Ticker: PANW

Palo Alto Networks

Software Technology Software - Infrastructure

Price 323.79

Reco Hold Potential 75 Risk 59 Updated 2026-07-27

Official website

Forecast impact

positive

Target +31.3% target fill 76.2%

Reaction D5 pending · D10 pending fresh confirmed · market trust

Impact Potential +6 · Risk -3 valid until 2026-08-20

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Palo Alto Networks is a cybersecurity company that provides advanced security solutions for enterprises, focusing on preventing cyber threats. Its core products include next-generation firewalls, cloud security, and endpoint protection. The company operates primarily in the technology sector, with major business segments encompassing network security, cloud security, and security operations. Main revenue sources are derived from subscription services and software licenses.

Investment Profile

The investment profile of Palo Alto Networks is more aligned with growth investors, given its focus on expanding cybersecurity solutions and increasing revenue. The company shows potential for capital appreciation, appealing to those seeking long-term gains. However, it does not offer dividends, making it less suitable for income-focused investors.

Category: Software Sector: Technology Industry: Software - Infrastructure Investment style: Growth Horizon: Medium-term Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-07-24

EPS (TTM) — earnings per share for the last 12 months, $: 1.19
Revenue QoQ — quarter-over-quarter revenue growth: 15.7%
EPS surprise: 7.2%
20d volatility: 3.1%

AI recommendation changes

Date	Before	After	Reason
2026-07-27	Buy	Hold	Strong growth but high volatility and uncertainty persist.
2026-06-11	Hold	Buy	Strong growth and positive momentum support bullish outlook.
2026-05-30	Buy	Hold	Strong momentum and solid earnings growth support bullish outlook.
2026-05-22	Hold	Buy	Strong momentum and solid earnings growth support investment.
2026-05-08	—	Hold	Strong momentum and positive earnings surprise support growth.
2026-05-05	Hold	Buy	Компания показывает положительную динамику выручки и EPS, а также имеет хороший рост за последние 20 и 60 дней. Несмотря на недавнее снижение на 120 дней, текущие показатели и momentum указывают на потенциал для дальнейш
2026-04-19	Sell	Hold	Компания демонстрирует положительную динамику в краткосрочной перспективе, однако долгосрочные показатели показывают снижение. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-04-11	Hold	Sell	Компания демонстрирует значительное снижение цен за последние месяцы, что указывает на возможные проблемы с ростом. Кроме того, высокий уровень риска связан с нестабильностью на рынке и низким уровнем доходности.
2026-03-05	Sell	Hold	Компания демонстрирует положительные результаты по выручке и неожиданным доходам, однако недавнее снижение цены акций и высокая волатильность указывают на значительные риски.
2026-02-22	Hold	Sell	Компания демонстрирует значительное снижение цен за последние месяцы и высокий уровень риска, что делает её менее привлекательной для инвестиций в текущий момент.
2026-02-14	Sell	Hold	Компания демонстрирует высокую волатильность и негативные тренды на длительных интервалах, что указывает на риски. Однако недавний рост может свидетельствовать о краткосрочном восстановлении.
2026-02-06	Hold	Sell	Компания демонстрирует значительное снижение цены акций за последние месяцы, что указывает на высокие риски. Отсутствие данных о прибыли и выручке также вызывает опасения относительно финансового состояния.
2026-01-30	Sell	Hold	Компания демонстрирует волатильность на рынке, с недавним снижением цен. Рекомендуется удерживать акции до получения более ясных сигналов о восстановлении.
2026-01-30	Hold	Sell	Акции Palo Alto Networks демонстрируют негативную динамику на коротких временных интервалах, что указывает на возможные проблемы с ростом. Высокий риск и отсутствие дивидендов также делают компанию менее привлекательной

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-07-21	Argus Research	Target Raised	320 → 425	338.22
2026-07-21	Morgan Stanley	Target Raised	— → 387	338.73
2026-07-16	Capital One Financial	Rating Upgraded	— → 421	354.02
2026-07-15	Tigress Financial	Target Raised	— → 430	355.8875
2026-07-08	Evercore ISI	Target Raised	— → 415	320.5803
2026-07-08	Evercore ISI	Target Lowered	375 → 320	318.655
2026-07-07	Needham	Target Raised	— → 425	357.53
2026-07-01	BTIG	Target Raised	333 → 380	341.02
2026-07-01	Wells Fargo	Update	— → 420	341.02
2026-06-03	Goldman Sachs	Target Raised	224 → 330	280.43
2026-06-03	Northland Securities	Target Raised	190 → 302	282.42
2026-06-03	RBC Capital	Target Raised	255 → 330	282.2
2026-06-03	FBN Securities	Target Raised	— → 330	280.9997
2026-06-03	Mizuho Securities	Target Raised	265 → 305	281.44
2026-06-03	Wolfe Research	Target Raised	275 → 320	297.18
2026-06-03	BMO Capital	Target Raised	270 → 335	297.18
2026-06-03	Oppenheimer	Target Raised	275 → 350	297.18
2026-06-03	Susquehanna	Target Raised	200 → 350	297.18
2026-06-03	Wedbush	Target Raised	300 → 340	297.18
2026-06-01	Robert W. Baird	Target Raised	265 → 300	281.69
2026-05-29	Jefferies	Target Raised	265 → 300	257.77
2026-05-27	Wedbush	Target Raised	225 → 300	249.7
2026-05-27	Berenberg Bank	Target Raised	215 → 290	256.75
2026-05-20	Morgan Stanley	Target Raised	223 → 253	242.12
2026-05-20	Cantor Fitzgerald	Target Raised	220 → 285	240.13
2026-05-20	Stifel Nicolaus	Target Raised	185 → 275	240.13
2026-05-19	Truist Financial	Target Raised	200 → 275	247.55
2026-05-15	RBC Capital	Target Raised	220 → 255	234.938
2026-05-15	Oppenheimer	Target Raised	245 → 275	238.21
2026-05-14	Jefferies	Target Raised	215 → 265	227.79
2026-05-11	Barclays	Target Raised	200 → 220	207.88

