, 2025 by: Bloomberg Technology
Sentiment: Positive

The leaders of Palo Alto Networks and CyberArk say their $25 billion deal will allow for faster global growth. Palo Alto Networks CEO Nikesh Arora and CyberArk Executive Chair Udi Mokady join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.

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image for news Why Palo Alto Networks Is Buying CyberArk for $25B
Palo Alto Networks Stock Down 14% On Dubious $25 Billion CyberArk Buy
PANW
Published: July 30, 2025 by: Forbes
Sentiment: Negative

Santa Clara, Calif.-based cybersecurity platform provider Palo Alto Networks stock has lost 14% of its peak value since inking a deal to acquire Newton, Mass.

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image for news Palo Alto Networks Stock Down 14% On Dubious $25 Billion CyberArk Buy
Why Palo Alto Networks plans to purchase CyberArk in a $25 billion deal
CYBR, PANW
Published: July 30, 2025 by: Market Watch
Sentiment: Neutral

Palo Alto Networks' stock was falling Wednesday after the announcement of a splashy deal that would give the cybersecurity giant a foothold in the identity business, which stands to benefit from AI.

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image for news Why Palo Alto Networks plans to purchase CyberArk in a $25 billion deal
Palo Alto Plans CyberArk Buyout: Can This Boost PANW's Identity Edge?
PANW
Published: July 30, 2025 by: Zacks Investment Research
Sentiment: Positive

PANW eyes a $20B CYBR buyout to plug its identity gap and push deeper into the fast-growing IAM market.

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image for news Palo Alto Plans CyberArk Buyout: Can This Boost PANW's Identity Edge?
Why Does Palo Alto Networks Want To Buy CyberArk?
CYBR, PANW
Published: July 30, 2025 by: Forbes
Sentiment: Positive

Palo Alto Networks (NASDAQ: PANW) is reportedly in advanced talks to acquire Israel-based cybersecurity firm CyberArk in a deal that could be valued at up to $20 billion, per The Wall Street Journal. The news sent CyberArk shares up over 13%, although Palo Alto's stock dropped by nearly 5%.

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image for news Why Does Palo Alto Networks Want To Buy CyberArk?

About Palo Alto Networks, Inc. (PANW)

  • IPO Date 2012-07-20
  • Website https://www.paloaltonetworks.com
  • Industry Software - Infrastructure
  • CEO Nikesh Arora
  • Employees 15758

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.