Palo Alto Networks Inc (PANW) — the peer cohort
As of 2026-09-21 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.
Palo Alto Networks Inc ranks 7 of 7 in its cohort on the Closelook composite (53/100) — the cohort is led by Joint Stock Company Kaspi.kz at 68/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| PANW Palo Alto Networks Inc | 53 | 92 | 45 | 13 | watch | 8.8% |
| KSPI Joint Stock Company Kaspi.kz | 68 | 76 | 86 | 97 | ok | 12.3% |
| NTAP NetApp Inc | 66 | 92 | 85 | 38 | bull | 5.4% |
| TMICY Trend Micro Inc ADR | 66 | 57 | 79 | 75 | watch | 24.4% |
| PLTR Palantir Technologies Inc. | 63 | 67 | 90 | 12 | bull | 14.4% |
| TWLO Twilio Inc | 63 | 97 | 42 | 33 | neutral | 5.6% |
| 1N8.DE ADYEN N.V. EO-01 | 61 | 28 | 86 | 63 | warn | 44.3% |
Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-21
Quick answers
Who are Palo Alto Networks Inc's peers in the Closelook universe?
The cohort is drawn from shared Closelook index membership first, then sector: Joint Stock Company Kaspi.kz (KSPI), NetApp Inc (NTAP), Trend Micro Inc ADR (TMICY), Palantir Technologies Inc. (PLTR), Twilio Inc (TWLO), ADYEN N.V. EO-01 (1N8.DE).
How does PANW score against its peers?
Palo Alto Networks Inc's composite reads 53/100, ranking 7 of 7 in its cohort as of 2026-09-21; the cohort's highest composite is Joint Stock Company Kaspi.kz at 68/100. Closelook scores are research diary readings, not ratings or advice.
Mentioned on Closelook
Where PANW appears in the diary — 15 pieces, newest first. Every link is our own writing.
Long reads
- Agentic Application Software: The SaaSpocalypse Map
CrowdStrike (CRWD) · Palo Alto Networks (PANW) · Zscaler (ZS) · Rubrik (RBRK) · SentinelOne (S) Healthcare IT Adapter — regulatory moat buys time Regulatory requirements (FDA, HIPAA, clinical trial compliance) create switching costs that…
101 and glossary
- The Digital Labor Economy: Outcome Credits, Agent Identity, and Value Auditing
Key Companies NET Cloudflare Zero Trust for agent identity management DDOG Datadog Agent observability and performance measurement OKTA Okta IAM — extending to non-human identity PANW Palo Alto Networks Agent security and access governance
Dailies
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
- Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
- Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
- Chips jump 3% while software falls 2% — the hot jobs report has split the tech trade in two
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
Palo Alto Networks, from 362.09, closed Wednesday near 328 after its 9.3% drop and edged up to 331.94 on Thursday, 8.3% under its entry; the sold line is 351.23.
- From Silicon Scarcity to Software Scarcity: The Next AI Bottleneck Is Permission to Act, and the Market Graded It This Week
Observability; runtime enforcement; recovery DDOG, DT, CRWD, PANW, FTNT, RBRK 4 · Govern the agent estate Can many agents and harnesses from different vendors coexist under one control plane?
Related in the Closelook universe
then Software - Infrastructure. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
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