Palo Alto Networks (NASDAQ:PANW) Given New $225.00 Price Target at BMO Capital Markets

Palo Alto Networks (NASDAQ:PANW) had its price target increased by BMO Capital Markets from $217.00 to $225.00 in a research report released on Tuesday, MarketBeat.com reports. They currently have an outperform rating on the network technology company’s stock.

PANW has been the topic of a number of other research reports. TD Securities reaffirmed a “buy” rating and set a $230.00 price target on shares of Palo Alto Networks in a research report on Wednesday, May 21st. Northland Securities cut their price target on shares of Palo Alto Networks from $210.00 to $177.00 and set a “market perform” rating on the stock in a research report on Wednesday, May 21st. Roth Capital started coverage on shares of Palo Alto Networks in a research report on Thursday, May 15th. They set a “neutral” rating and a $210.00 price target on the stock. Sanford C. Bernstein set a $207.00 price target on shares of Palo Alto Networks and gave the company an “outperform” rating in a research report on Tuesday. Finally, Morgan Stanley set a $496.00 price target on shares of Palo Alto Networks in a research report on Thursday, August 7th. Twenty-eight analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $218.86.

Palo Alto Networks Stock Up 3.1%

Shares of Palo Alto Networks stock opened at $181.56 on Tuesday. Palo Alto Networks has a twelve month low of $144.15 and a twelve month high of $210.39. The stock has a market cap of $121.06 billion, a price-to-earnings ratio of 113.12, a P/E/G ratio of 4.33 and a beta of 0.94. The company’s fifty day moving average is $191.31 and its 200 day moving average is $186.32.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. The business had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 18.55%. The business’s quarterly revenue was up 15.8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS. As a group, equities analysts anticipate that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, EVP Nir Zuk sold 100,000 shares of the company’s stock in a transaction dated Friday, August 1st. The shares were sold at an average price of $172.80, for a total value of $17,280,000.00. Following the sale, the executive vice president owned 3,143,516 shares in the company, valued at $543,199,564.80. This represents a 3.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Lee Klarich sold 120,774 shares of the stock in a transaction dated Monday, August 4th. The shares were sold at an average price of $171.58, for a total transaction of $20,722,402.92. Following the completion of the sale, the executive vice president owned 206,718 shares of the company’s stock, valued at approximately $35,468,674.44. This trade represents a 36.88% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 669,248 shares of company stock worth $126,423,337 over the last ninety days. Insiders own 2.50% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

Several institutional investors and hedge funds have recently added to or reduced their stakes in PANW. Brighton Jones LLC increased its stake in Palo Alto Networks by 147.7% in the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares during the last quarter. Bank Pictet & Cie Europe AG increased its stake in Palo Alto Networks by 115.6% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 43,985 shares of the network technology company’s stock valued at $8,004,000 after buying an additional 23,586 shares during the last quarter. Dimensional Fund Advisors LP increased its stake in Palo Alto Networks by 93.6% in the 4th quarter. Dimensional Fund Advisors LP now owns 1,160,308 shares of the network technology company’s stock valued at $211,150,000 after buying an additional 560,973 shares during the last quarter. Kayne Anderson Rudnick Investment Management LLC increased its stake in Palo Alto Networks by 170.5% in the 4th quarter. Kayne Anderson Rudnick Investment Management LLC now owns 890 shares of the network technology company’s stock valued at $162,000 after buying an additional 561 shares during the last quarter. Finally, Transce3nd LLC purchased a new stake in shares of Palo Alto Networks during the 4th quarter worth approximately $25,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Company Profile

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.