News Page 1 of 2

AI Trade Dominates Market Amid Strong Earnings Season and Rising Oil Prices

07/18/2026, 10:31 AM economy review ai software CrowdStrike Holdings Goldman Sachs Amazon Microsoft IBM Wells Fargo Palo Alto Networks Salesforce Apple

The recent shift in investor focus from semiconductor stocks to hyperscalers highlights the evolving dynamics within the AI sector, as companies adjust their technology budgets amid changing market conditions. This rotation, coupled with geopolitical tensions and fluctuating oil prices, underscores the complexities facing investors in the current economic landscape.

Analysts highlight Palo Alto Networks (PANW), CrowdStrike (CRWD), and Meta (META) as top performers amid AI market shifts

07/16/2026, 08:36 AM economy review Analysts: analysts ai software FedEx Meta Platforms CrowdStrike Holdings Palo Alto Networks Intel Apple

The stock market has shown positive momentum since the last CNBC Investing Club Monthly Meeting, with notable gains in the Dow and S&P 500, while investors have become more selective regarding artificial intelligence stocks amidst geopolitical uncertainties.

Cybersecurity Stocks Surge Following IBM CEO Arvind Krishna’s Comments on AI-Driven Cybersecurity Concerns

07/14/2026, 12:37 PM economy stock_growth software ai SailPoint (SAIL) CrowdStrike Holdings IBM SentinelOne Zscaler Okta Palo Alto Networks

IBM's CEO highlighted growing cybersecurity concerns as a key issue for clients, leading to a significant uptick in cybersecurity stocks amid fears of advanced AI-driven cyber threats.

Palo Alto Networks CEO Nikesh Arora Calls for 90% Reduction in AI Token Costs to Facilitate Adoption

07/09/2026, 10:36 AM economy growth ai Palo Alto Networks

Palo Alto Networks CEO Nikesh Arora emphasized the urgent need for a significant reduction in token costs to facilitate broader adoption of artificial intelligence technologies, highlighting that current prices are a barrier for many businesses.

Analysts highlight the resurgence of CrowdStrike (CRWD) and Palo Alto Networks (PANW) amid the cybersecurity sector’s recovery

07/07/2026, 11:36 AM economy review Analysts: analysts software ai CrowdStrike Holdings Palo Alto Networks

The resurgence of cybersecurity stocks, particularly CrowdStrike and Palo Alto Networks, highlights their critical role in the AI landscape, as companies increasingly recognize the need for robust cybersecurity measures amid rapid technological advancements. This shift is significant for investors as it indicates a long-term growth trajectory for these firms, driven by the ongoing demand for AI implementation and security.

Coca-Cola and GE Aerospace Reach New Stock Highs Amid Strong Financial Sector Performance

07/06/2026, 04:37 PM investing review consumer industrials General Electric JPMorgan Chase Citi CrowdStrike Holdings SpaceX Robinhood Coca-Cola Fortinet Palo Alto Networks Bank of America

The Dow Industrials closed above 53,000 for the first time, while SpaceX made its debut on the Nasdaq-100, indicating significant movements in both the tech and financial sectors that could influence investor sentiment.

Analysts BTIG highlight On Holding (ONON), Palo Alto Networks (PANW), and Capital One Financial (COF) as top stock picks for H2 2026

07/04/2026, 06:31 AM investing research Analysts: analysts, BTIG Capital One On Holding Palo Alto Networks

BTIG has identified key stocks expected to perform well in the second half of 2026, highlighting opportunities in various sectors despite recent market volatility. This analysis is crucial for investors looking to capitalize on potential growth areas.

Wall Street Sees Mixed Results as AI Beneficiaries Drive Cybersecurity Stocks Higher

07/03/2026, 09:36 AM economy review ai software FedEx Meta Platforms CrowdStrike Holdings Palo Alto Networks

The stock market experienced mixed results at the start of the third quarter, with the Dow reaching a record close while the Nasdaq faced losses, particularly in the semiconductor sector. This divergence highlights ongoing investor sentiment around AI and its implications for various sectors, particularly cybersecurity and cloud computing.

Midyear Scorecard: Palo Alto Networks (PANW) Leads with 85.1% Gain, While Nike (NKE) Declines 35.6%

07/01/2026, 10:36 AM economy review Amazon Eaton Palo Alto Networks Intel Corning Nike Starbucks

The midyear scorecard reveals significant stock performance shifts, with notable recoveries and declines among key holdings, highlighting the volatility and potential opportunities in the current market landscape for investors.

Palo Alto Networks (PANW) and CrowdStrike (CRWD) Achieve Record Quarterly Gains Amid Rising AI Cybersecurity Demand

06/30/2026, 01:36 PM economy review software ai CrowdStrike Holdings Palo Alto Networks

Palo Alto Networks and CrowdStrike have experienced unprecedented stock rallies of 113% and 95%, respectively, driven by heightened demand for cybersecurity solutions amid emerging AI threats. This surge highlights the critical role of cybersecurity in the evolving tech landscape.