Price
$406.76+20.23%Social Signal Score
Analyst Ratings
89 analysts52-week range
- Last close
- $406.76
- Off 52w high
- 0.0%
- 200-day average
- $251.44
- vs 200-day
- +61.8%
Revenue
$3.41B+756.57%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Nikesh Arora
- Sector
- Technology
- Industry
- Software - Infrastructure
- Employees
- 21,921
- Beta
- 0.91
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- 9.73
Financials
Revenue
$3.41B+756.6%Net Income
$-282.00MEBITDA
$-1.07BFree Cash Flow
$1.27B+597.9%EPS (diluted)
$-0.35Shares Outstanding (diluted)
764.00M+41.8%Operating Expenses
$2.13BCash & Debt
$3.07BReturn of Capital
$0.00Revenue by Segment (annual)
$11.48BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $11.48B | $307.00M | $0.46 |
| 2025 | $9.22B | $1.13B | $1.71 |
| 2024 | $8.03B | $2.58B | $4.04 |
| 2023 | $6.89B | $439.70M | $0.73 |
| 2022 | $5.50B | $-267.00M | $-0.45 |
| 2021 | $4.26B | $-498.90M | $-0.86 |
| 2020 | $3.41B | $-267.00M | $-0.46 |
| 2019 | $2.90B | $-81.90M | $-0.14 |
| 2018 | $2.27B | $-147.90M | $-0.27 |
| 2017 | $1.76B | $-216.60M | $-0.40 |
| 2016 | $1.38B | $-225.90M | $-0.43 |
| 2015 | $928.05M | $-164.98M | $-0.34 |
| 2014 | $598.18M | $-226.45M | $-0.51 |
| 2013 | $396.11M | $-29.25M | $-0.07 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.60
- Implied price
- $10.84
- Return from $403.24
- -51.5% a year
To earn 15.0% a year on these assumptions you'd need to buy at $5.39 — -98.7% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -59.4% | -57.6% | -56.0% | -54.6% | -53.4% |
| 3.0% | -57.3% | -55.4% | -53.7% | -52.3% | -51.0% |
| 8.0% | -55.3% | -53.2% | -51.5% | -50.0% | -48.6% |
| 13.0% | -53.2% | -51.1% | -49.2% | -47.6% | -46.2% |
| 18.0% | -51.1% | -48.9% | -47.0% | -45.3% | -43.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
70+133.33%Social Signal Score
Mentions (100)
- News (RSS)fool·12h ago·Positive
Better Buy: Fortinet or Palo Alto Networks? There is one big difference between these two cybersecurity companies right now.
View source ↗ - News (RSS)fool·3d ago·Positive
2 Cybersecurity Stocks With Serious Long-Term Wealth-Building Potential CrowdStrike and Palo Alto are positioned for long-term growth.
View source ↗ - News (RSS)fool·3d ago·Positive
Palo Alto Networks Stock is Soaring: Is it Too Late to Buy? I have been bullish on this stock for several years.
View source ↗ - Newsfool.com·3d ago·Positive
Palo Alto Networks Stock is Soaring: Is it Too Late to Buy? Cybersecurity stocks are booming since the proliferation of agentic AI.
View source ↗ - PodcastAll In·3d ago·Negative
…ge the control of the software is a full-errant. I do think that it's going to mandate because the risks will rise and increase the amount of defense. Companies like Palo Alto networks, I think the investment in this space, what I heard in DC this week with some Fortune 50 CEOs are very worried about cyber defense. That means they're going to start to make this their number one priority to address at the board level. That means the budget for cyber defense are going to go through the roof. Now, …
View source ↗ - Newszacks.com·3d ago·Negative
Palo Alto Networks (PANW) Rises Higher Than Market: Key Facts In the closing of the recent trading day, Palo Alto Networks (PANW) stood at $403.24, denoting a +1.76% move from the preceding trading day.
View source ↗ - News (RSS)fool·3d ago·Neutral
Cybersecurity Stocks Are Soaring, but This One Might Still be a Bargain This stock is much cheaper than its rivals like CrowdStrike, Palo Alto Networks, and Zscaler.
View source ↗ - Newszacks.com·4d ago·Positive
Is Trending Stock Palo Alto Networks, Inc. (PANW) a Buy Now? Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
View source ↗ - Newszacks.com·4d ago·Positive
Is Platformization Becoming Palo Alto Networks' Biggest Growth Lever? PANW's platformization strategy is gaining traction, driving larger customer deals, stronger retention and growth across security businesses.
