Palo Alto Networks Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Palo Alto Networks de 21.3% y 14.7% por año respectivamente. Se prevé que el BPA crezca en un 16.2% al año. Se espera que la rentabilidad financiera sea de 29% en 3 años.
Información clave
21.3%
Tasa de crecimiento de los beneficios
16.23%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Software | 19.6% |
| Tasa de crecimiento de los ingresos | 14.7% |
| Rentabilidad financiera futura | 28.97% |
| Cobertura de analistas | Good |
| Última actualización | 08 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización del análisis • Apr 25
PANW: AI Security Enforcement And CEO Share Buying Will Drive Repricing
The analyst price target for Palo Alto Networks has been adjusted slightly higher to $206.14, with analysts pointing to fresh bullish coverage, CEO share purchases, and views that recent AI related cybersecurity volatility and multiple compression have pushed expectations to more conservative levels. Analyst Commentary Recent Street research on Palo Alto Networks reflects active debate around how to value the business after sector wide volatility tied to AI and cybersecurity headlines.Seeking Alpha • Apr 25
Palo Alto Networks Still Has Room To Run Despite A Rich Valuation
Summary Palo Alto Networks earns a buy rating as NGS ARR surges 33% YoY to $6.33B and non-GAAP operating margin hits 30.3%. PANW’s premium valuation is justified by robust recurring revenue, strong free cash flow, and successful integration of CyberArk and Chronosphere. Management targets $20B NGS ARR by 2030 and a 40% free cash flow margin by FY28, with ongoing execution on integration and margin expansion. Key risks include integration missteps, distributor concentration, and margin pressure from competition, but sector trends and execution support the bull case. Read the full article on Seeking AlphaActualización del análisis • Apr 08
PANW: AI Cyber Enforcement Role And China Tensions Will Drive Repricing
The analyst fair value estimate for Palo Alto Networks has edged from about $207.75 to $205.96, with analysts generally citing lower sector multiples after recent cybersecurity and AI related volatility. At the same time, many still point to solid demand drivers and supportive commentary on AI as a long term tailwind for leading security platforms.Actualización del análisis • Mar 25
PANW: AI Security Platform And Geopolitical Role Will Drive Future Repricing
Analysts made a slight downward adjustment to the price target for Palo Alto Networks, trimming fair value estimates by about $0.41 to $207.75 as they balanced a wave of reduced targets from multiple firms with ongoing views that the company remains exposed to key cybersecurity and AI related demand drivers. Analyst Commentary Recent research on Palo Alto Networks reflects a split view, with many price targets moving lower while ratings often remain positive.Actualización del análisis • Mar 10
PANW: AI Security Consolidation And Geopolitical Positioning Will Drive Future Repricing
The analyst price target for Palo Alto Networks has shifted modestly lower to $208, with analysts citing mixed reactions to recent results, a slightly lower profit margin outlook, and a higher assumed future P/E multiple. These factors are partly offset by views that AI driven security demand and broad exposure across key cybersecurity trends continue to support the story.
Nuevo análisis • Mar 06
AI Security And Identity Platforms Will Shape A Moderately Cautious Long Term Outlook
Catalysts About Palo Alto Networks Palo Alto Networks provides cybersecurity platforms that protect networks, cloud environments, identities and endpoints for enterprises around the world. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Feb 24
PANW: AI Security Platform Consolidation Will Drive Future Share Repricing
The updated analyst price target for Palo Alto Networks has been reduced to $209.61 from $226.65 as analysts trim valuation multiples and fair value assumptions following Q2 earnings, while many still highlight resilient cybersecurity demand and limited disruption from emerging AI developer tools. Analyst Commentary Street research on Palo Alto Networks has turned more cautious on valuation multiples, even as many firms still flag resilient demand for cybersecurity platforms and limited impact from new AI developer tools such as Claude Code Security.
Nuevo análisis • Feb 21
Palo Alto Networks (PANW): Collateral Damage
PANW is down 22% over the past year and 10.9% in the last seven days alone. Most people are calling it a victim of AI disruption.
