Palo Alto Networks Inc
PANWNasdaqGSSoftware - Infrastructure • Technology
Comprehensive AI Analysis
Strategic AI Analysis for PANW
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Summary
Source-linked company research for PANW
Factor Scorecard
Mechanical 0-100 composites from the displayed inputs. Bands and colours are numerical aids, not security ratings or investment actions.
Latest results at a glance
Insights from the latest company results and reports · filed 2 Jun 2026
Revenue Growth Accelerates
Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion, including $388 million from CyberArk and Chronosphere.
Next-Gen Security ARR Expansion
Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion, which includes $1.6 billion from CyberArk and Chronosphere.
Cash Flow Margin Improvement
Adjusted free cash flow for the fiscal third quarter 2026 was $910 million, and the trailing 12-month adjusted free cash flow margin of 38.5% was up 430 basis points year over year.
Operating Margin Outlook
Non-GAAP operating margin for fiscal year 2026 is expected to be in the range of 28.9% to 29.2%.
Quarterly Earnings Consensus Beat
Reported EPS of $0.85 per share exceeded the same-quarter consensus EPS of $0.80 per share for the period ended 2026-03-31.
Price Chart
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
Growth, quality, valuation, cash generation, and balance-sheet strength.
Growth
TTM revenue plus current, long-term, forward, and accelerating top-line trends.
Earnings
Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.
Profitability
TTM margin and return metrics that reflect pricing power and business quality.
Cash Flow
TTM free cash flow, growth, margin, and operating-cash conversion quality.
Valuation
Metrics ranked by issuer type, financial state, and input quality.
Forward P/E
Forward P/E is the primary lens because positive expected earnings make the next operating period directly assessable.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
PANWPalo Alto Networks Inc | $371.59 | $302.8B | 185.7x | 98.4x | +19.5% | 71.9% | 1.3% |
Company Profile
About the Company
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.
Next Earnings Date
Sep 1, 2026
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