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Technology

Palo Alto Networks, Inc.(PANW)

Live Price

Offline

$290.92

+1.58% today

1Y Change

+42.40%

Window

Jun 25, 2025 โ†’ Jun 23, 2026

Market Cap
$123.41B
Revenue Growth
+14.9%
EPS Growth
-57.7%
Dividend Yield
0.0%

Coverage: 249 bars ยท Jun 25, 2025 โ†’ Jun 23, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Palo Alto Networks, Inc. (PANW) is a Technology stock with a market cap of $123.41B and listed on NASDAQ. The stock last traded around $290.92 and up 42.4% across the available one-year price window (Jun 25, 2025 โ†’ Jun 23, 2026). Baseline metrics include revenue growth of +14.9%, EPS growth of -57.7%, a dividend yield of 0.0%. What stands out right now is revenue +14.9%, EPS -57.7%, free cash flow +11.9% with operating margin 14.4% and ROIC 5.8%. Valuation already assumes a fairly strong business story at P/E 98.2 and price/sales 12.5. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines PANW price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Above sector median

+14.9% vs +11.9% peer median

Operating Margin

Below sector median

+14.4% vs +22.0% peer median

P/E

Above sector median

98.2 vs 18.5 peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

Latest report is on the board

2026 was reported on May 19, 2026, but the surprise data is still limited.

The operating picture looks softer than before

Revenue is at +14.9% and EPS is at -57.7%, with operating margin around 14.4%.

Earnings Reaction Memory

How the stock has tended to move after recent reports.

Across the last 3 reported quarters, the stock averaged -5.7% over the next 5 trading days and finished higher after 1 of those reports.

View quarter-by-quarter reaction table
QuarterEPS ฮ”1D5D20D
2026
May 19, 2026
โ€”+2.7%+3.5%+17.5%
2026
Feb 17, 2026
+9.7%-6.8%-13.4%+3.5%
2025
Nov 19, 2025
+4.4%-7.4%-7.3%-7.0%

Benchmark Edge

PANW vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

PANW

โ€”

Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

PANW Max Drawdown

-36.01%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for PANW and SPY.

Calendar-year return history is still loading or unavailable.
Palo Alto Networks, Inc. logo

Company Overview

Palo Alto Networks, Inc.

NASDAQ Global Select

Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, uniform resource locator filtering, laptop and mobile device protection, and firewall; and DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. In addition, the company offers cloud security, secure access, security analytics and automation, and threat intelligence and cyber security consulting; professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. Palo Alto Networks, Inc. sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.

Leadership
Nikesh Arora
IPO Date
Jul 20, 2012
Employees
15.8k
Street Address
3000 Tannery Way
Mailing
Santa Clara, CA, 95054
Region
Santa Clara, CA, US
Reporting Currency
USD
Investor Line
408 753 4000
Last Updated
May 3, 2026
CIK: 0001327567ISIN: US6974351057CUSIP: 697435105
Reports in USDSEC Registered

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
98.2
EV/EBITDA
54.3
Price/Sales
12.5
Price/Book
13.4

Growth

Revenue
+14.9%
EPS
-57.7%
Free Cash Flow
+11.9%

Profitability

Gross Margin
73.5%
Operating Margin
14.4%
Net Margin
13.0%
ROE
15.5%
ROIC
5.8%

Balance Sheet

Debt/Equity
0.04
Current Ratio
1.04

Earnings Reports

๐Ÿ“… Last reportedMay 19, 2026
PeriodB/MEPSEPS ฮ”RevenueRev ฮ”
โ€”
May 19, 26
โ€”
Est 0.81
โ€”
โ€”
Est 2944150.0B
โ€”
โ€”
Feb 17, 26
โœ“
1.03
Est 0.94
+9.7%
2594000.0B
Est 2582811.0B
+0.4%
โ€”
Nov 19, 25
โœ“
0.93
Est 0.89
+4.4%
2474000.0B
Est 2461743.1B
+0.5%
โ€”
Aug 18, 25
โœ“
0.95
Est 0.89
+7.3%
2536300.0B
Est 2501491.3B
+1.4%
โ€”
May 20, 25
โœ“
0.80
Est 0.77
+3.6%
2289000.0B
Est 2279142.3B
+0.4%
โ€”
Feb 13, 25
โœ“
0.81
Est 0.78
+4.0%
2257400.0B
Est 2241481.7B
+0.7%
โ€”
Nov 20, 24
โœ—
0.78
Est 1.48
-47.3%
2139000.0B
Est 2120918.2B
+0.8%
โ€”
Aug 19, 24
โœ—
0.75
Est 1.41
-46.8%
2189500.0B
Est 2162383.2B
+1.3%
โ€”
May 20, 24
โœ—
0.66
Est 1.27
-48.0%
1984800.0B
Est 1973738.8B
+0.6%
โ€”
Feb 20, 24
โœ—
0.73
Est 1.30
-43.9%
1975100.0B
Est 1970974.9B
+0.2%
โ€”
Nov 15, 23
โœ“
0.69
Est 0.58
+19.0%
1878100.0B
Est 1842470.0B
+1.9%
โ€”
Aug 18, 23
โœ“
0.72
Est 0.64
+12.5%
1953300.0B
Est 1956480.0B
-0.2%
โ€”
May 23, 23
โœ“
0.55
Est 0.46
+19.6%
1720900.0B
Est 1714830.0B
+0.3%
โ€”
Feb 21, 23
โœ“
0.52
Est 0.39
+33.3%
1655100.0B
Est 1647686.9B
+0.5%
โ€”
Nov 17, 22
โœ“
0.41
Est 0.34
+20.6%
1563400.0B
Est 1550890.9B
+0.8%
โ€”
Aug 22, 22
โœ“
0.40
Est 0.38
+5.3%
1550500.0B
Est 1543506.3B
+0.5%

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

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