PANWCybersecurity

Palo Alto Networks

Comprehensive cybersecurity platform consolidating firewall, SASE, XDR, and SOAR into unified Strata, Prisma, and Cortex pillars. Largest pure-play cybersecurity company by revenue.

$184.52

▼ $2.18 (-1.17%)

◆ KEY PROGRAMS

Strata (NGFW)Prisma Access (SASE)Cortex XDR / XSIAMPrisma Cloud (CNAPP)Unit 42 ConsultingFederal / FedRAMP High

◆ RECENT CONTRACTS

DHS Continuous Diagnostics

DHS CISA · 2026-02-28

$298M

DoJ SASE Modernization

DoJ · 2026-01-14

$142M

Five Eyes Intelligence Sharing Platform

IC / FVEY · 2025-11-18

$88M

◆ RELATED SIGNALS (1)

This CEO Just Put $10 Million of His Own Money Into His Company's Stock. Here's Why It's a Great Buy Right Now.

After a massive sell-off, this CEO thinks his company's stock is a bargain.

◆ GEOPOLITICAL HEADWINDS (2)

EU Expands Russia Sanctions — 14th Package Targets Defence Supply Chains

SEV 7

New EU sanctions package targets Russian microelectronics procurement networks. Secondary sanctions on third-country intermediaries.

NATO Baltic Shield: Largest Cyber Exercise Tests Grid Defense

SEV 5

NATO conducts "Locked Shields 2026" with 38 nations. Focus on energy grid and financial system resilience. CRWD provides red team support.

◆ FINANCIALS

Revenue$8.1B

Ebitda$1.8B

Backlog$14.2B

P/E Ratio48.4

Div Yield0%

◆ RISK FACTORS

⚠Platformization strategy execution risk

⚠CRWD competition intensifying

⚠Billings deceleration concern

⚠Customer consolidation fatigue

◆ RELATED

CRWD FTNT ZS S VRNS

◆ MACRO CONTEXT

FOMC Holds Rates at 4.25-4.50% — Unanimous Decision

RATE DECISIONHAWKISH

Powell Press Conference: "Patient Approach Remains Appropriate"

SPEECHHAWKISH

Fed Governor Waller: Data Supports Holding Through Q3

SPEECHHAWKISH