Palo Alto Networks Inc vs Wolfspeed Inc — how do they compare? Palo Alto Networks Inc trades at $402.91 (market cap $331.76B), while Wolfspeed Inc trades at $31.7 (market cap $1.66B). The key difference: Palo Alto Networks Inc is far larger — about 199.9× Wolfspeed Inc's market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, Wolfspeed Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Palo Alto Networks Inc for 82 Days and Wolfspeed Inc for 19 Days on average.
| PANW | WOLF | |
|---|---|---|
Market Cap | $331.76B | $1.66B |
Volume | 3,886,927 | 5,963,473 |
Sector | Technology | Technology |
52-Week High | $419.91 | $73.68 |
52-Week Low | $141.67 | $14.80 |
Typical Hold Time | 82 Days | 19 Days |
Enterprise Value | $331.19B | $2.37B |
Signals from Pluang's Aura AI — not financial advice
Palo Alto Networks (PANW) trades at $398.50, down 5.1% today but remains near its 52-week high. The stock shows strong technical momentum with bullish moving averages and positive analyst sentiment (72% buy ratings). Recent earnings beats and robust revenue growth to $9.22B in 2025 highlight fundamental strength, though valuation metrics appear elevated with P/E at 1,013.93 and P/S at 26.99. The company's AI-driven security platform and continuous defense services are driving market optimism.
Outlook remains positive given cybersecurity demand and AI integration, but premium valuation and rising costs pose risks. Revenue growth acceleration to $11.5B projected for 2026 supports bullish case, while net margin compression to 2.67% warrants monitoring. Analyst consensus target of $398.70 suggests limited near-term upside from current levels.
Wolfspeed (WOLF) trades at $31.37, down 1.45% on the day, with a bullish technical signal from moving averages. The company shows severe fundamental strain, with a gross profit margin of -16.05% and a net income margin of -212.41% for 2025, though 2026 projections indicate a potential turnaround to slight profitability. Recent news highlights expansion of its 200mm silicon carbide portfolio, positioning it in the growing AI and electrification markets.
The outlook is speculative, with significant upside potential if operational targets are met, but high execution risk persists. Analyst consensus is mixed with a $54.32 price target, suggesting substantial upside from current levels if the company can achieve revenue growth and margin improvement as forecasted.
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →