Palo Alto Networks
PANWMarket price data through September 11, 2026.
Performance
Sep 2021 – Sep 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +92%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$172
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- September 2024
- The month this stock first became a Benson pick.
- Tracking duration
- 24 months
- How long Benson has been tracking this pick.
About Palo Alto Networks
Palo Alto Networks is the security guard for the internet. Big companies pay them to keep hackers out of their networks, their cloud systems, and now their AI tools. It started with firewalls, the digital equivalent of a locked front door, and grew into a giant bundle of security software that businesses subscribe to year after year.
The case for and against
Both sides of the story, in plain English.
- Growth Reaccelerating
Revenue jumped 31 percent to 3.0 billion dollars this quarter, a big step up from the mid teens growth they were putting up before. Their recurring security subscriptions grew 60 percent to 8.1 billion dollars, which means more customers are locking in and paying every single year. That is the kind of momentum that compounds.
- Cash Machine
The company generated 910 million dollars in free cash this quarter, up from 578 million a year ago. That is real money hitting the bank, not accounting magic. Management says they are on track for a 40 percent cash margin by 2028, which would put them in rare company.
- Acquisition Hangover
A big chunk of the growth was bought, not built. Of that 3.0 billion in revenue, 388 million came from two companies they just acquired. Digesting big deals is hard, and the company posted a 183 million dollar accounting loss this quarter compared to a profit a year ago.
- Priced Perfectly
At roughly 295 billion dollars, the stock already assumes years of flawless execution. Net profit margins sit near 8 percent, which is thin for a company valued this richly. Any stumble in integrating acquisitions or a slowdown in customer spending could sting the share price fast.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-09-11. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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