Theo Outlook
Palo Alto Networks provides cybersecurity platform solutions globally and is headquartered in Santa Clara, California. For the twelve months ended July 31, 2026, the company reported revenue of $11.48 billion, a profit margin of 2.67 percent, earnings per share of $0.40, and a market capitalization of $311.29 billion.
Bull case: Quarterly revenue grew 34.5 percent year over year and quarterly earnings grew 60.5 percent year over year as of the latest quarter ended July 31, 2026, while the operating margin for the trailing twelve months stood at 5.4 percent. Bear case: The profit margin for the trailing twelve months was 2.67 percent, the trailing price-to-earnings ratio was 951.37, and the forward price-to-earnings ratio was 90.09.
Main risks include the elevated valuation multiples and narrow profit margins shown in the latest reported figures. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .
