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 2 of 2

Analysts Jefferies highlight challenges for CrowdStrike (CRWD) and Palo Alto Networks (PANW) despite AI-driven optimism

06/05/2026, 01:34 PM economy review Analysts: analysts, Jefferies ai software CrowdStrike Holdings Palo Alto Networks

The recent earnings reports from CrowdStrike and Palo Alto Networks highlight the challenges facing cybersecurity firms despite the optimism generated by Anthropic's Mythos model. Investors are reminded that while AI advancements are promising, tangible benefits may take time to materialize.

Analysts maintain bullish outlook on CrowdStrike (CRWD), Broadcom (AVGO), and Palo Alto Networks (PANW) despite recent sell-offs

06/04/2026, 09:31 AM economy review Analysts: analysts CrowdStrike Holdings Palo Alto Networks Broadcom

Despite recent declines in the stocks of CrowdStrike, Broadcom, and Palo Alto Networks following their earnings reports, analysts remain optimistic about their long-term potential, emphasizing that these sell-offs are not indicative of deteriorating fundamentals.

Stocks Making Significant Moves Premarket: Blackstone, Marvell Technology, Palo Alto Networks, and Others

06/03/2026, 05:31 AM business review Marvell Technology Macy's Blackstone Cboe Global Markets Shake Shack Ollie's Bargain Outlet GitLab Ulta Beauty Palo Alto Networks GameStop

Premarket trading saw significant movements among various companies, particularly in the private equity sector, where firms like Blackstone and KKR experienced declines following news of capped withdrawals from a Partners Group fund. In contrast, companies like Marvell Technology and GameStop reported strong earnings, leading to notable stock increases.

Palo Alto Networks CEO reports increased customer meeting requests due to AI security concerns

06/02/2026, 04:31 PM economy growth Palo Alto Networks

Palo Alto Networks has experienced a significant increase in customer meeting requests, driven by rising concerns over AI-related security threats. This surge highlights the growing demand for cybersecurity solutions in the face of evolving technological risks.

Palo Alto Networks (PANW) Shares Surge 12% Following Earnings Beat and Positive Guidance

06/02/2026, 01:32 PM economy stock_growth ai software Palo Alto Networks

Palo Alto Networks reported better-than-expected fiscal third-quarter results, driven by increased demand for cybersecurity tools amid rising AI threats, leading to a 10% surge in its stock price. The company also raised its revenue guidance for the fourth quarter and full year, indicating strong future performance.

Software Stocks Surge Back, Led by Cybersecurity ETFs Amid AI Demand

06/02/2026, 04:33 AM investing review software ai CrowdStrike Holdings iShares Expanded Tech-Software ETF Palo Alto Networks

Software stocks are rebounding significantly, recovering from a previous downturn and marking a positive year-to-date performance for the iShares Expanded Tech-Software Sector ETF (IGV). This resurgence is particularly driven by strong gains in cybersecurity stocks, which may indicate increased demand linked to artificial intelligence advancements.