Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
| Revenue (TTM) | $11.48B |
| Gross Profit (TTM) | $8.08B |
| EBITDA | $1.56B |
| Operating Margin | 5.40% |
| Return on Equity | 1.74% |
| Return on Assets | 1.40% |
| Revenue/Share (TTM) | $15.33 |
| Book Value | $33.73 |
| Price-to-Book | 11.70 |
| Price-to-Sales (TTM) | 26.70 |
| EV/Revenue | 27.97 |
| EV/EBITDA | 230.88 |
| Quarterly Earnings Growth (YoY) | 60.50% |
| Quarterly Revenue Growth (YoY) | 34.50% |
| Shares Outstanding | $818.00M |
| Float | $811.26M |
| % Insiders | 0.76% |
| % Institutions | 84.44% |
Volatility is currently expanding
Peter Andersen believes the AI trade offers headwinds, but also opportunities for companies across Wall Street. One corner of the market he sees with the biggest upside: cybersecurity.
It's been just over a year since the iShares Software ETF peaked on September 22, 2025, and getting back to that level has been a work in progress. The ETF has since rallied 43%, bringing it back above both its 50- and 200-DMA, but it's still 9.4% below last September's peak.
Wall Street analysts have collectively run out of upside to offer on Palo Alto Networks, yet traders keep pushing the stock toward record highs. Something has to give, and figuring out which side breaks first could define your next move.
Palo Alto CEO Nikesh Arora's views chime closely with Nvidia CEO Jensen Huang who has a diverging opinion to the bosses of Anthropic and OpenAI.
U.S. cybersecurity stocks jumped after warnings about erratic AI behavior. Palo Alto Networks rose 10.0% and Fortinet 8.8% in the September 11–18 trading week.
Palo Alto Networks' Prisma AIRS tops $100 million in ARR, with rapid customer adoption highlighting growing enterprise AI security demand.
Cybersecurity stocks are rallying in Wednesday morning trading as broader large-cap technology names slide. The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) is up 1% for the session.
A potential AI slowdown could shift investor focus from capital-intensive chipmakers toward software, cybersecurity and established tech platforms.
Rapid advances in artificial intelligence are widening corporate attack surfaces, turning enterprise security into an essential operating expense rather than a discretionary technology purchase. While broader software valuations have faced significant pressure this year, cybersecurity stocks have emerged as a rare pocket of premium multiples tied to mission-critical demand.
Personal AI assistants are moving beyond answering questions to carrying out everyday tasks through several steps. Meta Platforms' (META) Muse agent is one example that has taken the world by storm over the past week.
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