Palo Alto Networks Inc vs QUALCOMM, Inc. — how do they compare? Palo Alto Networks Inc trades at $414.34 (market cap $331.76B), while QUALCOMM, Inc. trades at $173.33 (market cap $187.95B). The key difference: Palo Alto Networks Inc is the larger of the two by market cap, and QUALCOMM, Inc. pays a 2.09% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Palo Alto Networks Inc for 82 Days and QUALCOMM, Inc. for 87 Days on average.
| PANW | QCOM | |
|---|---|---|
Market Cap | $331.76B | $187.95B |
Volume | 3,886,927 | 9,535,042 |
Sector | Technology | Technology |
52-Week High | $419.91 | $251.10 |
52-Week Low | $141.67 | $124.07 |
Typical Hold Time | 82 Days | 87 Days |
Enterprise Value | $331.19B | $194.92B |
Dividend Yield | — | 2.09% |
Signals from Pluang's Aura AI — not financial advice
Palo Alto Networks (PANW) trades at $414.27, up 2.19% today and near its 52-week high, with strong technical momentum and bullish moving average signals. The company has beaten earnings estimates for three consecutive quarters, with Q3 2026 results pending. Revenue growth remains robust, climbing from $5.5B in 2022 to $9.2B in 2025, though net income margins have compressed from 32.1% to 2.67% as the company invests heavily in AI-driven security platforms.
The outlook remains positive given strong AI cybersecurity demand and platformization strategy, but premium valuations (P/E 1,013.93, P/S 26.99) and rising costs present risks. Analyst consensus is strongly bullish with 72% buy ratings and a $398.70 price target, though current price exceeds the target, suggesting near-term caution may be warranted despite long-term growth potential.
Qualcomm (QCOM) trades at $177.06, down 2.21% today, with a bearish technical signal and support near $175. The company reported strong revenue of $44.28B in 2025 but net income fell to $5.54B, reflecting margin pressure. Recent news highlights a strategic AI partnership with Amazon, potentially opening a $60B opportunity, while analyst consensus remains mixed with a $204.48 price target.
QCOM's outlook is balanced by AI growth potential against near-term headwinds. The Amazon deal and diversification into automotive and data centers offer upside, but execution risks, competition, and dependence on smartphone markets pose challenges. Valuation metrics like a P/E of 20.12 appear reasonable if AI initiatives accelerate revenue.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Qualcomm develops and licenses wireless technology and designs chips for smartphones. The company's key patents revolve around CDMA and OFDMA technologies, which are standards in wireless communications that are the backbone of all 3G and 4G networks. The firm is a leader in 5G network technology as well. Qualcomm's IP is licensed by virtually all wireless device makers. The firm is also the world's largest wireless chip vendor, supplying nearly every premier handset maker with leading-edge processors. Qualcomm also sells RF-front end modules into smartphones and chips into automotive and Internet of Things markets.
Read more on QCOM →