Rosenblatt Securities Issues Positive Forecast for Palo Alto Networks (NASDAQ:PANW) Stock Price

Palo Alto Networks (NASDAQ:PANW) had its price target lifted by research analysts at Rosenblatt Securities from $355.00 to $415.00 in a research note issued to investors on Wednesday, Benzinga reports. The brokerage presently has a “buy” rating on the network technology company’s stock. Rosenblatt Securities’ price target would indicate a potential upside of 14.61% from the stock’s current price.

A number of other brokerages have also recently issued reports on PANW. TD Cowen lifted their price objective on shares of Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a report on Monday, August 17th. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $475.00 price target (up from $420.00) on shares of Palo Alto Networks in a research report on Monday, August 17th. Citizens Jmp lifted their price target on Palo Alto Networks from $320.00 to $415.00 and gave the company a “market outperform” rating in a research note on Wednesday, August 12th. Wolfe Research reissued an “outperform” rating and set a $320.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Citigroup reissued a “market outperform” rating on shares of Palo Alto Networks in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $372.73.

Palo Alto Networks Price Performance

Shares of PANW opened at $362.09 on Wednesday. Palo Alto Networks has a 12-month low of $139.57 and a 12-month high of $398.88. The business’s fifty day moving average is $347.96 and its 200 day moving average is $251.94. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04. The stock has a market cap of $295.10 billion, a P/E ratio of 296.80, a P/E/G ratio of 12.08 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.35 billion. During the same quarter last year, the firm posted $0.95 EPS. Palo Alto Networks’s revenue was up 34.5% compared to the same quarter last year. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. Sell-side analysts anticipate that Palo Alto Networks will post 2.01 earnings per share for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the transaction, the executive vice president owned 145,250 shares in the company, valued at $42,058,590. This represents a 3.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the sale, the director directly owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 37,735 shares of company stock valued at $10,814,266 in the last ninety days. Insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Palo Alto Networks

Several institutional investors have recently added to or reduced their stakes in PANW. Brighton Jones LLC raised its position in Palo Alto Networks by 147.7% in the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after acquiring an additional 4,031 shares during the period. Bison Wealth LLC grew its position in shares of Palo Alto Networks by 169.1% during the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after acquiring an additional 3,275 shares during the period. Sivia Capital Partners LLC grew its position in shares of Palo Alto Networks by 66.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after acquiring an additional 1,389 shares during the period. Osterweis Capital Management Inc. increased its stake in shares of Palo Alto Networks by 11,100.0% during the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after purchasing an additional 555 shares during the last quarter. Finally, Main Street Financial Solutions LLC raised its holdings in shares of Palo Alto Networks by 6.0% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $900,000 after purchasing an additional 249 shares during the period. Institutional investors own 79.82% of the company’s stock.

Key Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Quarterly results exceeded expectations. Revenue rose 34.5% year over year to $3.41 billion, ahead of the $3.35 billion consensus estimate, while adjusted earnings of $1.02 per share topped expectations of $0.98 and increased from $0.95 a year earlier. Palo Alto Networks beats quarterly earnings estimates, acquires AI platform Console
• Positive Sentiment: Management issued above-consensus guidance. Fiscal 2027 revenue is projected at $14.1 billion to $14.2 billion, representing approximately 23%–24% growth and exceeding the $13.8 billion analyst estimate. First-quarter revenue guidance of about $3.3 billion also came in above expectations. Palo Alto Projects Double-Digit Growth as AI Drives Cybersecurity Spending
• Positive Sentiment: AI is supporting long-term demand. CEO Nikesh Arora said roughly $1 trillion of aging cybersecurity infrastructure is not ready for AI-driven attacks, potentially extending the company’s growth runway. Palo Alto also acquired Console, an AI-native platform intended to strengthen agentic security workflows. Palo Alto CEO says $1 trillion of cybersecurity infrastructure isn’t ready for AI
• Positive Sentiment: Analyst sentiment improved. Scotiabank raised its price target to $430 from $320 and assigned a “sector outperform” rating, implying meaningful upside based on the cited reference price. Scotiabank Forecasts Strong Price Appreciation for Palo Alto Networks Stock

Palo Alto Networks Company Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next?generation firewalls as a core on?premises capability, alongside cloud?delivered security services and software for securing public and private clouds.