Research Analysts’ Recent Ratings Changes for Palo Alto Networks (PANW)

Several brokerages have updated their recommendations and price targets on shares of Palo Alto Networks (NASDAQ: PANW) in the last few weeks:

• 10/13/2025 – Palo Alto Networks was upgraded by analysts at BTIG Research from a “neutral” rating to a “buy” rating.
• 10/13/2025 – Palo Alto Networks was given a new $248.00 price target on by analysts at BTIG Research. They now have a “buy” rating on the stock.
• 10/8/2025 – Palo Alto Networks had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 9/27/2025 – Palo Alto Networks had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 9/26/2025 – Palo Alto Networks was given a new $245.00 price target on by analysts at UBS Group AG.
• 9/26/2025 – Palo Alto Networks is now covered by analysts at Tigress Financial. They set a “buy” rating and a $245.00 price target on the stock.
• 9/15/2025 – Palo Alto Networks had its “outperform” rating reaffirmed by analysts at Wedbush. They now have a $225.00 price target on the stock.
• 9/12/2025 – Palo Alto Networks had its price target raised by analysts at New Street Research from $235.00 to $240.00. They now have a “buy” rating on the stock.
• 9/3/2025 – Palo Alto Networks had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $230.00 price target on the stock.
• 9/2/2025 – Palo Alto Networks had its price target raised by analysts at Morgan Stanley from $210.00 to $216.00. They now have an “overweight” rating on the stock.
• 8/20/2025 – Palo Alto Networks had its price target raised by analysts at Morgan Stanley from $205.00 to $210.00. They now have an “overweight” rating on the stock.
• 8/19/2025 – Palo Alto Networks was given a new $220.00 price target on by analysts at Truist Financial Corporation. They now have a “buy” rating on the stock.
• 8/19/2025 – Palo Alto Networks was given a new $207.00 price target on by analysts at Sanford C. Bernstein. They now have an “outperform” rating on the stock.
• 8/19/2025 – Palo Alto Networks had its “overweight” rating reaffirmed by analysts at Barclays PLC. They now have a $215.00 price target on the stock, up previously from $210.00.
• 8/19/2025 – Palo Alto Networks had its “outperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $232.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks had its “equal weight” rating reaffirmed by analysts at Stephens. They now have a $205.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks had its “outperform” rating reaffirmed by analysts at Wedbush. They now have a $225.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks had its “buy” rating reaffirmed by analysts at DA Davidson. They now have a $215.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks had its price target raised by analysts at Scotiabank from $225.00 to $228.00. They now have a “sector outperform” rating on the stock.
• 8/19/2025 – Palo Alto Networks had its price target raised by analysts at Guggenheim from $130.00 to $135.00. They now have a “sell” rating on the stock.
• 8/19/2025 – Palo Alto Networks had its “market outperform” rating reaffirmed by analysts at JMP Securities. They now have a $212.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $230.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks was upgraded by analysts at Bank of America Corporation from a “neutral” rating to a “buy” rating. They now have a $215.00 price target on the stock.
• 8/19/2025 – Palo Alto Networks had its “hold” rating reaffirmed by analysts at Westpark Capital.
• 8/19/2025 – Palo Alto Networks had its price target raised by analysts at BMO Capital Markets from $217.00 to $225.00. They now have an “outperform” rating on the stock.

Insider Activity

In other news, EVP Nir Zuk sold 100,000 shares of the company’s stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $172.80, for a total value of $17,280,000.00. Following the transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Nikesh Arora sold 846,408 shares of the company’s stock in a transaction dated Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total value of $172,718,016.48. Following the completion of the transaction, the chief executive officer owned 275,013 shares in the company, valued at $56,119,152.78. This represents a 75.48% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 1,315,130 shares of company stock worth $260,687,367. 2.50% of the stock is owned by company insiders.

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.