Palo Alto Networks
PANW Mega CapTechnology · Software - Infrastructure
Mis à jour: Aug 2, 2026, 22:14 UTC
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Indicateurs clés
Valuation Analysis
About the Company
Palo Alto Networks en bref
Palo Alto Networks (PANW) is currently trading at 287,70 € with a market capitalization of 234,5 Md €. The trailing P/E ratio stands at 286.06x, with a forward P/E of 80.44x. The 52-week range spans from 121,01 € to 319,75 €; the current price is 10% below the yearly high. Year-over-year revenue growth stands at +31.1%. The net profit margin stands at 7.95%.
💰 Dividende
Palo Alto Networks currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.
📊 Avis des analystes
50 analystes évaluent Palo Alto Networks (PANW) au consensus : Acheter. L'objectif de cours moyen est de 291,92 €, soit un potentiel de +1.47% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 140,75 € à 375,41 €.
Palo Alto Networks : la thèse d'investissement en détail
Palo Alto Networks (PANW) operates in the Technology — specifically Software - Infrastructure — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
Le scénario haussier
Top-line momentum is unusually strong with revenue expanding 31.1% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. With a gross margin near 71.96%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns.
Le scénario baissier
Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.
Valorisation en contexte
At a PEG of 3.68, investors are paying more than three times the growth rate for each unit of earnings — that pricing assumes growth not only continues but accelerates from here. The EV/EBITDA multiple of 181.64x reflects rich expectations — historically, multiples at this level have proven hard to maintain for more than a few quarters.
À surveiller
- The forward P/E of 80.44x is meaningfully below the trailing 286.06x — analysts expect earnings to step up; the next earnings release is the test.
Thèse d'investissement : forces et faiblesses
- Forte croissance du CA de 31.1% sur un an
- Marge brute élevée de 71.96% — signe d'un pouvoir de fixation des prix
- Consensus des analystes : Buy
- Bilan solide avec faible endettement (D/E 7.7)
- Free cash flow positif
- –Multiple de valorisation élevé (P/E 286.06x)
- –Actuellement jugée surévaluée
Aperçu technique
Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).
Profil de risque
The data points to relatively defensive market behavior.
Trading Data
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