Analisi facoltativa del prodotto
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Palo Alto Networks Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $319.0B | |
|---|---|---|
| Revenue (ttm) | 11.5B | |
| Net income (ttm) | 307M | |
| EPS (ttm) | $0.40 | |
| Shares out | 818.8M | |
| P/E (trailing) | 984.5x | |
| P/E (forward) | 94.3x | |
| Volume | 2,686,386 | |
| Beta | 0.93 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-07-31 | 2023-07-31 | 2024-07-31 | 2025-07-31 | 2026-07-31 | Trend |
| Revenue | $5.50B | $6.89B | $8.03B | $9.22B | $11.48B | +20.2% |
| Gross profit | $3.78B | $4.98B | $5.97B | $6.77B | $8.08B | +20.9% |
| Operating income | $-188.8M | $387.3M | $684.0M | $1.24B | $695.0M | — |
| Net income | $-267.0M | $439.7M | $2.58B | $1.13B | $307.0M | — |
| EPS (diluted) | $-0.90 | $0.64 | $3.64 | $1.60 | $0.40 | — |
| EBITDA | $95.6M | $869.0M | $1.28B | $1.94B | $536.0M | +53.9% |
| R&D | $1.42B | $1.60B | $1.81B | $1.98B | $2.55B | +15.8% |
| SG&A | $405.0M | $447.7M | $680.5M | $442.7M | $899.0M | +22.1% |
Recent company headlines from major financial publishers.
Under the modal base path, Palo Alto Networks compounds recurring software billings through continued enterprise platformization, with the base scenario indicating a present valuation of $56.88 against $374.74. Enterprise customer adoption proceeds along guided trajectories, expanding subscription mix and operating margins toward steady-state targets by FY2031, while disciplined cost management gradually absorbs cloud hosting inflation. With an assigned probability of 60.0%, this path generates an implied return of -84.8%. Disconfirmation would emerge if subscription contract velocity decelerates over consecutive fiscal quarters or if customer IT bandwidth bottlenecks prolong sales execution beyond standard annual cycles.
The optimistic outcome projects accelerated vendor consolidation across large enterprise accounts, expanding valuation toward $77.61 and Potential value of $77.61 with an assigned probability of 20.0% and an implied return of -79.3%. Multi-product cross-selling into the installed base drives rapid Next-Generation Security expansion, while automated security operations and AI infrastructure protections generate premium contract values. This operating leverage accelerates profitability well ahead of baseline forecasts. The catalyst would be validated by consecutive quarters of above-consensus large-deal bookings and accelerating annual contract value additions across core enterprise geographies.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 8.4% | $59.2 | $59.2 | $59.2 | $59.2 | $59.2 |
| 8.9% | $58.0 | $58.0 | $58.0 | $58.0 | $58.0 |
| 9.4% | $56.9 | $56.9 | $56.9 | $56.9 | $56.9 |
| 9.9% | $55.7 | $55.7 | $55.7 | $55.7 | $55.7 |
| 10.4% | $54.6 | $54.6 | $54.6 | $54.6 | $54.6 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
