Palo Alto Networks (NASDAQ:PANW) Price Target Raised to $415.00

Palo Alto Networks (NASDAQ:PANW) had its target price increased by equities research analysts at Susquehanna from $350.00 to $415.00 in a report released on Wednesday, Benzinga reports. The firm presently has a “positive” rating on the network technology company’s stock. Susquehanna’s price target suggests a potential upside of 14.61% from the company’s previous close.

A number of other equities analysts have also weighed in on PANW. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Palo Alto Networks from $220.00 to $350.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Mizuho set a $415.00 price objective on shares of Palo Alto Networks and gave the stock an “outperform” rating in a research report on Wednesday, August 19th. Oppenheimer restated an “outperform” rating and issued a $400.00 target price (up from $350.00) on shares of Palo Alto Networks in a research note on Tuesday, August 4th. William Blair reaffirmed an “outperform” rating on shares of Palo Alto Networks in a report on Tuesday, June 16th. Finally, BTIG Research increased their price target on shares of Palo Alto Networks from $380.00 to $404.00 and gave the stock a “buy” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $374.04.

Palo Alto Networks Stock Down 5.2%

PANW opened at $362.09 on Wednesday. Palo Alto Networks has a 52 week low of $139.57 and a 52 week high of $398.88. The business has a 50 day moving average price of $347.96 and a two-hundred day moving average price of $251.94. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $295.10 billion, a PE ratio of 296.80, a P/E/G ratio of 12.08 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.04. The company had revenue of $3.41 billion for the quarter, compared to the consensus estimate of $3.35 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company’s revenue was up 34.5% on a year-over-year basis. During the same period last year, the business posted $0.95 EPS. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. As a group, research analysts anticipate that Palo Alto Networks will post 2.01 EPS for the current year.

Insider Buying and Selling at Palo Alto Networks

In other news, CAO Josh D. Paul sold 900 shares of the stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the completion of the transaction, the chief accounting officer owned 79,644 shares in the company, valued at $27,477,180. This trade represents a 1.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director John P. Key sold 7,500 shares of the firm’s stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the sale, the director owned 12,500 shares of the company’s stock, valued at $3,490,500. This trade represents a 37.50% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 37,735 shares of company stock worth $10,814,266. Company insiders own 1.40% of the company’s stock.

Institutional Trading of Palo Alto Networks

A number of institutional investors have recently bought and sold shares of PANW. Brighton Jones LLC boosted its position in shares of Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after buying an additional 4,031 shares in the last quarter. Bison Wealth LLC lifted its holdings in shares of Palo Alto Networks by 169.1% in the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after purchasing an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Palo Alto Networks by 66.3% in the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after purchasing an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. lifted its position in shares of Palo Alto Networks by 11,100.0% in the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock valued at $115,000 after acquiring an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Palo Alto Networks by 6.0% during the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after acquiring an additional 249 shares during the last quarter. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Palo Alto Networks News Roundup

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Quarterly results exceeded expectations. Revenue rose 34.5% year over year to $3.41 billion, ahead of the $3.35 billion consensus estimate, while adjusted earnings of $1.02 per share topped expectations of $0.98 and increased from $0.95 a year earlier. Palo Alto Networks beats quarterly earnings estimates, acquires AI platform Console
• Positive Sentiment: Management issued above-consensus guidance. Fiscal 2027 revenue is projected at $14.1 billion to $14.2 billion, representing approximately 23%–24% growth and exceeding the $13.8 billion analyst estimate. First-quarter revenue guidance of about $3.3 billion also came in above expectations. Palo Alto Projects Double-Digit Growth as AI Drives Cybersecurity Spending
• Positive Sentiment: AI is supporting long-term demand. CEO Nikesh Arora said roughly $1 trillion of aging cybersecurity infrastructure is not ready for AI-driven attacks, potentially extending the company’s growth runway. Palo Alto also acquired Console, an AI-native platform intended to strengthen agentic security workflows. Palo Alto CEO says $1 trillion of cybersecurity infrastructure isn’t ready for AI
• Positive Sentiment: Analyst sentiment improved. Scotiabank raised its price target to $430 from $320 and assigned a “sector outperform” rating, implying meaningful upside based on the cited reference price. Scotiabank Forecasts Strong Price Appreciation for Palo Alto Networks Stock

About Palo Alto Networks

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.