PANW logo PANW
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Palo Alto Networks Inc (PANW)

Upturn stock rating
$220.24
Last Close (24-hour delay)
Profit since last BUY11.49%
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BUY since 39 days
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Upturn Advisory Summary

10/31/2025: PANW (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

52 Analysts rated it

Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.

1 Year Target Price $217.67

1 Year Target Price $217.67

Analysts Price Target For last 52 week
$217.67 Target price
52w Low $144.15
Current$220.24
52w High $223.61

Analysis of Past Performance

Type Stock
Historic Profit 2.78%
Avg. Invested days 43
Today’s Advisory Consider higher Upturn Star rating
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Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/31/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 149.07B USD
Price to earnings Ratio 136.79
1Y Target Price 217.67
Price to earnings Ratio 136.79
1Y Target Price 217.67
Volume (30-day avg) 52
Beta 0.97
52 Weeks Range 144.15 - 223.61
Updated Date 11/2/2025
52 Weeks Range 144.15 - 223.61
Updated Date 11/2/2025
Dividends yield (FY) -
Basic EPS (TTM) 1.61

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 -
When -
Estimate -
Actual -

Profitability

Profit Margin 12.3%
Operating Margin (TTM) 13.53%

Management Effectiveness

Return on Assets (TTM) 3.07%
Return on Equity (TTM) 17.45%

Valuation

Trailing PE 136.79
Forward PE 54.95
Enterprise Value 139104086276
Price to Sales(TTM) 16.17
Enterprise Value 139104086276
Price to Sales(TTM) 16.17
Enterprise Value to Revenue 15.08
Enterprise Value to EBITDA 71.67
Shares Outstanding 676870933
Shares Floating 662471871
Shares Outstanding 676870933
Shares Floating 662471871
Percent Insiders 0.91
Percent Institutions 82.78

ai summary icon Upturn AI SWOT

Palo Alto Networks Inc

stock logo

Company Overview

overview logo History and Background

Palo Alto Networks was founded in 2005 by Nir Zuk, a former engineer at Check Point and NetScreen Technologies. Its initial focus was on developing advanced firewalls with application-level control. Over time, it expanded into a broader cybersecurity platform through organic development and acquisitions.

business area logo Core Business Areas

  • Network Security: Provides firewall hardware and software to protect network perimeters.
  • Cloud Security: Offers cloud-native security solutions to protect public and private cloud environments.
  • Security Operations: Delivers security automation and incident response capabilities to help organizations detect and respond to threats.
  • Threat Intelligence: Provides threat intelligence services and feeds to help organizations stay ahead of emerging threats.

leadership logo Leadership and Structure

Nikesh Arora is the current Chairman and CEO. The company operates with a functional organizational structure, with dedicated teams for engineering, sales, marketing, and support.

Top Products and Market Share

overview logo Key Offerings

  • Market Share Data: Estimate 20% Market Share (Source: Various Industry Reports)
  • Next-Generation Firewalls (NGFWs): Palo Alto Networks' NGFWs provide application visibility, intrusion prevention, and advanced threat prevention. They hold a significant share of the firewall market. Competitors include Fortinet, Check Point, and Cisco.
  • Market Share Data: Estimate 10% Market Share (Source: Various Industry Reports)
  • Prisma Cloud: Prisma Cloud is a comprehensive cloud security platform providing visibility, compliance, and threat detection across multi-cloud environments. Competitors include CrowdStrike, Wiz, and Microsoft Defender for Cloud.
  • Cortex XDR: Cortex XDR is an extended detection and response platform that integrates security data across endpoints, networks, and cloud environments. Competitors include CrowdStrike Falcon Insight, SentinelOne Singularity XDR, and Microsoft Defender XDR.
  • Market Share Data: Growing rapidly, specific market share data is dynamic.

Market Dynamics

industry overview logo Industry Overview

The cybersecurity industry is experiencing rapid growth due to increasing cyber threats, digital transformation, and the proliferation of cloud computing. Demand for robust security solutions is high across all industries.

Positioning

Palo Alto Networks is a leading cybersecurity vendor known for its innovative technology and integrated platform approach. It competes with both established players and emerging startups.

Total Addressable Market (TAM)

Cybersecurity TAM is estimated at hundreds of billions of dollars, growing annually. Palo Alto Networks is positioned to capture a significant share through its broad portfolio.

Upturn SWOT Analysis

Strengths

  • Strong Brand Recognition
  • Comprehensive Product Portfolio
  • Innovative Technology
  • Large Customer Base
  • Extensive Threat Intelligence Capabilities

Weaknesses

  • High Product Pricing
  • Complexity of Product Integration
  • Dependence on Large Enterprises
  • Potential for Overlapping Product Functionality
  • Integration challenges post acquisition

Opportunities

  • Growing Cloud Security Market
  • Increasing Demand for Automation
  • Expansion into New Geographies
  • Strategic Partnerships
  • Rising number of cyber threats.

Threats

  • Intense Competition
  • Rapid Technological Changes
  • Economic Downturns
  • Evolving Threat Landscape
  • Data Breaches

Competitors and Market Share

competitor logo Key Competitors

  • FTNT
  • CHKP
  • CSCO

Competitive Landscape

Palo Alto Networks offers a comprehensive platform, while competitors focus on specific areas or price points.

Major Acquisitions

Expanse

  • Year: 2020
  • Acquisition Price (USD millions): 800
  • Strategic Rationale: Expanded attack surface management capabilities.

Bridgecrew

  • Year: 2021
  • Acquisition Price (USD millions): 195
  • Strategic Rationale: Enhanced cloud security posture management.

Growth Trajectory and Initiatives

Historical Growth: Palo Alto Networks has experienced strong revenue growth over the past decade, driven by increased demand for its cybersecurity solutions.

Future Projections: Analysts project continued revenue growth, driven by cloud security and security operations solutions.

Recent Initiatives: Recent initiatives include strategic acquisitions, product innovation, and expansion into new markets.

Summary

Palo Alto Networks is a strong player in the cybersecurity industry with a comprehensive platform and solid growth trajectory. Its high product pricing can be a drawback, but its continuous innovation and strategic acquisitions bolster its market position. The company needs to watch out for increasing competition and evolving threat landscapes to maintain its leadership.

Similar Stocks

Sources and Disclaimers

Data Sources:

  • Company SEC Filings
  • Industry Analyst Reports (Gartner, Forrester)
  • Palo Alto Networks Investor Relations
  • Third party financial data providers

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market data and financial figures are estimates and may vary.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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 16068
Full time employees 16068

Palo Alto Networks, Inc. provides cybersecurity solutions 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.