Palo Alto Networks Beheer
Beheer criteriumcontroles 2/4
De CEO Palo Alto Networks is Nikesh Arora, benoemd in Jun2018, heeft een ambtstermijn van 8.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 99.74M, bestaande uit 1% salaris en 99% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.14% van de aandelen van het bedrijf, ter waarde $ 359.14M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.1 jaar en 11.4 jaar.
Belangrijke informatie
Nikesh Arora
Algemeen directeur
US$99.7m
Totale compensatie
| Percentage CEO-salaris | 1.00% |
| Dienstverband CEO | 8.1yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 5.1yrs |
| Gemiddelde ambtstermijn bestuur | 11.4yrs |
Recente managementupdates
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 Alpha
Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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?Narratiefupdate • 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.
Nieuw narratief • 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.
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$82m |
Compensatie versus markt: De totale vergoeding ($USD 99.74M ) Nikesh } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).
Compensatie versus inkomsten: De beloning van Nikesh is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Nikesh Arora (58 yo)
8.1yrs
Tenure
US$99,736,336
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & CEO | 8.1yrs | US$99.74m | 0.14% $ 359.1m | |
| President | 4.9yrs | US$26.96m | 0.018% $ 48.3m | |
| Founder Emeritus & Advisor | 21.5yrs | US$15.71m | 0.37% $ 991.9m | |
| Executive VP & CFO | 5.3yrs | US$25.53m | 0.018% $ 47.3m | |
| Executive VP | less than a year | US$25.97m | 0.11% $ 285.5m | |
| Founder & Chief Architect | 21.5yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Accounting Officer | 4.8yrs | geen gegevens | 0.0037% $ 9.7m | |
| Chief Information Officer | 4.3yrs | geen gegevens | geen gegevens | |
| Senior VP of Investor Relations & Strategic Finance | no data | geen gegevens | geen gegevens | |
| Executive VP | 5.5yrs | geen gegevens | geen gegevens | |
| Vice President of Global Communications | no data | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 1.3yrs | geen gegevens | geen gegevens |
5.1yrs
Gemiddelde duur
54yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van PANW is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.1 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman & CEO | 8.1yrs | US$99.74m | 0.14% $ 359.1m | |
| Executive VP | less than a year | US$25.97m | 0.11% $ 285.5m | |
| Independent Director | 21.3yrs | geen gegevens | 0.041% $ 109.0m | |
| Member of Public Sector Advisory Council | 11.4yrs | geen gegevens | geen gegevens | |
| Independent Director | less than a year | geen gegevens | 0.00010% $ 265.6k | |
| Member of Public Sector Advisory Council | 11.4yrs | geen gegevens | geen gegevens | |
| Member of Public Sector Advisory Council | 11.4yrs | geen gegevens | geen gegevens | |
| Lead Independent Director | 13.8yrs | US$425.62k | 0.0047% $ 12.4m | |
| Independent Director | 13.2yrs | US$346.50k | 0.0025% $ 6.6m | |
| Member of Public Sector Advisory Council | 11.4yrs | geen gegevens | geen gegevens | |
| Member of Public Sector Advisory Council | 11.4yrs | geen gegevens | geen gegevens | |
| Independent Director | 7.3yrs | US$390.93k | 0.0014% $ 3.7m |
11.4yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van PANW zijn ervaren en ervaren (gemiddelde ambtstermijn van 11.4 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/12 01:24 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/04/30 |
| Jaarlijkse inkomsten | 2025/07/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Palo Alto Networks, Inc. wordt gevolgd door 74 analisten. 50 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |