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PANW Unclassified Latest YouTube: Q3 FY2026

PANW

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

PANW Stock: Revenue +31% as NGS ARR Hits $8.1B Q3 FY2026

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q3 FY2026
Podcast available
Yes
Current price
$320.59
-13.86 (-4.14%)
Trailing / Forward P/E
278.77x
Forward: 77.83x
Market cap / Volume
Volume:
Revenue / Earnings Growth
31.1%
Earnings: —
Margins
-2.5% op
Gross: 72.0% · Net: 7.9%
Balance sheet
0.86x current
Debt / Equity: 7.7
52-week range / Beta
$139.57 - $368.17
Beta: 0.91
Analyst target
$322.20
Upside: 0.5%
Cash / shareholder return
1.37% FCF yield
Dividend yield: —

Company context

Industry: Software - Infrastructure
Country: United States
Employees:
Price to book: 9.42x
Return on equity: 4.8%
Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers' entire AI ecosystem. It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments. It provides security operation solutions through the Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR to prevent, detect, and respond to cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers threat intelligence and advisory services under the Unit 42 name. It provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline; and threat intelligence, data loss prevention, services to resolve network disruptions, and sensitive data protection. It offers 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. It sells its products and services through its channel partners, as well as directly to 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.

Price chart

Market context for PANW

Competitive view

PANW vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

PANW latest YouTube video thumbnail YouTube
PANW
PANW
Latest video
Q3 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
SS&C Technologies Holdings Inc. latest YouTube video thumbnail YouTube
SS&C Technologies Holdings Inc.
SSNC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
PANW
$261.28B
PANW
ADBE
$87.82B
ADBE
SSNC
$15.76B
SS&C Technologies Holdings Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
PANW
278.8x
PANW
ADBE
12.6x
ADBE
SSNC
20.3x
SS&C Technologies Holdings Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
PANW
77.8x
PANW
ADBE
8.0x
ADBE
SSNC
8.7x
SS&C Technologies Holdings Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
PANW
31.1%
PANW
ADBE
12.7%
ADBE
SSNC
8.8%
SS&C Technologies Holdings Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
PANW
PANW
ADBE
7.9%
ADBE
SSNC
8.3%
SS&C Technologies Holdings Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
PANW
-2.5%
PANW
ADBE
35.3%
ADBE
SSNC
24.2%
SS&C Technologies Holdings Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
PANW
72.0%
PANW
ADBE
89.4%
ADBE
SSNC
48.0%
SS&C Technologies Holdings Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
PANW
7.9%
PANW
ADBE
28.7%
ADBE
SSNC
12.6%
SS&C Technologies Holdings Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
PANW
4.8%
PANW
ADBE
63.0%
ADBE
SSNC
11.8%
SS&C Technologies Holdings Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
PANW
1.4%
PANW
ADBE
10.5%
ADBE
SSNC
8.1%
SS&C Technologies Holdings Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
PANW
7.70x
PANW
ADBE
61.44x
ADBE
SSNC
110.67x
SS&C Technologies Holdings Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
PANW
0.86x
PANW
ADBE
0.75x
ADBE
SSNC
1.10x
SS&C Technologies Holdings Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
PANW
0.91
PANW
ADBE
1.43
ADBE
SSNC
1.11
SS&C Technologies Holdings Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
PANW
PANW
ADBE
ADBE
SSNC
1.6%
SS&C Technologies Holdings Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
PANW
0.5%
PANW
ADBE
23.3%
ADBE
SSNC
42.2%
SS&C Technologies Holdings Inc.

Episode timeline

Episode archive for PANW

Each row is one earnings episode with every verified platform link available.

Q3 FY2026
Episode live
Published youtube podcast complete
PANW Stock: Revenue +31% as NGS ARR Hits $8.1B Q3 FY2026
Quarterly earnings-analysis entry for PANW. Use the links on the right to open the video or podcast episode.
Q2 FY2026
Episode live
Published youtube complete
PANW Stock: Guidance Cut — Q2 FY2026 Earnings Analysis
Quarterly earnings-analysis entry for PANW. Use the links on the right to open the video or podcast episode.
Q2 FY2026
Episode live
Published youtube complete
PANW Stock: Guidance Cut — Q2 FY2026 Earnings Analysis
Quarterly earnings-analysis entry for PANW. Use the links on the right to open the video or podcast episode.