View source ↗ - News (RSS)fortune·4d ago·Neutral
Fortune 500 Chief People Officers say AI has killed org charts, and employees who will thrive need to ‘unlearn’ At Fortune’s inaugural AIQ Summit, executives from Palo Alto Networks, HPE, and Lennar, discussed how AI is reshaping firms—and the workers within them.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62745228 PANW CRWD bet on cybersecurity anon
View source ↗ - Newszacks.com·4d ago·Neutral
Why Is Palo Alto (PANW) Up 21% Since Last Earnings Report? Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·4d ago·Neutral
PANW Stock Rises 21% in a Month: Should You Hold or Book Profits? Palo Alto Networks' shares jump 20.9% in a month, driven by AI security demand. However, rising costs and premium valuation warrant caution.
View source ↗ - News (RSS)seekingalpha·5d ago·Neutral
Palo Alto Networks: The Valuation Has Lost Touch With Reality
View source ↗ - 4chan /biz/biz·5d ago·Positive
…ron Technology----MU----Sanjay Mehrotra $1.22 Trillion 4----The Procter & Gamble Company----PG----Shailesh Jejurikar $344.76 Billion 5----Palo Alto Networks, Inc.----PANW----Nikesh Arora $317.72 Billion 6----Arista Networks, Inc.----ANET----Jayshree Ullal----$255.52 Billion 7----Novartis AG----NVS----Vasant (Vas) Narasimhan----$235.00 Billion 8----Linde plc----LIN----Sanjiv Lamba----$218.21 Billion 9----IBM Corporation----IBM----Arvind Krishna----$207.26 Billion 10----T-Mobile US, Inc.----TMUS--…
View source ↗ - News (RSS)investing·5d ago·Neutral
Palo Alto Networks stock hits all-time high at 399.03 USD
View source ↗ - News (Marketaux)gurufocus.com·5d ago·Neutral
JPMorgan Hedged Equity ETF (HELO) Adds Intel and Thermo Fisher on Monday Stock Shares changed Value Position INTE[+349 characters]
View source ↗ - News247wallst.com·6d ago·Neutral
Palo Alto CEO Said The Quiet Part About AI Aloud And I Buy Reality Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.
View source ↗ - News (RSS)fortune·6d ago·Positive
Palo Alto Networks’ Nikesh Arora is building a defense against the dark side of AI Cybersecurity’s AI reckoning has arrived, and Arora has become a go-to advisor to CEOs.
View source ↗ - Newszacks.com·6d ago·Neutral
Can AI Infrastructure Demand Boost PANW's Network Security Growth? Palo Alto Networks' AI-driven security demand is rising as AI infrastructure expansion and surging agentic traffic create new growth opportunities.
View source ↗ - Newsglobenewswire.com·7d ago·Neutral
…そして構築する支援をしたいと考えています。日本にはこの変革を牽引する機会があり、Saviyntがその道のりにおいて重要な役割を担えることを大変楽しみにしています。」と述べています。 芹澤氏は、IT業界において30年以上の経験を有しています。同氏は、DellおよびF5 Networksで法人向け事業のリーダー職を務め、8年半在籍したPalo Alto Networksでは、日本における法人向け事業の立ち上げと拡大を主導しました。また直近では、Wizの日本事業の立ち上げに貢献し、同社の営業組織を統括しました。 新しい日本法人は今後も、様々な職種にわたって国内チームを拡大していく予定です。成長を続けるSaviyntの日本事業で働くことに関心のある方は、ぜひSaviyntまでご連絡ください。 Saviyntについて Saviyntは、現代の企業を保護するために構築されたアイデンティティ セキュリティ プラット フォームです。包括的なAIアイデンティティ セキュリティ プラットフォームであるZumaによ り、Saviyntは、組織が安心してAIを構築、運用、拡張できるよう支援します。世界をリード…
View source ↗ - News (RSS)zerohedge·7d ago·Negative
Gold, Banking, & A Historical Disturbance In The Force Gold, Banking, & A Historical Disturbance In The Force Authored by Matthew Piepenburg via Von Greyerz, With everything from yields, fuel prices and populism rising with open elan as trust in U.S. leadership sinks to an historical nadir, most would agree that we are experiencing a palpable as well as intuitive feeling of what George Lucas might otherwise describe as a "disturbance in the force." Markets, led today by a narrow handful of tech
View source ↗ - 4chan /biz/biz·9d ago·Positive
>>62729267 ISRA showed up on yahoo finance, but when I looked at the holdings, it's like 14% PANW, and that's probably where a lot of the gains came from over the last year.