Nuevo análisis • Feb 20
AI Security And Platform Consolidation Will Reshape Long-Term Prospects For This Cyber Leader
Catalysts About Palo Alto Networks Palo Alto Networks provides cybersecurity platforms and services that protect enterprise networks, cloud environments, endpoints and identities. What are the underlying business or industry changes driving this perspective?Actualización del análisis • Feb 09
PANW: AI Security And Observability Deals Will Shape Future Share Repricing
The analyst price target for Palo Alto Networks has been trimmed slightly to reflect a fair value adjustment of about US$1. Analysts are balancing mixed sector sentiment and acquisition-related concerns with ongoing support from firms that emphasize the company’s role in consolidating cybersecurity budgets, as well as its potential benefits from AI and observability exposure.Actualización del análisis • Jan 25
PANW: AI Security And Observability M&A Will Drive Future Share Gains
Analysts have made a slight downward adjustment to the Palo Alto Networks fair value estimate, trimming their blended price target by less than US$1. They are balancing enthusiasm around the company’s role in security consolidation and AI driven demand with more cautious views on valuation, acquisitions and long term growth assumptions.Actualización del análisis • Jan 09
PANW: AI Security And M&A Integration Will Drive Future Share Gains
Narrative Update: Palo Alto Networks Price Target Shift Analysts have nudged their fair value estimate for Palo Alto Networks to US$227.60 from US$224.53. This reflects slightly adjusted assumptions around discount rate, growth, margins, and future P/E in light of mixed research views that balance concerns on decelerating sales and acquisition pricing with continued interest in the company's role in security, observability, and AI driven opportunities.Actualización del análisis • Dec 13
PANW: AI Platform And M&A Expansion Will Drive Long-Term Share Gains
The analyst price target for Palo Alto Networks has edged higher by $0 to approximately $225 per share, as analysts balance concerns over decelerating growth and acquisition costs with confidence in the company’s expanding AI driven security platform, strategic M&A, and growing next generation security revenue opportunity. Analyst Commentary Street research on Palo Alto Networks remains divided, with most firms constructive on the company’s long term AI and platform strategy while a minority flag the risk that revenue growth deceleration and rich valuation could cap upside.Artículo de análisis • Dec 02
Increases to Palo Alto Networks, Inc.'s (NASDAQ:PANW) CEO Compensation Might Cool off for now
Key Insights Palo Alto Networks' Annual General Meeting to take place on 9th of December Total pay for CEO Nikesh Arora...Actualización del análisis • Nov 29
PANW: Accelerating AI Security Adoption Will Drive Share Gains Despite Recent Breach
Palo Alto Networks' analyst price target has increased by approximately $5 to $224.53, as analysts cite improved revenue growth, expanding profit margins, and continued momentum in next-generation security and AI-driven opportunities as key drivers for the higher valuation. Analyst Commentary Recent analyst research reflects a mix of optimism and caution surrounding Palo Alto Networks' growth prospects, product execution, and valuation following its latest quarterly results and announced acquisitions.Actualización del análisis • Nov 14
PANW: Confidence In AI Security Will Offset Breach Risks And Competitive Pressures
Palo Alto Networks' analyst price target has inched up by approximately $2 to $219.75. This increase reflects broadly improved channel checks, robust sector momentum, and optimism over the company’s strategic position in AI-driven cybersecurity.Actualización del análisis • Oct 31
PANW: AI Security Leadership Will Shape Future Outlook Amid New Challenges
Palo Alto Networks' fair value estimate was modestly increased to $217.67, as analysts point to a series of price target hikes and continued momentum following the CyberArk acquisition and strong positioning in the AI-powered security market. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets for Palo Alto Networks multiple times, reflecting confidence in the company's performance and future growth potential.Actualización del análisis • Oct 17
AI And Cloud Security Will Redefine The Enterprise Digital Landscape
