Rosenblatt Securities Reaffirms “Buy” Rating for Palo Alto Networks (NASDAQ:PANW)

Palo Alto Networks (NASDAQ:PANW)‘s stock had its “buy” rating reiterated by stock analysts at Rosenblatt Securities in a research report issued to clients and investors on Wednesday,Benzinga reports. They presently have a $225.00 target price on the network technology company’s stock. Rosenblatt Securities’ price target would suggest a potential upside of 49.02% from the company’s previous close.

A number of other equities research analysts have also weighed in on PANW. Royal Bank Of Canada set a $220.00 price objective on shares of Palo Alto Networks in a report on Wednesday, February 11th. Citigroup reissued a “buy” rating on shares of Palo Alto Networks in a research note on Monday, January 12th. Wedbush reaffirmed an “outperform” rating and set a $225.00 price objective on shares of Palo Alto Networks in a research note on Thursday, November 20th. Jefferies Financial Group reiterated a “buy” rating on shares of Palo Alto Networks in a report on Wednesday, February 4th. Finally, UBS Group set a $215.00 target price on Palo Alto Networks and gave the company a “neutral” rating in a report on Tuesday, January 13th. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $212.51.

Palo Alto Networks Stock Down 0.9%

Shares of NASDAQ:PANW opened at $150.99 on Wednesday. Palo Alto Networks has a twelve month low of $144.15 and a twelve month high of $223.61. The firm has a market capitalization of $105.24 billion, a PE ratio of 83.42, a P/E/G ratio of 3.64 and a beta of 0.75. The company has a 50-day moving average price of $179.46 and a two-hundred day moving average price of $191.65.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.94 by $0.09. The business had revenue of $2.59 billion for the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The firm’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.81 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. Analysts anticipate that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Insider Transactions at Palo Alto Networks

In other news, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the sale, the director owned 75,184 shares in the company, valued at approximately $14,685,690.72. The trade was a 14.26% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the transaction, the executive vice president directly owned 155,119 shares of the company’s stock, valued at approximately $29,190,293.42. This trade represents a 3.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 260,542 shares of company stock worth $49,910,995. Corporate insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

A number of institutional investors have recently modified their holdings of PANW. Vanguard Group Inc. raised its holdings in Palo Alto Networks by 4.1% in the fourth quarter. Vanguard Group Inc. now owns 67,929,063 shares of the network technology company’s stock worth $12,512,533,000 after buying an additional 2,659,100 shares during the last quarter. State Street Corp boosted its stake in Palo Alto Networks by 2.0% during the 4th quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock valued at $5,587,100,000 after purchasing an additional 594,789 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Palo Alto Networks by 11.9% in the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock worth $3,568,964,000 after purchasing an additional 2,065,776 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Palo Alto Networks by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock worth $2,934,935,000 after purchasing an additional 540,756 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Palo Alto Networks during the fourth quarter valued at $1,415,364,000. 79.82% of the stock is owned by hedge funds and other institutional investors.

Key Palo Alto Networks News

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

• Positive Sentiment: Q2 results beat expectations—revenue grew ~15% and ARR/RPO metrics point to ongoing subscription momentum; revenue guidance was raised, supporting longer‑term growth thesis. Read More.
• Positive Sentiment: MarketBeat and other commentary frame the pullback as a “buy‑the‑dip” opportunity given a strong balance sheet, high institutional ownership and the company’s platform positioning in cybersecurity. Read More.
• Neutral Sentiment: Palo Alto announced an offer to purchase CyberArk convertible notes as part of closing the CyberArk acquisition—a financing/cleanup step that facilitates the deal but also highlights the scale of transaction activity. Read More.
• Positive Sentiment: Palo Alto is buying Koi to bolster AI/agentic endpoint security—adds product capabilities that could drive medium‑term ARR expansion. Read More.
• Negative Sentiment: Analysts cut price targets and flagged margin pressure from deal/integration costs—HSBC sharply cut its PT to $114, and multiple firms trimmed targets, fueling downward pressure on the stock. Read More.
• Negative Sentiment: Company trimmed FY profit outlook citing higher integration and deal costs (CyberArk and other acquisitions); coverage highlights this as the main reason for the sell‑off. Read More. and Read More.
• Negative Sentiment: Unusual options activity—traders bought ~174,264 put options (≈399% above average put volume), suggesting elevated hedging or bearish positioning into the post‑earnings period.
• Negative Sentiment: Short‑term price action shows sizable intraday declines and commentary that the strong earnings were “priced in,” amplifying selling after guidance/profit warnings. Read More.

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.