View source ↗ - PodcastAll In·10d ago·Neutral
…hat competition is a bad thing. Competition is a good thing that can be harnessed to get the right result. And just to build on that chamoph, our friend Nicarch from Palo Alto Networks Friend of the pod, he released in the past week or so, unit 42. He's building. There's a business opportunity here to build a product to do continuous cyber defense and also friend of the pod George Kerch from CrowdStrike. He also released Falcon, his new product to do cyber defense. Chamoph, if these guys in the …
View source ↗ - News (RSS)thestreet·10d ago·Positive
Palo Alto Networks CEO drops blunt take on AI slowdown calls Nikesh Arora explains why he doesn't think the industry will actually pump the brakes on AI, no matter what AI leaders are calling for.
View source ↗ - Newszacks.com·10d ago·Neutral
Palo Alto Networks (PANW) Stock Slides as Market Rises: Facts to Know Before You Trade Palo Alto Networks (PANW) closed at $374.74 in the latest trading session, marking a -3.89% move from the prior day.
View source ↗ - Newsyoutube.com·11d ago·Positive
Peter Andersen Sees PANW Buy Opportunity, Talks Needs for AI Guardrails 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.
View source ↗ - News (Marketaux)insurancejournal.com·11d ago·Positive
Cybersecurity Stocks Are So Hot Investors Question Staying Power ., Palo Alto Netwo[+301 characters]
View source ↗ - 4chan /biz/biz·11d ago·Neutral
>>62724731 he was a trust fund kid from San Francisco that did study abroad in India and came back to America and acted like an Indian back when white chicks thought it was cool because they had never actually met real Indians before >visionary the people at Palo Alto were for sure. he was just connected enough and financed enough to rip off someones s*** and take credit for it. one of the grimiest Jews to ever live and surely burning in hell right now
View source ↗ - News247wallst.com·11d ago·Neutral
Palo Alto Is Knocking on $400 as Wall Street Rushes Into Cyber. Buy, Hold, or Sell? 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.
View source ↗ - News (RSS)cnbc·11d ago·Neutral
Palo Alto CEO says slowing down AI is ‘unrealistic’, extinction threat ‘extremely small’ 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.
View source ↗ - Newsbenzinga.com·11d ago·Positive
What's Going On with Palo Alto Networks Stock Thursday? Palo Alto Networks Inc. (NASDAQ:PANW) shares are hovering around the flatline Thursday morning as the cybersecurity leader consolidates gains following a Wednesday rally driven by the launch of its AI-powered offensive security platform.
View source ↗ - Newsgurufocus.com·12d ago·Neutral
Palo Alto Jumps 3.5% as AI Pen Testing Becomes a Subscription Palo Alto Networks (PANW), the enterprise cybersecurity company, launched a worldwide annual subscription that puts Unit 42's security testing on a continuous c
View source ↗ - News (RSS)yahoo·13d ago·Negative
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
View source ↗ - News (RSS)yahoo·13d ago·Negative
Palo Alto Networks unveils AI-powered cybersecurity service using Claude, GPT models
View source ↗ - News (RSS)channelnewsasia·13d ago·Negative
Palo Alto Networks unveils AI-powered cybersecurity service using Claude, GPT models
View source ↗ - Newsfxempire.com·14d ago·Positive
PANW Price Forecast: $383 Breakout Could Challenge $398 PANW holds key support at $353.70–$356, with a break above $383.12 potentially opening a challenge of $398.88.
View source ↗ - Newszacks.com·15d ago·Neutral
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know 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.
View source ↗ - News (RSS)seekingalpha·15d ago·Neutral
Palo Alto Networks: AI Development Concerns Open A New Door To Growth
View source ↗ - Newsseekingalpha.com·15d ago·Negative
Palo Alto Networks: AI Development Concerns Open A New Door To Growth Palo Alto Networks stands to benefit from rising AI safety concerns and potential regulatory pauses in AI development. PANW's value proposition is strengthened as enterprises redirect spending toward AI safety and secure cloud infrastructure. Recent Q4 2026 results show 34% YoY revenue growth and 63% growth in Next-Generation Security ARR, reflecting increased AI security demand.
