PANW

Palo Alto Networks, Inc. (PANW) | Rumor.io

Palo Alto Networks

PANW

Attention (50-day avg)0.19%

Attention rank (50-day avg)#64

Bullish sentiment (50-day avg)88%

Price to earnings ratio914

Market capitalization320.7B

Earnings per share0.41

Dividend yield (TTM)—

Revenue (annual)11.5B

Net income (annual)307M

Social

What share of all stock conversation is about PANW?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.06% -0.09	0.07% -0.37	0.29% +0.21	0.07% +0.01

Sep 29

PANW's CEO Nikesh Arora has been buying company stock, with a $10M purchase near $147 in March, resulting in a 150% increase in 6 months and inclusion in the S&P 100.
The company has a history of announcing stock splits around this time, and some analysts expect it to dip before a potential split.
PANW was one of the few cybersecurity companies invited to a White House AI meeting, and its CEO was the only one from a cybersecurity company present.

Generated by AI

Sentiment

Of the messages about PANW that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	97.95% +8.7	87.18% -2.7	90.11% +5.99	77.82% -11.84
Bearish	2.05% -8.7	12.82% +2.7	9.89% -5.99	22.18% +11.84

Bullish· Sep 28

$PANW has seen a 150% increase in 6 months following the CEO's $10M stock purchase, and was recently added to the S&P 100.
The stock has strong fundamentals, including a strong industry, double bottom formation, and potential for a breakout, with support at $367.
$PANW is poised for a significant price increase, with a potential target of $400 and a strong relative strength indicator, suggesting a move towards its all-time high.

Bearish· Sep 14

The stock's valuation is high, with a price-to-earnings ratio that has climbed very high, leaving little room for error.
The stock's surge in price from February lows to an August peak has already priced in much of the future growth, making it less likely to continue upward.
The company's valuation is unjustified, with a price that is not supported by the fundamentals, making a decline to $350 or lower by the close a possibility.

Generated by AI

Topics

Of the messages about PANW that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	33.25%	12.91%	36.6%	25.21%
Announcements	0%	12.43%	2.28%	5.78%
Technical Analysis	33.5%	53.42%	1.21%	2.6%
Macro	33.25%	20.99%	36.78%	45.33%
Earnings	0%	0.14%	23.12%	20.63%
Controversies	0%	0.1%	0.01%	0.46%

Earnings· Sep 2

Palo Alto Networks (PANW) reported record Q4 2026 earnings, with revenue of $3.41B (+34.3% YoY) beating expectations and EPS of $1.02 beating by $0.04.
The company's next-gen security ARR surged 63% YoY to $9.1B, outpacing CrowdStrike's ARR of $5.84B.
Despite beating earnings expectations, Palo Alto Networks' stock fell ~8% on the news, with some analysts suggesting that the market may be debating the quarter's guidance and future growth rather than the headline beat.

Analysts· Sep 2

Analysts are bullish on Palo Alto Networks, with multiple firms raising their price targets and maintaining a "buy" or "outperform" rating, citing the company's strong platformization execution, above-consensus guidance, and continued growth in AI-driven security consolidation.
Palo Alto Networks has reported record earnings, with Next-Generation Security ARR surging 63% year-over-year to $9.1 billion, and organic net new annual recurring revenue growth accelerating to 29% in Q4.
Despite the strong earnings, the stock price fell as much as 8%, leading analysts to question whether it's a buying opportunity, with some firms citing the stock's dip as a "verdict on the path from revenue to earnings rather than on demand".

Announcements· Aug 26

Palo Alto Networks CEO Nikesh Arora reportedly considered a potential takeover approach for Datadog to strengthen its position in AI-driven security and observability.
The potential acquisition would have expanded Palo Alto Networks into identity, observability, and AI security, areas where it sought to expand.
A consolidation of AI and cybersecurity offerings is being explored by Palo Alto Networks, as it looks to strengthen its position in the market.

Controversies· Feb 18

Palo Alto Networks' stock (PANW) fell 8% after beating Q2 earnings views but missing on Q3 guidance and "underwhelming" billings metrics.
The company's cybersecurity ARR hit $1.14B, but investors were disappointed by the weak guidance on profits due to AI acquisition costs.
Palo Alto Networks trimmed its annual profit forecast, citing rising costs from recent acquisitions aimed at strengthening its AI capabilities, and expects $2.3B cash expenditure in Q3 for the CyberArk acquisition.

