Azioni Palo Alto Networks Inc (PANW) — è una buona azienda?

Azioni Palo Alto Networks Inc (PANW) — è una buona azienda? — InspectStocks

Come guadagna

Subscriptions54%
Support26%
Products20%

Le quote di ricavo sono stime per quarter ended April 30, 2026, non cifre tratte da un documento depositato.

Compete con

Che cosa vende6

Prisma Access
A cloud-based service that protects employees working remotely and branch offices as they connect to company applications and the internet.
Next-generation firewalls
Physical appliances and software that inspect network traffic and block threats in offices, data centers, and cloud networks.
Prisma AIRS
Tools for finding and protecting artificial intelligence applications, models, agents, and data, including by checking their behavior and controlling their access.

Mostra altri 3

Cortex XSIAM
A security operations product that brings together security alerts and data, helps analysts investigate attacks, and automates parts of the response.
Cortex Cloud
A cloud security product that helps companies find and address risks in applications and the cloud systems they run on.
Idira identity security
Tools for controlling and reviewing access for employees, administrators, service accounts, and artificial intelligence agents.

Chi lo compra4

Businesses in industries including financial services, healthcare, manufacturing, energy, education, internet and media, and telecommunications; they buy security products and services directly or through channel partners.
Government entities; they buy security products and services directly or through channel partners.
Service providers; they buy security products and services for their own use or to support services they provide to customers.
Many customers buy through distributors and resellers; some software firewalls and cloud firewall services are also sold through cloud marketplaces.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1The company relies on distributors, resellers, and other channel partners to sell and deliver a substantial portion of its products and subscriptions. Two distributors together accounted for 30% of revenue (fiscal 2026, high).
2It outsources hardware manufacturing to manufacturing partners, including Flex, and relies on component suppliers; supply or price changes can affect its ability to ship hardware.
3Cloud-based products depend on data centers operated by third-party cloud providers.
4A large share of revenue comes from subscriptions and support that customers renew, so changes in sales or renewals affect revenue over time.

Che cosa potrebbe andare storto

1A significant security incident, or a flaw that lets an attack through a Palo Alto Networks product, could harm customers and the company's reputation and business.
2If channel partners do not sell or distribute products effectively, sales could be affected; two distributors together accounted for 30% of revenue (fiscal 2026, high).
3The company has recently added major businesses through acquisitions, including CyberArk and Chronosphere; integrating acquired teams and products could take management attention and fail to deliver the expected benefits.

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Informazioni su Palo Alto Networks Inc

The company makes tools that inspect network traffic, protect cloud applications and employee devices, manage access permissions, and help security teams detect and respond to cyberattacks. It also sells physical and software firewalls, cloud-based security subscriptions, identity security tools, and consulting and incident-response services.

Sede: Santa Clara, California
Fondata nel: 2005
Dipendenti: 21,921 (July 31, 2026, high)
Quotata su: NASDAQ
Chiusura dell'esercizio: July 31

Costruito dai documenti depositati da Palo Alto Networks Inc presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

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The themes Palo Alto Networks is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Software Infrastructure

Graded A or B and worth $2B or more: A first, then the largest.

All 158 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises