Palo Alto Networks (NASDAQ:PANW) Price Target Lowered to $220.00 at New Street Research

Palo Alto Networks (NASDAQ:PANW) had its target price decreased by New Street Research from $240.00 to $220.00 in a research report issued on Thursday,MarketScreener reports. The firm currently has a “buy” rating on the network technology company’s stock. New Street Research’s target price points to a potential upside of 44.40% from the stock’s previous close.

A number of other equities analysts also recently commented on the stock. Oppenheimer reissued an “outperform” rating and issued a $245.00 price objective on shares of Palo Alto Networks in a research note on Thursday, November 20th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of Palo Alto Networks from $240.00 to $220.00 and set a “buy” rating for the company in a research report on Wednesday. Barclays set a $200.00 price objective on shares of Palo Alto Networks and gave the company an “overweight” rating in a report on Monday, February 9th. Citigroup reissued a “buy” rating on shares of Palo Alto Networks in a report on Thursday. Finally, DA Davidson set a $190.00 target price on shares of Palo Alto Networks and gave the company a “buy” rating in a research report on Wednesday. Thirty-three research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $213.54.

Palo Alto Networks Stock Down 6.8%

Shares of NASDAQ:PANW opened at $152.35 on Thursday. The firm has a fifty day simple moving average of $180.25 and a two-hundred day simple moving average of $191.93. The stock has a market capitalization of $106.19 billion, a P/E ratio of 84.17, a PEG ratio of 3.91 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.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 18.42% and a net margin of 12.96%.The company had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. During the same quarter last year, the business posted $0.81 earnings per share. The firm’s revenue was up 14.9% on a year-over-year basis. 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, analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current year.

Insider Activity

In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $188.18, for a total transaction of $940,900.00. Following the transaction, the executive vice president owned 155,119 shares in the company, valued at approximately $29,190,293.42. This represents a 3.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total transaction of $23,177,738.34. Following the completion of the sale, the executive vice president owned 327,645 shares of the company’s stock, valued at $62,878,351.95. This trade represents a 26.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Klingman & Associates LLC boosted its stake in Palo Alto Networks by 2.2% during the third quarter. Klingman & Associates LLC now owns 2,131 shares of the network technology company’s stock worth $434,000 after buying an additional 46 shares during the last quarter. Contravisory Investment Management Inc. raised its holdings in shares of Palo Alto Networks by 1.8% during the 3rd quarter. Contravisory Investment Management Inc. now owns 2,742 shares of the network technology company’s stock worth $558,000 after acquiring an additional 48 shares during the period. Mattern Wealth Management LLC boosted its position in shares of Palo Alto Networks by 2.9% during the 3rd quarter. Mattern Wealth Management LLC now owns 1,692 shares of the network technology company’s stock valued at $345,000 after acquiring an additional 48 shares during the last quarter. PTM Wealth Management LLC grew its holdings in shares of Palo Alto Networks by 4.0% in the third quarter. PTM Wealth Management LLC now owns 1,300 shares of the network technology company’s stock valued at $276,000 after purchasing an additional 50 shares during the period. Finally, Arlington Trust Co LLC increased its position in Palo Alto Networks by 4.8% during the third quarter. Arlington Trust Co LLC now owns 1,088 shares of the network technology company’s stock worth $222,000 after purchasing an additional 50 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Q2 results beat expectations — PANW reported stronger-than-expected revenue and EPS, showing continued subscription/ARR momentum. Palo Alto Networks Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Company raised full-year revenue outlook (to about $11.3B) and Next‑Gen Security ARR grew strongly, supporting the platformization thesis. Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Analysts and investors note a durable balance sheet and long-term platform opportunity; some view the pullback as a buy-the-dip if integration costs normalize. MarketBeat coverage of PANW
• Neutral Sentiment: CEO defended the company’s strategy amid AI/software weakness — management is positioning PANW as differentiated, but investor scrutiny on execution and margins remains. Palo Alto shares sink 8%, CEO defends cybersecurity’s position as AI hits software stocks
• Neutral Sentiment: Analyst reactions are mixed — while several firms reaffirmed buy ratings and high targets, many trimmed price targets in light of near-term profit pressure. MarketBeat analyst roundup
• Negative Sentiment: Management flagged higher integration and deal-related costs that trimmed profit guidance, triggering the largest immediate selling pressure. Reuters: Palo Alto shares fall as deal costs pile up amid AI security push
• Negative Sentiment: Industry/coverage pieces call out that the recent M&A spree is weighing on near-term margins and profit outlook, increasing execution risk. Investopedia: Deals Are Dragging on Its Profit Outlook
• Negative Sentiment: The announced Koi acquisition (agentic endpoint security) and other buys are viewed as strategic but also raised investor concerns about further integration costs and dilution. Zacks: PANW to Buy Koi

About Palo Alto Networks

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.