logo
Twitter
Discord
Email
logo
Palo Alto Networks, Inc.

Palo Alto Networks, Inc.

NASDAQ•PANW
CEO: Mr. Nikesh Arora C.F.A.
Sector: Technology
Industry: Software - Infrastructure
Listing Date: 2012-07-20
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.
Contact Information
3000 Tannery Way, Santa Clara, CA, 95054, United States
408-753-4000
www.paloaltonetworks.com
Market Cap
$119.95B
P/E (TTM)
109.0
65.8
Dividend Yield
--
52W High
$223.61
52W Low
$144.15
52W Range
44%
Rank39Top 29.7%
4.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 4.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$2.47B+15.67%
4-Quarter Trend

EPS

$0.49-9.26%
4-Quarter Trend

FCF

$1.69B+15.11%
4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Total Revenue Growth Strong Total revenue reached $2.47B, up 16% versus prior period; subscription revenue drove $2.04B of sales.
Subscription Revenue Dominates Subscription and support revenue grew 14% to $2.04B, representing 82.5% of total revenue base.
Cash Flow Generation Increased Operating cash flow increased $261M to $1.77B; non-GAAP Free Cash Flow reached $1.69B for the quarter.
ARR Momentum Continues Next-Gen Security ARR reached $5.9B as of October 31, 2025, showing strong recurring revenue momentum.

Risk Factors

Income Tax Provision Surged Income tax provision surged 359% to $78M, causing Net Income to decline to $334M versus prior year.
Contingent Litigation Liability Accrued litigation liability for Centripetal Networks stands at $147M recorded in other long-term liabilities.
CyberArk Integration Complexity Pending $25B CyberArk acquisition introduces significant integration complexity and execution risk for future operations.
RPO Slightly Decreased Remaining Performance Obligations slightly decreased to $15.5B as of October 31, 2025, from $15.8B previously.

Outlook

CyberArk Acquisition Closing Expected Closing expected Q3 FY2026 for $25B CyberArk identity security acquisition, funding cash portion from current cash on hand.
Share Repurchase Extended Share repurchase authorization extended to December 2026; $1.0B remains available for future common stock buybacks.
Continued Strategic Investment Continued investment planned in R&D and sales force expansion to support platformization strategy and market growth.
New Product Adoption Focus Expect growth driven by adoption of new offerings, including Prisma AIRS 2.0 platform upgrade completed in October 2025.

Peer Comparison

Revenue (TTM)

Accenture plcACN
$70.73B
+6.6%
Intel CorporationINTC
$53.44B
-1.5%
Adobe Inc.ADBE
$23.77B
+10.5%

Gross Margin (Latest Quarter)

Adobe Inc.ADBE
88.9%
-0.1pp
Fortinet, Inc.FTNT
81.5%
-1.0pp
CrowdStrike Holdings, Inc.CRWD
75.1%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
INTC$173.19B897.80.2%22.8%
APH$171.01B44.734.6%29.7%
KLAC$167.46B39.698.2%36.1%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
3.1%
Moderate Growth
4Q Net Income CAGR
7.7%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 12, 2026
|
EPS:$0.93
|
Revenue:$2.58B
Reports
All Years
  • Form 10-Q - Q1 2026

    Period End: Oct 31, 2025|Filed: Nov 20, 2025|
    Revenue: $2.47B+15.7%
    |
    EPS: $0.49-9.3%
    Miss
  • Form 10-K - FY 2025

    Period End: Jul 31, 2025|Filed: Aug 29, 2025|
    Revenue: $9.22B+14.9%
    |
    EPS: $1.71-57.7%
    Beat
  • Form 10-Q - Q3 2025

    Period End: Apr 30, 2025|Filed: May 21, 2025|
    Revenue: $2.29B+15.3%
    |
    EPS: $0.39-9.3%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jan 31, 2025|Filed: Feb 14, 2025|
    Revenue: $2.26B+14.3%
    |
    EPS: $0.41-85.0%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Oct 31, 2024|Filed: Nov 21, 2024|
    Revenue: $2.14B+13.9%
    |
    EPS: $0.54+74.2%
    Miss
  • Form 10-K - FY 2024

    Period End: Jul 31, 2024|Filed: Sep 6, 2024|
    Revenue: $8.03B+16.5%
    |
    EPS: $4.04+453.4%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Apr 30, 2024|Filed: May 21, 2024|
    Revenue: $1.98B+15.3%
    |
    EPS: $0.43+145.7%
    Miss
  • Form 10-Q - Q2 2024

    Period End: Jan 31, 2024|Filed: Feb 21, 2024|
    Revenue: $1.98B+19.3%
    |
    EPS: $2.74+1857.1%
    Beat