PANW
Palo Alto Networks, Inc.$423.70Technology · Software - Infrastructure · 网络安全 · as of 2026-10-06
清仓/不碰贵 · 2026-10-06
NTM PE 110.8，EPS增速-47%，90天-3%；1个月+27%、距高点-2%，在情绪高位抬轿。
估值
PE TTM1059.3
PE NTM (混合)110.8
Fwd PE (Yahoo +1y)86.8
PEG NTM–
PEG (Yahoo)2.06
EV/EBITDA213.0
EV/Rev28.9
P/S30.2
FCF yield1.2%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM11.5B
Rev growth (yoy q)35%
Earnings growth–
EPS +1y vs 0y-47%
Gross margin70%
Op margin5%
Net margin3%
FCF / OCF4.2B / 4.6B
Debt / Cash2.6B / 3.1B
Mkt cap / EV346.6B / 332.2B
共识 / 修正
Target mean396.9 (-6%)
Rec mean (1=StrongBuy)1.71
SB/B/H/S10/32/11/2
Analysts50
+1y EPS up/down 30d6 / 5
+1y EPS chg 90d-3%
Surprise avg 4q6.3%
Next earnings2026-11-19
FY end2027-07-31
价格 / 情绪
52w high / low432.3 / 139.6
vs 52w high-2%
Ret 1m / 3m27% / 25%
RS vs SPY 1m / 3m25% / 21%
Beta0.93
Short % float2.7%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-10-31 | 0.97 | 0.95–1.01 | 4% | 0.94 | 32/5 | 3.3B | 34% |
| +1q | 2027-01-31 | 0.43 | 0.24–0.99 | -29% | 0.47 | 2/3 | 3.4B | 32% |
| 0y | 2027-07-31 | 4.19 | 4.15–4.57 | 9% | 4.12 | 37/10 | 14.2B | 23% |
| +1y | 2028-07-31 | 2.21 | 1.32–3.03 | 40% | 2.29 | 6/5 | 16.2B | 14% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-10-31 | 0.93 | 0.89 | 4.4% |
| 2026-01-31 | 1.03 | 0.94 | 9.9% |
| 2026-04-30 | 0.85 | 0.80 | 6.6% |
| 2026-07-31 | 1.02 | 0.98 | 4.3% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）