View source ↗ - News (RSS)yahoo·15d ago·Positive
The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall
View source ↗ - PodcastAll In·15d ago·Neutral
What people then forget is the economic value that's created from these ads becoming that relevant. That ad that you saw, you recognize that ad 20 years ago, you would not have recognized the ad. And there's a big part of GDP that's now coming from this digital ad economy. The better these technologies get, faster GDP growth. Adam, let's just go back to the, what I find so fascinating about the business is the way you've operated it, you're based in LA. Is that right? I'm based in LA companies s
View source ↗ - News (RSS)investing·17d ago·Neutral
Palo Alto Networks, Oracle among market cap stock movers on Friday
View source ↗ - PodcastCompound And Friends·18d ago·Positive
I should add, not one of them had missed the earnings quarter, or had anything fundamental happen to their business. I have never seen such a sudden sentiment de-risking in a group as large as these stocks were. Now we're six months past that. And it looks like the market has realized, oh wait a minute, we may have gone overboard. I would love to hear just an update on how you guys feel about that idea. That the LLMs are basically going to displace some of the most important publicly traded comp
View source ↗ - News (Marketaux)insurancejournal.com·18d ago·Positive
White House Weighs Incubator for Cyber Research, Startups A number of high-profile cybersecurity c[+201 characters]
View source ↗ - 4chan /biz/biz·18d ago·Neutral
im full port on cyber security, CRWD and PANW
View source ↗ - Newsyoutube.com·18d ago·Neutral
Bull v. Bear: PANW Parabolic Growth Opportunity Meets Extreme Valuation Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Palo Alto Networks (PANW) is a great company poised in the center of AI's growth, says Kevin Hincks.
View source ↗ - 4chan /biz/biz·20d ago·Negative
I have some BAC 60 and 61 puts I bought before the crash and another on the onset of it, should I hold them until expiry on Friday or close positions? I'm new to options and trading but I imagine this is what they call a falling knife situation, and unexpected to recover 60+ levels soon. Should I short CRWD and PANW next?
View source ↗ - 4chan /biz/biz·21d ago·Neutral
Cybersecurity Stocks Surge on AI Safety Concerns, PANW Options Trade
View source ↗ - News (RSS)fool·21d ago·Neutral
The Proliferation of Agentic AI Has Been Great News for Palo Alto Stock Investors AI agents can take more actions than humans, creating increasing demands for cybersecurity.
View source ↗ - News (Marketaux)gurufocus.com·21d ago·Positive
PANW Looks 62.6% Overvalued on GF Value™ Amid Bullish Options Surge On September 14, 2026, Palo <em[+289 characters]
View source ↗ - PodcastAll In·21d ago·Negative
So we go and we invent all the technology necessary as far as we need to and then we let 1,000 flowers bloom. And so that posture allows us to be quite frankly the only thing that I agree with you. The pushback would be that it really would be great to have more competition at the hyperscare layer. And I think you've done a great job supporting the Neo Clouds. There's some, by the way, I think you introduced me to dubious superb, great, everything they're amazing, but we need like 50 of these gu
View source ↗ - News (RSS)yahoo·21d ago·Neutral
CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade
View source ↗ - News (RSS)marketwatch·21d ago·Positive
CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat The software sector outperformed the chip sector to a historic degree in the face of escalating AI fears.
View source ↗ - Newsfool.com·21d ago·Neutral
The Proliferation of Agentic AI Has Been Great News for Palo Alto Stock Investors Sales are accelerating, but margins are contracting.
View source ↗ - News (RSS)fool·21d ago·Positive
Why Palo Alto Networks Stock Popped Today AI worries drive investors to buy Palo Alto Networks stock today.
View source ↗ - 4chan /biz/biz·21d ago·Neutral
>He didn't slurp RDDT >He didn't slurp PANW >He didn't slurp IREN >He didn't slurp GRRR >He didn't slurp MCD Smigga, WTF did you even slurp?
View source ↗ - News (RSS)investing·21d ago·Neutral
Crowdstrike, Palo Alto Networks among Monday’s market cap stock movers
View source ↗ - Newsyoutube.com·21d ago·Negative
Cybersecurity Stocks Surge on AI Safety Concerns, PANW Options Trade Cybersecurity names like Palo Alto Networks (PANW), CrowdStrike (CRWD), and Okta Inc. (OKTA) among others rallied Monday morning after former and current executives from Anthropic and OpenAI raised concerns on current AI safety. Marley Kayden takes investors through the commentary and the subsequent selloff in Big Tech names like Nvidia (NVDA), Micron (MU), and AMD Inc. (AMD).
