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- $329.9BMarket Cap
- 94.62%1-Year Change
- Software - InfrastructureIndustry
PALO ALTO NET (PANW)
Key Performance
More- Earnings Score: 50
- Momentum Score: 55
- True Yield: N/A
- Financial Health Score: 59
Latest Research & News
2 Cybersecurity Stocks With Serious Long-Term Wealth-Building Potential
CrowdStrike and Palo Alto Networks are well-positioned to capitalize on growing cybersecurity spending, projected to reach $244 billion globally by 2026. Both companies benefit from expanding AI security markets, strong recurring revenue growth, and customer consolidation trends. CrowdStrike's Falcon platform covers 34 security modules with 51% of customers using at least six, while Palo Alto is expanding through acquisitions. However, both stocks are expensive and face intense competition from tech giants and specialized competitors.
10/03/2026, 3:15 AM • The Motley Fool
Palo Alto Networks Stock is Soaring: Is it Too Late to Buy?
Palo Alto Networks stock has been surging alongside other cybersecurity stocks due to the proliferation of agentic AI. The author, who has been bullish on the stock for several years, discusses whether it's still a good time to invest at current valuations.
10/03/2026, 1:23 AM • The Motley Fool
Cybersecurity Stocks Are Soaring, but This One Might Still be a Bargain
AI-driven cyberattacks are prompting organizations to prioritize cybersecurity, boosting demand for exposure management solutions. Tenable, which specializes in vulnerability identification and AI-powered exposure management through its Tenable One platform, has gained 48.6% year-to-date but trades at a P/S ratio of 3.9—significantly cheaper than rivals like CrowdStrike, Palo Alto Networks, and Zscaler. The company is improving profitability while maintaining modest 8.6% revenue growth, positioning it as a potential bargain in the expanding cybersecurity market.
10/02/2026, 11:15 AM • The Motley Fool
Had You Bought This Vanguard ETF at the Start of January, You'd be Obliterating the S&P 500 in 2026
The Vanguard Information Technology ETF (VGT) has returned 32.7% year-to-date in 2026, significantly outperforming the S&P 500's 12.2% gain, driven by AI-related tech stocks. However, the article cautions against overconcentration in tech due to emerging risks including potential data center legislation and a shift toward cheaper AI models that could reduce chip demand.
10/01/2026, 10:31 AM • The Motley Fool
Why This Cybersecurity Stock Belongs in Every Millionaire-in-the-Making Portfolio
CrowdStrike is highlighted as a premier cybersecurity stock positioned to outpace the industry's expected 13.8% annual growth rate. The company reported 26% year-over-year revenue growth to $1.47 billion and $5.84 billion in annual recurring revenue. However, the stock trades at a premium valuation of 43x projected revenue, which could limit short-term upside and increase volatility risk.
09/30/2026, 12:28 PM • The Motley Fool
Stock Market Today, Sept. 24: BlackBerry Lifts Fiscal 2027 Guidance on Record QNX Revenue
BlackBerry (BB) surged 4.18% after beating Q2 earnings expectations with 26% revenue growth and 81% adjusted EBITDA growth, while lifting full-year fiscal 2027 guidance. The company's QNX unit achieved 27% sales growth and is expanding beyond automotive into autonomous vehicles, robotics, and AI applications. However, the analyst notes caution at the current 46x forward earnings valuation.
09/24/2026, 5:07 PM • The Motley Fool
Mplify Announces Winners of the 2026 NaaS Excellence Awards
Mplify announced the winners of its 2026 NaaS Excellence Awards, recognizing organizations advancing Network-as-a-Service, automation, and AI-ready digital infrastructure. Major winners include PCCW Global (NaaS Service Provider of the Year), Lumen Technologies (North America), Equinix (Interconnection Infrastructure Leadership), and Tata Communications (Secure NaaS Leadership). Professional awards honored Ron Insler (RAD), Jeremy Villalobos (Orchest Technologies), Dan Pitt (Palo Alto), and Pascal Menezes (Mplify).
09/24/2026, 1:49 PM • GlobeNewswire
CrowdStrike vs. Figma: Which Technology Stock Is a Better Buy in 2026?
The article compares two high-growth tech stocks: CrowdStrike, a cloud-native cybersecurity leader with $4.8B revenue and strong free cash flow but trading at a 50.3x P/S ratio, versus Figma, a collaborative design platform with 41% revenue growth but significant losses and a 10.5x P/S ratio. CrowdStrike is recommended for growth-oriented investors due to solid fundamentals, while Figma faces risks from frontier AI models disrupting its core design workflow.
09/24/2026, 10:30 AM • The Motley Fool
Colgate-Palmolive was removed from the S&P 100 index due to its $69 billion market cap being eclipsed by faster-growing AI-driven stocks, but the company remains a solid long-term investment. With 63 consecutive years of dividend increases, a 347% total return over 20 years, and expected 17% EPS CAGR through 2028, the stock offers stability and growth potential despite being a slower-growth consumer staples company.
09/23/2026, 3:15 PM • The Motley Fool
Where Will SentinelOne (S) Stock Be in 3 Years?
SentinelOne, an AI-powered cybersecurity company, has seen its stock decline from a 2021 high of $76.30 to around $24, trading below its $35 IPO price. While revenue grew from $93M to $1B over five years, growth has decelerated to an expected 20-21% for fiscal 2027, signaling the end of hypergrowth days. The company faces intense competition from larger players like Palo Alto Networks and CrowdStrike, macro headwinds affecting enterprise spending, and declining net revenue retention among enterprise customers. Analysts project modest 18% revenue CAGR through 2029, with the stock potentially reaching $15.4B market cap (86% gain) within three years if current trends hold, but remaining well below its all-time high.
09/22/2026, 12:30 PM • The Motley Fool
2 Millionaire-Maker Cybersecurity Stocks to Buy Now
The article highlights Palo Alto Networks and CrowdStrike as two cybersecurity stocks with strong long-term growth potential. Palo Alto, trading at $371.76, has grown from its $7 IPO price and is expanding through acquisitions and platformization strategy. CrowdStrike, at $249.35, differentiates itself with cloud-native services and is expected to achieve profitability while maintaining high growth rates. Both stocks trade at premium valuations but are positioned to benefit from the expanding cybersecurity market expected to grow at 13.8% CAGR through 2034.
09/21/2026, 4:25 PM • The Motley Fool
Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?
Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.
09/12/2026, 5:15 AM • The Motley Fool
Why Palo Alto Networks Stock Jumped 15% In August Before Falling This Week
Palo Alto Networks stock surged 15% in August driven by strong demand for cybersecurity solutions amid AI threats, but fell over 10% this week after reporting Q4 earnings with disappointing fiscal 2027 guidance of 23-24% revenue growth. The stock trades at a premium P/S ratio of 22x, requiring investors to believe in sustained 20%+ growth and significant margin expansion to justify current valuations.
09/03/2026, 2:08 PM • The Motley Fool
Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.
Zscaler reports fiscal Q4 earnings on September 3 with low expectations set by conservative management guidance. The key catalyst for stock movement will be forward guidance, particularly ARR growth rates. With peers CrowdStrike and Palo Alto Networks recently reporting strong results driven by AI-boosted cybersecurity demand, Zscaler could benefit from similar tailwinds if it demonstrates traction in agentic AI security.
09/02/2026, 12:26 PM • The Motley Fool
Stock Market Today, Sept. 1: Stocks Slide and Oil Surges Amid U.S.-Iran Tension
U.S. stock markets declined on September 1, 2026, as rising crude oil prices and Treasury yields pressured equities following escalating U.S.-Iran tensions. The S&P 500 fell 0.71%, the Dow dropped 0.79%, and the Nasdaq declined 1.03%, with technology stocks leading the selloff. Growth stocks underperformed value stocks, while oil surged 5%.
09/01/2026, 5:02 PM • The Motley Fool
Peers
Statistics
MoreInformation as of 10/02/2026
Company Profile
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.
Key Executives
- Nikesh Arora
- William D. Jenkins Jr.
- Dipak Golechha
- Lee Klarich
- Nir Zuk
Current Ownership Distribution
- Institutions6.3B (64.75%)
- Mutual Funds3.4B (35.07%)
- Insiders17.8M (0.18%)
- Other0 (0.00%)