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Palo Alto Networks, Inc. Stock Price

NasdaqGS:PANW Community·US$115.6b Market Cap
  • 5 Narratives written by author
  • 1 Comments on narratives written by author
  • 656 Fair Values set on narratives written by author

PANW Share Price Performance

US$144.84
-44.71 (-23.59%)
US$209.61
Fair Value
US$144.84
-44.71 (-23.59%)
30.9% undervalued intrinsic discount
US$209.61
Fair Value
Price US$144.84
AnalystConsensusTarget US$209.61
unknown US$166.25
Pancham US$156.71

PANW Community Narratives

AnalystConsensusTarget·
Fair Value US$209.61 30.9% undervalued intrinsic discount

PANW: AI Security Leadership Will Shape Future Outlook Amid New Challenges

5users have liked this narrative
1users have commented on this narrative
302users have followed this narrative
unknown·
Fair Value US$166.25 12.9% undervalued intrinsic discount

The Platformization Paradox: PANW’s Race to Consolidation

2users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
Pancham·
Fair Value US$156.71 7.6% undervalued intrinsic discount

Palo Alto Networks (PANW): Collateral Damage

1users have liked this narrative
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3users have followed this narrative
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Palo Alto Networks

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.Read more

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US$156.71
7.6% undervalued intrinsic discount
Pancham's Fair Value
Revenue
21% p.a.
Profit Margin
10.9%
Future PE
96x
Price in 2031
US$234.62
US$240.06
39.7% undervalued intrinsic discount
martyw's Fair Value
Revenue
14% p.a.
Profit Margin
12.3%
Future PE
121.33x
Price in 2030
US$359.83
US$166.25
12.9% undervalued intrinsic discount
unknown's Fair Value
Revenue
14.02% p.a.
Profit Margin
11.69%
Future PE
104.18x
Price in 2031
US$248.85
US$263.1
44.9% undervalued intrinsic discount
Revenue
20.38% p.a.
Profit Margin
20.29%
Future PE
95.67x
Price in 2029
US$335.11

Trending Discussion

Updated Narratives

PANW logo

Palo Alto Networks (PANW): Collateral Damage

Fair Value: US$156.71 7.6% undervalued intrinsic discount
3 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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The Platformization Paradox: PANW’s Race to Consolidation

Fair Value: US$166.25 12.9% undervalued intrinsic discount
4 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
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Palo Alto Networks: Platform Consolidation in a Zero-Trust World

Fair Value: US$240.06 39.7% undervalued intrinsic discount
15 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
4 Rewards

Palo Alto Networks, Inc. Key Details

US$9.9b

Revenue

US$2.6b

Cost of Revenue

US$7.3b

Gross Profit

US$6.0b

Other Expenses

US$1.3b

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
n/a
1.57
73.50%
12.96%
0%
View Full Analysis

About PANW

Founded
2005
Employees
17027
CEO
Nikesh Arora
WebsiteView website
www.paloaltonetworks.com

Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers’ entire AI ecosystem. It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments. It provides security operation solutions through the Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR to prevent, detect, and respond to cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers threat intelligence and advisory services under the Unit 42 name. It provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline; and threat intelligence, data loss prevention, services to resolve network disruptions, and sensitive data protection. It offers professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. It sells its products and services through its channel partners, as well as directly to enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.

Recent PANW News & Updates

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