View source ↗ - Newszacks.com·21d ago·Positive
PANW vs. FTNT: Which Cybersecurity Stock Should You Buy Right Now? Fortinet's SASE momentum, AI-driven demand and lower valuation make it a stronger cybersecurity pick than Palo Alto Networks.
View source ↗ - PodcastAnimal Spirits·22d ago·Neutral
So one like Fematics, like one you know, Venek, we're very thematic focused, right, whether it's to re-industrialization, electrification, right, utilisation, so one, those same themes that drive our large thematic ETFs, they live in our world in the private side as well. So one, it's like deconstructing where we're seeing the biggest innovation disruption happening, then it's following where we see the smartest money going, and on our side, we focus on later stage companies. So like, we're not
View source ↗ - Newsbenzinga.com·22d ago·Neutral
Cybersecurity Stocks Rally as AI Safety Debate Heats Up CrowdStrike Holdings Inc. (NASDAQ:CRWD) and Palo Alto Networks Inc. (NASDAQ:PANW) shares are trading higher Monday, along with cybersecurity stocks broadly, following fresh warnings from top AI executives about the risks of advancing AI capabilities. CrowdStrike CEO George Kurtz pushed back directly on those warnings, arguing that securing AI's progress matters more than slowing it down.
View source ↗ - News (RSS)yahoo·23d ago·Neutral
Palo Alto Networks (PANW)’s AI Growth Faces a Higher Valuation Bar
View source ↗ - News (RSS)yahoo·23d ago·Neutral
Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests
View source ↗ - News (RSS)yahoo·24d ago·Negative
Palo Alto (PANW)’s CEO Puts a Trillion-Dollar Number on the AI Security Gap
View source ↗ - PodcastAll In·24d ago·Positive
it's probably unfounded. But as long as we have a closed model doopily of Frontier AI. And they're preserving the right to get into every vertical application there is, they're declaring an advance they're going to compete with their customers. How can we trust them with our data? Unless there are much stronger privacy laws as a starting point. And even that might not be good enough. All right, gentlemen, maybe that's the law we should pass first before we directly. Well, I mean, the market is r
View source ↗ - News (RSS)seekingalpha·25d ago·Positive
Palo Alto Networks, Inc. (PANW) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsseekingalpha.com·25d ago·Positive
Palo Alto Networks, Inc. (PANW) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Palo Alto Networks, Inc. (PANW) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newsmarketbeat.com·25d ago·Neutral
Palo Alto Networks CEO Sees AI Driving Cybersecurity Consolidation and New Demand Palo Alto Networks NASDAQ: PANW Chairman and CEO Nikesh Arora said artificial intelligence is increasing corporate focus on cybersecurity vulnerabilities while also creating new demands for security tools, data integration and network inspection.
View source ↗ - Newsprnewswire.com·26d ago·Negative
Tamar AI Unleashes Creativity with Glanze, a New AI Streaming Platform at 83rd Venice Film Festival /PRNewswire/ -- Tamar AI, the Palo Alto-based AI-powered creative technology company behind TapNow, the world's first AI-native Creative OS, today announced
View source ↗ - Newsprnewswire.com·26d ago·Negative
Tamar AI Unleashes Creativity with Glanze, a New AI Streaming Platform at 83rd Venice Film Festival /PRNewswire/ -- Tamar AI, the Palo Alto-based AI-powered creative technology company behind TapNow, the world's first AI-native Creative OS, today announced
View source ↗ - Newszacks.com·27d ago·Neutral
PANW's XSIAM ARR Surges 70% in Q4 FY26: Can the Momentum Continue? Palo Alto Networks' XSIAM ARR surges 70% in fiscal 2026 as platform adoption, multi-module use and AI security demand fuel growth.
View source ↗ - Newszacks.com·28d ago·Neutral
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It Recently, Zacks.com users have been paying close attention to Palo Alto (PANW). This makes it worthwhile to examine what the stock has in store.
View source ↗ - Newsprnewswire.com·28d ago·Neutral
Palo Alto Networks to Present at Upcoming Investor Event SANTA CLARA, Calif., Sept. 8, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, announced today that members of its management team will be presenting at the following financial community event: Goldman Sachs Communacopia + Technology Conference Thursday, September 10, 2026 3:45 p.m.
