Santa Clara, California-based Palo Alto Networks, Inc. (PANW) is a number one cybersecurity firm with a market cap of $127 billion. Its choices embody superior firewalls, cloud safety, community safety, endpoint safety, menace intelligence, and safety automation platforms.
Firms valued at $10 billion or extra are sometimes labeled as “large-cap shares,” and PANW suits the label completely, with its market cap exceeding this threshold, underscoring its measurement, affect, and dominance throughout the software program – infrastructure business. The corporate is greatest recognized for pioneering the next-generation firewall (NGFW) and has since expanded right into a broad portfolio of safety options. With steady innovation in AI, machine studying, and automation, it has turn into one of the influential gamers within the business.
Regardless of its notable energy, this cybersecurity big has dipped 9.4% from its 52-week excessive of $210.39, reached on Jul. 29. Furthermore, shares of PANW have fallen 2.2% over the previous three months, significantly lagging behind the Nasdaq Composite’s ($NASX) 10.6% return throughout the identical time-frame.
In the long run, PANW has gained 5.1% over the previous 52 weeks, underperforming NASX’s 20.1% uptick over the identical time interval. Furthermore, on a YTD foundation, shares of PANW are up 4.7%, in comparison with NASX’s 10.2% surge.
To substantiate its current bullish pattern, PANW has began buying and selling above its 200-day and 50-day transferring averages since late August.
On Aug. 18, PANW launched better-than-expected This fall outcomes, and its shares soared 3.1% within the following buying and selling session. The corporate’s quarterly income got here in at $2.5 billion, up 15.8% from the year-ago quarter and 1.6% forward of analyst estimates. Furthermore, its adjusted EPS of $0.95 improved by a formidable 26.7% year-over-year, beating consensus estimates by 8%. Moreover, PANW exited fiscal 2025 with accelerating RPO and crossed the $10 billion income run-rate milestone, reinforcing its sturdy positioning for sustained progress.
PANW has outperformed its rival, Fortinet, Inc.’s (FTNT) marginal acquire over the previous 52 weeks and an 18.6% drop on a YTD foundation.
