Palo Alto Networks, Inc.(PANW)Earnings, Financials & Key RatiosPalo Alto Networks, Inc. (PANW) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q3
while the 31.1% revenue growth is impressive, the current 190.12 P/E ratio and recent negative operating margins of 6.1% suggest that the market has already priced in significant future success despite current execution risks.
Palo Alto Networks, Inc. (PANW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Palo Alto Networks, Inc. (PANW) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q3 2026Latest | Jun 2, 2026 | $0.85vs $0.79+7.2% | $3.0Bvs $2.9B+2.0% |
| Q1 2026 | Feb 17, 2026 | $1.03vs $0.94+9.7% | $2.6Bvs $2.6B+0.4% |
| Q1 2026 | Feb 12, 2026 | $0.50vs $0.94-47.2% | $2.1Bvs $2.6B-17.2% |
| Q4 2025 | Nov 19, 2025 | $0.93vs $0.89+4.4% | $2.5Bvs $2.5B+0.5% |
Recent stock market news and headlines for Palo Alto Networks, Inc. (PANW)
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Palo Alto Networks stock continues its strong uptrend this week and is now hovering at its all-time high. PANW jumped by 156% from its lowest point this year, with analysts expecting more gains.
Palo Alto Networks is rated 'Buy' due to durable growth drivers: platformization, the CyberArk acquisition, and robust FCF compounding. PANW targets $20B NGS ARR by FY2030E (~25% CAGR) and 40% adjusted FCF margin by FY2028E, supported by strong customer retention and multi-product adoption. The $25B CyberArk acquisition introduces near-term dilution and integration costs, but significantly enhances PANW's identity security and AI-driven capabilities.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Shares of Palo Alto Networks Inc. (PANW) climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions.
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 |
|---|---|---|---|---|---|---|---|
| $337.04 | $229.7B | 210.65 | 14.87% | 12.3% | 17.45% | — | |
| $158.67 | $117.4B | 65.30 | 14.17% | 27.49% | 155.65% | — | |
| $194.62 | $198.17B | -1216.38 | 21.71% | -0.48% | -0.58% | — | |
| $149.50 | $24.18B | -553.70 | 23.31% | -2.44% | -3.71% | — | |
| $138.75 | $14.46B | 14.42 | 6.25% | 38.37% | 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.
Palo Alto Networks, Inc. (PANW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jun 2, 2026·SEC
Apr 13, 2026·SEC
Mar 23, 2026·SEC
Get notified when PANW posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Palo Alto Networks, Inc. (PANW) stock FAQ — growth, dividends, profitability & financials explained
Palo Alto Networks, Inc. (PANW) reported $10.61B in revenue for fiscal year 2025. This represents a 21642% 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 $842.8M 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 $4.29B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
