Palo Alto Networks (PANW) Panoramica del titolo
Palo Alto Networks, Inc. fornisce soluzioni di cybersecurity nelle Americhe, in Europa, Medio Oriente, Africa, Asia Pacifico e Giappone. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
PANW Community Fair Values
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Analyst Price Targets
Top Community Narratives
Concorrenti di Palo Alto Networks, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$352.89 |
| Massimo di 52 settimane | US$368.17 |
| Minimo di 52 settimane | US$139.57 |
| Beta | 0.91 |
| Variazione di 1 mese | 26.20% |
| Variazione a 3 mesi | 115.03% |
| Variazione di 1 anno | 83.56% |
| Variazione a 3 anni | 184.20% |
| Variazione a 5 anni | 428.03% |
| Variazione dall'IPO | 3,885.21% |
Notizie e aggiornamenti recenti
Seeking Alpha • Jul 07
Palo Alto Networks: The Valuation Re-Rating Has Gone Too Far
Summary Palo Alto Networks is strategically positioned for the agentic AI era, leveraging both organic innovation and targeted acquisitions. Q3 results showed solid but unspectacular demand, with 14% organic revenue growth and 28% organic NGS ARR growth, but margins remain under pressure. Despite strong long-term AI cybersecurity tailwinds, near-term financial guidance and demand metrics do not indicate accelerating momentum. Valuation is extremely stretched, with Palo Alto Networks trading at a 275% forward P/E premium to the IT sector; I reiterate my sell rating. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 07
PANW: AI Hype And Acquisition Uncertainty Will Pressure Rich Multiple
Palo Alto Networks' analyst fair value estimate edges up by about $8 to $318, as analysts highlight broad price target increases tied to stronger platform momentum across AI driven security, larger deal sizes, and clearer segment disclosures that help frame expectations for mid teens growth and sustained cross sell benefits. Analyst Commentary Street research on Palo Alto Networks clusters around a constructive view on execution and platform breadth, with most firms lifting valuation targets while still calling out a few areas where expectations and disclosure are being watched closely.Recent updates
Seeking Alpha • Jul 07
Palo Alto Networks: The Valuation Re-Rating Has Gone Too Far
Summary Palo Alto Networks is strategically positioned for the agentic AI era, leveraging both organic innovation and targeted acquisitions. Q3 results showed solid but unspectacular demand, with 14% organic revenue growth and 28% organic NGS ARR growth, but margins remain under pressure. Despite strong long-term AI cybersecurity tailwinds, near-term financial guidance and demand metrics do not indicate accelerating momentum. Valuation is extremely stretched, with Palo Alto Networks trading at a 275% forward P/E premium to the IT sector; I reiterate my sell rating. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 07
PANW: AI Hype And Acquisition Uncertainty Will Pressure Rich Multiple
Palo Alto Networks' analyst fair value estimate edges up by about $8 to $318, as analysts highlight broad price target increases tied to stronger platform momentum across AI driven security, larger deal sizes, and clearer segment disclosures that help frame expectations for mid teens growth and sustained cross sell benefits. Analyst Commentary Street research on Palo Alto Networks clusters around a constructive view on execution and platform breadth, with most firms lifting valuation targets while still calling out a few areas where expectations and disclosure are being watched closely.Aggiornamento narrativa • Jun 23
PANW: AI Security And Acquisition Synergies Will Shape Measured Repricing Prospects
The analyst price target for Palo Alto Networks has been raised by about $10 to $310. Analysts point to strong Q3 execution across revenue and annual recurring revenue, rising AI driven security demand, and continued confidence in the company’s platform and acquisition contributions as key supports for higher valuation assumptions.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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?Aggiornamento narrativa • 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.
Nuova narrativa • 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.
Nuova narrativa • 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?Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.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 AlphaRendimenti per gli azionisti
| PANW | US Software | US Mercato | |
|---|---|---|---|
| 7D | 4.7% | -1.4% | -0.9% |
| 1Y | 83.6% | -20.9% | 19.4% |
Ritorno vs Industria: PANW ha superato il US Software che ha restituito -20.9 % nell'ultimo anno.
Rendimento vs Mercato: PANW ha superato il mercato US che ha restituito 19.4 % nell'ultimo anno.
Volatilità dei prezzi
| PANW volatility | |
|---|---|
| PANW Average Weekly Movement | 7.4% |
| Software Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: PANW non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di PANW è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2005 | 21,491 | Nikesh Arora | www.paloaltonetworks.com |
Palo Alto Networks, Inc. fornisce soluzioni di cybersecurity nelle Americhe, in Europa, Medio Oriente, Africa, Asia Pacifico e Giappone. Offre Prisma Access, una soluzione sicura di accesso ai servizi edge; Strata Cloud Manager, una soluzione di gestione della sicurezza di rete; e Prisma AIRS per proteggere l'intero ecosistema AI dei clienti. Fornisce una piattaforma completa per la protezione delle applicazioni native del cloud e la piattaforma Code to Cloud, oltre a offrire firewall virtuali VM-Series e CN-Series per la sicurezza di rete in linea su ambienti multi e hybrid-cloud.
Palo Alto Networks, Inc. Riepilogo dei fondamenti
| PANW statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$269.19b |
| Utili (TTM) | US$842.90m |
| Ricavi(TTM) | US$10.61b |
341.2x
Rapporto P/E27.1x
Rapporto P/SPANW è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| PANW Conto economico (TTM) | |
|---|---|
| Ricavi | US$10.61b |
| Costo del fatturato | US$2.97b |
| Profitto lordo | US$7.63b |
| Altre spese | US$6.79b |
| Utili | US$842.90m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.03 |
| Margine lordo | 71.96% |
| Margine di profitto netto | 7.95% |
| Rapporto debito/patrimonio netto | 4.9% |
Come si è comportato PANW nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/14 21:50 |
| Prezzo dell'azione a fine giornata | 2026/07/14 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2025/07/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Palo Alto Networks, Inc. è coperta da 74 analisti. 50 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |