Palo Alto Networks (PANW) Hisse Özeti
Palo Alto Networks, Inc. Amerika, Avrupa, Orta Doğu, Afrika, Asya Pasifik ve Japonya'da siber güvenlik çözümleri sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 0/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 0/6 |
PANW Community Fair Values
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Analyst Price Targets
Top Community Narratives
Palo Alto Networks, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$338.31 |
| 52 Haftanın En Yüksek Seviyesi | US$368.17 |
| 52 Haftanın En Düşük Seviyesi | US$139.57 |
| Beta | 0.91 |
| 1 Aylık Değişim | 29.86% |
| 3 Aylık Değişim | 117.24% |
| 1 Yıllık Değişim | 76.14% |
| 3 Yıllık Değişim | 183.09% |
| 5 Yıllık Değişim | 423.38% |
| Halka arzdan bu yana değişim | 3,720.55% |
Son Haberler & Güncellemeler
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
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Yeni Anlatı • 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?Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaHissedar Getirileri
| PANW | US Software | US Pazar | |
|---|---|---|---|
| 7D | -2.8% | -0.3% | 0.6% |
| 1Y | 76.1% | -20.8% | 19.5% |
Getiri vs. Endüstri: PANW geçen yıl % -20.8 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: PANW geçen yıl % 19.5 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| PANW volatility | |
|---|---|
| PANW Average Weekly Movement | 7.6% |
| Software Industry Average Movement | 10.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: PANW son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: PANW 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2005 | 21,491 | Nikesh Arora | www.paloaltonetworks.com |
Palo Alto Networks, Inc. Amerika, Avrupa, Orta Doğu, Afrika, Asya Pasifik ve Japonya'da siber güvenlik çözümleri sunmaktadır. Güvenli bir erişim hizmeti uç çözümü olan Prisma Access; bir ağ güvenliği yönetim çözümü olan Strata Cloud Manager; ve müşterilerin tüm AI ekosistemini korumak için Prisma AIRS sunmaktadır. Kapsamlı bir bulut yerel uygulama koruma platformu sağlar; ve Code to Cloud platformunun yanı sıra çoklu ve hibrit bulut ortamlarında hat içi ağ güvenliği için VM-Serisi ve CN-Serisi sanal güvenlik duvarları sunar.
Palo Alto Networks, Inc. Temel Bilgiler Özeti
| PANW temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$261.28b |
| Kazançlar(TTM) | US$842.90m |
| Gelir(TTM) | US$10.61b |
327.1x
F/K Oranı26.0x
P/S OranıPANW aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| PANW gelir tablosu (TTM) | |
|---|---|
| Gelir | US$10.61b |
| Gelir Maliyeti | US$2.97b |
| Brüt Kâr | US$7.63b |
| Diğer Giderler | US$6.79b |
| Kazançlar | US$842.90m |
Son Raporlanan Kazançlar
Apr 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 1.03 |
| Brüt Marj | 71.96% |
| Net Kâr Marjı | 7.95% |
| Borç/Özkaynak Oranı | 4.9% |
PANW uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/09 04:00 |
| Gün Sonu Hisse Fiyatı | 2026/07/09 00:00 |
| Kazançlar | 2026/04/30 |
| Yıllık Kazançlar | 2025/07/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Palo Alto Networks, Inc. 74 Bu analistlerden 50, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Ellie Bagshaw | Arete Research Services LLP |
| Adam Shepherd | Arete Research Services LLP |
| Joseph Bonner | Argus Research Company |