Palo Alto Networks, Inc. (PANW)

Over the past six months, Palo Alto Networks' stock has risen by 9.30%. The stock experienced a substantial decline of 28% in the week of February 21, 2024, due to Palo Alto Networks lowering its full-year billings and revenue outlook. On May 20, 2025, despite reporting better-than-expected earnings for the second quarter of fiscal year 2025, the stock experienced a 3.5% decline in aftermarket trading.

Palo Alto Networks operates in the cybersecurity sector, where demand for solutions is generally consistent and driven by the continuous rise of cyber threats and the ongoing digital transformation of organizations. The company has demonstrated consistent revenue growth, supported by strong demand for its cybersecurity solutions. As cyber threats become more sophisticated, the demand for advanced solutions is expected to rise, positioning Palo Alto Networks for continued growth. While the company's stock price may exhibit some monthly seasonality, there is no specific information indicating distinct seasonal patterns in the demand for Palo Alto Networks' products and services themselves; rather, the demand appears to be sustained and growing due to the critical nature of cybersecurity.

Palo Alto Networks, Inc. is an American multinational cybersecurity company headquartered in Santa Clara, California, founded in 2005. It operates primarily within the Technology Services sector, specifically in the Packaged Software, Network Security, Cybersecurity, and Cloud Computing industries. The company provides cybersecurity services to enterprises, government entities, and service providers, aiming to secure applications, users, data, networks, clouds, and devices. Palo Alto Networks' core product is a platform that includes advanced firewalls and cloud-based offerings. Its comprehensive portfolio of products and services includes firewall appliances and software, Panorama, support and maintenance services, and virtual system upgrades. Key offerings also encompass zero trust network security, cloud security, security analytics and automation, threat intelligence, and secure access service edge (SASE). The company serves a wide range of industries, including education, energy, financial services, healthcare, internet and media, manufacturing, public sector, and telecom.

Palo Alto Networks has a significant global presence, with business operations across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. Its headquarters are located in Santa Clara, California, USA. The company also maintains key offices in Amsterdam, supporting Europe; Israel, focusing on Research & Development, endpoint site security, and support; and Singapore, serving as the headquarters for Asia Pacific (APAC) and Japan. Palo Alto Networks serves over 70,000 organizations in more than 150 countries, including 85 of the Fortune 100.

Palo Alto Networks generally holds a strong brand reputation as a leader in cybersecurity. The company was recognized by Newsweek as a Top 100 Most Loved Workplace for 2023, marking its third consecutive year on the list. However, in August 2024, Palo Alto Networks faced a negative brand reputation event following a "sexist marketing misfire" at the Black Hat conference in Las Vegas, which drew significant criticism. Both the company's Chief Marketing Officer and CEO issued public apologies.

Palo Alto Networks has a diverse ownership structure. Institutional shareholders hold a significant majority, ranging from approximately 75.90% to 87.35% of the company's stock. Insiders own a smaller portion, between 0.85% and 2.88%, while retail investors hold approximately 20% to 42.71% of the shares. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., State Street Corp, and Morgan Stanley. Sc XI Management LLC is noted as the largest individual Palo Alto Networks shareholder.