Macro· Feb 21

Palo Alto Networks, Inc. (PANW) cited customer budget optimization as a reason for its disappointing earnings, which may indicate a broader trend in the cybersecurity sector.
The company's guidance for 10% billings growth and 15-16% revenue growth for the year is a significant cut from its previous projection, which may reflect a slowdown in customer spending due to economic uncertainty.
The cybersecurity sector is experiencing a slowdown in spending, with PANW's customers showing signs of "spending fatigue" and the company's competitors cutting prices to maintain market share, which could be a macro-economic issue rather than a company-specific problem.

Technical Analysis· Jun 29

$PANW has shown bullish price action over the past few months, closing above previous all-time highs (ATHs) and outperforming the rest of the software sector.
The stock has printed a strong "stick" above previous ATHs, indicating a potential breakout, and has been trending higher with a clean continuation pattern.
Key levels to watch for $PANW include $306, which is the current all-time high, and $316, which is the target for a potential breakout, with $303 serving as a stop-loss level.

Generated by AI

Community

Of the messages about PANW, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	40.44%	74.51%	49.25%	43.93%
Newcomers	59.56%	25.49%	50.75%	56.07%

Regulars· Sep 28

The CEO of Palo Alto Networks has been buying stock, and the company has seen significant price appreciation, with a 150% increase in 6 months and recent addition to the S&P 100.
The October 16th $450 strike has a large concentration of GEX (Gamma Exposure), with 3.7M in GEX, making it a notable level to watch.
Palo Alto Networks has strong fundamentals, including a strong industry and recent breakout above its 200-day moving average, with a potential move to new highs.

Newcomers· Sep 29

New investors are focused on $PANW's potential for growth, citing its consolidation of enterprise security platforms and market share gains.
Some newcomers are concerned about the company's valuation, warning that growth slowing will lead to a drop in valuation, and that margins may not be sustainable.
Others are taking a technical approach, watching for the stock to break out of its current setup and retest the top of a symmetrical triangle, with a target of $400-$410.

Generated by AI

News

Palo Alto Networks' Nikesh Arora is building a defense against the dark side of AI | Fortune

Cybersecurity’s AI reckoning has arrived, and Arora has become a go-to advisor to CEOs.

4h agoFortune

Dow Jones Software Leader Microsoft, Palantir, Micron, Palo Alto In Or Near Buy Zones

Dow Jones software giant Microsoft, along with Palantir, Micron and Palo Alto, are in or near buy zones in the current stock market.

17h agoInvestor's Business Daily

Can AI Infrastructure Demand Boost PANW's Network Security Growth?

Detailed price information for Fortinet Inc (FTNT-Q) from The Globe and Mail including charting and trades.

20h agoThe Globe and Mail

Why You Should Stay on the Sidelines for Now With Palo Alto Networks Stock

20h agoBarchart.com

Palo Alto Networks Stock Rose Nearly 5% as Nvidia Launched an AI Agent Safety Platform. Here’s What Palo Alto Is Building on Top of It

Key Stats for Palo Alto Networks StockCurrent Price: $392. 09Target Price (Mid): ~$546Street Target: ~$396Potential Total Return: ~39%Annualized IRR: ~7% / yearWhat Happened?Palo Alto Networks (PANW) closed at $392.

20h agoYahoo Finance

Why is Palo Alto Networks stock sliding today?

21h agoInvesting.com

Also Discussed

Investors talking about PANW also mention

#	Name	Attention
1	CrowdStrike Holdings, Inc.CRWD	0.09%-0.21
2	Fortinet, Inc.FTNT	0.01%-0.03
3	Check Point Software Technologies LtdCHKP	0%new
4	CYBR - CyberArk Software Ltd.	——
5	Zscaler Inc.ZS	0%-0.04
6	Qualys, Inc.QLYS	0%-0.01
7	Rubrik, Inc.RBRK	0.02%-0.05
8	Amplify Cybersecurity ETFHACK	0%0
9	Datadog IncDDOG	0.01%-0.01
10	Okta Inc. Class A Common StockOKTA	0.01%+0

Palo Alto Networks, Inc.

Technology
Software - Infrastructure

Palo Alto Networks, Inc. is a cybersecurity company that provides a broad portfolio of security products and services for organizations worldwide. Its offerings include network security, cloud security, security operations, and identity protection, along with platform-based tools designed to help enterprises manage and secure complex digital environments. The company serves businesses, service providers, and government entities across the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Palo Alto Networks focuses on delivering integrated security capabilities for modern infrastructure, including hybrid cloud and AI-driven environments. Founded in 2005 and headquartered in Santa Clara, California, Palo Alto Networks plays a significant role in the global cybersecurity market by supporting organizations that need centralized protection, visibility, and threat response across distributed systems.

Website

Location

3000 Tannery Way

Santa Clara, CA, 95054

United States

Social

What share of all stock conversation is about PANW?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.06% -0.09	0.07% -0.37	0.29% +0.21	0.07% +0.01

Sep 29

PANW's CEO Nikesh Arora has been buying company stock, with a $10M purchase near $147 in March, resulting in a 150% increase in 6 months and inclusion in the S&P 100.
The company has a history of announcing stock splits around this time, and some analysts expect it to dip before a potential split.
PANW was one of the few cybersecurity companies invited to a White House AI meeting, and its CEO was the only one from a cybersecurity company present.

Generated by AI

Sentiment

Of the messages about PANW that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	97.95% +8.7	87.18% -2.7	90.11% +5.99	77.82% -11.84
Bearish	2.05% -8.7	12.82% +2.7	9.89% -5.99	22.18% +11.84

Bullish· Sep 28

$PANW has seen a 150% increase in 6 months following the CEO's $10M stock purchase, and was recently added to the S&P 100.
The stock has strong fundamentals, including a strong industry, double bottom formation, and potential for a breakout, with support at $367.
$PANW is poised for a significant price increase, with a potential target of $400 and a strong relative strength indicator, suggesting a move towards its all-time high.

Bearish· Sep 14

The stock's valuation is high, with a price-to-earnings ratio that has climbed very high, leaving little room for error.
The stock's surge in price from February lows to an August peak has already priced in much of the future growth, making it less likely to continue upward.
The company's valuation is unjustified, with a price that is not supported by the fundamentals, making a decline to $350 or lower by the close a possibility.

Generated by AI

Topics

Of the messages about PANW that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	33.25%	12.91%	36.6%	25.21%
Announcements	0%	12.43%	2.28%	5.78%
Technical Analysis	33.5%	53.42%	1.21%	2.6%
Macro	33.25%	20.99%	36.78%	45.33%
Earnings	0%	0.14%	23.12%	20.63%
Controversies	0%	0.1%	0.01%	0.46%

Earnings· Sep 2

Palo Alto Networks (PANW) reported record Q4 2026 earnings, with revenue of $3.41B (+34.3% YoY) beating expectations and EPS of $1.02 beating by $0.04.
The company's next-gen security ARR surged 63% YoY to $9.1B, outpacing CrowdStrike's ARR of $5.84B.
Despite beating earnings expectations, Palo Alto Networks' stock fell ~8% on the news, with some analysts suggesting that the market may be debating the quarter's guidance and future growth rather than the headline beat.

Analysts· Sep 2

Analysts are bullish on Palo Alto Networks, with multiple firms raising their price targets and maintaining a "buy" or "outperform" rating, citing the company's strong platformization execution, above-consensus guidance, and continued growth in AI-driven security consolidation.
Palo Alto Networks has reported record earnings, with Next-Generation Security ARR surging 63% year-over-year to $9.1 billion, and organic net new annual recurring revenue growth accelerating to 29% in Q4.
Despite the strong earnings, the stock price fell as much as 8%, leading analysts to question whether it's a buying opportunity, with some firms citing the stock's dip as a "verdict on the path from revenue to earnings rather than on demand".

Announcements· Aug 26

Palo Alto Networks CEO Nikesh Arora reportedly considered a potential takeover approach for Datadog to strengthen its position in AI-driven security and observability.
The potential acquisition would have expanded Palo Alto Networks into identity, observability, and AI security, areas where it sought to expand.
A consolidation of AI and cybersecurity offerings is being explored by Palo Alto Networks, as it looks to strengthen its position in the market.

