Palo Alto Networks, Inc.

NasdaqGS:PANW Stok Raporu

Piyasa değeri: US$194.7b

Palo Alto Networks Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 2/6

Palo Alto Networks yıllık ortalama 56.4% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 22.4% annual. Gelirler growing yılda ortalama 18.3% oranında artmaktadır. Palo Alto Networks'in özkaynak karlılığı 13.6% ve net marjı 13%'dir.

Anahtar bilgiler

56.43%

Kazanç büyüme oranı

56.00%

EPS büyüme oranı

Software Sektör Büyümesi17.33%
Gelir büyüme oranı18.27%
Özkaynak getirisi13.65%
Net Marj12.96%
Sonraki Kazanç Güncellemesi02 Jun 2026

Yakın geçmiş performans güncellemeleri

Recent updates

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.
Seeking Alpha • Apr 25

Palo Alto Networks Still Has Room To Run Despite A Rich Valuation

Summary Palo Alto Networks earns a buy rating as NGS ARR surges 33% YoY to $6.33B and non-GAAP operating margin hits 30.3%. PANW’s premium valuation is justified by robust recurring revenue, strong free cash flow, and successful integration of CyberArk and Chronosphere. Management targets $20B NGS ARR by 2030 and a 40% free cash flow margin by FY28, with ongoing execution on integration and margin expansion. Key risks include integration missteps, distributor concentration, and margin pressure from competition, but sector trends and execution support the bull case. Read the full article on Seeking Alpha
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.
Analiz Makalesi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Gelir ve Gider Dağılımı

Palo Alto Networks nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:PANW Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Jan 269,8941,2823,9682,037
31 Oct 259,5571,1173,8732,031
31 Jul 259,2221,1343,7171,984
30 Apr 258,8751,2383,5621,975
31 Jan 258,5701,2553,4481,938
31 Oct 248,2882,7343,3451,881
31 Jul 248,0282,5783,2711,809
30 Apr 247,7912,4483,1941,729
31 Jan 247,5272,2773,1111,686
31 Oct 237,2076143,0581,642
31 Jul 236,8934402,9921,604
30 Apr 236,4902152,8921,553
31 Jan 236,156342,7771,495
31 Oct 225,818-1432,6581,450
31 Jul 225,502-2672,5541,418
30 Apr 225,170-3902,4701,379
31 Jan 224,858-4612,3751,335
31 Oct 214,558-5102,2801,243
31 Jul 214,256-4992,1451,140
30 Apr 213,987-4382,0051,031
31 Jan 213,783-3681,934916
31 Oct 203,583-3001,854835
31 Jul 203,408-2671,820768
30 Apr 203,264-2291,771711
31 Jan 203,121-1741,715654
31 Oct 193,016-1031,637597
31 Jul 192,900-821,579540
30 Apr 192,752-541,474491
31 Jan 192,593-741,427452
31 Oct 182,428-971,365420
31 Jul 182,274-1221,293401
30 Apr 182,124-1671,275378
31 Jan 181,988-1881,177364
31 Oct 171,865-2231,139357
31 Jul 171,755-2031,076347
30 Apr 171,653-2101,052337
31 Jan 171,567-2131,010325
31 Oct 161,479-210953309
31 Jul 161,379-193882284
30 Apr 161,262-207827261
31 Jan 161,150-189756235
31 Oct 151,033-175689208
31 Jul 15928-131591186

Kaliteli Kazançlar: PANW yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: PANW 'nin mevcut net kar marjları (13%) geçen yılın (14.6%) değerinden daha düşüktür.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: PANW son 5 yılda karlı hale geldi ve kazançlarını yıllık 56.4% oranında artırdı.

Büyüme Hızlandırma: PANW 'un son bir yıldaki kazanç büyümesi ( 2.2% ) 5 yıllık ortalamasının ( 56.4% /yıl) altındadır.

Kazançlar vs. Sektör: PANW geçen yılki kazanç büyümesi ( 2.2% ) Software sektörünün 11.7% performansını geride bırakmadı.

Özkaynak Getirisi

Yüksek ROE: PANW 'nin Özsermaye Getirisi ( 13.6% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 20:58
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/01/31
Yıllık Kazançlar2025/07/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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. 80 Bu analistlerden 50, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adam ShepherdArete Research Services LLP
Ellie BagshawArete Research Services LLP
Joseph BonnerArgus Research Company