Susquehanna Lowers Palo Alto Networks (NASDAQ:PANW) Price Target to $200.00

Palo Alto Networks (NASDAQ:PANW) had its price target cut by investment analysts at Susquehanna from $230.00 to $200.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm currently has a “positive” rating on the network technology company’s stock. Susquehanna’s price target points to a potential upside of 32.46% from the stock’s current price.

Several other analysts also recently weighed in on the company. TD Cowen boosted their price target on Palo Alto Networks from $230.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Piper Sandler reaffirmed an “overweight” rating and set a $265.00 target price (up previously from $230.00) on shares of Palo Alto Networks in a report on Monday, January 5th. Scotiabank cut their price target on shares of Palo Alto Networks from $228.00 to $180.00 and set a “sector outperform” rating on the stock in a report on Wednesday. Rosenblatt Securities restated a “buy” rating and set a $225.00 price objective on shares of Palo Alto Networks in a research note on Wednesday. Finally, Citigroup reaffirmed a “buy” rating on shares of Palo Alto Networks in a report on Monday, January 12th. Thirty-three analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $212.51.

Palo Alto Networks Stock Down 0.9%

PANW stock opened at $150.99 on Wednesday. The stock has a market capitalization of $105.24 billion, a PE ratio of 83.42, a price-to-earnings-growth ratio of 3.64 and a beta of 0.75. Palo Alto Networks has a 52 week low of $144.15 and a 52 week high of $223.61. The firm has a 50 day moving average of $179.46 and a 200 day moving average of $191.65.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results 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 during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The business’s quarterly revenue was up 14.9% on a year-over-year basis. During the same quarter last year, the company posted $0.81 earnings per share. 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. On average, equities research analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of the business’s 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 completion of the sale, the executive vice president owned 155,119 shares of the company’s stock, valued at $29,190,293.42. The trade was a 3.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Josh D. Paul sold 800 shares of Palo Alto Networks stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the sale, the chief accounting officer owned 46,005 shares in the company, valued at approximately $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 260,542 shares of company stock worth $49,910,995 in the last quarter. 1.40% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in Palo Alto Networks during the 4th quarter valued at about $1,415,364,000. Vanguard Group Inc. lifted its position in Palo Alto Networks by 4.1% during 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 in the last quarter. Bank of America Corp DE grew its holdings in shares of Palo Alto Networks by 11.9% in the fourth quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after purchasing an additional 2,065,776 shares during the period. ABN AMRO Bank N.V. acquired a new stake in Palo Alto Networks during the second quarter worth about $340,883,000. Finally, Victory Capital Management Inc. increased its holdings in shares of Palo Alto Networks by 108.3% during the 3rd quarter. Victory Capital Management Inc. now owns 2,467,692 shares of the network technology company’s stock worth $502,263,000 after buying an additional 1,282,738 shares during the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks News Summary

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.