Mizuho Cuts Palo Alto Networks (NASDAQ:PANW) Price Target to $205.00

Palo Alto Networks (NASDAQ:PANW) had its price target decreased by Mizuho from $220.00 to $205.00 in a research note issued to investors on Tuesday morning, Marketbeat.com reports. Mizuho currently has an outperform rating on the network technology company’s stock.

Other analysts also recently issued reports about the company. TD Cowen increased their price target on Palo Alto Networks from $230.00 to $255.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Bank of America lifted their target price on Palo Alto Networks from $215.00 to $240.00 and gave the company a “buy” rating in a research note on Monday, October 20th. Northland Securities lifted their price target on Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a report on Thursday, November 20th. Wolfe Research boosted their price objective on Palo Alto Networks from $225.00 to $250.00 and gave the stock an “outperform” rating in a research note on Monday, December 15th. Finally, Rosenblatt Securities reduced their price objective on Palo Alto Networks from $250.00 to $225.00 and set a “buy” rating for the company in a research note on Thursday, February 12th. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $212.51.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $150.99 on Tuesday. Palo Alto Networks has a 1-year low of $144.15 and a 1-year high of $223.61. The company has a market capitalization of $105.24 billion, a P/E ratio of 83.42, a PEG ratio of 3.64 and a beta of 0.75. The business has a 50 day moving average price of $179.46 and a 200 day moving average price of $191.65.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping analysts’ consensus estimates of $0.94 by $0.09. The firm had revenue of $2.59 billion during 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% compared to the same quarter last year. During the same quarter last year, the business 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. On average, research analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction 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 sale, the executive vice president 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 position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Josh D. Paul sold 800 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total transaction of $147,848.00. Following the sale, the chief accounting officer owned 46,005 shares in the company, valued at $8,502,184.05. This trade represents a 1.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 260,542 shares of company stock valued at $49,910,995. 1.40% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in the business. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks during the second quarter worth about $25,000. Steph & Co. boosted its holdings in Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after acquiring an additional 67 shares during the last quarter. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the 4th quarter valued at approximately $26,000. Whipplewood Advisors LLC lifted its position in shares of Palo Alto Networks by 6,400.0% in the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after purchasing an additional 128 shares during the period. Finally, Sittner & Nelson LLC increased its position in shares of Palo Alto Networks by 73.8% during the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after buying an additional 62 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: 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.

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.