Simbolo: PANW

Palo Alto Networks

Software Tecnologia Software infrastrutturale

Prezzo 330.65

Racc. Mantieni Potenziale 71 Rischio 64 Aggiornato 2026-09-12

Sito ufficiale

Impatto della previsione

positivo

Target +17.9% raggiungimento target 84.8%

Reazione D5 +0.80% · D10 in sospeso recente confermato · fiducia mercato

Impatto Potenziale +6 · Rischio -3 valido fino a 2026-10-02

Traccia in portafoglio

Grafico prezzo

Raccomandazione AI Previsione analista Evento calendario Segnale positivo Segnale negativo Neutrale / aggiornamento Mantieni / informativo B Il mio acquisto S La mia vendita

Descrizione

Società e modello di business

Palo Alto Networks è un'azienda di cybersecurity che fornisce soluzioni di sicurezza avanzate per le imprese, concentrandosi sulla prevenzione delle minacce informatiche. I suoi prodotti principali includono firewall di nuova generazione, sicurezza cloud e protezione degli endpoint. L'azienda opera principalmente nel settore tecnologico, con segmenti di business principali che comprendono la sicurezza della rete, la sicurezza cloud e le operazioni di sicurezza. Le principali fonti di entrate derivano da servizi in abbonamento e licenze software.

Profilo di investimento

Il profilo di investimento di Palo Alto Networks è più allineato con gli investitori orientati alla crescita, data la sua attenzione all'espansione delle soluzioni di cybersecurity e all'aumento delle entrate. L'azienda mostra potenziale di apprezzamento del capitale, attirando coloro che cercano guadagni a lungo termine. Tuttavia, non offre dividendi, rendendola meno adatta per gli investitori focalizzati sul reddito.

Categoria: Software Settore: Tecnologia Industria: Software infrastrutturale Stile di investimento: Crescita Orizzonte: Medio termine Tipo di società: Leader di mercato Esperienza: Base

Metriche fondamentali (sperimentale) Aggiornato: 2026-09-07

EPS (TTM) — utile per azione degli ultimi 12 mesi, $: 0.46
Ricavi QoQ — crescita dei ricavi trimestre su trimestre: 13.6%
Sorpresa EPS: 4.3%
Volatilità 20g: 4.2%

Cambiamenti di raccomandazione AI

Data	Prima	Dopo	Motivo
2026-09-10	Vendi	Mantieni	Strong growth but recent volatility raises concerns.
2026-09-03	Compra	Vendi	Weak momentum and high risk overshadow potential growth.
2026-08-23	Mantieni	Compra	Strong growth, positive momentum, and solid earnings surprise.
2026-08-21	Compra	Mantieni	Strong growth but high volatility and uncertainty persist.
2026-07-31	Mantieni	Compra	Strong growth and positive momentum support bullish outlook.
2026-07-27	Compra	Mantieni	Strong growth but high volatility and uncertainty persist.
2026-06-11	Mantieni	Compra	Strong growth and positive momentum support bullish outlook.
2026-05-30	Compra	Mantieni	Strong momentum and solid earnings growth support bullish outlook.
2026-05-22	Mantieni	Compra	Strong momentum and solid earnings growth support investment.
2026-05-08	—	Mantieni	Strong momentum and positive earnings surprise support growth.
2026-05-05	Mantieni	Compra	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	Vendi	Mantieni	Компания демонстрирует положительную динамику в краткосрочной перспективе, однако долгосрочные показатели показывают снижение. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-04-11	Mantieni	Vendi	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	Vendi	Mantieni	Компания демонстрирует положительные результаты по выручке и неожиданным доходам, однако недавнее снижение цены акций и высокая волатильность указывают на значительные риски.
2026-02-22	Mantieni	Vendi	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	Vendi	Mantieni	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	Mantieni	Vendi	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	Vendi	Mantieni	Компания демонстрирует волатильность на рынке, с недавним снижением цен. Рекомендуется удерживать акции до получения более ясных сигналов о восстановлении.
2026-01-30	Mantieni	Vendi	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

Previsioni analisti

Data	Analista	Action	Target	Prezzo allora
2026-09-02	Goldman Sachs	Target alzato	371 → 390	328.48
2026-09-02	Truist Financial	Aggiorna	— → 400	333.7485
2026-09-02	Deutsche Bank	Target alzato	350 → 430	333.75
2026-09-02	Stephens	Target alzato	370 → 400	334.11
2026-09-02	Northland Securities	Target alzato	297 → 360	333.4
2026-09-02	D.A. Davidson	Target alzato	345 → 420	331.0899
2026-09-02	RBC Capital	Target alzato	434 → 475	329.645
2026-09-02	Roth Capital	Target alzato	210 → 300	330.465
2026-09-02	Susquehanna	Target alzato	350 → 415	362.09
2026-09-02	Rosenblatt Securities	Target alzato	— → 415	330.805
2026-08-31	Scotiabank	Target alzato	320 → 430	380.565
2026-08-28	Jefferies	Target alzato	335 → 450	382.85
2026-08-20	BMO Capital	Target alzato	335 → 415	356.96
2026-08-19	UBS	Target alzato	300 → 390	353.78
2026-08-19	Mizuho Securities	Target alzato	305 → 415	374.14
2026-08-19	Truist Financial	Target alzato	375 → 435	374.14
2026-08-19	Cantor Fitzgerald	Target alzato	— → 425	374.14
2026-08-19	Stifel Nicolaus	Target alzato	— → 415	374.14
2026-08-18	New Street	Aggiorna	— → 415	375.76
2026-08-17	Wells Fargo	Target alzato	420 → 475	384.27
2026-08-17	Morgan Stanley	Target alzato	— → 400	384.27
2026-08-14	RBC Capital	Target alzato	330 → 434	396
2026-08-04	Oppenheimer	Target alzato	350 → 400	347.13
2026-07-21	Argus Research	Target alzato	320 → 425	338.22
2026-07-21	Morgan Stanley	Target alzato	— → 387	338.73
2026-07-16	Capital One Financial	Rating migliorato	— → 421	354.02
2026-07-15	Tigress Financial	Target alzato	— → 430	355.8875
2026-07-08	Evercore ISI	Target alzato	— → 415	320.5803
2026-07-08	Evercore ISI	Target abbassato	375 → 320	318.655
2026-07-07	Needham	Target alzato	— → 425	357.53
2026-07-01	BTIG	Target alzato	333 → 380	341.02
2026-07-01	Wells Fargo	Aggiorna	— → 420	341.02
2026-06-03	Goldman Sachs	Target alzato	224 → 330	280.43
2026-06-03	Northland Securities	Target alzato	190 → 302	282.42
2026-06-03	RBC Capital	Target alzato	255 → 330	282.2
2026-06-03	FBN Securities	Target alzato	— → 330	280.9997
2026-06-03	Mizuho Securities	Target alzato	265 → 305	281.44
2026-06-03	Wolfe Research	Target alzato	275 → 320	297.18
2026-06-03	BMO Capital	Target alzato	270 → 335	297.18
2026-06-03	Oppenheimer	Target alzato	275 → 350	297.18
2026-06-03	Susquehanna	Target alzato	200 → 350	297.18
2026-06-03	Wedbush	Target alzato	300 → 340	297.18
2026-06-01	Robert W. Baird	Target alzato	265 → 300	281.69
2026-05-29	Jefferies	Target alzato	265 → 300	257.77
2026-05-27	Wedbush	Target alzato	225 → 300	249.7
2026-05-27	Berenberg Bank	Target alzato	215 → 290	256.75
2026-05-20	Morgan Stanley	Target alzato	223 → 253	242.12
2026-05-20	Cantor Fitzgerald	Target alzato	220 → 285	240.13
2026-05-20	Stifel Nicolaus	Target alzato	185 → 275	240.13
2026-05-19	Truist Financial	Target alzato	200 → 275	247.55
2026-05-15	RBC Capital	Target alzato	220 → 255	234.938
2026-05-15	Oppenheimer	Target alzato	245 → 275	238.21
2026-05-14	Jefferies	Target alzato	215 → 265	227.79
2026-05-11	Barclays	Target alzato	200 → 220	207.88

Notizie Pagina 4 di 4

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.