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PANW 
Palo Alto Networks Inc (PANW)
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Upturn Advisory Summary
12/08/2025: PANW (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
52 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $224.53
1 Year Target Price $224.53
| 26 | Strong Buy |
| 11 | Buy |
| 13 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.2% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/08/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 136.16B USD | Price to earnings Ratio 124.43 | 1Y Target Price 224.53 |
Price to earnings Ratio 124.43 | 1Y Target Price 224.53 | ||
Volume (30-day avg) 52 | Beta 0.79 | 52 Weeks Range 144.15 - 223.61 | Updated Date 12/8/2025 |
52 Weeks Range 144.15 - 223.61 | Updated Date 12/8/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-20 | When After Market | Estimate 0.89 | Actual 0.93 |
Profitability
Profit Margin 11.69% | Operating Margin (TTM) 12.01% |
Management Effectiveness
Return on Assets (TTM) 3.18% | Return on Equity (TTM) 15.32% |
Valuation
Trailing PE 124.43 | Forward PE 54.95 | Enterprise Value 134727480000 | Price to Sales(TTM) 14.25 |
Enterprise Value 134727480000 | Price to Sales(TTM) 14.25 | ||
Enterprise Value to Revenue 14.1 | Enterprise Value to EBITDA 67.74 | Shares Outstanding 697000000 | Shares Floating 687771720 |
Shares Outstanding 697000000 | Shares Floating 687771720 | ||
Percent Insiders 0.89 | Percent Institutions 84.48 |
Upturn AI SWOT
Palo Alto Networks Inc
Company Overview
History and Background
Palo Alto Networks, founded in 2005 by Nir Zuk, revolutionized network security with its next-generation firewall. It went public in 2012 and has since expanded its offerings to cloud and endpoint security through organic growth and acquisitions.
Core Business Areas
- Network Security: Offers next-generation firewalls (NGFWs) and related hardware and software for network protection.
- Cloud Security: Provides cloud security solutions, including cloud workload protection, cloud-native security, and cloud security posture management.
- Security Operations: Offers security orchestration, automation, and response (SOAR) and threat intelligence services.
- Endpoint Security: Focuses on protecting endpoints (laptops, desktops, servers) from malware and other threats.
Leadership and Structure
Nikesh Arora serves as the CEO. The company has a typical corporate structure with departments focusing on engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Next-Generation Firewall (NGFW): Palo Alto Networks' NGFWs are its flagship product, providing advanced threat prevention. Competitors include Fortinet, Check Point, and Cisco. Market share is estimated to be approximately 23-25% within the overall firewall market. NGFW contribute a significant portion of overall revenue.
- Prisma Cloud: A comprehensive cloud security platform offering visibility, compliance, and threat protection across multi-cloud environments. Competitors include Wiz, CrowdStrike, and Microsoft Azure Security Center. Market share is growing but difficult to pinpoint precisely in this rapidly evolving segment.
- Cortex XDR: An extended detection and response (XDR) platform that integrates security data from various sources to detect and respond to threats. Competitors include CrowdStrike, SentinelOne, and Microsoft Defender XDR. Market share is growing.
Market Dynamics
Industry Overview
The cybersecurity industry is experiencing rapid growth driven by increasing cyber threats, digital transformation, and regulatory requirements. The market is highly competitive and fragmented.
Positioning
Palo Alto Networks is a leading cybersecurity vendor with a reputation for innovation and comprehensive security solutions. Its strength lies in its integrated platform approach.
Total Addressable Market (TAM)
The global cybersecurity market is expected to reach hundreds of billions of dollars. Palo Alto Networks is well positioned to capture a significant portion of this market, especially in network and cloud security.
Upturn SWOT Analysis
Strengths
- Comprehensive product portfolio
- Strong brand reputation
- Innovative technology
- Large customer base
- Effective Channel partner program
Weaknesses
- High product pricing
- Complex product integration
- Reliance on acquisitions for growth
Opportunities
- Expansion into new markets
- Increased adoption of cloud security solutions
- Growing demand for managed security services
- Integration of AI and machine learning in cybersecurity
- Increased demand for Zero Trust solutions
Threats
- Intense competition
- Rapidly evolving threat landscape
- Economic downturn
- Skilled cybersecurity labor shortage
Competitors and Market Share
Key Competitors
- FTNT
- CHKP
- CRWD
- ZS
- CYBR
Competitive Landscape
Palo Alto Networks' advantage lies in its comprehensive platform. Its main disadvantage is higher product price relative to competitors like Fortinet. CrowdStrike and Zscaler have carved out key spaces in Cloud and Endpoint security.
Major Acquisitions
Talon Cyber Security
- Year: 2023
- Acquisition Price (USD millions): 625
- Strategic Rationale: Expanded secure enterprise browser capabilities.
Cider Security
- Year: 2022
- Acquisition Price (USD millions): 195
- Strategic Rationale: Enhanced application security capabilities.
Growth Trajectory and Initiatives
Historical Growth: Palo Alto Networks has demonstrated strong historical growth driven by increasing demand for its cybersecurity solutions.
Future Projections: Analysts project continued revenue growth in the double-digit percentages. Profitability is also expected to improve.
Recent Initiatives: Recent initiatives include strategic acquisitions to expand its product portfolio, investments in cloud security, and partnerships to reach new customers.
Summary
Palo Alto Networks is a strong player in the cybersecurity market due to its comprehensive product suite and reputation for innovation. Its growth is fueled by increasing cyber threats and cloud adoption. High product pricing and integration complexity remain challenges it needs to overcome to maintain its market position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports (Gartner, Forrester)
- Analyst Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Palo Alto Networks Inc
Exchange NASDAQ | Headquaters Santa Clara, CA, United States | ||
IPO Launch date 2012-07-20 | Chairman & CEO Mr. Nikesh Arora C.F.A. | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 16413 | Website https://www.paloaltonetworks.com |
Full time employees 16413 | Website https://www.paloaltonetworks.com | ||
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers' entire AI ecosystem. It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments. It provides security operation solutions through the Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR to prevent, detect, and respond to cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers threat intelligence and advisory services under the Unit 42 name. It provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline; and threat intelligence, data loss prevention, services to resolve network disruptions, and sensitive data protection. It offers professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. It sells its products and services through its channel partners, as well as directly to enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.
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