PANW — Palo Alto Networks Inc
Technology · Software - Infrastructure · AI software & cloud infrastructure
About Palo Alto Networks Inc
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
AI software & cloud infrastructure
These companies provide the cloud platforms, model-serving, databases and infrastructure software that AI applications run on. Revenue is increasingly tied to AI workloads and consumption-based cloud spending. The economics favor scale and switching costs, but the group carries high expectations and heavy capital spending on data centers, and faces questions about how quickly AI usage converts into durable profit. Palo Alto Networks Inc is tracked in this sub-theme as a Software - Infrastructure name — see the full AI software & cloud infrastructure list.
Key data · delayed ~15 min, as of 8 July 2026
| Ticker | PANW |
| Company | Palo Alto Networks Inc |
| Price | $357.53 |
| Market cap | $291.2B |
| Sector / industry | Technology / Software - Infrastructure |
| Performance | 1W +17.5% · 1M +27.5% · 1Y +77.5% |
| Analyst mean target | $318 (50 analysts, buy) |
Valuation read
What the price implies: a reverse-DCF on forward earnings ($4.12/sh) backs out roughly ~25%/yr earnings growth — punchy expectations. Run your own scenario in the fair-value calculator.
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