The analyst price target for Palo Alto Networks has increased by $1.34 to $216.33. Analysts cite continued strong execution, revenue growth, and positive channel dynamics as key drivers for their upward revision.Actualización del análisis • Oct 03
AI And Cloud Security Will Redefine The Enterprise Digital Landscape
Palo Alto Networks' analyst price target was modestly increased to approximately $215. Analysts cited strong top and bottom line performance, accelerating AI-driven security initiatives, and improved profitability forecasts as supporting factors.Artículo de análisis • Jun 30
Risks To Shareholder Returns Are Elevated At These Prices For Palo Alto Networks, Inc. (NASDAQ:PANW)
With a price-to-sales (or "P/S") ratio of 15.1x Palo Alto Networks, Inc. ( NASDAQ:PANW ) may be sending very bearish...Seeking Alpha • Apr 26
Palo Alto Networks: Lessons I've Learned From Stocks With 50+ P/E
Summary Palo Alto Networks' investors certainly have good reasons to pay an expensive P/E ratio of 55x for its shares. The company's strong free cash flow conversion and scalable business model support high growth with minimal CAPEX. They also make the owners' earnings far higher than PANW's accounting EPS. However, even when based on owners' earnings, PANW's current valuation multiples still have years of growth already priced in. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Palo Alto Networks: Platformization Strategy Is Insufficient To Justify Huge Valuation Multiples (Downgrade)
Summary I'm downgrading Palo Alto Networks to a sell rating, as its valuation premium over peers has stretched even further. Despite growth plateauing in the mid-teens and a decline in pro forma operating margins, the company still trades at double-digit revenue multiples. Meanwhile, large-cap peers like Salesforce and SAP, with similar growth rates trade at single-digit revenue multiples, and much more modest P/E ratios as well. Core firewall products are becoming legacy technology, and the company's platformization strategy (package suite deals with multi-product sales) hasn't led to a significant change in its growth trajectory. Read the full article on Seeking AlphaSeeking Alpha • Feb 22
Palo Alto Networks: Share Price And Fundamentals Continue To Diverge
Summary Palo Alto Networks' growth has reaccelerated in recent quarters, supported by improved hardware demand and continued strength from its next-gen portfolio. While growth is likely to improve again in the third quarter, I expect Palo Alto's growth to stabilize in the mid-teens. This growth must also be viewed in light of Palo Alto's platformization strategy and heavy use of incentives to create growth, which is impacting the company's profitability and cash flows. While Palo Alto's distribution capabilities and comprehensive product portfolio should lead to significant success going forward, this likely won't be sufficient to support its current valuation. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Palo Alto Networks: Walking A Tightrope Between Growth And Valuation
Summary Palo Alto Networks has transitioned from a hardware firewall vendor to a leading AI-driven security platform, excelling in cloud-based security, network defense, and endpoint protection. The AI technology enables automated security responses and centralized enterprise risk management, enhancing the firm's cybersecurity capabilities. Despite solid fundamentals, the stock's significant rise over the past five years suggests high expectations, posing downside risk if the strategy falters. While the cybersecurity sector has enormous potential, I foresee a bearish period for Palo Alto Networks given the current risk/reward balance. Read the full article on Seeking AlphaSeeking Alpha • Feb 05
Palo Alto: Platformization Strategy Driving Double-Digit Growth
Summary Palo Alto Networks' "Platformization" strategy integrates products into three main platforms, enhancing security, reducing complexity, and cutting costs, driving customer base growth. The company's extensive product portfolio across key cybersecurity submarkets positions it to offer comprehensive solutions, addressing diverse customer needs more effectively than competitors. The Subscription segment, driven by Next-Gen Security products like Prisma and Cortex, is the primary growth driver, with platformized accounts showing higher ARR growth. Despite competitive risks, Palo Alto's integrated solutions and expanding features are expected to grow its addressable market and customer base, supporting our Buy rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Palo Alto Networks: An Unsafe Cybersecurity Play (Technical Analysis)