View source ↗ - Newszacks.com·28d ago·Neutral
PANW Surges 102% in 6 Months: Should You Buy, Sell or Hold the Stock? Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.
View source ↗ - News (RSS)investing·28d ago·Neutral
OpenAI Urges Cyber Defense Push as Palo Alto Networks, Mate Security & ServiceNow Sign On
View source ↗ - 4chan /biz/biz·29d ago·Neutral
>>62665679 >NIKE is OUT S&P 100. >What's getting IN? DELL PANW ANET SNDK are going in, NKE HON SPG CL are going out.
View source ↗ - Newsfool.com·30d ago·Positive
Why Palo Alto Networks Stock Plummeted This Week Palo Alto Networks beat Wall Street's sales and earnings targets for fiscal Q4. The company also issued strong forward guidance for the current fiscal year.
View source ↗ - Newsyoutube.com·30d ago·Neutral
PANW's AI Security Push in "Platformization," Acquisition-Heavy Growth Palo Alto Networks (PANW) is positioning itself as a broad enterprise security platform as AI creates new cybersecurity risks across networks, cloud infrastructure, identities and endpoints. In this Tech Corner, George Tsilis breaks down the company's latest earnings and how its "platformization" strategy is driving deeper customer adoption.
View source ↗ - News (RSS)yahoo·31d ago·Neutral
CrowdStrike and Palo Alto Made the SaaSmageddon Survivor List. Can AI Expand Their Moats Faster Than It Compresses Software Prices?
View source ↗ - News (RSS)yahoo·31d ago·Positive
Zscaler Falls 4% as FY2027 Growth Guidance Overshadows Earnings Beat; CrowdStrike Slips, Palo Alto Holds Steady
View source ↗ - Newszacks.com·31d ago·Neutral
Palo Alto (PANW) Could Find a Support Soon, Here's Why You Should Buy the Stock Now Palo Alto (PANW) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.
View source ↗ - PodcastCompound And Friends·32d ago·Neutral
coming along, and NASDAQ's not gonna capture a share of that upsides. - It makes no sense. - This makes no sense. - Highly regulated industry data, the cyclical tailwind from the capital market cycle. And look, our analyst Mike Cyprus, who's a great partner in front of our business, has been positive on the stock. And as the last two to three quarters of Evidence shows, they continue to generate AI strong evidence of AI utilization in their business. And the market is just not roaring. So that w
View source ↗ - PodcastCompound And Friends·32d ago·Neutral
America out of business. I think that would be a very few tile business plan to the street. More likely, in my opinion, back in February was, forget about obsolescence, you're going to see chronic interdependence between AI and software. What's going to be most likely is dispersion of outcomes across the spectrum. And so I'd like to say across the whole things we had, we had 100% hit rate across that outcome. We were right on the concept, but there's been so much variation in terms of factors. -
View source ↗ - News (RSS)yahoo·32d ago·Positive
Jim Cramer is Bullish on Palo Alto (PANW) After Earnings Report
View source ↗ - Newsfool.com·32d ago·Positive
Why Palo Alto Networks Stock Jumped 15% In August Before Falling This Week Palo Alto Networks is a cybersecurity firm benefitting from AI-induced demand. The company released earnings after the end of the month, causing its stock to give up gains.
View source ↗ - News (RSS)thestreet·32d ago·Negative
Palo Alto CEO has urgent warning for anyone using AI Legacy cybersecurity tools weren’t built for AI-speed threats, leaving older firewalls, SIEMs, and endpoint systems unprepared.
View source ↗ - Newsmarketbeat.com·32d ago·Positive
Palo Alto Networks Is Expensive—But Its Growth Is Accelerating Palo Alto Networks NASDAQ: PANW is no cheap stock, trading at roughly 78x its fiscal 2027 (FY2027) guidance and 18x its long-term forecast, but its setup looks compelling, especially on dips.
View source ↗ - Newsseekingalpha.com·33d ago·Neutral
…g recurring revenue, solid free cash flow generation, and growing customer penetration across SASE, Cortex, identity, and observability. The main issue is valuation. PANW still trades at a substantial premium to its own history, while FY27 NGS ARR growth is expected to normalize to 22-23%.
View source ↗ - Newstechcrunch.com·33d ago·Neutral
Palo Alto Networks paid $500M for Thrive-backed Console, sources say Palo Alto Networks paid $500 million in cash and stock to acquire Console, a two-year-old startup that uses AI agents to automate routine IT help desk tasks, according to two people with knowledge of the deal.
