Ticker: PANW

Palo Alto Networks

Software Technology Software - Infrastructure
Price 338.49
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 2 of 4
CrowdStrike Holdings Microsoft Okta Palo Alto Networks

'We Have a Limited Window': 116 Companies, Including OpenAI and Microsoft, Urge Enhanced Cybersecurity Measures in AI Era

A coalition of 116 companies, including OpenAI and Microsoft, has called for urgent action to enhance cybersecurity measures in light of rising threats from artificial intelligence. This initiative highlights the growing recognition of cybersecurity's importance in the tech landscape.
CrowdStrike Holdings SpaceX Boeing Nvidia Archer Aviation (ACHR) Palo Alto Networks Intel

Analysts Goldman Sachs highlight Nvidia’s (NVDA) push to turn chips into investable assets through new financing agreements

Goldman Sachs' insights and recent market movements highlight significant developments in the stock market, particularly in sectors like cybersecurity and energy, which could influence investor strategies.
CrowdStrike Holdings Palo Alto Networks

Analysts BTIG raised price targets for CrowdStrike (CRWD) to $237 and Palo Alto Networks (PANW) to $380 following insights from the Black Hat conference on AI threats

CrowdStrike and Palo Alto Networks saw their stock prices rise over 5% following the Black Hat conference, driven by increased demand for AI-driven cybersecurity solutions as companies seek to combat evolving threats.
iShares Semiconductor ETF Advanced Micro Devices CrowdStrike Holdings Nvidia Palo Alto Networks Intel Corning

AI Stocks Rebound as Dow Jones and S&P 500 Reach Record Highs Amid Weak Jobs Report

This week saw a significant rebound in AI stocks, driven by a weak jobs report that eased interest rate concerns and a recovery in semiconductor stocks following forced selling from a hedge fund liquidation. The overall market responded positively, with major indices reaching record highs.
Advanced Micro Devices CrowdStrike Holdings TJX Nvidia Burlington Stores Ross Stores Palo Alto Networks Intel

Jim Cramer Advocates for Multiple Winners in AI Market, Dismisses Winner-Take-All Mentality

Jim Cramer emphasizes that the stock market should not be viewed as a winner-take-all scenario, particularly in sectors like artificial intelligence, where multiple companies can thrive simultaneously. This perspective is crucial for investors as it highlights opportunities across various competitive landscapes.