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...
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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 9/23/2026, 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 |
Palo Alto Networks (PANW), the enterprise-cybersecurity platform, launched a new subscription service built to hunt for security weaknesses continuously instead
Palo Alto Networks Inc. (NASDAQ:PANW) is trending after the company announced Unit 42 Continuous Frontier AI Defense, a new agentic offensive security service built around gated AI models from Anthropic and OpenAI.
Palo Alto Networks said on Tuesday it would launch a new cybersecurity service for businesses, using advanced AI models from Anthropic and OpenAI to help identify security vulnerabilities across corporate systems.
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 |
|---|---|---|---|---|---|---|---|
| $374.57 | $255.27B | 234.11 | 14.87% | 12.3% | 17.45% | — | |
| $174.26 | $127.67B | 71.71 | 14.17% | 28.17% | 187.95% | — | |
| $250.06 | $254.63B | -1562.88 | 21.71% | 1.08% | 1.27% | — | |
| $210.18 | $33.99B | -778.44 | 23.31% | -1.88% | -2.76% | — | |
| $137.13 | $14B | 14.25 | 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.
