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Upturn AI SWOT - About
PANW 
Palo Alto Networks Inc (PANW)
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Upturn Advisory Summary
04/07/2025: PANW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -23.94% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/07/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 100.93B USD | Price to earnings Ratio 86.12 | 1Y Target Price 213.45 |
Price to earnings Ratio 86.12 | 1Y Target Price 213.45 | ||
Volume (30-day avg) 5118572 | Beta 1.07 | 52 Weeks Range 134.83 - 208.39 | Updated Date 04/7/2025 |
52 Weeks Range 134.83 - 208.39 | Updated Date 04/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.77 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.64% | Operating Margin (TTM) 11.14% |
Management Effectiveness
Return on Assets (TTM) 3.57% | Return on Equity (TTM) 23.38% |
Valuation
Trailing PE 86.12 | Forward PE 41.84 | Enterprise Value 99342597000 | Price to Sales(TTM) 11.78 |
Enterprise Value 99342597000 | Price to Sales(TTM) 11.78 | ||
Enterprise Value to Revenue 11.59 | Enterprise Value to EBITDA 62.56 | Shares Outstanding 662099968 | Shares Floating 654293841 |
Shares Outstanding 662099968 | Shares Floating 654293841 | ||
Percent Insiders 1.05 | Percent Institutions 81.58 |
Analyst Ratings
Rating 4.11 | Target Price 202.65 | Buy 12 | Strong Buy 27 |
Buy 12 | Strong Buy 27 | ||
Hold 12 | Sell - | Strong Sell 3 | |
Strong Sell 3 |
Upturn AI SWOT
Palo Alto Networks Inc
Company Overview
History and Background
Palo Alto Networks was founded in 2005 by Nir Zuk, a former engineer at Check Point and NetScreen Technologies. The company launched its first next-generation firewall in 2007 and went public in 2012. Palo Alto Networks has grown through organic development and strategic acquisitions to become a leading cybersecurity vendor.
Core Business Areas
- Network Security: Palo Alto Networks offers network security solutions, including next-generation firewalls (NGFWs) that provide visibility and control over applications, users, and content.
- Cloud Security: The company provides cloud security solutions for securing public, private, and hybrid cloud environments, including cloud workload protection and cloud security posture management.
- Security Operations: Palo Alto Networks offers security operations solutions, including endpoint detection and response (EDR), security information and event management (SIEM), and threat intelligence services.
Leadership and Structure
Nikesh Arora is the current Chairman and CEO. The company operates with a typical corporate structure, with various departments and divisions reporting to the executive team.
Top Products and Market Share
Key Offerings
- Next-Generation Firewalls (NGFWs): Palo Alto Networks' NGFWs are a core product, providing application visibility, intrusion prevention, and advanced threat protection. They hold a significant market share in the NGFW market, competing with Fortinet, Cisco, and Check Point. Market share is estimated to be in the 20-30% range.
- Prisma Cloud: Prisma Cloud is a cloud security platform offering cloud workload protection and cloud security posture management. Competitors include CrowdStrike, Wiz, and Microsoft Azure Security Center. Prisma Cloud provides comprehensive visibility and threat detection across multi-cloud environments.
- Cortex XDR: Cortex XDR is an endpoint detection and response (EDR) platform. Competitors include CrowdStrike Falcon, SentinelOne, and Microsoft Defender for Endpoint. Cortex XDR provides threat hunting, incident response, and automated analysis capabilities.
Market Dynamics
Industry Overview
The cybersecurity industry is experiencing rapid growth due to increasing cyber threats and digital transformation. Demand for advanced security solutions, like those offered by Palo Alto Networks, is high.
Positioning
Palo Alto Networks is positioned as a leading cybersecurity vendor with a comprehensive portfolio of network security, cloud security, and security operations solutions. Its competitive advantage lies in its integrated platform approach and advanced threat intelligence capabilities.
Total Addressable Market (TAM)
The cybersecurity TAM is expected to reach hundreds of billions of dollars in the coming years. Palo Alto Networks is well-positioned to capture a significant portion of this market with its broad product portfolio.
Upturn SWOT Analysis
Strengths
- Comprehensive product portfolio
- Strong brand reputation
- Advanced threat intelligence capabilities
- Large customer base
- Cloud Expertise
Weaknesses
- High product pricing
- Complexity of product integration
- Dependence on large enterprise customers
- Sales Execution inconsistancies
Opportunities
- Expanding cloud security market
- Increasing demand for managed security services
- Acquisition of complementary technologies
- Global expansion
Threats
- Intense competition
- Rapidly evolving cyber threats
- Economic downturn
- Emerging open-source security tools
Competitors and Market Share
Key Competitors
- FTNT
- CHKP
- CRWD
- ZS
- MSFT
Competitive Landscape
Palo Alto Networks faces intense competition from other cybersecurity vendors. Its advantages include its comprehensive product portfolio and strong brand reputation. Disadvantages include higher product pricing compared to some competitors.
Major Acquisitions
Cider Security
- Year: 2022
- Acquisition Price (USD millions): 195
- Strategic Rationale: Cider Security acquisition enhances Palo Alto Networks' application security capabilities.
Apiiro
- Year: 2021
- Acquisition Price (USD millions): 150
- Strategic Rationale: Apiiro acquisition enhanced their cloud security offerings.
Growth Trajectory and Initiatives
Historical Growth: Palo Alto Networks has experienced strong revenue growth over the past several years due to the increasing demand for cybersecurity solutions.
Future Projections: Analyst estimates for Palo Alto Networks' future growth vary, but most project continued revenue growth due to the expanding cybersecurity market. Analysts forecast sales between 20% to 25% per year for the next 3 to 5 years.
Recent Initiatives: Recent strategic initiatives include expanding its cloud security offerings, investing in AI and machine learning for threat detection, and acquiring complementary technologies.
Summary
Palo Alto Networks is a strong player in the cybersecurity market due to its comprehensive product offerings and robust revenue growth. Its integrated platform and advanced threat intelligence provide a competitive edge. The company needs to be aware of rising competition, and the costs associated with its services need to be watched. Furthermore, continued development of innovative solutions will support future growth.
Similar Companies
CRWD
Crowdstrike Holdings Inc
CRWD
Crowdstrike Holdings Inc
CYBR
CyberArk Software Ltd
CYBR
CyberArk Software Ltd
DDOG
Datadog Inc
DDOG
Datadog Inc
FTNT
Fortinet Inc
FTNT
Fortinet Inc
OKTA
Okta Inc
OKTA
Okta Inc
ZS
Zscaler Inc
ZS
Zscaler Inc
Sources and Disclaimers
Data Sources:
- Palo Alto Networks Investor Relations
- Industry Reports (e.g., Gartner, Forrester)
- Financial News Articles
- Company Filings (SEC)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Palo Alto Networks Inc
Exchange NASDAQ | Headquaters Santa Clara, CA, United States | ||
IPO Launch date 2012-07-20 | Chairman & CEO Mr. Nikesh Arora C.F.A. | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 15758 | Website https://www.paloaltonetworks.com |
Full time employees 15758 | Website https://www.paloaltonetworks.com | ||
Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company's network security platforms include Prisma Access, a security services edge (SSE) solution, as well as Strata Cloud Manager, a network security management solution. It also provides cloud security solutions, including Prisma Cloud, a 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. In addition, the company provides security operation solutions through Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR for the prevention, detection, and response to complex cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers threat intelligence and advisory services under the Unit 42 name. Further, it provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. Additionally, the company offers professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. It sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.
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