Summary Palo Alto Networks stock has corrected by 13% recently, with technicals indicating further bearish momentum and a rich valuation suggesting it is overvalued. The stock broke out of its uptrend, now in a downtrend with significant resistance levels and limited support, indicating potential for further decline. Moving averages and indicators like MACD, RSI, and stochastics all show bearish signals, reinforcing the negative outlook for the stock. Despite resilient growth rates, the P/S ratio is overly rich, justifying a sell rating for Palo Alto Networks. Read the full article on Seeking AlphaSeeking Alpha • Jan 02
Palo Alto Networks: Firming Revenue Trends, But Watch Out For Huge Valuation (Rating Upgrade)
Summary Upgrading Palo Alto Networks to a neutral rating after the company's re-acceleration in revenue growth. In the long term, however, Palo Alto Networks will likely become a legacy tech vendor, as its growth pace is outstripped by rivals like Zscaler. The stock is priced for perfection at a ~32x forward P/E. I'm setting a price target of $142 for Palo Alto Networks, based on 22x P/E and ~25x FCF. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 7/31/2028 | 15,368 | 2,540 | 5,983 | 6,281 | 31 |
| 7/31/2027 | 13,554 | 1,980 | 5,054 | 5,359 | 48 |
| 7/31/2026 | 11,293 | 1,537 | 4,129 | 4,455 | 50 |
| 1/31/2026 | 9,894 | 1,282 | 3,566 | 3,974 | N/A |
| 10/31/2025 | 9,557 | 1,117 | 3,691 | 3,977 | N/A |
| 7/31/2025 | 9,222 | 1,134 | 3,470 | 3,716 | N/A |
| 4/30/2025 | 8,875 | 1,238 | 3,001 | 3,208 | N/A |
| 1/31/2025 | 8,570 | 1,255 | 2,932 | 3,109 | N/A |
| 10/31/2024 | 8,288 | 2,734 | 3,078 | 3,242 | N/A |
| 7/31/2024 | 8,028 | 2,578 | 3,101 | 3,258 | N/A |
| 4/30/2024 | 7,791 | 2,448 | 3,012 | 3,159 | N/A |
| 1/31/2024 | 7,527 | 2,277 | 2,922 | 3,062 | N/A |
| 10/31/2023 | 7,207 | 614 | 2,923 | 3,067 | N/A |
| 7/31/2023 | 6,893 | 440 | 2,631 | 2,778 | N/A |
| 4/30/2023 | 6,490 | 215 | 2,739 | 2,887 | N/A |
| 1/31/2023 | 6,156 | 34 | 2,689 | 2,845 | N/A |
| 10/31/2022 | 5,818 | -143 | 2,435 | 2,633 | N/A |
| 7/31/2022 | 5,502 | -267 | 1,792 | 1,985 | N/A |
| 4/30/2022 | 5,170 | -390 | 1,606 | 1,787 | N/A |
| 1/31/2022 | 4,858 | -461 | 1,506 | 1,675 | N/A |
| 10/31/2021 | 4,558 | -510 | 1,436 | 1,557 | N/A |
| 7/31/2021 | 4,256 | -499 | 1,387 | 1,503 | N/A |
| 4/30/2021 | 3,987 | -438 | 1,391 | 1,511 | N/A |
| 1/31/2021 | 3,783 | -368 | 1,223 | 1,403 | N/A |
| 10/31/2020 | 3,583 | -300 | 1,149 | 1,345 | N/A |
| 7/31/2020 | 3,408 | -267 | 821 | 1,036 | N/A |
| 4/30/2020 | 3,264 | -229 | 698 | 934 | N/A |
| 1/31/2020 | 3,121 | -174 | 890 | 1,060 | N/A |
| 10/31/2019 | 3,016 | -103 | N/A | 1,029 | N/A |
| 7/31/2019 | 2,900 | -82 | N/A | 1,056 | N/A |
| 4/30/2019 | 2,752 | -54 | N/A | 1,102 | N/A |
| 1/31/2019 | 2,593 | -74 | N/A | 1,047 | N/A |
| 10/31/2018 | 2,428 | -97 | N/A | 1,016 | N/A |
| 7/31/2018 | 2,274 | -122 | N/A | 1,038 | N/A |
| 4/30/2018 | 2,124 | -167 | N/A | 1,000 | N/A |
| 1/31/2018 | 1,988 | -188 | N/A | 969 | N/A |
| 10/31/2017 | 1,865 | -223 | N/A | 939 | N/A |
| 7/31/2017 | 1,755 | -203 | N/A | 869 | N/A |
| 4/30/2017 | 1,653 | -210 | N/A | 816 | N/A |
| 1/31/2017 | 1,567 | -213 | N/A | 775 | N/A |
| 10/31/2016 | 1,479 | -210 | N/A | 715 | N/A |
| 7/31/2016 | 1,379 | -193 | N/A | 659 | N/A |
| 4/30/2016 | 1,262 | -207 | N/A | 583 | N/A |
| 1/31/2016 | 1,150 | -189 | N/A | 500 | N/A |
| 10/31/2015 | 1,033 | -175 | N/A | 422 | N/A |
| 7/31/2015 | 928 | -131 | N/A | 353 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (21.3% al año) de PANW es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (21.3% al año) de PANW crezcan más rápidamente que el mercado US (16.7% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de PANW crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (14.7% al año) de PANW crezcan más rápidamente que los del mercado US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 14.7% al año) de PANW crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de PANW sea alta dentro de 3 años (29%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/11 05:34 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2025/07/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Palo Alto Networks, Inc. está cubierta por 80 analistas. 50 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |