Software stocks are getting pulverized — but bitcoin's rebound hints that a bottom might be in
Bitcoin's relative strength on Friday may offer a bullish clue for battered software shares — that is, if a past relationship still holds.
Fiscal Year: August - July
Palo Alto Networks, Inc. (PANW), listed on the NASDAQ, has a market capitalization of $126.30B. As of Apr 10, 2026, the stock is trading at $155.73 per share@else an unavailable price , 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 86.47, 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 35.42, 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 $126.30B and a competitive P/E ratio of 86.47. Investors should compare these metrics with industry peers to gauge whether Palo Alto Networks, Inc. is outperforming or underperforming within its sector.
Bitcoin's relative strength on Friday may offer a bullish clue for battered software shares — that is, if a past relationship still holds.
Investors seem increasingly spooked by Mythos, a forthcoming Anthropic model that the company has said is so powerful it could penetrate existing cyber defenses if it's misused by bad actors.
Cybersecurity stocks could have more room to run, according to JPMorgan, which sees recent developments in artificial intelligence as a tailwind rather than a threat for leading players like Palo Alto...
Palo Alto Networks and CrowdStrike are members of Anthropic's new Project Glasswing cybersecurity initiative.
US stocks have entered April following a period of significant volatility from geopolitical friction and shifting sector leadership. The US-Iran war weighed heavily on market sentiment last month, dri...
A new coalition announced by Anthropic suggests that the AI company is looking to partner with traditional cybersecurity vendors — not compete against them.
PALO ALTO, Calif.--(BUSINESS WIRE)--Arman Pahlavan has joined Dorsey & Whitney LLP as a Partner in the Emerging Companies group in Palo Alto, the international law firm announced today. A leading Sili...
Palo Alto Networks CEO Nikesh Arora disclosed his first share purchase since November 2019, totalling about $10 million New tools from Anthropic and a software selloff spurred by AI disruption concern...
Trivariate Research's Adam Parker writes that investors should “avoid cheap and slow growing stocks.”
Analysts say investors were too quick to punish cybersecurity shares last week in the wake of updates about an upcoming Anthropic model.
Cybersecurity stocks are trading higher today as the sector rebounds following Friday's selloff tied to concerns that Anthropic's Claude Mythos AI tool could identify and exploit software vulnerabilit...
Palo Alto Networks CEO Nikesh Arora sought to buy the dip as cybersecurity stocks sold off Friday in the face of fresh Anthropic concerns.
Cybersecurity stocks took a hit Friday, deepening the sector's recent slump on AI fears.
Cybersecurity stocks tumbled Friday morning on the news of a new Anthropic model, but analysts argue that AI will ultimately be a tailwind for the sector
Cybersecurity stocks slumped on Friday on a report that Anthropic is testing a powerful new artificial intelligence model called Mythos that presents potential security risks. The rise of AI is puttin...
Cybersecurity stocks will be the real AI winners, argues Dr. Chris Pierson. CrowdStrike (CRWD), Palo Alto Networks (PANW), Fortinet (FTNT) and related companies are ones Chris believes will be needed ...
Delivering end-to-end discovery, risk assessment and protection across the agentic lifecycle SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecu...
Certificate lifecycle automation prevents outages and accelerates post-quantum readiness SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity...
World's most comprehensive AI security platform secures autonomous agents at every step of the AI lifecycle SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the g...
Prisma SASE enhancements secure AI-driven work across the entire modern enterprise SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity lead...
How AI is being used in cybersecurity risks are the prime focus for Palo Alto Networks (PANW), says the company's chief security intelligence officer, Wendi Whitmore. She explains how those behind cyb...
Enabling teams to work seamlessly and stay protected with built-in security and AI controls SANTA CLARA, Calif., March 23, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecur...
#CybersecurityStocks #StockstoBuy #CyberStocks And why this industry in particular stands to benefit from AI disruption. In this bonus episode of The Morning Filter podcast, co-host Dave Sekera talks ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 4.13B | Analyst x30 | |
| 2027 | 5.05B | 22.40% | Analyst x28 |
| 2028 | 5.99B | 18.64% | Analyst x16 |
| 2029 | 6.99B | 16.56% | Analyst x3 |
| 2030 | 7.94B | 13.64% | Analyst x3 |
| 2031 | 8.49B | 6.94% | Est @6.9% |
| 2032 | 8.97B | 5.62% | Est @5.6% |
| 2033 | 9.39B | 4.70% | Est @4.7% |
| 2034 | 9.75B | 3.79% | Est @3.8% |
| 2035 | 10.07B | 3.37% | Est @3.4% |
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 | 4.13B | 1.08 | 3.80B |
| 2027E | 5.05B | 1.18 | 4.29B |
| 2028E | 5.99B | 1.28 | 4.70B |
| 2029E | 6.99B | 1.39 | 5.04B |
| 2030E | 7.94B | 1.50 | 5.28B |
| 2031E | 8.49B | 1.63 | 5.21B |
| 2032E | 8.97B | 1.77 | 5.07B |
| 2033E | 9.39B | 1.92 | 4.89B |
| 2034E | 9.75B | 2.08 | 4.68B |
| 2035E | 10.07B | 2.26 | 4.46B |
| Terminal | 172.56B | 2.26 | 76.44B |
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