Palo Alto Networks, Inc. (PANW)
Summary
Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies. Shares have climbed 30% since third-quarter results, well ahead of the 5% gain in the iShares Expanded Tech-Software ETF, raising the bar for this print.
Palo Alto's Rally Has One Big Problem Ahead of Earnings
Palo Alto Networks TodayPANWPalo Alto Networks$371.59 0.00 (0.00%) As of 08/28/2026 04:00 PM Eastern52-Week Range$139.57▼$398.88P/E Ratio304.58Price Target$368.42Add to WatchlistShares in Palo Alto Networks Inc. NASDAQ: PANW may have started the year on the wrong foot, but they have been on a tear ever since. After turning higher back in February, the cybersecurity heavyweight has rallied hard, and a jump of around 20% in just the past few sessions alone has left the stock trading within a few dollars of its all-time high.
Palo Alto Networks: Mismatched AI Cybersecurity Excitement
Palo Alto Networks trades near all-time highs, with the stock valuation far outpacing business fundamentals and organic growth trends. PANW's organic growth slowed to ~14% in the last quarter, while EPS growth is muted due to recent M&A, despite AI sector enthusiasm. Research shows that public mergers don't normally work out to boost shareholder return, and the cybersecurity company appears to be eager to head down that path again.
Palo Alto Networks, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kevin Heal ARGUS INVESTORS' COUNSEL Inc. | 6,185 | $1.26M | $2.15M | $887,609.45 | 70.48% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,022 | $2.7M | $6.26M | $3.55M | 131.58% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 12,212 | $1.31M | $4.05M | $2.75M | 210.39% |
 Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 24,043 | $4.18M | $9.26M | $5.08M | 121.49% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 3,781 | $572,706.58 | $1.25M | $681,942.61 | 119.07% |
Palo Alto Networks, Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RK Rudy Kessinger DA Davidson | 71.35 | $20,752.13 | $25,956.61 | $5,204.48 | 25.08% |
 Daniel Ives Wedbush | 1,075.21 | $353,795.38 | $391,140.42 | $37,345.04 | 10.56% |
 Keith Bachman BMO Capital | 105.75 | $30,710.81 | $40,588.37 | $9,877.56 | 32.16% |
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Palo Alto Networks, Inc. Profile
| Transportation Infrastructure Industry | Industrials Sector | Nikesh Arora CEO | NASDAQ (NGS) Exchange | 697435105 CUSIP |
| US Country | 21,491 Employees | - Last Dividend | 16 Dec 2024 Last Split | 20 Jul 2012 IPO Date |
Overview
Palo Alto Networks, Inc. is a leading provider of cybersecurity solutions worldwide, known for its comprehensive range of security offerings designed to protect enterprises, service providers, and government entities from cyber threats. Established in 2005 and based in Santa Clara, California, Palo Alto Networks has made a significant impact on the cybersecurity landscape. The company specializes in delivering advanced firewall appliances and software, alongside a suite of subscription services tailored to meet the evolving threats in the cyber domain. Through its direct sales force and vast network of channel partners, Palo Alto Networks serves a diverse clientele across various industries such as education, healthcare, financial services, and government, among others.
Products and Services
The array of products and services offered by Palo Alto Networks encompasses several key areas in cybersecurity, ensuring comprehensive protection for its clients.
- Firewall Appliances and Software: These are the cornerstone of Palo Alto Networks' offerings, providing robust security measures that prevent unauthorized access and manage network traffic based on predetermined security rules.
- Panorama: A security management solution enabling centralized control over the network security platform. Panorama can be deployed as either a virtual or a physical appliance, facilitating streamlined management of security policies and procedures.
- Subscription Services: Tailored to cover various cybersecurity needs, including:
- Threat Prevention: Helps to proactively protect networks from known and unknown threats.
- Malware and Persistent Threat Protection: Offers defenses against advanced malware and targeted attacks.
- URL Filtering: Controls access to websites based on categories or custom lists to prevent exposure to harmful content.
- Laptop and Mobile Device Protection: Secures endpoints against breaches and cyber attacks.
- DNS Security: Protects against malicious DNS-related threats and attacks.
- Internet of Things (IoT) Security: Provides security measures tailored for IoT devices and their unique vulnerabilities.
- SaaS Security API: Enhances security for software-as-a-service (SaaS) applications through API integrations.
- SaaS Security Inline: Offers real-time protection for SaaS applications, preventing threats and data loss.
- Threat Intelligence and Data Loss Prevention: Delivers insights into emerging threats and safeguards against the leakage of sensitive information.
- Cloud Security, Secure Access, Security Operations, and Threat Intelligence and Security Consulting: These offerings provide an additional layer of security for cloud environments, ensure secure access to networks and applications, optimize security operations with advanced threat intelligence, and offer expert security consulting services.
- Professional Services: Including architecture design and planning, firewall migration, implementation, and configuration, helping businesses to effectively deploy and manage Palo Alto Networks solutions.
- Education Services: Offers certifications along with online and in-person training to enhance cybersecurity knowledge and skills.
- Support Services: Provides ongoing support to ensure the optimal performance of Palo Alto Networks' products and services.
