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59

PANW

💻 Technology

Palo Alto Networks, Inc.

Conservative #317Aggressive #831Low RiskModerate 65ML↑ 18pt
$144.84+2.24%
Day High$145.36
Day Low$140.30
Volume11.1M
Mkt Cap$101.0B
52W Low $14052W High $224
Market Cap
$134.9B
P/E Ratio
105.0
Sector avg: 87.8
Rev Growth
14.9%
Sector avg: 14.8%
Earnings Growth
-56.0%
Profit Margin
12.3%
Sector avg: -110.0%
Debt/Equity
0.04

Why This Score

PANW scores 59.3 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Minimal leverage (D/E 0.04) provides financial flexibility and downside protection.
  • Large-cap ($135B) with deep liquidity and institutional ownership.
Risk Factors
  • Elevated valuation at 105.0x earnings — requires sustained growth to justify the premium.

Minor adjustments (-0.2 points) applied. PANW's rank of #317 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score59.3
Fundamental Score59.2
ML Score43.0

Score by Horizon

3 Month
69.7
6 Month
77.9
Primary
1 Year
82.0

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
58
Neutral
Analyst (6.4%)
68
Favorable
Tradability (post-hoc)
95
Grade A
Base
56.0
SHAP
+1.8
Factors
+1.7
Divergence
-0.2
Final
59.3
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

55AVG
Value40
Quality70
Growth35
Stability90
Investment40

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)43.0
Technical (Momentum, Weinstein, Volatility)52.0
External (Sentiment, Analyst, Macro)81.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+1.2% to +5.7%
Medium-term
+2.4% to +9.3%
Long-term
+3.7% to +12.9%

ML Model Core Features100 trained inputs → ML Score: 43

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score67.7/100
Target Upside+45.4%
Coverage85 analysts
Market Sentiment
Sentiment Score58.2/100
News Volume1 articles
Technical Stage
Weinstein Stage1 — Basing
12M Momentum-0.1%
6M Momentum-0.1%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+0.0%
Momentum ConsistencyStrong (1.00)
Relative Strength vs Sector-15.9%
Trend Strength (ADX Proxy)Weak (1.4)
Momentum Quality-0.093
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P61
Revenue growth vs Technology peers
Sector PE Rank
P8
Valuation vs Technology peers
Sector FCF Rank
P40
Free cash flow vs Technology peers
Growth Deviation
+0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 65 relative to sector peers65/100
Machine learning model ranks this stock at the 82th percentileP82
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +1.8pt (features align with model priorities)—
Blend: 91% fund (64.7) + 9% ML (82.2) + SHAP(+1.8) = 68.1—
Factor quality: +1.7pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 8.8%. Max drawdown 24% (-6.5 pts). Price momentum -12% (-1.5 pts)Low
Market cap adjustment: +3.5 points ($134.9B market cap)+3.5 pts
Divergence penalty: -1.0pt (ML 18pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #74 of 289 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
PANW59.3105.014.9%12.3%$134.9B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.814.8%-110.0%—

Market Sentimentvia FMP

Analyst Consensus
Buy85 analysts
Buy: 62Hold: 21Sell: 2
Price Target
$211consensus
Low $157Median $200High $265
+45.9% to consensus target

Company Overviewvia FMP

Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, uniform resource locator filtering, laptop and mobile device protection, and firewall; and DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. In addition, the company offers cloud security, secure access, security analytics and automation, and threat intelligence and cyber security consulting; 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. Palo Alto Networks, Inc. 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.

CEO
Nikesh Arora
Employees
15,758
Beta
0.75
Industry
Software - Infrastructure
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
31.4
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-35.2%
High: $223.61
From 52W Low
+3.8%
Low: $139.57
Moving Averages
10-Day
$154.10
Below
20-Day
$161.60
Below
50-Day
$176.50
Below
200-Day
$191.90
Below
60-Day Support
$139.57
60-Day Resistance
$199.9
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 1 — BasingScore: 27/100

Stock is building a base after a decline. The 200-day moving average is flattening. Watch for a breakout above the 200-day SMA on increased volume.

Monitor for breakout above 200-day SMA on volume
Price vs 200 SMA
-24.5%
200 SMA Slope (60d)
-0.21%
Flattening
Volume Ratio
2.08x
10d avg vs 50d avg
Days in Stage
33
Confidence: 70%
Recent Gap Down

Financial Statementslast 4 quarters via FMP

MetricQ2 2026Q1 2025Q4 2025Q3 2025
Revenue$2.6B$2.5B$2.5B$2.3B
Gross Profit$1.9B$1.8B$1.9B$1.7B
Operating Income$400M$309M$497M$219M
Net Income$432M$334M$254M$262M
EPS (Diluted)$0.60$0.47$0.36$0.37
Gross Margin73.6%74.2%73.2%72.9%
Operating Margin15.4%12.5%19.6%9.6%
Net Margin16.7%13.5%10.0%11.5%

Why This Stock

TechnologyRevenue growth 14.9%Profit margin 12.3%Earnings quality grade A

Tradability FilterGrade A — 95/100Score impact: +7.5pt

Volume
100
8.9M avg/day
Dollar Vol
100
$1.3B/day
Float
80
0K shares
Mkt Cap
100
$134.9B
Range
88
56% spread
Composite Liquidity Score95/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$51.93$95.4459%Wide
2022$68.37$106.8243.9%Wide
2023$66.11$159.0082.5%Wide
2024$130.04$207.2445.8%Wide
2025$144.15$223.6143.2%Wide
3-Year Range
108.7%
Narrow Years
0 / 5
Sideways Penalty
None

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
0.0%
Outstanding Shares
0M
Bid-Ask Spread
56.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.