Palo Alto Networks (NASDAQ:PANW) Stock Price Expected to Rise, Rosenblatt Securities Analyst Says

Palo Alto Networks (NASDAQ:PANW) had its price objective upped by investment analysts at Rosenblatt Securities from $225.00 to $250.00 in a report issued on Tuesday,Benzinga reports. The brokerage presently has a “buy” rating on the network technology company’s stock. Rosenblatt Securities’ price objective points to a potential upside of 25.06% from the company’s current price.

PANW has been the subject of several other research reports. Scotiabank boosted their target price on Palo Alto Networks from $225.00 to $228.00 and gave the stock a “sector outperform” rating in a research note on Tuesday, August 19th. JMP Securities upped their price objective on shares of Palo Alto Networks from $212.00 to $250.00 and gave the stock a “market outperform” rating in a research report on Monday, October 27th. Wedbush reissued an “outperform” rating and issued a $225.00 price objective on shares of Palo Alto Networks in a research note on Monday, September 15th. Royal Bank Of Canada upped their price target on shares of Palo Alto Networks from $232.00 to $250.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Finally, Oppenheimer raised their price objective on Palo Alto Networks from $225.00 to $245.00 and gave the company an “outperform” rating in a report on Friday, October 17th. Twenty-nine analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $224.14.

Palo Alto Networks Price Performance

Shares of PANW opened at $199.90 on Tuesday. The firm has a 50 day simple moving average of $209.31 and a two-hundred day simple moving average of $197.43. Palo Alto Networks has a one year low of $144.15 and a one year high of $223.61. The company has a market cap of $136.73 billion, a P/E ratio of 124.55, a P/E/G ratio of 4.78 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Wednesday, November 19th. The network technology company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.04. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same quarter last year, the company posted $1.56 EPS. The company’s revenue for the quarter was up 15.7% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.800-3.900 EPS. Q2 2026 guidance at 0.930-0.950 EPS. On average, analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Lee Klarich sold 120,774 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $217.94, for a total value of $26,321,485.56. Following the transaction, the executive vice president owned 356,409 shares in the company, valued at $77,675,777.46. The trade was a 25.31% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the sale, the executive vice president directly owned 96,135 shares in the company, valued at $19,629,805.65. This trade represents a 4.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,215,130 shares of company stock valued at $249,031,488. Insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

Several institutional investors and hedge funds have recently made changes to their positions in PANW. Vanguard Group Inc. boosted its holdings in shares of Palo Alto Networks by 2.0% during the 3rd quarter. Vanguard Group Inc. now owns 65,269,963 shares of the network technology company’s stock worth $13,290,270,000 after buying an additional 1,253,589 shares in the last quarter. State Street Corp increased its stake in shares of Palo Alto Networks by 1.7% in the 3rd quarter. State Street Corp now owns 29,736,916 shares of the network technology company’s stock valued at $6,055,031,000 after acquiring an additional 505,924 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of Palo Alto Networks by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 15,174,029 shares of the network technology company’s stock valued at $3,093,262,000 after acquiring an additional 169,055 shares during the period. Northern Trust Corp boosted its stake in Palo Alto Networks by 0.5% during the third quarter. Northern Trust Corp now owns 7,528,248 shares of the network technology company’s stock worth $1,532,902,000 after acquiring an additional 36,511 shares in the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings in Palo Alto Networks by 41.9% in the first quarter. Goldman Sachs Group Inc. now owns 7,235,406 shares of the network technology company’s stock worth $1,234,650,000 after purchasing an additional 2,134,735 shares during the period. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Company Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.