Nama Insights

Palo Alto Networks (PANW)

Technology · Software Infrastructure · NASDAQ

S&P 500Nasdaq-100
Palo Alto Networks (PANW) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $256.86B, a trailing price-to-earnings ratio of 81.9 and a free-cash-flow yield of 1.7%. Over the most recent reported fiscal year, revenue grew 24.5% and free cash flow per share grew 10.1%. Nama's AI scorecard rates it Hold, 4.7 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Hold · 4.7/10
The sections balance. As of Nov 7, 2026.
Momentum
Leading · +91.9% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-27.4%
How far the last close sits under the highest price of the past five years.
Market cap$256.86B
Trailing P/E81.9
Price / book9.3
Price / sales22.4
FCF yield1.7%
Dividend yield—
Gross margin70.4%
Operating margin6.0%
Net margin2.7%
Revenue growth (YoY)+24.5%
Revenue growth (3-yr annual)+18.5%
EPS growth (YoY)+14.7%
FCF/share growth (YoY)+10.1%
Beta0.9
ExchangeNASDAQ
SectorTechnology
IndustrySoftware Infrastructure

PANW earnings

Next report: Nov 19, 2026 (Q1 2027, EPS estimate $0.97). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q4 2026 Sep 1, 2026 $1.02 $0.98 +4.1% $3.41B
Q3 2026 Jun 2, 2026 $0.85 $0.80 +6.2% $3.00B
Q2 2026 Feb 17, 2026 $1.03 $0.94 +9.6% $2.59B
Q1 2026 Nov 19, 2025 $0.93 $0.89 +4.5% $2.47B

PANW analyst price target

Median target $415.00 from 50 analysts, ranging $190.00 – $525.00.

Software Infrastructure peers

TickerCompanyMarket capP/E
MSFT Microsoft $3.94T 29.4
PLTR Palantir Technologies $386.44B 112.2
ORCL Oracle $361.97B 14.4
CRWD CrowdStrike $222.09B 195.4
NET Cloudflare $95.70B 224.0
FTNT Fortinet $87.31B 34.5
SNPS Synopsys $86.32B 32.3
XYZ Block $51.67B 23.4
Explore live PANW data on Nama Insights →

Recent Congressional trades

Palo Alto Networks trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
John J McGuire House Sell $1,001 - $15,000 Aug 10, 2026
Josh Gottheimer House Buy $1,001 - $15,000 Aug 10, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Dan Newhouse House Sell $1,001 - $15,000 Jul 17, 2026
Josh Gottheimer House Buy $1,001 - $15,000 Jun 3, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 May 8, 2026
Jared Moskowitz House Buy $1,001 - $15,000 Apr 30, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Apr 7, 2026
Josh Gottheimer House Sell $1,001 - $15,000 Mar 16, 2026
Jonathan Jackson House Sell $50,001 - $100,000 Mar 12, 2026
Dan Newhouse House Buy $1,001 - $15,000 Jan 15, 2026
Marjorie Taylor Greene House Buy $1,001 - $15,000 Oct 28, 2025

PANW FAQ

Is PANW a buy?
Nama's AI scorecard currently rates Palo Alto Networks Hold (4.7 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is PANW's P/E ratio?
Palo Alto Networks trades at a trailing price-to-earnings ratio of 81.9.
When does PANW report earnings?
Palo Alto Networks's next scheduled report is on Nov 19, 2026. Analysts expect EPS of $0.97.
What is the PANW price target?
The median analyst price target from 50 analysts is $415.00, with a range of $190.00 – $525.00.
Is PANW Shariah compliant?
Nama's AAOIFI-style screen reads Palo Alto Networks as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.