Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
PANW 
Palo Alto Networks Inc (PANW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: PANW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
52 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $212.12
1 Year Target Price $212.12
| 26 | Strong Buy |
| 11 | Buy |
| 13 | Hold |
| 0 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.81% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 118.28B USD | Price to earnings Ratio 101.78 | 1Y Target Price 212.12 |
Price to earnings Ratio 101.78 | 1Y Target Price 212.12 | ||
Volume (30-day avg) 52 | Beta 0.94 | 52 Weeks Range 144.15 - 210.39 | Updated Date 08/15/2025 |
52 Weeks Range 144.15 - 210.39 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.74 |
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 2025-08-18 | When - | Estimate 0.8854 | Actual - |
Profitability
Profit Margin 13.95% | Operating Margin (TTM) 9.8% |
Management Effectiveness
Return on Assets (TTM) 3.1% | Return on Equity (TTM) 21.16% |
Valuation
Trailing PE 101.78 | Forward PE 47.85 | Enterprise Value 113348948024 | Price to Sales(TTM) 13.33 |
Enterprise Value 113348948024 | Price to Sales(TTM) 13.33 | ||
Enterprise Value to Revenue 12.77 | Enterprise Value to EBITDA 68.28 | Shares Outstanding 667936000 | Shares Floating 660238688 |
Shares Outstanding 667936000 | Shares Floating 660238688 | ||
Percent Insiders 0.94 | Percent Institutions 82.98 |
Upturn AI SWOT
Palo Alto Networks Inc
Company Overview
History and Background
Palo Alto Networks was founded in 2005 by Nir Zuk. It quickly rose to prominence with its next-generation firewall technology, challenging traditional security vendors. The company went public in 2012 and has since expanded its portfolio through organic growth and acquisitions.
Core Business Areas
- Network Security: Includes next-generation firewalls (NGFWs), virtual firewalls, and cloud-delivered firewall services like Prisma SASE, protecting networks from cyber threats.
- Cloud Security: Offers Prisma Cloud, a comprehensive cloud security platform providing visibility, compliance, and threat protection across multi-cloud environments.
- Security Automation and Analytics: Provides Cortex XDR and XSOAR, platforms for extended detection and response (XDR) and security orchestration, automation, and response (SOAR), enabling automated threat prevention and incident response.
- Security Services: Various consulting, training, and support services to assist organizations in implementing and managing their security posture.
Leadership and Structure
Nikesh Arora is the current Chairman and CEO. The company has a typical hierarchical structure with various departments and executive leadership overseeing key areas such as product development, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Cortex XDR/XSOAR: AI-driven detection and response platform for threat prevention, detection, and response. Competitors include CrowdStrike (CRWD) and SentinelOne (S).
- Next-Generation Firewalls (NGFWs): Palo Alto Networks is a leader in the NGFW market. Competitors include Fortinet (FTNT), Check Point (CHKP), and Cisco (CSCO). Market share data is included below.
- Prisma Cloud: A comprehensive cloud security platform protecting workloads and data across multi-cloud environments. Competitors include CrowdStrike (CRWD), Wiz and Lacework.
Market Dynamics
Industry Overview
The cybersecurity industry is experiencing rapid growth driven by increasing cyber threats, digital transformation, and evolving regulatory landscape. Cloud security, endpoint protection, and security automation are key growth areas.
Positioning
Palo Alto Networks is a major player in the cybersecurity market, known for its innovative products and strong market presence. Its competitive advantage lies in its integrated platform approach, combining network, cloud, and endpoint security. They are expanding into adjacent areas such as SASE.
Total Addressable Market (TAM)
The TAM for cybersecurity is projected to reach hundreds of billions of dollars in the coming years. Palo Alto Networks is positioned to capture a significant portion of this TAM through its comprehensive product portfolio and market leadership.
Upturn SWOT Analysis
Strengths
- Comprehensive product portfolio
- Strong brand reputation
- Innovative technology
- Large customer base
- Effective channel partner program
Weaknesses
- Higher price point compared to some competitors
- Integration complexity across different product lines
- Sales execution challenges in some regions
Opportunities
- Expansion into new markets and geographies
- Increased adoption of cloud security solutions
- Growing demand for security automation and orchestration
- Partnerships and integrations with other technology vendors
- Address the growing SASE market
Threats
- Intense competition from other cybersecurity vendors
- Rapidly evolving threat landscape
- Economic downturn impacting IT spending
- Data breaches and security incidents damaging reputation
- Open Source solutions driving down prices for basic security products
Competitors and Market Share
Key Competitors
- FTNT
- CRWD
- CHKP
- CSCO
- S
Competitive Landscape
Palo Alto Networks has a strong competitive position in the cybersecurity market. However, competitors such as Fortinet, CrowdStrike and Check Point continue to innovate and challenge Palo Alto Networks' market leadership.
Major Acquisitions
Cider Security
- Year: 2023
- Acquisition Price (USD millions): 195
- Strategic Rationale: Application security. To support security engineers so they can make their existing tools and processes more effective.
Talon Cyber Security
- Year: 2023
- Acquisition Price (USD millions): 625
- Strategic Rationale: Brings enterprise browser technology to Palo Alto Networks secure access service edge (SASE) platform.
Dig Security
- Year: 2023
- Acquisition Price (USD millions): 310
- Strategic Rationale: Data Security Posture Management platform which enables organizations to discover, classify, manage, and protect data across any cloud environment.
Growth Trajectory and Initiatives
Historical Growth: Palo Alto Networks has experienced significant growth in recent years, driven by its innovative products and strong market presence.
Future Projections: Analysts project continued revenue growth for Palo Alto Networks in the coming years, driven by increasing demand for cybersecurity solutions and the company's expansion into new markets.
Recent Initiatives: Recent initiatives include expanding its cloud security offerings, investing in AI-driven security technologies, and strengthening its channel partner program.
Summary
Palo Alto Networks is a strong player in the cybersecurity market with an integrated platform approach and consistent revenue growth. Its strength lies in its comprehensive product portfolio and brand reputation. Challenges include integration complexity, high price point and competition. Overall, Palo Alto Networks' growth will depend on its execution and ability to stay ahead of emerging threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company financial reports
- Industry analyst reports
- Market research data
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered financial advice. Market share data is approximate and may vary based on source.
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 15866 | Website https://www.paloaltonetworks.com |
Full time employees 15866 | Website https://www.paloaltonetworks.com | ||
Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company's network security platforms include Prisma Access, a security services edge (SSE) solution, as well as Strata Cloud Manager, a network security management solution. It also provides cloud security solutions, including Prisma Cloud, a 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. In addition, the company provides security operation solutions through Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR for the prevention, detection, and response to complex 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. Further, 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, as well as threat intelligence, and data loss prevention. Additionally, the company 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 medium to large 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.