Palo Alto Networks, Inc.
PANW · NASDAQ
Company research
Palo Alto Networks, Inc. (NASDAQ: PANW) is a global leader in cybersecurity, headquartered in Santa Clara, California, and founded in 2005. The company offers a comprehensive platform of advanced security solutions spanning network security, cloud security, and security operations, anchored by its next-generation firewalls and complemented by its Prisma (cloud and SASE) and Cortex (endpoint protection and XDR) product families. Under the leadership of Chairman and CEO Nikesh Arora, Palo Alto Networks serves over 70,000 organizations across more than 150 countries — including 85 of the Fortune 100 — spanning industries such as financial services, healthcare, government, and telecommunications. With a market capitalization exceeding $220 billion, the company distributes its hardware appliances, virtualized software, and subscription-based cloud services through both direct sales and an extensive network of channel partners.
Research reports
StockStory · June 25, 2026Palo Alto Networks (PANW) Research Report: Q1 CY2026 Update
StockStory’s Q1 CY2026 update rates PANW Underperform and argues that decelerating multi‑year growth, declining operating margins, and an expensive forward price-to-sales multiple make the stock unattractive versus better-quality software peers, despite strong recent revenue beats and robust free cash flow generation.
Ultra Stock Analysis Pro · February 27, 2026Palo Alto Networks, Inc. (PANW) – ANALYST REPORTUltra Stock Analysis Pro’s comprehensive technical and fundamental report assigns a HOLD rating with a “WAIT” action, highlighting roughly 40% upside to consensus price targets and solid earnings and revenue growth but emphasizing the lack of current technical signal confluence, neutral risk/reward, and standard company-, market-, and volatility-related risks.
Perseus Research · February 17, 2026Palo Alto Networks (PANW) Investment ThesisPerseus presents PANW as a high-quality cybersecurity franchise temporarily mispriced after a post-earnings selloff, recommending BUY with a 12‑month base target of 210 and bull case of 250 based on accelerating NGS ARR, a $16B contracted RPO backlog, AI security and platformization tailwinds, and an asymmetric upside/downside profile, while flagging integration execution, margin compression, dilution, and competitive pressures as key risks.