MACOM Technology vs Palo Alto Networks Inc — how do they compare? MACOM Technology trades at $283.02 (market cap $20.99B), while Palo Alto Networks Inc trades at $336.13 (market cap $274.64B). The key difference: Palo Alto Networks Inc is far larger — about 13.1× MACOM Technology's market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, MACOM Technology nearer its low. Which is the better fit depends on your goals.
| MTSI | PANW | |
|---|---|---|
Market Cap | $20.99B | $274.64B |
Sector | Technology | Technology |
52-Week High | $409.68 | $396.00 |
52-Week Low | $122.18 | $141.67 |
Enterprise Value | $20.70B | $273.60B |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Palo Alto Networks (PANW) trades at $336.98, up 1.12% with a bearish technical signal but strong fundamentals. Revenue grew to $9.22B in 2025, with EPS beats in recent quarters. The stock faces high valuation multiples (P/E 293.03) and mixed sentiment amid AI-driven growth and recent price volatility.
Outlook: Growth is supported by AI security demand and platformization strategy, but risks include premium valuation and competitive pressures. Analyst consensus is bullish with a $410.48 price target, though technical indicators suggest near-term caution.
Trailing returns across standard periods
Latest headlines on both assets
MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.
Read more on MTSI →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 →