Evercore's Peter Levine talks 2026 cybersecurity playbook
Evercore's Peter Levine joins 'Closing Bell Overtime' to talk the state of play with cybersecurity stocks as we head into the new year.
Fiscal Year: August - July
Palo Alto Networks, Inc. (PANW), listed on the NASDAQ, has a market capitalization of $. As of Jan 05, 2026, the stock is trading at $179.37 per share, offering investors a clear view of its current market value. Palo Alto Networks, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 113.52, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Palo Alto Networks, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Palo Alto Networks, Inc. (PANW) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Palo Alto Networks, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Palo Alto Networks, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Palo Alto Networks, Inc. is 33.87, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Palo Alto Networks, Inc. (PANW) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Palo Alto Networks, Inc. (PANW) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Palo Alto Networks, Inc. (PANW) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Palo Alto Networks, Inc.. To access the full SS Score, consider upgrading your subscription.
Palo Alto Networks, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 113.52. Investors should compare these metrics with industry peers to gauge whether Palo Alto Networks, Inc. is outperforming or underperforming within its sector.
Palo Alto Networks is aggressively acquiring CyberArk and Chronosphere for a combined $28.4B to fill platform gaps, signaling strategic weaknesses. The cybersecurity company is still struggling to boo...
Palo Alto Networks remains a buy, trading at reasonable levels amid a substantially expanded $300B TAM and strong organic execution. PANW's $3.35B Chronosphere acquisition, with $160M ARR growing trip...
Palo Alto Networks (NASDAQ: PANW) announced a landmark deal with Google Cloud on Dec. 19, aimed at integrating artificial intelligence (AI) into cybersecurity at scale. The agreement, reportedly worth...
Palo Alto Networks will migrate key internal workloads to Google Cloud as part of a new multibillion-dollar agreement. The agreement is an expansion of the companies' existing strategic partnership.
SANTA CLARA and SUNNYVALE, Calif. , Dec. 19, 2025 /PRNewswire/ -- As enterprises race to harness the transformative power of agentic AI and cloud computing, Palo Alto Networks (NASDAQ: PANW) and Googl...
Alphabet's cloud computing unit and cybersecurity company Palo Alto Networks on Friday announced an expanded partnership that one source told Reuters was by far Google Cloud's largest security service...
Wall Street spent 2025 chasing AI narratives. JPMorgan thinks 2026 will reward something far more practical: cybersecurity.
99% of organizations have experienced an attack against AI apps and services in the past year; Security teams can't keep pace with the surging volume of insecure code SANTA CLARA, Calif. , Dec. 16, 20...
Palo Alto Networks maintains a BUY rating, with a $234 price target and ~20% upside, following robust Q1 results and raised FY26 guidance. Back-to-back acquisitions—$25B CyberArk and $3.35B Chronosphe...
The core foundation of enterprise protection may be based on identity security. It is becoming more and more of a critical component within businesses as organizations are increasingly distributing bi...
Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript
Artificial intelligence stocks are not overheating — they are just beginning to show their potential. That is the view of Wedbush Securities analyst Dan Ives, who says Wall Street bears are mistaking ...
Wedbush Securities managing director and global head of technology research, Dan Ives, spoke with Yahoo Finance Executive Editor Brian Sozzi to talk about his 10 top stock picks for 2025.
Editor's note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame. Daily rebalancing ETFs are ...
Palo Alto Networks, Inc. continues to deliver strong cybersecurity leadership in the AI era, as evidenced by its Q1 FY 2026 beat and raise. However, a deeper dive into its fundamentals shows emerging ...
On Tuesday (Nov. 18) morning, a configuration error at Cloudflare knocked major services offline, including ChatGPT, X and Spotify for several hours, the latest reminder of how vulnerable digital infr...
Palo Alto Networks, Robinhood Markets, and Coherent may emerge as the next winners.
It's all negative news affecting Friday's morning movers. Diane King Hall talks about how the sell-off in Bitcoin and related assets led Goldman Sachs to cut their price target on Coinbase (COIN).
SANTA CLARA, Calif. , Nov. 21, 2025 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that members of its management team will be presenting at the fo...
Palo Alto Networks CEO Nikesh Arora discusses the company's continued acquisition streak as it announces plans to buy Chronosphere for $3.35 billion. He joins Caroline Hyde and Ed Ludlow on “Bloomberg...
Palo Alto Networks, Inc (NASDAQ: PANW) is tightening its grip on the artificial intelligence-era cybersecurity landscape as customers consolidate spending around its platform and the company pushes de...
Cybersecurity ETFs staged a clean breakout on Thursday, rising more than 1% across the board even as Palo Alto Networks (NASDAQ: PANW), the sector's most influential heavyweight, fell over 2% after it...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 4.00B | Analyst x29 | |
| 2027 | 4.65B | 16.38% | Analyst x30 |
| 2028 | 5.54B | 18.95% | Analyst x14 |
| 2029 | 6.69B | 20.77% | Analyst x5 |
| 2030 | 8.45B | 26.35% | Analyst x4 |
| 2031 | 9.39B | 11.12% | Est @11.1% |
| 2032 | 10.19B | 8.52% | Est @8.5% |
| 2033 | 10.87B | 6.70% | Est @6.7% |
| 2034 | 11.42B | 5.06% | Est @5.1% |
| 2035 | 11.90B | 4.23% | Est @4.2% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 3.10B | 1.00 | 3.10B |
| 2025A | 3.47B | 1.00 | 3.47B |
| 2026E | 4.00B | 1.09 | 3.68B |
| 2027E | 4.65B | 1.18 | 3.94B |
| 2028E | 5.54B | 1.29 | 4.31B |
| 2029E | 6.69B | 1.40 | 4.78B |
| 2030E | 8.45B | 1.52 | 5.56B |
| 2031E | 9.39B | 1.65 | 5.68B |
| 2032E | 10.19B | 1.80 | 5.67B |
| 2033E | 10.87B | 1.95 | 5.57B |
| 2034E | 11.42B | 2.12 | 5.38B |
| 2035E | 11.90B | 2.31 | 5.16B |
| Terminal | 196.00B | 2.31 | 84.91B |
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