NASDAQ
363.58USD
-11.48 (-3.06%)
We have scored 101 news catalysts on Palo Alto Networks, Inc. (PANW) over the past 12 months. The biggest single-day move next to one of them came Mar 27, 2026, when PANW closed −6.0%: “Live Nasdaq Composite: Markets Tank as Oil Soars on Mideast Fatigue”. Coverage across the window leans positive (average ticker sentiment +0.41). Most of the impact sits in sector technology and revenue growth rate.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
296.3B
P/E
—
EPS
—
Beta
0.91
52W range
139.57-398.88
Day range
356.00–376.01
Open
375.63
Prev close
375.06
Volume
13.8M
Avg volume
7.4M
Dividend
0.00
IPO
2012-07-20
Analysts publish price targets on PANW, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
76 analyst price targets from $253 to $475
as of 2026-09-11
The market is within 3% of the median target — broadly agreeing with the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Palo Alto Networks, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Palo Alto Networks, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for PANW: .
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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.
The price sits at the 41st percentile of 76 published models, roughly matching the median target, meaning it fully pays for the base case of 20%+ revenue growth but declines to fund the 40% upside that top bulls project or accept the 25% downside that bears warn of.
What the disagreement turns on
Can Palo Alto Networks sustain revenue growth above 24% without letting cloud-hosting costs consume its free-cash-flow margin, and the wired data can track the revenue progression but cannot measure the margin pressure.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $338 on 2026-09-11 — the quote has since moved +7%, so read this as a record of what was priced in then, not now.