Controversies· Feb 18

Palo Alto Networks' stock (PANW) fell 8% after beating Q2 earnings views but missing on Q3 guidance and "underwhelming" billings metrics.
The company's cybersecurity ARR hit $1.14B, but investors were disappointed by the weak guidance on profits due to AI acquisition costs.
Palo Alto Networks trimmed its annual profit forecast, citing rising costs from recent acquisitions aimed at strengthening its AI capabilities, and expects $2.3B cash expenditure in Q3 for the CyberArk acquisition.

Macro· Feb 21

Palo Alto Networks, Inc. (PANW) cited customer budget optimization as a reason for its disappointing earnings, which may indicate a broader trend in the cybersecurity sector.
The company's guidance for 10% billings growth and 15-16% revenue growth for the year is a significant cut from its previous projection, which may reflect a slowdown in customer spending due to economic uncertainty.
The cybersecurity sector is experiencing a slowdown in spending, with PANW's customers showing signs of "spending fatigue" and the company's competitors cutting prices to maintain market share, which could be a macro-economic issue rather than a company-specific problem.

Technical Analysis· Jun 29

$PANW has shown bullish price action over the past few months, closing above previous all-time highs (ATHs) and outperforming the rest of the software sector.
The stock has printed a strong "stick" above previous ATHs, indicating a potential breakout, and has been trending higher with a clean continuation pattern.
Key levels to watch for $PANW include $306, which is the current all-time high, and $316, which is the target for a potential breakout, with $303 serving as a stop-loss level.

Generated by AI

Community

Of the messages about PANW, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	40.44%	74.51%	49.25%	43.93%
Newcomers	59.56%	25.49%	50.75%	56.07%

Regulars· Sep 28

The CEO of Palo Alto Networks has been buying stock, and the company has seen significant price appreciation, with a 150% increase in 6 months and recent addition to the S&P 100.
The October 16th $450 strike has a large concentration of GEX (Gamma Exposure), with 3.7M in GEX, making it a notable level to watch.
Palo Alto Networks has strong fundamentals, including a strong industry and recent breakout above its 200-day moving average, with a potential move to new highs.

Newcomers· Sep 29

New investors are focused on $PANW's potential for growth, citing its consolidation of enterprise security platforms and market share gains.
Some newcomers are concerned about the company's valuation, warning that growth slowing will lead to a drop in valuation, and that margins may not be sustainable.
Others are taking a technical approach, watching for the stock to break out of its current setup and retest the top of a symmetrical triangle, with a target of $400-$410.

Generated by AI

Palo Alto Networks

Social

Sep 29

Bullish· Sep 28

Bearish· Sep 14

Earnings· Sep 2

Analysts· Sep 2

Announcements· Aug 26

Controversies· Feb 18

Macro· Feb 21

Technical Analysis· Jun 29

Regulars· Sep 28

Newcomers· Sep 29

Palo Alto Networks' Nikesh Arora is building a defense against the dark side of AI | Fortune

Dow Jones Software Leader Microsoft, Palantir, Micron, Palo Alto In Or Near Buy Zones

Can AI Infrastructure Demand Boost PANW's Network Security Growth?

Why You Should Stay on the Sidelines for Now With Palo Alto Networks Stock

Palo Alto Networks Stock Rose Nearly 5% as Nvidia Launched an AI Agent Safety Platform. Here’s What Palo Alto Is Building on Top of It

Why is Palo Alto Networks stock sliding today?

Also Discussed

Palo Alto Networks, Inc.

Company Information

Location

Palo Alto Networks' Nikesh Arora is building a defense against the dark side of AI | Fortune

Dow Jones Software Leader Microsoft, Palantir, Micron, Palo Alto In Or Near Buy Zones

Can AI Infrastructure Demand Boost PANW's Network Security Growth?

Why You Should Stay on the Sidelines for Now With Palo Alto Networks Stock

Palo Alto Networks Stock Rose Nearly 5% as Nvidia Launched an AI Agent Safety Platform. Here’s What Palo Alto Is Building on Top of It

Why is Palo Alto Networks stock sliding today?

Also Discussed

Social

Sep 29

Bullish· Sep 28

Bearish· Sep 14

Earnings· Sep 2

Analysts· Sep 2

Announcements· Aug 26

Controversies· Feb 18

Macro· Feb 21

Technical Analysis· Jun 29

Regulars· Sep 28

Newcomers· Sep 29