--- title: "PANW Palo Alto Networks" canonical: "https://supercyclehq.com/stock/palo-alto-networks" type: "stock" dataAsOf: "2026-11-06" ticker: "PANW" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Palo Alto Networks (PANW) Palo Alto Networks is one of the largest cybersecurity companies in the world. ## AI Exposure Score **35/100, Growing.** Sells AI-driven security platforms like Cortex XSIAM to enterprises, and secures AI applications and cloud infrastructure. Growth comes from security spending broadly, with AI as product differentiation more than a direct buildout revenue stream. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $313.84 | | Change 1d | -0.26% | | Change 7d | -14.22% | | Change 30d | -21.24% | | Change 1y | +47.84% | | 52-week high | $419.91 | | 52-week low | $141.67 | | Market cap | $256.9B | | P/E | 784.6 | | EPS | $0.40 | | Next earnings | 2026-11-18 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Santa Clara, California | | CEO | Nikesh Arora C.F.A. | | Employees | 21,921 | | Website | https://www.paloaltonetworks.com | | Buildout layers | [Cybersecurity AI](https://supercyclehq.com/category/cybersecurity-ai) | ## What the company does Palo Alto Networks is one of the largest cybersecurity companies in the world. It sells security platforms to enterprises covering networks, cloud environments, and endpoints, earning revenue from subscriptions and support on those platforms. AI is woven through the product line. Cortex XSIAM uses machine learning to run security operations centers, Cortex XDR detects threats across endpoints, Prisma Cloud AI secures cloud workloads, and its AI-powered NGFW brings machine learning to the firewall itself. Founded in 2005 and headquartered in Santa Clara, California, Palo Alto Networks trades on the NASDAQ and employs about 21,500 people under CEO Nikesh Arora. ## Role in the AI buildout Palo Alto Networks anchors the Cybersecurity AI layer of the buildout. Its AI plays two roles: it differentiates products like Cortex XSIAM against rivals, and it positions the company to secure the AI applications and cloud infrastructure enterprises are deploying. Growth still comes from security spending broadly rather than AI infrastructure itself, which is why Supercycle scores its AI exposure at 35 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $299.1M | 2.68% | increased | 2026-06-30 | | [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $39.8M | 0.91% | new | 2026-06-30 | ## Recent news - [CrowdStrike Rebounds 2%, Palo Alto Up 2% as Cloudflare Finds “An Even Higher Gear”](https://www.tikr.com/blog/crowdstrike-rebounds-2-palo-alto-up-2-as-cloudflare-finds-an-even-higher-gear?ref=yahoofinance&tlnk=yf-261106-jp3pv39m&.tsrc=rss) (source, 2026-11-06) - [Wedbush Revises Best Ideas List After October Underperformance](https://finance.yahoo.com/markets/stocks/articles/wedbush-revises-best-ideas-list-141358648.html?.tsrc=rss) (source, 2026-11-06) - [Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It](https://finance.yahoo.com/markets/stocks/articles/palo-alto-networks-inc-panw-130002384.html?.tsrc=rss) (source, 2026-11-06) - [Palo Alto Networks in talks to buy AI agent security startup Clutch for $500M](https://finance.yahoo.com/technology/ai/articles/palo-alto-networks-talks-buy-062832541.html?.tsrc=rss) (source, 2026-11-06) - [Palo Alto Networks vs. Zscaler: Which Cybersecurity Stock Is a Better Buy Going Into 2027?](https://www.fool.com/coverage/better-buy/2026/11/05/palo-alto-networks-vs-zscaler-which-cybersecurity-stock-is-a-better-buy-going-into-2027/?.tsrc=rss) (source, 2026-11-06) ## FAQ ### What does Palo Alto Networks do? Palo Alto Networks sells cybersecurity platforms to enterprises, covering network security, cloud security, and security operations. It earns revenue from subscriptions and support across those platforms, serving customers who need protection across their whole environment. ### How is Palo Alto Networks exposed to AI? Meaningfully but not primarily. AI drives its Cortex and Prisma products and it secures AI applications for customers, yet growth follows overall security spending. Supercycle rates its AI Exposure Score at 35 out of 100. ### What are Palo Alto Networks' main AI products? Cortex XSIAM for AI-driven security operations, Cortex XDR for threat detection across endpoints, Prisma Cloud AI for securing cloud workloads, and its AI-powered next-generation firewall line. ### Is PANW a pure play AI stock? No. It is a broad cybersecurity company where AI serves as product differentiation and a new set of assets to protect. Its AI Exposure Score of 35 out of 100 reflects partial, not pure, exposure. ### Where is Palo Alto Networks based and who leads it? The company is headquartered in Santa Clara, California, and led by CEO Nikesh Arora. Founded in 2005, it employs about 21,500 people and trades on the NASDAQ. --- Source: https://supercyclehq.com/stock/palo-alto-networks. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.