On December 1, 2025, Palo Alto Networks, Inc announced that it has issued a presentation with shareholders stating that it supports a classified Board structure as it aligns with shareholder interests and promotes strong corporate governance, ensures continuity, stability, and institutional knowledge, which is essential for executing current strategic priorities, including major acquisitions and adapting to rapid technological changes like generative AI. In addition, the Company stated that a classified Board helps maintain long-term focus, prevents short-term pressures, and safeguards shareholder value by reducing vulnerability to hostile takeovers, and despite staggered terms, all directors remain accountable to shareholders under fiduciary duties mandated by Delaware law. Further, the Company recommended the shareholders to vote against the shareholder proposal at the annual meeting of shareholders.
Palo Alto Networks, Inc. specializes in the development and implementation of IT security solutions for the enterprise. The group's activity is organized around three divisions:
- managed security services: data center management and storage of data in the cloud, data backup and recovery process management, real-time management and monitoring of IT infrastructure and applications, etc.;
- development of cybersecurity solutions: software solutions for detecting threats and intrusions, protecting against malicious programs, securing data, networks and computer systems (antivirus, anti-spam, web filtering, firewalls, etc.);
- security consulting services: training and updates on threats before, during and after attacks, risk management, etc.
Net sales are distributed geographically as follows: the Americas (67.3%), Europe/Middle East/Africa (20.8%) and Asia/Pacific (11.9%).
This super rating is the result of a weighted average of the rankings based on the following ratings: Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite) and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be carried out. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of rankings based on the following ratings: Returns (Composite), Profitability (Composite) and Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully read the associated descriptions.
ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.