Zacks Investment Research·8h ago
Palo Alto Networks (PANW) Rises Higher Than Market: Key FactsIn the closing of the recent trading day, Palo Alto Networks (PANW) stood at $403.24, denoting a +1.76% move from the preceding trading day.
Palo Alto Networks' aggressive platformization strategy is driving a sharp acceleration in revenue growth, reaching 34.4% year-over-year in 2026Q4, and generating robust free cash flow margins of 37.3% in the same period, demonstrating strong customer adoption...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated sharply to 34.4% YoY, but this has coincided with a structural decline in gross margins to 67.6% and inconsistent operating profitability, highlighting the margin trade-offs of the platformization push.
Palo Alto Networks' platformization strategy is driving adoption and growth, as highlighted in bullish theses.
The company's AI innovations are seen as a key driver for future growth and competitive advantage.
Palo Alto Networks has demonstrated strong Annual Recurring Revenue (ARR) growth, a positive sign for recurring income.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 1, 2026 | $1.02+4.3% vs $0.98 | $3.4B+1.7% vs $3.4B |
Q3 2026 Jun 2, 2026 | $0.85+7.2% vs $0.79 | $3.0B+2.0% vs $2.9B |
Q1 2026 Feb 17, 2026 | $1.03+9.7% vs $0.94 | $2.6B+0.4% vs $2.6B |
Q1 2026 Feb 12, 2026 | $0.50-47.2% vs $0.94 | $2.1B-17.2% vs $2.6B |
In the closing of the recent trading day, Palo Alto Networks (PANW) stood at $403.24, denoting a +1.76% move from the preceding trading day.
The more we ask AI to do for us, the more access we have to give it – and that's creating a potentially lucrative new problem for the cybersecurity industry. AI agents are increasingly able to search databases, access applications, use credentials, and carry out tasks with limited human supervision.
Palo Alto Networks, the cybersecurity-platform provider (PANW), launched its continuous Unit 42 AI defense service on September 22, pairing Anthropic and OpenAI
Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Benchmark PANW against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Palo Alto Networks, Inc. (PANW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $403.24 | $274.81B | 252.03 | 14.87% | 12.3% | 17.45% | — | |
| $180.95 | $132.57B | 74.47 | 14.17% | 28.17% | 187.95% | — | |
| $270.04 | $274.97B | -1687.75 | 21.71% | 1.08% | 1.27% | — | |
| $196.60 | $31.79B | -728.15 | 23.31% | -1.88% | -2.76% | — | |
| $130.35 | $13.31B | 13.55 | 6.25% | 37.93% | 36.43% | — | |
| $408.85 | $20.64B | -139.54 | 36.01% | -10.79% | -6.11% | — |
Palo Alto Networks, Inc. (PANW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Palo Alto Networks, Inc. (PANW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 1, 2026·SEC
Aug 21, 2026·SEC
Jun 2, 2026·SEC
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Palo Alto Networks, Inc. (PANW) stock FAQ — growth, dividends, profitability & financials explained
Palo Alto Networks, Inc. (PANW) reported $11.48B in revenue for fiscal year 2025. This represents a 23433% increase from $48.8M in 2010.
Palo Alto Networks, Inc. (PANW) grew revenue by 14.9% over the past year. This is steady growth.
Yes, Palo Alto Networks, Inc. (PANW) is profitable, generating $307.0M in net income for fiscal year 2025 (12.3% net margin).
Palo Alto Networks, Inc. (PANW) has a return on equity (ROE) of 17.5%. This is reasonable for most industries.
Palo Alto Networks, Inc. (PANW) generated $4.39B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
