Companies /Technology

Palo Alto Networks Inc

NASDAQ: PANW Software - Infrastructure
$375.04
▼ $21.99 (−5.54%) today
Markets closed · 12:42am ET

24/7 Wall St. View

PANW at a Glance

Valuation
Market cap
$324.8B
P/E ratio
992.6
Profitability
Revenue (TTM)
$11.5B
Profit margin
2.7%
EPS (TTM)
$0.40
Price
52-week range
$140 – $432
24/7 target
$327.20
Street target
$396.92
Earnings
Next report
Nov 18, 2026

Headquartered in Santa Clara, CA Fiscal year ends July NASDAQ: PANW paloaltonetworks.com

About Palo Alto Networks

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company that provides a comprehensive portfolio of AI-driven security solutions and platforms spanning Network Security, Cloud Security, Security Operations (Cortex), AI Security, and Identity Security (Idira). The company serves over 70,000 customers globally with products and subscriptions designed to protect enterprise digital infrastructure. Its platforms leverage Unit 42 threat intelligence and are designed to consolidate fragmented security tools, reduce complexity, and address evolving threats including those arising from AI and agentic workflows. Revenue is derived from both product sales (hardware appliances) and subscription and support services, with the business increasingly weighted toward recurring subscription revenue. The company's Next-Generation Security ARR metric tracks the annualized revenue of its modern, innovation-focused portfolio excluding legacy hardware and attached services. Updated

Latest Activity

Mad Money w/ Jim Cramer 10/13/26

  • Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
  • Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
  • Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
  • Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance

The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.

52-week highs
19stocks hit new 52-week highs this week
  • HPEHewlett Packard Enterprise$69.33+9.2%
  • ASXASE Technology Holding$47.45+5.0%
  • AMCAMC Entertainment$2.77+4.4%
  • MRNAModerna$190.01+4.4%
  • SSentinelOne$25.06+4.0%
  • LITELumentum$1,085.42+3.1%
  • KEYSKeysight Technologies$384.64+3.0%
  • CRWDCrowdStrike$270.04+2.9%
  • RBRKRubrik$118.58+2.6%
  • PANWPalo Alto Networks$403.24+1.8%

Nineteen stocks cleared fresh 52-week highs this week, and Hewlett Packard Enterprise led the pack by topping its prior peak by 9.2% at $69.33. ASE Technology, AMC, Moderna and a cluster of security names including CrowdStrike and Palo Alto Networks also broke out.

PANWPalo Alto Networks
New 52-week high$397.31+0.3% vs prior high · 2026-08-13

Palo Alto Networks closed the quarter at a record $397.31, within reach of a $400 handle. A record close into quarter-end puts the stock at levels it has never held before.

Biggest movers · At the close
  • AMCAMC Entertainment$3.26+10.9%
  • PANWPalo Alto Networks$391.51+4.5%
  • RBRKRubrik$113.08+3.2%
  • GPROGoPro$1.32+2.3%
  • IDXXIDEXX Laboratories$529.68+2.0%
  • ARMArm$284.01-8.5%
  • DASHDoorDash$178.15-7.9%
  • ACHRArcher Aviation$5.19-7.6%
  • QCOMQualcomm$187.7-7.1%
  • DUOLDuolingo$134.08-6.6%

AMC Entertainment's 10.88% jump to $3.26 was the only double-digit move of the session, and the downside was where the size was: five names finished off more than 6%, led by Arm at -8.48%. Chip and consumer-tech leaders took the brunt of it.

Biggest movers · At the close
  • ONON Semiconductor$77.19+5.5%
  • FNFabrinet$418.14+5.0%
  • DELLDell Technologies$561.77+4.8%
  • QCOMQualcomm$203.09+4.5%
  • SMCISuper Micro Computer$43.21+4.1%
  • ZSZscaler$193.43-9.9%
  • SSentinelOne$22.34-6.8%
  • IRENIren$44.11-4.4%
  • RBRKRubrik$109.41-3.9%
  • PANWPalo Alto Networks$375.02-3.8%

Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.

Biggest movers · At the close
  • PANWPalo Alto Networks$392.81+4.9%
  • ASANAsana$9.47+4.2%
  • IONQIonQ$42.43+4.1%
  • DOCUDocuSign$69.29+3.8%
  • PLTRPalantir$191.7+3.6%
  • EXPEExpedia$259.02-7.7%
  • ABNBAirbnb$149.57-7.6%
  • LMNDLemonade$44.57-6.5%
  • HIMSHims & Hers$28.48-6.4%
  • OPENOpendoor Technologies$2.6-6.0%

Travel took the worst of Wednesday's close, with Expedia down 7.72% and Airbnb close behind at 7.56%. Software ran the other way: Palo Alto Networks led all gainers at 4.87%, with Palantir back near $192.

Biggest movers · At the close
  • ZSZscaler$192.17+16.8%
  • RBRKRubrik$99.51+14.8%
  • SSentinelOne$22.64+14.6%
  • PANWPalo Alto Networks$374.56+13.3%
  • IOTSamsara$42.98+12.0%
  • COHRCoherent$267.13-12.5%
  • ALABAstera Labs$257.28-11.7%
  • HPEHewlett Packard Enterprise$55.59-10.5%
  • ARMArm$240.05-9.3%
  • AAOIApplied Optoelectronics$96.14-8.8%

Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.

Cramer is calling the selloff in the two largest pure-play cybersecurity names mechanical profit-taking rather than a break in the growth story, a read worth testing against Barclays' warning that the group has run out of room.

Crowdstrike and Palo Alto will come back.... huge wave of profit-taking
  • Replies25
  • Reposts3
  • Likes61
PANWPalo Alto Networks
Q4 2026
EPS
$1.02
est $0.98+4.3%
Revenue
$3.41B
est $3.35B+1.7%

Next-generation security ARR jumped 63% to $9.10 billion, with nearly $1 billion of net new ARR added in the quarter alone, proof the platformization pitch is landing with CIOs. Management guided FY2027 revenue to $14.10 billion to $14.20 billion and backed a $20 billion NGS ARR target for FY30.

Quarterly EPS — reported vs estimate
PANWPalo Alto Networks
Regular session
$359.08
-6.03%open $382.13

A 6% drop to $359 lands hours before Palo Alto Networks reports earnings today, so the risk is already repriced going in. Anyone holding through the numbers is doing so from a lower base.

PANW Coverage

Frequently Asked Questions

What does Palo Alto Networks do?

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company that provides a comprehensive portfolio of AI-driven security solutions and platforms spanning Network Security, Cloud Security, Security Operations (Cortex), AI Security, and Identity Security (Idira).

What is the PANW stock price target?

24/7 Wall St.'s 12-month price target for PANW is $327.20, rated Hold. The Wall Street consensus target is $396.92. PANW price prediction →