Ticker: PANW

Palo Alto Networks

Software Technology Software - Infrastructure
Price 342.82
Reco Hold Potential 74 Risk 61 Updated 2026-09-10

Forecast impact

positive
Target +16.4% target fill 85.9%
Reaction D5 +0.80% · D10 pending fresh confirmed · market trust
Impact Potential +6 · Risk -3 valid until 2026-10-02

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.

Fundamental metrics (experimental) Updated: 2026-09-07
EPS (TTM) — earnings per share for the last 12 months, $
0.46
Revenue QoQ — quarter-over-quarter revenue growth
13.6%
EPS surprise
4.3%
20d volatility
4.2%
AI recommendation changes
Date Before After Reason
2026-09-10 Sell Hold Strong growth but recent volatility raises concerns.
2026-09-03 Buy Sell Weak momentum and high risk overshadow potential growth.
2026-08-23 Hold Buy Strong growth, positive momentum, and solid earnings surprise.
Analyst forecasts
Date Analyst Action Target Price Then
2026-09-02 Goldman Sachs Target Raised 371 → 390 328.48
2026-09-02 Truist Financial Update — → 400 333.7485
2026-09-02 Deutsche Bank Target Raised 350 → 430 333.75
News Page 1 of 4
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Recent market volatility, driven by rising oil prices and inflation concerns, has impacted stock performance, with notable gains in some tech stocks while others faced significant declines. This situation highlights the importance of sector-specific dynamics in the current economic climate for investors.
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Analysts lowered Broadcom (AVGO) target price to $430 amid concerns despite strong AI revenue outlook

Investors are becoming cautious as rising oil prices and Treasury yields challenge the performance of major AI stocks, prompting portfolio adjustments towards more defensive positions. This shift reflects a growing concern over inflation and interest rate hikes, which could impact market dynamics.
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Analysts Jefferies highlight investment opportunities in software sector as stocks rebound nearly 40% since 'SaaSpocalypse'

The software sector has rebounded nearly 40% since its significant decline earlier this year, driven by a renewed interest in artificial intelligence and strong earnings from key companies. This recovery highlights the sector's resilience and presents investment opportunities in specific sub-sectors like data platforms and cybersecurity.
Palo Alto Networks

Palo Alto Networks CEO Nikesh Arora Highlights $1 Trillion Cybersecurity Infrastructure Needs Overhaul for AI Readiness

Palo Alto Networks' CEO highlighted the urgent need for companies to modernize their cybersecurity infrastructure, estimated at $1 trillion, to effectively combat AI-driven threats. This shift is expected to significantly benefit the cybersecurity sector, including Palo Alto, as businesses adapt to new vulnerabilities.