Palo Alto Networks Bilan de santé
Santé financière contrôle des critères 4/6
Palo Alto Networks possède un total de capitaux propres de $27.7B et une dette totale de $1.4B, ce qui porte son ratio d'endettement à 4.9%. Son actif total et son passif total sont $46.3B et de $18.6B. L'EBIT de Palo Alto Networks est $967.8M ce qui fait que son ratio de couverture des intérêts -2.5. Elle dispose de liquidités et de placements à court terme de $3.1B.
Informations clés
4.89%
Ratio d'endettement
US$1.35b
Dette
| Ratio de couverture des intérêts | -2.5x |
| Argent liquide | US$3.11b |
| Fonds propres | US$27.67b |
| Total du passif | US$18.60b |
| Total des actifs | US$46.27b |
Mises à jour récentes de la santé financière
Pas de mise à jour
Recent updates
Article d’analyse • Jun 16
Palo Alto Networks (PANW) Stock Valuation After Strong AI Driven Q3 Results And Optimistic Guidance
Palo Alto Networks (PANW) is back in focus after reporting fiscal third quarter earnings, pairing strong revenue growth with a quarterly net loss and issuing optimistic guidance that leans heavily on rising AI driven cybersecurity demand. See our latest analysis for Palo Alto Networks. The earnings beat and upbeat guidance have come alongside strong market interest, with a 68.18% 3 month share price return and a 360.25% 5 year total shareholder return suggesting momentum has been strong over...
Mise à jour du récit • Jun 04
PANW: AI Security Platform And Acquisition Synergies Will Shape Future Repricing Potential
The analyst fair value estimate for Palo Alto Networks has been raised from about $208 to about $301. This reflects Street price target hikes into the $300 to $375 range, as analysts point to strong Q3 execution, AI-driven security demand, and continued traction for the company’s broader platform strategy.Seeking Alpha • Jun 02
Palo Alto Networks: A Great Quarter Changes Nothing
Summary Palo Alto Networks, Inc. delivered strong Q3 results and raised guidance, but I maintain a sell rating due to persistent overvaluation and dilution concerns. PANW's next-gen security ARR reached $8.1B with 60% growth, demonstrating scalable, profitable expansion and effective execution on acquisitions. Despite operational momentum, gross margin declined to 67.6%, and QoQ expenses rose 46%, with GAAP operating income turning negative due to acquisition costs. Stock-based compensation remains a major headwind, significantly diluting shareholders and making PANW's high valuation difficult to justify even with robust growth. Read the full article on Seeking AlphaMise à jour du récit • May 12
PANW: AI Security And CEO Share Buying Set To Underpin Repricing
Analysts have inched their fair value estimate for Palo Alto Networks higher from $206.14 to $207.56, citing recent price target increases, supportive commentary on AI driven cybersecurity demand, and a generally constructive tone in Street research despite earlier target reductions across the sector. Analyst Commentary Recent Street research on Palo Alto Networks shows a mix of optimism and caution, with many firms adjusting price targets around earnings, AI related headlines, and integration updates.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.
Nouveau récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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 AlphaAnalyse de la situation financière
Passif à court terme: Les actifs à court terme de PANW ( $7.7B ) ne couvrent pas ses passifs à court terme ( $9.0B ).
Passif à long terme: Les actifs à court terme de PANW ( $7.7B ) ne couvrent pas ses passifs à long terme ( $9.6B ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: PANW dispose de plus de liquidités que de sa dette totale.
Réduire la dette: Le ratio d'endettement de PANW a été réduit de 320% à 4.9% au cours des 5 dernières années.
Couverture de la dette: La dette de PANW est bien couverte par le flux de trésorerie opérationnel ( 311.9% ).
Couverture des intérêts: PANW gagne plus d'intérêts qu'il n'en paie, donc la couverture des paiements d'intérêts n'est pas un problème.
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Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/22 11:29 |
| Cours de l'action en fin de journée | 2026/06/18 00:00 |
| Les revenus | 2026/04/30 |
| Revenus annuels | 2025/07/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
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| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Palo Alto Networks, Inc. est couverte par 76 analystes. 51 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |