Price chart
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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net 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
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 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%
| Holder | Shares | % 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
yfinanceConsensus: buy (mean 1.59259). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 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…