View source ↗ - News (RSS)investing·33d ago·Neutral
Palo Alto Networks options analysis: cautious hedging clusters around $320, $300
View source ↗ - News (RSS)livemint·33d ago·Negative
Palo Alto Networks stock price news: Shares plunge 11% despite strong fiscal fourth quarter results Palo Alto Networks shares dropped 11% to around $322 following fiscal fourth-quarter results, despite exceeding Wall Street expectations.
View source ↗ - News (Marketaux)seekingalpha.com·33d ago·Positive
Wall Street Lunch: Uber To Eliminate Up To 3,300 Jobs Palo Alto Networks[+338 characters]
View source ↗ - Newszacks.com·33d ago·Positive
Buy Palo Alto Networks Stock? Earnings Reveal a $9.1B AI Security Boom Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
View source ↗ - Newsproactiveinvestors.com·33d ago·Neutral
Palo Alto stock tumbles 10% as analysts call selloff a buying opportunity Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
View source ↗ - Newsinvestopedia.com·33d ago·Positive
Palo Alto Networks Topped Estimates. The Stock Is Sinking Anyway Palo Alto Networks shares are tumbling Wednesday even though the cybersecurity software maker's fiscal fourth-quarter results beat analysts' estimates.
View source ↗ - News (RSS)yahoo·33d ago·Neutral
Palo Alto Earnings Reignite Debate Over Organic Growth, Acquisitions
View source ↗ - Newsinvezz.com·33d ago·Positive
Palo Alto crushes earnings expectations: stock is down 8%- here's why Palo Alto Networks PANW stock fell 8.3% on Wednesday despite the cybersecurity company reporting stronger-than-expected fiscal fourth-quarter revenue and adjusted earnings, along with an upbeat outlook for fiscal 2027. The company reported fiscal fourth-quarter revenue of $3.41 billion, up 34% from the prior-year period and above Wall Street expectations of $3.35 billion, according to FactSet.
View source ↗ - Newszacks.com·33d ago·Positive
PANW Q4 Earnings Beat Estimates on Platformization Strength Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
View source ↗ - Newszacks.com·33d ago·Neutral
PANW Q4 Earnings Call Focuses on AI-Led Platformization Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.
View source ↗
Earnings
Wed, Nov 18(in 6 weeks)
Consensus estimate $0.97 per share
Typical surprise +4.4% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Sep 1$1.02 vs $0.98beat
- Tue, Jun 2$0.85 vs $0.79beat
- Tue, Feb 17$1.03 vs $0.94beat
- Wed, Nov 19$0.93 vs $0.89beat
- Mon, Aug 18$0.95 vs $0.89beat
- Tue, May 20$0.80 vs $0.77beat
Estimates and results for PANW via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by PANW officers and directors.
- Bought
- $10.0m
- Sold
- $78.5m
2 trades
78 trades
- Golechha Dipaksold
- Golechha Dipaksold
- Golechha Dipaksold
- Golechha Dipaksold
- Golechha Dipaksold
- Golechha Dipaksold
- Golechha Dipaksold
- Golechha Dipaksold
20 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Josh S. Gottheimerhouse · NJ05 · disclosed Aug 11, 2026 (26d later)Buy$1,001 - $15,000
- John J. McGuirehouse · VA05 · disclosed Aug 11, 2026 (11d later)Sell$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Daniel Milton Newhousehouse · WA04 · disclosed Jul 20, 2026 (10d later)Sell$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 4, 2026 (21d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed May 11, 2026 (27d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed May 1, 2026 (39d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed May 1, 2026 (31d later)Buy$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed May 1, 2026 (39d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (26d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Mar 17, 2026 (18d later)Sell$1,001 - $15,000
- Jonathan Jacksonhouse · IL01 · disclosed Mar 13, 2026 (36d later)Sell$50,001 - $100,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (28d later)Buy$1,001 - $15,000
- Daniel Milton Newhousehouse · WA04 · disclosed Jan 15, 2026 (35d later)Buy$1,001 - $15,000
- Marjorie Taylor Greenehouse · GA14 · disclosed Oct 29, 2025 (5d later)Buy$1,001 - $15,000
- John Wright Hickenloopersenate · CO · disclosed Oct 6, 2025 (34d later)Buy$100,001 - $250,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (4d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (28d later)Buy$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (183d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
