Rosenblatt Securities Increases Palo Alto Networks (NASDAQ:PANW) Price Target to $355.00

Palo Alto Networks (NASDAQ:PANW) had its price objective upped by equities researchers at Rosenblatt Securities from $275.00 to $355.00 in a report released on Wednesday,MarketScreener reports. The brokerage currently has a “buy” rating on the network technology company’s stock. Rosenblatt Securities’ price objective would indicate a potential upside of 19.46% from the company’s current price.

Several other equities research analysts have also recently commented on the company. Arete Research raised Palo Alto Networks from a “sell” rating to a “buy” rating and set a $185.00 target price on the stock in a report on Tuesday, March 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Palo Alto Networks in a report on Friday, May 22nd. Capital One Financial lifted their price objective on shares of Palo Alto Networks from $168.00 to $248.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 19th. Piper Sandler reissued an “overweight” rating and issued a $345.00 price objective on shares of Palo Alto Networks in a research note on Wednesday. Finally, HSBC lowered their target price on Palo Alto Networks from $157.00 to $114.00 in a research note on Thursday, February 19th. One analyst has rated the stock with a Strong Buy rating, thirty-six have given a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $283.02.

Palo Alto Networks Trading Down 1.1%

PANW stock opened at $297.18 on Wednesday. The stock’s 50 day simple moving average is $195.20 and its 200 day simple moving average is $184.31. Palo Alto Networks has a 12-month low of $139.57 and a 12-month high of $302.95. The firm has a market cap of $242.50 billion, a P/E ratio of 164.19, a P/E/G ratio of 10.83 and a beta of 0.94.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.Palo Alto Networks’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.37 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, research analysts forecast that Palo Alto Networks will post 2.14 EPS for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CEO Nikesh Arora purchased 68,085 shares of the business’s stock in a transaction on Friday, March 27th. The stock was purchased at an average price of $146.87 per share, for a total transaction of $9,999,643.95. Following the completion of the purchase, the chief executive officer directly owned 343,394 shares in the company, valued at approximately $50,434,276.78. This trade represents a 24.73% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director James J. Goetz sold 22,684 shares of the company’s stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $164.41, for a total value of $3,729,476.44. Following the completion of the sale, the director owned 52,500 shares in the company, valued at approximately $8,631,525. This represents a 30.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 94,760 shares of company stock worth $21,660,063 in the last ninety days. Company insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

A number of institutional investors and hedge funds have recently made changes to their positions in PANW. Norges Bank bought a new position in Palo Alto Networks in the fourth quarter valued at approximately $1,415,364,000. Bank of America Corp DE boosted its position in shares of Palo Alto Networks by 16.0% in the 1st quarter. Bank of America Corp DE now owns 22,476,753 shares of the network technology company’s stock worth $3,603,473,000 after purchasing an additional 3,101,267 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of 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 purchasing an additional 2,659,100 shares during the period. Harel Insurance Investments & Financial Services Ltd. lifted its stake in Palo Alto Networks by 1,665.1% in the first quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,761,909 shares of the network technology company’s stock valued at $442,788,000 after buying an additional 2,605,433 shares during the period. Finally, Amundi grew its holdings in Palo Alto Networks by 67.1% during the first quarter. Amundi now owns 6,297,833 shares of the network technology company’s stock valued at $1,009,669,000 after purchasing an additional 2,528,299 shares during the period. Institutional investors own 79.82% of the company’s stock.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Palo Alto Networks delivered a solid earnings beat, reporting EPS of $0.85 versus $0.79 expected on revenue of $3.0 billion versus $2.94 billion expected, with sales up 31.1% year over year. Article Title
• Positive Sentiment: Management lifted FY2026 and Q4 guidance above Wall Street forecasts, signaling stronger demand and better profitability ahead. Article Title
• Positive Sentiment: CEO Nikesh Arora said AI-related security concerns are driving more customer meetings and broader enterprise interest in Palo Alto’s platform, which supports the bull case for long-term growth. Article Title
• Positive Sentiment: Analysts turned more constructive after the results, with multiple firms raising price targets, including Needham, DA Davidson, Benchmark, BMO Capital, BTIG, Stephens, Loop Capital, and JPMorgan, reflecting improved confidence in PANW’s outlook. Article Title
• Neutral Sentiment: Loop Capital raised its price target to $290 but kept a “hold” rating, which suggests some upside has already been priced in after the stock’s sharp rally. Article Title
• Negative Sentiment: A small insider sale by the chief accounting officer may add a bit of headline pressure, though it is modest relative to the company’s recent strength. Article Title

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.