PANW

— Fundamental Stock Analysis and Report Card

Technology : Software - Infrastructure

Located in Santa Clara, CA, US. 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.

Growth

Revenue, earnings and profitability.

Strong revenue growth and earnings can attract investors, driving the stock price up. Profitability indicates the company's efficiency and sustainability, which impacts investor confidence. Poor performance in these areas can lead to a decrease in stock price.

Revenue History

Earnings History

Margins

Gross Margin TTM
71.94%
EBITDA Margin TTM
21.48%
Net Margin TTM
7.95%
Earnings Per Share TTM
1.16
Statements

Income & Cash Flow analysis.

An income statement shows what a company earned and spent over a period — revenue at the top, costs and expenses in between, and net income at the bottom. A cash flow statement tracks the actual cash moving in and out, across operations, investing, and financing. Read together, they show whether reported earnings are backed by real cash.

Palo Alto Networks, Inc.
Select Period:
Q3 2026
Total ($)
Q3 2026
Margin (%)
Revenue
3.0b
+713.0m
+31.1%
Gross Income
2.0b
+358.3m
+21.5%
68%
-5.4pp
-7.4%
EBITDA
327.0m
-72.1m
-18.1%
11%
-6.5pp
-37.5%
Operating Income
-183.0m
-401.8m
-183.6%
-6%
-15.7pp
-163.8%
Net Income
-177.0m
-439.1m
-167.5%
-6%
-17.3pp
-151.5%
Earnings Per Share
-0.29
-0.7
-174.4%
Operating Cash Flow
871.0m
+242.3m
+38.5%
29%
+1.5pp
+5.6%
Free Cash Flow
788.0m
+227.6m
+40.6%
26%
+1.8pp
+7.2%
Research & Development
734.0m
+239.5m
+48.4%
24%
+2.8pp
+13.2%
Recommendations

What are the analysts saying?

Analyst Consensus aggregates Wall Street recommendations into buy/hold/sell counts, while the Fundamental Scorecard grades the company on six financial ratios (P/B, P/E, D/E, ROA, ROE, DCF) plus an overall score. The two measure different things and can point in different directions.

Analyst Consensus
Fundamental Scorecard
Recent Upgrades & Downgrades
Scotiabank
a month ago