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Ticker: PANW

Palo Alto Networks

Software Technology Software - Infrastructure
Price 338.49
Reco Hold Potential 74 Risk 61 Updated 2026-09-10
Official website

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.

Category: Software Sector: Technology Industry: Software - Infrastructure Investment style: Growth Horizon: Medium-term Company type: Market Leader Experience: Basic
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 3 of 4
CrowdStrike Holdings Goldman Sachs Amazon Microsoft IBM Wells Fargo Palo Alto Networks Salesforce Apple

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.
FedEx Meta Platforms CrowdStrike Holdings Palo Alto Networks Intel Apple

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.
CrowdStrike Holdings Palo Alto Networks

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.
FedEx Meta Platforms CrowdStrike Holdings Palo Alto Networks

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.