PANW Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q3

FY2026Q4

2.58B

+14.39%

0.938

+15.79%

2.60B

+13.71%

0.923

+15.39%

2.87B

+13.28%

1.062

+11.82%

Estimates Revision

The market is revising Upward the revenue expectations for Palo Alto Networks, Inc. (PANW) for FY2026, with the revenue forecasts being adjusted by 0.1% over the past three months. During the same period, the stock price has changed by -11.33%.

Revenue Estimates for FY2026

Revise Upward

+0.1%

In Past 3 Month

EPS Estimates for FY2026

Revise Upward

+1.12%

In Past 3 Month

Stock Price

Go Down

-11.33%

In Past 3 Month

34 Analyst Rating

Wall Street analysts forecast PANW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PANW is 234.31 USD with a low forecast of 190.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

30 Buy

4 Hold

0 Sell

Strong Buy

Current: 0.000

Low

190.00

Averages

234.31

High

255.00

Current: 0.000

Low

190.00

Averages

234.31

High

255.00

Guggenheim

John DiFucci

Sell -> Neutral

upgrade

2026-01-05

New

Reason

Guggenheim

John DiFucci

Price Target

2026-01-05

New

upgrade

Sell -> Neutral

Reason

Guggenheim analyst John DiFucci late Friday upgraded Palo Alto Networks to Neutral from Sell without a price target. The stock has significantly underperformed the major indices, making it more difficult to make money shorting Palo Alto at this time, the analyst tells investors in a research note. The firm believes Palo Alto Networks should continue to benefit from the narrative as the largest pure-play vendor in the security space. The sector is "somewhat insulated, if not boosted by the threat of AI," contends Guggenheim.

Piper Sandler

Overweight

maintain

$230 -> $265

2026-01-05

New

Reason

Piper Sandler

Price Target

$230 -> $265

2026-01-05

New

maintain

Overweight

Reason

Piper Sandler raised the firm's price target on Palo Alto Networks to $265 from $230 and keeps an Overweight rating on the shares. The firm says 2025 proved to be a tough year for its Security & Infrastructure Software coverage, with the average name showing negative performance and only four names outperforming the NASDAQ. Piper is cautiously optimistic for a better year in 2026, with many names entering the year at interesting valuation levels setup well to be longer-term GenAI winners, despite monetization at the software layer not yet occurring at scale.

Guggenheim

Sell -> Neutral

upgrade

2026-01-02

Reason

Guggenheim

Price Target

2026-01-02

upgrade

Sell -> Neutral

Reason

Guggenheim upgraded Palo Alto Networks to Neutral from Sell.

Morgan Stanley

Overweight

maintain

$228 -> $245

2025-12-18

Reason

Morgan Stanley

Price Target

$228 -> $245

2025-12-18

maintain

Overweight

Reason

Morgan Stanley raised the firm's price target on Palo Alto Networks to $245 from $228 and keeps an Overweight rating on the shares. Cybersecurity names were largely flat on the year, with platforms being up about 30%, on average, and the rest of the space being down about 12%, the analyst tells investors. The firm continues to see platforms as the "easiest way to play cyber" and expects them to continue to outperform, but believes other opportunities remain, the analyst tells investors in a year-ahead note for the group.

JPMorgan

NULL -> Overweight

initiated

$235

2025-12-17

Reason

JPMorgan

Price Target

$235

2025-12-17

initiated

NULL -> Overweight

Reason

JPMorgan reinstated coverage of Palo Alto Networks with an Overweight rating and $235 price target following a period of restriction. The firm says the company has the most comprehensive end-to-end platform of security software. Palo Alto is well positioned as a long-term share consolidator, the analyst tells investors in a research note.

Mizuho

Outperform

NULL

downgrade

$230 -> $220

2025-12-16

Reason

Mizuho

Price Target

$230 -> $220

2025-12-16

downgrade

Outperform

NULL

Reason

Mizuho lowered the firm's price target on Palo Alto Networks to $220 from $230 and keeps an Outperform rating on the shares. The firm adjusted targets in the software group as part of its 2026 outlook. The most important trends benefiting software vendors going forward are artificial intelligence, data modernization, DevOps, next-generation security, and electronic design automation, the analyst tells investors in a research note. Mizuho believes the low-teens median revenue growth forecast for 2026 "looks beatable," creating attractive risk/rewards into next year.

Valuation Metrics

The current forward P/E ratio for Palo Alto Networks Inc (PANW.O) is 45.55, compared to its 5-year average forward P/E of 53.70. For a more detailed relative valuation and DCF analysis to assess Palo Alto Networks Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

5Y Average PE

53.70

Current PE

45.55

Overvalued PE

62.50

Undervalued PE

44.90

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

34.88

Current EV/EBITDA

35.19

Overvalued EV/EBITDA

40.27

Undervalued EV/EBITDA

29.50

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

9.80

Current PS

11.52

Overvalued PS

12.11

Undervalued PS

7.50

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds areBuying! The buying amount has increased 185.66% over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

PANW News & Events

Events Timeline

No data

News

8.5

01-08CNBC

CrowdStrike Acquires SGNL for $740 Million to Strengthen Identity Security Market

8.5

01-08CNBC

CrowdStrike Acquires Identity Management Startup SGNL for Nearly $740 Million

8.5

01-08Newsfilter

CrowdStrike Acquires Identity Management Startup SGNL for Nearly $740 Million

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Frequently Asked Questions

What is Palo Alto Networks Inc (PANW) stock price today?

The current price of PANW is 190.8 USD — it has decreased -1.6 % in the last trading day.

What is Palo Alto Networks Inc (PANW)'s business?

Palo Alto Networks, Inc. provides comprehensive artificial intelligence (AI)-powered security solutions across network, cloud, security operations and AI. The Company focuses on four areas: Network Security, Cloud Security, Security Operations and Threat Intelligence and Advisory Services (Unit 42). Its network security platform comprises ML-powered firewalls, AI Runtime Security, and a Secure Access Service Edge (SASE) framework, which includes Prisma Access, Prisma SD-WAN, and Prisma Access Browser to secure remote workforces and branch offices. Its Cloud security is delivered via Prisma Cloud, a Code to Cloud platform that protects applications, data, GenAI environments, and the cloud-native stack throughout the development lifecycle. Its Unit 42 division provides intelligence-led consulting, incident response, managed detection and response, and threat hunting services. Its Prisma AIRS is an AI security platform which secures applications, agents, models and data.

What is the price predicton of PANW Stock?

What is Palo Alto Networks Inc (PANW)'s revenue for the last quarter?

Palo Alto Networks Inc revenue for the last quarter amounts to 2.47B USD, increased 15.67 % YoY.

What is Palo Alto Networks Inc (PANW)'s earnings per share (EPS) for the last quarter?

Palo Alto Networks Inc. EPS for the last quarter amounts to 0.47 USD, decreased -4.08 % YoY.

What changes have occurred in the market's expectations for Palo Alto Networks Inc (PANW)'s fundamentals?

How many employees does Palo Alto Networks Inc (PANW). have?

Palo Alto Networks Inc (PANW) has 16068 emplpoyees as of January 09 2026.

What is Palo Alto Networks Inc (PANW) market cap?

Today PANW has the market capitalization of 132.99B USD.