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Next Bullish Trade
PANW Palo Alto Networks, Inc. NMS
$297.18 -3.30 (-1.10%)
Blow-off · +4.29σ Hot zone Grade B

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-01-31 $2.6B $0.4B $0.4B $0.4B 16.7% 15.3%
2025-10-31 $2.5B $0.3B $0.3B $1.7B 13.5% 12.5%
2025-07-31 $2.5B $0.3B $0.5B $0.9B 10.0% 19.6%
2025-04-30 $2.3B $0.3B $0.2B $0.6B 11.5% 9.6%
2025-01-31 $2.3B $0.3B $0.2B $0.5B 11.8% 10.7%
2024-10-31 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-06-02 0.85 0.80 +6.6%
2026-02-17 1.03 0.94 +9.9%
2025-11-19 0.93 0.89 +4.4%
2025-08-18 0.95 0.89 +7.3%
2025-05-20 0.37 0.37 +1.0%
2025-02-13 0.38 0.38 +1.2%
2024-11-20 0.78 0.74 +5.8%
2024-08-19 0.76 0.71 +7.0%
2024-05-20 0.66 0.62 +5.6%
2024-02-20 2.44 0.26 +851.8%
2023-11-15 0.69 0.58 +18.6%
2023-08-18 0.32 0.22 +48.6%
2023-05-23 0.52 0.46 +12.6%
2023-02-21 0.53 0.39 +35.4%
2022-11-17 0.42 0.34 +20.4%
2022-08-22 0.40 0.38 +4.9%
2022-05-19 0.30 0.28 +6.7%
2022-02-22 0.29 0.27 +5.6%
2021-11-18 0.27 0.26 +4.5%
2021-08-23 0.27 0.24 +11.3%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Technology

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
PANW $241B 256.2 74.6 24.4 155.2 22.2 73.5% 14.9% 60.5% 1.19%
AAPL $4,629B 38.2 32.8 10.3 29.0 43.4 47.9% 16.6% 21.8% 2.18%
MSFT $3,278B 26.3 22.8 10.3 18.0 7.9 68.3% 18.3% 23.4% 1.13%
NVDA $5,397B 34.1 17.6 21.3 32.3 34.4 74.1% 85.2% 214.5% 0.86%
GOOGL $4,384B 27.6 25.0 10.4 27.0 9.2 60.4% 21.8% 82.0% 0.64%
META $1,517B 21.7 16.5 7.1 13.9 6.2 81.9% 33.1% 62.4% 1.68%
AVGO $2,280B 93.5 26.0 33.4 62.7 28.6 76.7% 29.5% 31.6% 1.12%
ORCL $703B 44.0 30.4 11.0 30.3 21.0 67.1% 21.7% 24.5% -3.17%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 2.92%

HolderShares% out
Blackrock Inc. 72,431,433 74.36%
Vanguard Capital Management LLC 52,765,656 54.17%
State Street Corporation 35,486,318 36.43%
Morgan Stanley 32,318,958 33.18%
Bank of America Corporation 22,476,753 23.08%
Vanguard Portfolio Management LLC 19,601,462 20.12%
Geode Capital Management, LLC 19,323,515 19.84%
JPMORGAN CHASE & CO 13,469,336 13.83%
Northern Trust Corporation 8,680,485 8.91%
UBS Group AG 8,255,352 8.48%

Insider activity · 90d

No insider trades for PANW in last 90d.

Analyst estimates

yfinance
Low
$114.0
Mean
$234.48
High
$320.0
Analysts
48

Consensus: buy (mean 1.59259). Distribution requires FINNHUB_API_KEY.

SEC filings

FormFiled DescriptionAction
4 2026-06-02 4 view ·
4 2026-06-02 4 view ·
8-K 2026-06-02 8-K view ·
4 2026-05-27 4 view ·
4 2026-05-22 4 view ·
4 2026-04-28 4 view ·
8-K 2026-04-13 8-K view ·
4 2026-04-10 4 view ·
4 2026-04-03 4 view ·
4 2026-04-03 4 view ·
4 2026-03-27 4 view ·
8-K 2026-03-23 8-K view ·
4 2026-03-12 4 view ·
8-K 2026-03-11 8-K view ·
4 2026-03-10 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES view ·
4 2026-03-04 4 view ·
4 2026-03-03 4 view ·
10-Q 2026-02-18 10-Q view ·
4 2026-02-17 4 view ·
4 2026-02-17 4 view ·
8-K 2026-02-17 8-K view ·
8-K 2026-02-11 8-K view ·
8-K 2026-01-29 8-K view ·
4 2026-01-27 4 view ·
4 2026-01-12 4 view ·
4 2026-01-06 4 view ·
4 2026-01-06 4 view ·
4 2025-12-29 4 view ·
4 2025-12-29 4 view ·
4 2025-12-12 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
4 2025-12-11 4 view ·
8-K 2025-12-11 8-K view ·
4 2025-12-10 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES view ·
4 2025-12-04 4 view ·
4 2025-12-02 4 view ·
4 2025-12-01 4 view ·
8-K 2025-11-21 8-K view ·
10-Q 2025-11-20 10-Q view ·
8-K 2025-11-19 8-K view ·
8-K 2025-11-19 8-K view ·
DEF 14A 2025-11-07 DEF 14A view ·
4 2025-11-04 4 view ·
4 2025-11-04 4 view ·
4 2025-11-04 4 view ·
4 2025-11-04 4 view ·
4 2025-11-04 4 view ·
4 2025-10-07 4 view ·
4 2025-10-02 4 view ·
8-K 2025-09-25 8-K view ·
4 2025-09-24 4 view ·
4 2025-09-24 4 view ·
4 2025-09-23 4 view ·
4 2025-09-19 4 view ·

About

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 secur…