Palo Alto Networks (PANW) Aktievy
Palo Alto Networks, Inc. tillhandahåller cybersäkerhetslösningar i Nord- och Sydamerika, Europa, Mellanöstern, Afrika, Asien och Stillahavsområdet samt Japan. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 0/6 |
| Framtida tillväxt | 4/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 0/6 |
PANW Community Fair Values
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Analyst Price Targets
Top Community Narratives
Palo Alto Networks, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$396.00 |
| 52 veckors högsta | US$398.88 |
| 52 veckors lägsta | US$139.57 |
| Beta | 0.89 |
| 1 månads förändring | 12.22% |
| 3 månaders förändring | 63.08% |
| 1 års förändring | 128.18% |
| 3 års förändring | 281.56% |
| 5 års förändring | 554.73% |
| Förändring sedan börsintroduktionen | 4,372.05% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Aug 04
PANW: AI Security Demand And Consolidation Hype Will Test Rich Multiple
The analyst price target for Palo Alto Networks has been raised from $318.32 to $336.70, with analysts pointing to sector wide multiple expansion tied to AI driven cybersecurity demand and ongoing confidence in the company’s platform consolidation story. Analyst Commentary Recent research on Palo Alto Networks clusters around two main themes.Seeking Alpha • Jul 29
Palo Alto Networks: Valuation Has Reached Absurd Levels
Summary Palo Alto Networks' share price has roughly doubled in recent months, although the move is not currently justified by fundamentals. Recent acquisitions, including CyberArk and Chronosphere, have boosted headline growth, but organic growth is still only in the mid-teens. AI appears to be a modest tailwind at the moment, and hence I don't expect more than a modest improvement in organic growth. As a result, I expect forward returns to be weak, although it is hard to know what will shake investor confidence in the company, making it hard to be bearish. Read the full article on Seeking AlphaRecent updates
Uppdatering av berättelse • Aug 04
PANW: AI Security Demand And Consolidation Hype Will Test Rich Multiple
The analyst price target for Palo Alto Networks has been raised from $318.32 to $336.70, with analysts pointing to sector wide multiple expansion tied to AI driven cybersecurity demand and ongoing confidence in the company’s platform consolidation story. Analyst Commentary Recent research on Palo Alto Networks clusters around two main themes.Seeking Alpha • Jul 29
Palo Alto Networks: Valuation Has Reached Absurd Levels
Summary Palo Alto Networks' share price has roughly doubled in recent months, although the move is not currently justified by fundamentals. Recent acquisitions, including CyberArk and Chronosphere, have boosted headline growth, but organic growth is still only in the mid-teens. AI appears to be a modest tailwind at the moment, and hence I don't expect more than a modest improvement in organic growth. As a result, I expect forward returns to be weak, although it is hard to know what will shake investor confidence in the company, making it hard to be bearish. Read the full article on Seeking Alpha
Uppdatering av berättelse • Jul 21
PANW: AI Security Demand And Recurring Revenue Will Drive Future Upside
Analysts have lifted the Palo Alto Networks fair value estimate from $263.10 to $433.00, reflecting higher modeled revenue growth and a richer future P/E multiple. This is tied to expectations that AI driven security demand and recurring revenue visibility will support stronger long term earnings power, despite slightly lower margin assumptions.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.
Ny berättelse • 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.Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Aktieägarnas avkastning
| PANW | US Software | US Marknad | |
|---|---|---|---|
| 7D | 10.2% | 3.5% | 1.7% |
| 1Y | 128.2% | -6.1% | 20.0% |
Avkastning vs industri: PANW översteg US Software branschen som gav -6.1 % under det senaste året.
Avkastning vs Marknaden: PANW översteg US marknaden som gav 20 % under det senaste året.
Prisvolatilitet
| PANW volatility | |
|---|---|
| PANW Average Weekly Movement | 7.5% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: PANW har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: PANW s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2005 | 21,491 | Nikesh Arora | www.paloaltonetworks.com |
Palo Alto Networks, Inc. tillhandahåller cybersäkerhetslösningar i Nord- och Sydamerika, Europa, Mellanöstern, Afrika, Asien och Stillahavsområdet samt Japan. Företaget erbjuder Prisma Access, en edge-lösning för säker access, Strata Cloud Manager, en lösning för hantering av nätverkssäkerhet, och Prisma AIRS för att skydda kundernas hela AI-ekosystem. Företaget tillhandahåller en omfattande plattform för skydd av molnbaserade applikationer och Code to Cloud-plattformen samt virtuella brandväggar i VM-serien och CN-serien för nätverkssäkerhet i multi- och hybridmolnmiljöer.
Palo Alto Networks, Inc. Sammanfattning av grunderna
| PANW grundläggande statistik | |
|---|---|
| Börsvärde | US$315.41b |
| Vinst(TTM) | US$842.90m |
| Intäkter(TTM) | US$10.61b |
382.9x
P/E-förhållande30.4x
P/S-förhållandeÄr PANW övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| PANW resultaträkning (TTM) | |
|---|---|
| Intäkter | US$10.61b |
| Kostnad för intäkter | US$2.97b |
| Bruttovinst | US$7.63b |
| Övriga kostnader | US$6.79b |
| Intäkter | US$842.90m |
Senast redovisade vinst
Apr 30, 2026
Nästa vinstdatum
Sep 01, 2026
| Vinst per aktie (EPS) | 1.03 |
| Bruttomarginal | 71.96% |
| Nettovinstmarginal | 7.95% |
| Skuld/egenkapitalförhållande | 4.9% |
Hur har PANW utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/13 05:50 |
| Aktiekurs vid dagens slut | 2026/08/13 00:00 |
| Intäkter | 2026/04/30 |
| Årlig intjäning | 2025/07/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Palo Alto Networks, Inc. bevakas av 76 analytiker. 51 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Adam Shepherd | Arete Research Services LLP |
| Ellie Bagshaw | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |