Palo Alto Networks (PANW)
Technology · NASDAQ · US
Price as at 1 Oct 2026, 15:01 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Palo Alto Networks trades at $393.20. Our model's figure for Palo Alto Networks is more than three times the share price, or less than a third of it. A gap that size is far more often a data problem than a real mispricing, so we publish no estimate until the inputs produce one that passes this check.
Our moat model scores it 69 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 285.9 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
PANW earnings and analyst estimates
Recommendation mix, 54 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Palo Alto Networks
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 security inline; and threat intelligence, data loss prevention, services to resolve network disruptions, and sensitive data protection. It 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 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.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
PANW passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
14 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Ken Fisher, Fisher Asset Management, LLC$1.96B · 0.6% of book
- Ken Griffin, CITADEL ADVISORS LLC$511.23M · 0.1% of book
- Capital Research Global, Capital Research Global Investors$353.67M · 0.1% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$265.66M · 0.1% of book
- Mairs & Power, MAIRS & POWER INC$204.56M · 1.9% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in PANW
We hold 21 disclosed trades in PANW by members of Congress and executive-branch officials. The latest 5:
- John J McGuire III · HouseSell · $1,001 - $15,000 · traded 31 Jul 2026 · disclosed 10 Aug 2026
- Josh Gottheimer · HouseBuy · $1,001 - $15,000 · traded 16 Jul 2026 · disclosed 10 Aug 2026
- Donald J Trump · Executive branchBuy · $100,001 - $250,000 · traded 18 Jun 2026 · disclosed 22 Aug 2026
- Markwayne Mullin · Executive branchSell · $100,001 - $250,000 · traded 10 Jun 2026 · disclosed 25 Jul 2026
- Donald J Trump · Executive branchBuy · $100,001 - $250,000 · traded 18 May 2026 · disclosed 1 Jul 2026
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
PANW peers
The largest companies in the same industry, then in the same sector.
- NVDA NVIDIA Corporation
- AAPL Apple Inc.
- MSFT Microsoft Corporation
- 2330.TW TSMC
- AVGO Broadcom Inc.
- 005930.KS Samsung Electronics
- MU Micron Technology, Inc.
- 000660.KS SK Hynix
Every technology company we cover is on the Technology hub.
Common questions
Which funds own PANW?
14 of the institutions we track reported a position in PANW in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is PANW's P/E ratio?
PANW trades at 285.9 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its PANW data?
Fundamentals for PANW come from company filings and exchange data, as listed on NASDAQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 15:01 UTC and is delayed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for PANW, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.