Snapshot · Palo Alto Networks, Inc. (PANW)

Data as of 2026-10-18T21:09:04.780Z

Fundamentals check

Market cap

$279.8B

P/E (TTM)

743.5

Gross margin

70.4%

Net margin

2.7%

ROE

1.7%

R&D / revenue

22.2%

Dividend yield

0.0%

FCF yield

1.5%

Summary

Palo Alto Networks, Inc. is a global leader in providing advanced cybersecurity solutions. The company's core product line includes both hardware and software-based firewalls. It also offers Panorama, a sophisticated security management platform designed for centralized control of these firewall deployments, whether they are physical appliances, virtual instances, or situated in public or private cloud environments. Additionally, the firm provides virtual system upgrades to enhance the capacity of its physical firewall units. Complementing its core products, Palo Alto Networks delivers an extensive range of subscription services. These encompass robust threat prevention, protection against malware and advanced persistent threats, URL filtering, and security for both laptop and mobile devices. Further specialized subscriptions include DNS security, Internet of Things (IoT) security, SaaS security (via API and inline methods), threat intelligence, and data loss prevention. Beyond its product and subscription offerings, the company extends various expert services, such as cloud security, secure access solutions, security analytics and automation tools, and specialized cybersecurity consulting, often integrated with threat intelligence. Its professional services cover critical areas like architectural design and planning, system implementation, configuration, and seamless firewall migration. Educational resources, including certifications and both online and in-classroom training, are also available, alongside comprehensive support services. Palo Alto Networks distributes its security solutions both directly and through an extensive network of channel partners. Its diverse clientele primarily comprises medium to large-scale enterprises, service providers, and governmental organizations across a wide array of industries. These sectors include education, energy, financial services, healthcare, internet and media, manufacturing, the broader public sector, and telecommunications. Established in 2005, Palo Alto Networks maintains its corporate headquarters in Santa Clara, California.

How it makes money

Revenue mix, latest fiscal year

• Subscription54.3%
• Support25.8%
• Product19.9%

Recent Events

• 2026-10-16T12:56:59.000Znegative

  Cybersecurity Stocks Slide as AI Financing Jitters Spread: Palo Alto Falls 7%, SentinelOne Sinks 9%, Zscaler Drops 6%

  可能与市场对AI投资担忧相关，导致PANW股价在当日回落。

  Source: 247wallst.com

• 2026-10-16T12:43:04.000Znegative

  Sell-Off In Cybersecurity Stocks Intensifies Amid Palo Alto Vulnerability

  恰逢Palo Alto网络防火墙漏洞事件，或有助于推动相关股票下跌。

  Source: investors.com

• 2026-10-16T00:00:00.000Znegative

  Price move: PANW fell 7.6%

  PANW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-10-14T10:36:24.000Znegative

  Palo Alto Falls 4% as Report of OpenAI Cybersecurity Deal Hits Sector; CrowdStrike Drops 3%, Fortinet Slips

  恰逢OpenAI潜在安全交易报道，可能与行业情绪相关，PANW出现回落。

  Source: 247wallst.com

• 2026-10-12T12:30:17.000Znegative

  Analysts Divided on AI Software: MSFT, PLTR, PANW Downgraded; CRM Upgraded

  分析师下调PANW评级可能与近期价格波动相关，存在不确定性。

  Source: youtube.com

• 2026-09-23T00:00:00.000Zpositive

  Price move: PANW rose 5.0%

  PANW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-09-14T00:00:00.000Zpositive

  Price move: PANW rose 13.1%

  PANW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-08-27T00:00:00.000Zpositive

  Price move: PANW rose 12.8%

  PANW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-08-10T00:00:00.000Zpositive

  Price move: PANW rose 5.8%

  PANW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-30T00:00:00.000Zpositive

  Price move: PANW rose 3.7%

  PANW 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $408.97 from 36 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-10-09SellBawa Aparna(director)80 shares
• 2026-10-09SellBawa Aparna(director)170 shares
• 2026-10-01SellPaul Josh D.(officer: Chief Accounting Officer)400 shares
• 2026-09-24SellBawa Aparna(director)260 shares
• 2026-09-24SellGolechha Dipak(officer: EVP, Chief Financial Officer)100 shares

Earnings Calendar

2026-11-18

EPS estimate: 0.971

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本内容仅为信息整理，不构成任何投资建议。