Reading the tape

Palo Alto Networks, Inc. (PANW) Stock Valuation & Analysis | TickerLens

NASDAQ: PANW

Palo Alto Networks, Inc.

Name: Palo Alto Networks, Inc. (PANW) stock analysis dataset
Creator: TickerLens

Technology · Software - Infrastructure

Market Cap

$123.41B

52w High

$223.61

52w Low

$139.57

P/E

98.18

Volume

4.97M

Outstanding Shares

681.51M

Price vs Fundamentals

Why The Stock Is Moving

Mixed / unclearLow confidence

Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.

1Y Price: -2.79%Revenue (TTM): 15.43%FCF (TTM): 38.69%P/FCF: 69th pct

What changed

The stock fell 2.79% over the last year. Revenue grew 15.43% over the trailing twelve months. Operating margin moved from 10.99% to 14.4%. Free cash flow grew 38.69% over the trailing twelve months.

What the market seems to be pricing

The stock has moved lower against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.

What would invalidate this read

Operating margin currently stands at 14.4%. A decisive move in revenue — currently up 15.43% — would be the clearest signal to resolve the ambiguity.

Company profile

Palo Alto Networks, Inc. provides cybersecurity solutions worldwide.

CEONikesh Arora

SectorTechnology

IndustrySoftware - Infrastructure

Employees15,758

IPO dateJul 20, 2012

https://www.paloaltonetworks.com

Valuation

Forward P/E—

EV/EBITDA58.26

Enterprise value$113.08B

Stock splits

Dec 16, 2024↑ Forward

Every 1 shares became 2

+100%

Sep 14, 2022↑ Forward

Every 1 shares became 3

+200%

Profitability & growth

Revenue growth14.91%

Gross margin73.5%▼1.26%vs FY2024

Operating margin14.4%▲58.21%vs FY2024

ROE14.49%▼70.93%vs FY2024

Analyst consensus

RatingBuy

Target price$207.85▲14.78%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.

Next report

Jun 2, 2026

Q2 FY26 · EPS est $0.81 · Revenue est $2.94B

View

Congressional Activity

Congress Trades in PANW

STOCK Act disclosures from senators and representatives.

Member	Date	Type	Amount	Filed After
Jared Moskowitz FLhouseDemocrat	2026-03-31	Purchase	$1,001 - $15,000	31d
Jared Moskowitz FLhouseDemocrat	2026-03-23	Purchase	$1,001 - $15,000	39d
Josh Gottheimer NJhouseDemocrat	2026-02-27	SaleJoint	$1,001 - $15,000	18d

Jared Moskowitz
FLhouseDemocrat
Purchase
2026-03-31
$1,001 - $15,000+31d to disclose
Jared Moskowitz
FLhouseDemocrat
Purchase
2026-03-23
$1,001 - $15,000+39d to disclose
Josh Gottheimer
NJhouseDemocrat
Sale
Joint2026-02-27
$1,001 - $15,000+18d to disclose