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PANW

Palo Alto NetworksC
Nasdaq / Software & Services
Last Price
At close
2026-07-18
View Chart
Current thesis
Primary-source evidence improved in the latest quarter: Q3 FY2026 showed 31% revenue growth, 60% NGS ARR growth, stronger cash generation, and management maintained a confident integration-and-margin narrative into fiscal Q4 and FY2028 [#SEC-8K-2026-06-02].
Posture
Mixed
Lead driver
Momentum
What changed
2 setup hits (3d) with net bullish as of 2026-07-15.
What can break
GAAP operating and net losses in fiscal Q3 2026 highlight acquisition, compensation, and integration burdens despite strong non-GAAP and cash metrics [#SEC-8K-2026-06-02].
Momentum
98
Value
48
Sentiment
16
Setup hits (3d)
2 · Net Bullish
AI TargetsBase $245.00 · Bull $295.00 · Bear $205.00
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-14 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-06-11 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade C · Mixed
Confidence Medium · Net Bullish
Target $335.55
Why
Momentum98 · Δ7d +0.3
Value48 · Δ7d -0.2
Sentiment16 · Δ7d -8.9
So what
Balanced signals (Net Bullish). Wait for confirmation before sizing up.
Lead driver: Momentum · See technicals
Momentum
98
26% active weight
Current posture
7d trendFlat
Δ7d
+0.3
Δ21d
+1.0
Value
48
39% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
+0.2
Sentiment
16
34% active weight
Current posture
7d trendSoftening
Δ7d
-8.9
Δ21d
-13.7
Why this grade

Composite grade C. Momentum 97.6 / Value 47.7 / Sentiment 16.2

Fundamentals (TTM)
As of 2026-07-14
Market Cap
$287.61B
Beta
0.75
Shares Out
815M
P/E (TTM)
115.6
P/S (TTM)
13.28
P/FCF (TTM)
34.39
Rev YoY
+31.1%
EPS YoY
-159.6%
Gross Margin
+71.9%
Op Margin
+13.2%
Net Debt
-$2.5B
Current Ratio
0.81
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology