Palo Alto Networks Gestione
Criteri Gestione verificati 2/4
Palo Alto Networks Il CEO è Nikesh Arora, nominato in Jun2018, e ha un mandato di 8.08 anni. la retribuzione annua totale è $ 99.74M, composta da 1% di stipendio e 99% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.14% delle azioni della società, per un valore di $ 383.55M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.1 anni e 11.4 anni.
Informazioni chiave
Nikesh Arora
Amministratore delegato
US$99.7m
Compenso totale
| Percentuale dello stipendio del CEO | 1.00% |
| Mandato del CEO | 8.1yrs |
| Proprietà del CEO | 0.1% |
| Durata media del management | 5.1yrs |
| Durata media del Consiglio di amministrazione | 11.4yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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 della narrazione • 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 AlphaAggiornamento della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 narrazione • 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 della narrazione • 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 narrazione • 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 narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 della narrazione • 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 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$843m |
| Jan 31 2026 | n/a | n/a | US$1b |
| Oct 31 2025 | n/a | n/a | US$1b |
| Jul 31 2025 | US$100m | US$1m | US$1b |
| Apr 30 2025 | n/a | n/a | US$1b |
| Jan 31 2025 | n/a | n/a | US$1b |
| Oct 31 2024 | n/a | n/a | US$3b |
| Jul 31 2024 | US$58m | US$1m | US$3b |
| Apr 30 2024 | n/a | n/a | US$2b |
| Jan 31 2024 | n/a | n/a | US$2b |
| Oct 31 2023 | n/a | n/a | US$614m |
| Jul 31 2023 | US$151m | US$750k | US$440m |
| Apr 30 2023 | n/a | n/a | US$215m |
| Jan 31 2023 | n/a | n/a | US$34m |
| Oct 31 2022 | n/a | n/a | -US$143m |
| Jul 31 2022 | US$10m | US$250k | -US$267m |
| Apr 30 2022 | n/a | n/a | -US$390m |
| Jan 31 2022 | n/a | n/a | -US$461m |
| Oct 31 2021 | n/a | n/a | -US$510m |
| Jul 31 2021 | US$23m | US$333k | -US$499m |
| Apr 30 2021 | n/a | n/a | -US$438m |
| Jan 31 2021 | n/a | n/a | -US$368m |
| Oct 31 2020 | n/a | n/a | -US$300m |
| Jul 31 2020 | US$2m | US$667k | -US$267m |
| Apr 30 2020 | n/a | n/a | -US$229m |
| Jan 31 2020 | n/a | n/a | -US$174m |
| Oct 31 2019 | n/a | n/a | -US$103m |
| Jul 31 2019 | US$24m | US$1m | -US$82m |
Compensazione vs Mercato: La retribuzione totale di Nikesh ($USD 99.74M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.46M ).
Compensazione vs guadagni: La retribuzione di Nikesh è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Nikesh Arora (58 yo)
8.1yrs
Mandato
US$99,736,336
Compensazione
Mr. Nikesh Arora, C.F.A., serves as an Independent Director at Uber Technologies, Inc. since June 2025. He serves as the Chairman and Chief Executive Officer of Palo Alto Networks, Inc. since joining it on...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 8.1yrs | US$99.74m | 0.14% $ 383.5m | |
| President | 4.9yrs | US$26.96m | 0.018% $ 51.6m | |
| Founder Emeritus & Advisor | 21.5yrs | US$15.71m | 0.37% $ 1.1b | |
| Executive VP & CFO | 5.3yrs | US$25.53m | 0.018% $ 50.5m | |
| Executive VP | less than a year | US$25.97m | 0.11% $ 304.9m | |
| Founder & Chief Architect | 21.5yrs | Nessun dato | Nessun dato | |
| Senior VP & Chief Accounting Officer | 4.8yrs | Nessun dato | 0.0037% $ 10.4m | |
| Chief Information Officer | 4.3yrs | Nessun dato | Nessun dato | |
| Senior VP of Investor Relations & Strategic Finance | no data | Nessun dato | Nessun dato | |
| Executive VP | 5.5yrs | Nessun dato | Nessun dato | |
| Vice President of Global Communications | no data | Nessun dato | Nessun dato | |
| Chief Marketing Officer | 1.3yrs | Nessun dato | Nessun dato |
5.1yrs
Durata media
54yo
Età media
Gestione esperta: Il team dirigenziale di PANW è esperto e expertise (durata media dell'incarico 5.1 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Chairman & CEO | 8.1yrs | US$99.74m | 0.14% $ 383.5m | |
| Executive VP | less than a year | US$25.97m | 0.11% $ 304.9m | |
| Independent Director | 21.3yrs | Nessun dato | 0.041% $ 116.4m | |
| Member of Public Sector Advisory Council | 11.4yrs | Nessun dato | Nessun dato | |
| Independent Director | less than a year | Nessun dato | 0.00010% $ 283.7k | |
| Member of Public Sector Advisory Council | 11.4yrs | Nessun dato | Nessun dato | |
| Member of Public Sector Advisory Council | 11.4yrs | Nessun dato | Nessun dato | |
| Lead Independent Director | 13.8yrs | US$425.62k | 0.0047% $ 13.2m | |
| Independent Director | 13.2yrs | US$346.50k | 0.0025% $ 7.0m | |
| Member of Public Sector Advisory Council | 11.4yrs | Nessun dato | Nessun dato | |
| Member of Public Sector Advisory Council | 11.4yrs | Nessun dato | Nessun dato | |
| Independent Director | 7.3yrs | US$390.93k | 0.0014% $ 3.9m |
11.4yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di PANW è composto da personale esperto e esperto (durata media dell'incarico 11.4 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/05 02:51 |
| Prezzo dell'azione a fine giornata | 2026/07/02 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 75 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 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |