Compare International Business Machines Corp (IBM) vs Palo Alto Networks Inc (PANW) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
International Business Machines Corp vs Palo Alto Networks Inc — how do they compare? International Business Machines Corp trades at $211.1 (market cap $200.20B), while Palo Alto Networks Inc trades at $341.25 (market cap $284.16B). The key difference: Palo Alto Networks Inc is the larger of the two by market cap, and International Business Machines Corp pays a 3.17% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals.
| IBM | PANW | |
|---|---|---|
Market Cap | $200.20B | $284.16B |
Volume | 4,481,527 | — |
Sector | Technology | Technology |
52-Week High | $329.23 | $358.68 |
52-Week Low | $211.20 | $141.67 |
Enterprise Value | $258.21B | $283.12B |
Dividend Yield | 3.17% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
IBM's stock trades at $210.5, down 1.02% over the past day, amid a bearish technical signal and recent volatility following a pre-announced Q2 2026 earnings miss. The company shows strong profitability with a net income margin of 15.61% and has beaten earnings estimates in three of the last four quarters. However, negative cash flow in 2025 and a 25% stock drop on July 14, 2026, due to lowered growth guidance have heightened investor concerns. Analyst consensus remains moderately positive with a $282.47 price target, but legal investigations into the guidance cut add uncertainty.
The outlook is cautious; solid fundamentals and a high dividend yield offer value, but execution risks and slowing revenue growth pose significant headwinds. Investment opportunity hinges on IBM's ability to stabilize performance and meet future earnings expectations, while key risks include ongoing legal scrutiny and competitive pressures in the technology sector.
Palo Alto Networks (PANW) trades at $342.15, down 4.61% today, yet maintains a bullish technical trend with strong analyst support. Recent earnings consistently beat expectations, with Q1 2026 EPS of $0.85 surpassing the $0.793 estimate. The company shows robust revenue growth, reaching $9.22B in 2025, and positive cash flow trends, though valuation ratios like a P/E of 303.18 remain elevated. News highlights focus on AI-driven cybersecurity demand and strategic acquisitions, such as the intent to enhance its observability platform announced on July 21, 2026.
Outlook is positive due to strong market positioning in cybersecurity and AI integration, but high valuations and competitive pressures pose risks. Investment opportunity lies in sustained earnings growth and sector tailwinds, while investors should monitor execution on guidance and margin sustainability.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
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About International Business Machines Corp
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →About Palo Alto Networks Inc
Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →
