Símbolo: PANW

Palo Alto Networks

Software Tecnologia Software - infraestrutura

Preço 319.00

Rec. Manter Potencial 75 Risco 59 Atualizado 2026-07-27

Site oficial

Impacto da previsão

positivo

Alvo +33.9% preenchimento do alvo 74.7%

Reação D5 -3.02% · D10 pendente confiança do mercado

Impacto Potencial +3 · Risco -1 válido até 2026-08-20

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Recomendação da IA Previsão do analista Evento de calendário Sinal positivo Sinal negativo Neutro / atualização Manter / informativo B Minha compra S Minha venda

Descrição

Empresa e modelo de negócios

A Palo Alto Networks é uma empresa de cibersegurança que fornece soluções de segurança avançadas para empresas, com foco na prevenção de ameaças cibernéticas. Seus produtos principais incluem firewalls de próxima geração, segurança em nuvem e proteção de endpoints. A empresa opera principalmente no setor de tecnologia, com segmentos de negócios importantes que abrangem segurança de rede, segurança em nuvem e operações de segurança. As principais fontes de receita são derivadas de serviços de assinatura e licenças de software.

Perfil de investimento

O perfil de investimento da Palo Alto Networks está mais alinhado com investidores de crescimento, dado seu foco na expansão de soluções de cibersegurança e aumento de receita. A empresa mostra potencial para valorização de capital, atraindo aqueles que buscam ganhos de longo prazo. No entanto, não oferece dividendos, tornando-a menos adequada para investidores focados em renda.

Categoria: Software Setor: Tecnologia Indústria: Software - infraestrutura Estilo de investimento: Crescimento Horizonte: Médio prazo Tipo de empresa: Líder de mercado Experiência: Básico

Métricas fundamentais (experimental) Atualizado: 2026-07-24

EPS (TTM) — lucro por ação dos últimos 12 meses, $: 1.19
Receita QoQ — crescimento da receita trimestre contra trimestre: 15.7%
Surpresa de EPS: 7.2%
Volatilidade 20d: 3.1%

Mudanças na recomendação da IA

Data	Antes	Depois	Motivo
2026-07-27	Comprar	Manter	Strong growth but high volatility and uncertainty persist.
2026-06-11	Manter	Comprar	Strong growth and positive momentum support bullish outlook.
2026-05-30	Comprar	Manter	Strong momentum and solid earnings growth support bullish outlook.
2026-05-22	Manter	Comprar	Strong momentum and solid earnings growth support investment.
2026-05-08	—	Manter	Strong momentum and positive earnings surprise support growth.
2026-05-05	Manter	Comprar	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	Vender	Manter	Компания демонстрирует положительную динамику в краткосрочной перспективе, однако долгосрочные показатели показывают снижение. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-04-11	Manter	Vender	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	Vender	Manter	Компания демонстрирует положительные результаты по выручке и неожиданным доходам, однако недавнее снижение цены акций и высокая волатильность указывают на значительные риски.
2026-02-22	Manter	Vender	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	Vender	Manter	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	Manter	Vender	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	Vender	Manter	Компания демонстрирует волатильность на рынке, с недавним снижением цен. Рекомендуется удерживать акции до получения более ясных сигналов о восстановлении.
2026-01-30	Manter	Vender	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

Previsões de analistas

Data	Analista	Action	Alvo	Preço na época
2026-07-21	Argus Research	Preço-alvo elevado	320 → 425	338.22
2026-07-21	Morgan Stanley	Preço-alvo elevado	— → 387	338.73
2026-07-16	Capital One Financial	Rating elevado	— → 421	354.02
2026-07-15	Tigress Financial	Preço-alvo elevado	— → 430	355.8875
2026-07-08	Evercore ISI	Preço-alvo elevado	— → 415	320.5803
2026-07-08	Evercore ISI	Preço-alvo reduzido	375 → 320	318.655
2026-07-07	Needham	Preço-alvo elevado	— → 425	357.53
2026-07-01	BTIG	Preço-alvo elevado	333 → 380	341.02
2026-07-01	Wells Fargo	Atualizar	— → 420	341.02
2026-06-03	Goldman Sachs	Preço-alvo elevado	224 → 330	280.43
2026-06-03	Northland Securities	Preço-alvo elevado	190 → 302	282.42
2026-06-03	RBC Capital	Preço-alvo elevado	255 → 330	282.2
2026-06-03	FBN Securities	Preço-alvo elevado	— → 330	280.9997
2026-06-03	Mizuho Securities	Preço-alvo elevado	265 → 305	281.44
2026-06-03	Wolfe Research	Preço-alvo elevado	275 → 320	297.18
2026-06-03	BMO Capital	Preço-alvo elevado	270 → 335	297.18
2026-06-03	Oppenheimer	Preço-alvo elevado	275 → 350	297.18
2026-06-03	Susquehanna	Preço-alvo elevado	200 → 350	297.18
2026-06-03	Wedbush	Preço-alvo elevado	300 → 340	297.18
2026-06-01	Robert W. Baird	Preço-alvo elevado	265 → 300	281.69
2026-05-29	Jefferies	Preço-alvo elevado	265 → 300	257.77
2026-05-27	Wedbush	Preço-alvo elevado	225 → 300	249.7
2026-05-27	Berenberg Bank	Preço-alvo elevado	215 → 290	256.75
2026-05-20	Morgan Stanley	Preço-alvo elevado	223 → 253	242.12
2026-05-20	Cantor Fitzgerald	Preço-alvo elevado	220 → 285	240.13
2026-05-20	Stifel Nicolaus	Preço-alvo elevado	185 → 275	240.13
2026-05-19	Truist Financial	Preço-alvo elevado	200 → 275	247.55
2026-05-15	RBC Capital	Preço-alvo elevado	220 → 255	234.938
2026-05-15	Oppenheimer	Preço-alvo elevado	245 → 275	238.21
2026-05-14	Jefferies	Preço-alvo elevado	215 → 265	227.79
2026-05-11	Barclays	Preço-alvo elevado	200 → 220	207.88

Notícias Página 2 de 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.