Amazon, Palo Alto Networks — and 36 more hot stock picks from Deutsche Bank
Deutsche Bank's list of fourth-quarter high-conviction picks also includes 2025 laggards like Visa and standouts like Lam Research that could have more room to rally.
Fiscal Year: August - July
Palo Alto Networks, Inc. (PANW), listed on the NASDAQ, has a market capitalization of $. As of Oct 04, 2025, the stock is trading at $207.19 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 129.49, 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 overvalued 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 39.94, 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 overvalued 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 129.49. Investors should compare these metrics with industry peers to gauge whether Palo Alto Networks, Inc. is outperforming or underperforming within its sector.
Deutsche Bank's list of fourth-quarter high-conviction picks also includes 2025 laggards like Visa and standouts like Lam Research that could have more room to rally.
Palo Alto Networks is reaffirmed, as a Buy following its $25B acquisition of CyberArk and a sharp 18% share price drop. PANW's acquisition-led strategy, including the CyberArk deal, is driving rapid ...
I'm upgrading Palo Alto Networks to a buy rating, driven by the company's recent acceleration and potential upside from its CyberArk acquisition. The company's Q4 results exceeded expectations, with 1...
Change is the only constant, and 2025 has provided ample evidence of that truth. Yet it's also an opportunity for companies that can take advantage of the shifting tides of the global economy.
Blending premium equipment, functionality, and affordability, the company brings trusted craftsmanship to Palo Alto homeowners seeking modern kitchen upgrades. Blending premium equipment, functionalit...
Analysts at TD Cowen surveyed 215 companies on their cloud spending plans — an annual process they say “has been predictive of critical industry trends” since 2012.
PALO ALTO, Calif., Sept. 18, 2025 (GLOBE NEWSWIRE) -- SquareX first discovered and disclosed Last Mile Reassembly attacks at DEF CON 32 last year, warning the security community of 20+ attacks that al...
The "Be A Genius. Deploy Bravely" campaign embraces the new age of advertising and encourages customers to deploy AI bravely SANTA CLARA, Calif.
Two tech companies—a database software company and a cybersecurity firm—are now on a stock-picking "best ideas" list.
Despite the recent pressure on Palo Alto Networks Inc.'s PANW stock due to the acquisition of CyberArk Software Ltd CYBR, the company remains "one of our favorite cyber security names to own over the ...
UBS upped its price target on Micron (MU) to $185 from $155 as the stock hit new record highs Monday morning. Wedbush added Palo Alto Networks (PANW) to its "best ideas" list as it sees strong potenti...
Palo Alto Networks' stock has gained 17% in the past month, driven by several key factors. The primary catalyst was a post-earnings rebound after the company's strong fiscal fourth-quarter results, wh...
Enterprises may be cautious about adopting agentic artificial intelligence browsers, due to worries about the technology's autonomy, Palo Alto Networks CEO Nikesh Arora said Thursday (Sept. 4).
Palo Alto Chairman and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the cybersecurity sector, agentic browsers and more.
Palo Alto Chairman and CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the cybersecurity sector, agentic browsers and more.
In a Thursday interview with CNBC's Jim Cramer, Palo Alto Networks CEO Nikesh Arora suggested the enterprise may not be comfortable with browsers run by agentic artificial intelligence. "I think unles...
Palo Alto Networks, Inc. (NASDAQ:PANW) Citi's 2025 Global Technology, Media and Telecommunications Conference September 4, 2025 12:00 PM EDT Company Participants Nikesh Arora - Chairman & CEO Confere...
Prisma SASE 4.0 protects against highly evasive threats that assemble inside the browser, offers AI-augmented data classification, and secures today's dynamic private applications Scaling SASE beyond ...
Palo Alto Networks is the cybersecurity market leader, operating in a $245 billion market expected to double by 2030, supported by strong AI-driven demand. The company continues to deliver double-digi...
TipRanks' ranking service highlights three stocks favored by top flight analysts, including Palo Alto Networks and MongoDB.
The conference brought together leading entrepreneurs and venture capitalists to accelerate opportunities for collaboration and scale. The conference brought together leading entrepreneurs and venture...
The cybersecurity sector has long been viewed as a resilient corner of the tech market, but 2025 is testing that thesis in real time. Amid evolving AI-driven threats, Big Tech competition, and geopoli...
David Alton Clark, The Winter Warrior Investor, thinks the market is a little bit toppy with stretched valuations. Focusing on high-conviction positions, trimming the number of holdings, and reallocat...
AI-Powered Strata Cloud Manager Recognized for Unified Protection and Simplified Operations for the New Era of Network Security SANTA CLARA, Calif. , Aug. 28, 2025 /PRNewswire/ -- Palo Alto Networks® ...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2026 | 4.04B | Analyst x35 | |
2027 | 4.62B | 14.38% | Analyst x29 |
2028 | 5.47B | 18.21% | Analyst x12 |
2029 | 6.89B | 25.98% | Analyst x4 |
2030 | 8.32B | 20.76% | Analyst x4 |
2031 | 9.13B | 9.78% | Est @9.8% |
2032 | 9.82B | 7.54% | Est @7.5% |
2033 | 10.40B | 5.97% | Est @6.0% |
2034 | 10.88B | 4.55% | Est @4.6% |
2035 | 11.29B | 3.83% | Est @3.8% |
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 | 4.04B | 1.09 | 3.72B |
2027E | 4.62B | 1.18 | 3.91B |
2028E | 5.47B | 1.29 | 4.25B |
2029E | 6.89B | 1.40 | 4.93B |
2030E | 8.32B | 1.52 | 5.47B |
2031E | 9.13B | 1.65 | 5.53B |
2032E | 9.82B | 1.80 | 5.47B |
2033E | 10.40B | 1.95 | 5.33B |
2034E | 10.88B | 2.12 | 5.12B |
2035E | 11.29B | 2.31 | 4.89B |
Terminal | 185.96B | 2.31 | 80.57B |
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