Palo Alto Networks (PANW) 주식 개요
는 미주, 유럽, 중동, 아프리카, 아시아 태평양 및 일본에 사이버 보안 솔루션을 제공합니다. 자세히 보기
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Palo Alto Networks, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$248.47 |
| 52주 최고가 | US$261.41 |
| 52주 최저가 | US$139.57 |
| 베타 | 0.77 |
| 1개월 변동 | 35.85% |
| 3개월 변동 | 66.31% |
| 1년 변동 | 32.31% |
| 3년 변동 | 132.88% |
| 5년 변동 | 316.81% |
| IPO 이후 변동 | 2,705.99% |
최근 뉴스 및 업데이트
Seeking Alpha • 1h
Palo Alto Networks: AI Cybersecurity Seesaw
Summary Palo Alto Networks trades at all-time highs despite only mid-teens organic growth and no clear AI-driven earnings boost. The recent stock price surge appears driven by speculative AI optimism and M&A, not confirmed acceleration in cybersecurity demand or profitability. The company guided for FQ3 organic revenue growth at just 13%, with total growth inflated by acquisitions like CyberArk and Chronosphere. The stock sells at 65x FY27 EPS estimates with only 10% EPS growth, making the stock a Strong Sell at the stretched valuation. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.Recent updates
Seeking Alpha • 1h
Palo Alto Networks: AI Cybersecurity Seesaw
Summary Palo Alto Networks trades at all-time highs despite only mid-teens organic growth and no clear AI-driven earnings boost. The recent stock price surge appears driven by speculative AI optimism and M&A, not confirmed acceleration in cybersecurity demand or profitability. The company guided for FQ3 organic revenue growth at just 13%, with total growth inflated by acquisitions like CyberArk and Chronosphere. The stock sells at 65x FY27 EPS estimates with only 10% EPS growth, making the stock a Strong Sell at the stretched valuation. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.
새로운 내러티브 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha주주 수익률
| PANW | US Software | US 시장 | |
|---|---|---|---|
| 7D | 0.7% | 1.2% | 2.5% |
| 1Y | 32.3% | -9.3% | 26.4% |
수익률 대 산업: PANW은 지난 1년 동안 -9.3%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: PANW은 지난 1년 동안 26.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| PANW volatility | |
|---|---|
| PANW Average Weekly Movement | 6.4% |
| Software Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: PANW는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PANW의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2005 | 17,027 | Nikesh Arora | www.paloaltonetworks.com |
는 미주, 유럽, 중동, 아프리카, 아시아 태평양 및 일본에 사이버 보안 솔루션을 제공합니다. 보안 접속 서비스 엣지 솔루션인 Prisma Access, 네트워크 보안 관리 솔루션인 Strata Cloud Manager, 고객의 전체 AI 생태계를 보호하는 Prisma AIRS를 제공합니다. 포괄적인 클라우드 네이티브 애플리케이션 보호 플랫폼인 '코드 투 클라우드' 플랫폼과 멀티 및 하이브리드 클라우드 환경의 인라인 네트워크 보안을 위한 가상 방화벽 'VM 시리즈' 및 'CN 시리즈'를 제공합니다.
Palo Alto Networks, Inc. 기초 지표 요약
| PANW 기초 통계 | |
|---|---|
| 시가총액 | US$208.22b |
| 순이익 (TTM) | US$1.28b |
| 매출 (TTM) | US$9.89b |
157.2x
주가수익비율(P/E)20.4x
주가매출비율(P/S)PANW는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PANW 손익계산서 (TTM) | |
|---|---|
| 매출 | US$9.89b |
| 매출원가 | US$2.62b |
| 총이익 | US$7.27b |
| 기타 비용 | US$5.99b |
| 순이익 | US$1.28b |
최근 보고된 실적
Jan 31, 2026
다음 실적 발표일
Jun 02, 2026
| 주당순이익(EPS) | 1.58 |
| 총이익률 | 73.50% |
| 순이익률 | 12.96% |
| 부채/자본 비율 | 0% |
PANW의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/27 23:28 |
| 종가 | 2026/05/27 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2025/07/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Palo Alto Networks, Inc.는 80명의 분석가가 다루고 있습니다. 이 중 50명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |