NASDAQ PANW

Palo Alto Networks, Inc.

Technology · Software - Infrastructure

Market cap$320.648B
P/E ratio979.97
Earnings / share0.40
Dividend yield0.00%
Beta0.93
Employees21,921

Company overview

Palo Alto Networks, Inc. (PANW) at a glance

The week in numbers

+33.6%
Quarterly sales estimate growth

Consensus sales estimate explicitly indicates year-over-year growth, not realized sales.

Zacks said consensus current-quarter sales imply year-over-year growth.

Source report
$3.41B
Reported quarterly revenue

Reported revenue was stated alongside a year-over-year increase.

Zacks reported Palo Alto’s revenue in its last reported quarter.

Source report
+34.4%
Reported revenue growth

Zacks explicitly reported higher quarterly revenue versus the prior year.

Zacks described year-over-year growth for last reported quarterly revenue.

Source report
~11%
Diluted shares guidance increase

Higher guided diluted shares were cited as constraining expected per-share earnings growth.

TIKR attributed higher diluted shares to Palo Alto’s guidance.

Source report
Sector
Technology
Headquarters
Santa Clara, California, United States
Chief executive
Nikesh Arora
Employees
21,921
Founded
Mar 1, 2005
Exchange
NASDAQ
Industry
Software - Infrastructure
Country
United States
Trading currency
USD
Official website
paloaltonetworks.com
Company Overview
Read company overview

Palo Alto Networks, Inc. is a cybersecurity company headquartered in Santa Clara, California. Operating in the software infrastructure industry, it provides security products and services across the Americas, Europe, the Middle East, Africa, Asia Pacific and Japan. Nikesh Arora is the company’s chief executive officer, and its workforce totals 21,921 employees.

The company’s offerings span network, cloud and security-operations protection. Its portfolio includes Prisma Access secure access service edge capabilities, Strata Cloud Manager, Prisma AIRS for AI ecosystem protection, cloud-native application protection and Code to Cloud tools. It also supplies VM-Series and CN-Series virtual firewalls for multi-cloud and hybrid-cloud environments.

Palo Alto Networks provides Cortex security operations products, including XSIAM, XDR, XSOAR and Xpanse, alongside Unit 42 threat intelligence and advisory services. Subscription, professional, education and support services complement its software offerings. The company sells directly and through channel partners to enterprises, service providers and government organizations in a range of industries. It was incorporated in 2005.

Ownership & major shareholders

Palo Alto Networks, Inc. shares trade on NASDAQ under PANW. A verified breakdown of major shareholders is not included in this profile.

The week in perspective

Weekly briefing

This week’s coverage indicates a potentially supportive demand backdrop for Palo Alto Networks, driven by reported strengthening cybersecurity budgets and concern over AI-enabled vulnerabilities. This is a sector-demand interpretation rather than evidence of realized company growth; TIKR said analyst revenue expectations already sit at the top of cited guidance.

News balance

3 Positive1 Mixed1 Context

Positive signals

Positive signals include TIKR’s report of firmer channel-partner security budgets, with spending focused on data, AI, identity and cloud protection—areas that could support platform demand if purchases convert into Palo Alto revenue. Separately, Zacks reported consensus current-quarter sales growth expectations and that the company exceeded consensus revenue and EPS in each of the past four reported quarters.

Risks to watch

Risks remain material: the channel survey is sentiment rather than Palo Alto’s results, and TIKR noted forecast EPS growth could be constrained by higher diluted-share guidance. TIKR also cited an Amazon vulnerability-management offering as added competitive context. Zacks said consensus estimates were unchanged. One supplied item is headline-only, so it provides no assessable supporting detail.

Developments worth following

Latest news

Company Review
Zacks

Consensus Forecasts Point to Continued Revenue Growth

Zacks reported unchanged consensus EPS estimates, while current-quarter sales were forecast to rise year over year. It also stated Palo Alto exceeded consensus revenue and EPS expectations in each of the past four reported quarters.

If consensus demand assumptions are achieved, the reported sales outlook could support continued expansion. Unchanged estimates, however, indicate the article did not identify a recent improvement in analysts’ operating expectations.

Read source

Source report

AI Vulnerability Concerns Lift Cybersecurity Sector Interest

The report attributed a broad cybersecurity-stock rally, including Palo Alto, to urgent AI-enabled vulnerability concerns and organizations’ need to strengthen defenses. It characterized the move as meaningful market reaction rather than a demonstrated change in Palo Alto’s fundamentals.

A sustained rise in security remediation and upgrade activity could expand demand for Palo Alto’s offerings, but the report supplies no company-specific order, revenue, or contract evidence.

Read source

TIKR

Channel Survey Signals Firmer Security Budgets

TIKR reported that an Evercore ISI channel-partner survey indicated stronger cybersecurity budgets into year-end. It cited analyst expectations for Palo Alto revenue growth and slower normalized EPS growth, partly tied to management’s higher diluted-share guidance.

Stronger partner-observed budgets could benefit Palo Alto if they translate into purchases and revenue. However, expectations already align with the upper end of cited guidance, while additional shares may temper per-share earnings growth.

Read source

TIKR

Broader Security Spending Outlook Supports Sector Sentiment

TIKR described a cybersecurity rally after an Evercore ISI partner survey found a stronger sector budget outlook, with spending directed toward data, AI, identity and cloud security. Palo Alto was reported as participating in the broader move.

If the reported budget priorities persist, Palo Alto may have an opportunity to capture related security spending. The survey covers sector conditions, not Palo Alto-specific bookings or realized revenue.

Read source

Investor's Business Daily

Headline Signals Cybersecurity Resilience Theme

The supplied source contains only a headline referring to Palo Alto Networks and cybersecurity tools, without article text or an excerpt. It therefore provides no verifiable operational development, financial result, or customer-demand detail.

No company-specific model implication can be drawn from the supplied headline alone; supporting details on products, demand, revenue, or profitability are unavailable.

Read source

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