Palo Alto Networks (NASDAQ:PANW) Given New $225.00 Price Target at Rosenblatt Securities

Palo Alto Networks (NASDAQ:PANW) had its price objective decreased by Rosenblatt Securities from $250.00 to $225.00 in a report issued on Thursday morning,MarketScreener reports. Rosenblatt Securities currently has a buy rating on the network technology company’s stock.

PANW has been the topic of a number of other research reports. Morgan Stanley restated an “overweight” rating and issued a $245.00 price objective (up previously from $228.00) on shares of Palo Alto Networks in a research report on Thursday, December 18th. Cantor Fitzgerald reissued an “overweight” rating on shares of Palo Alto Networks in a research note on Monday, November 24th. Stifel Nicolaus set a $200.00 price target on Palo Alto Networks in a report on Tuesday. Piper Sandler reiterated an “overweight” rating and issued a $265.00 price objective (up previously from $230.00) on shares of Palo Alto Networks in a report on Monday, January 5th. Finally, TD Cowen lifted their price objective on Palo Alto Networks from $230.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Thirty-one equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus price target of $224.74.

Palo Alto Networks Trading Down 1.5%

PANW opened at $162.76 on Thursday. The stock has a market capitalization of $113.44 billion, a P/E ratio of 103.01, a PEG ratio of 3.94 and a beta of 0.75. The stock has a 50-day moving average price of $182.90 and a 200-day moving average price of $192.53. Palo Alto Networks has a 12-month low of $144.15 and a 12-month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.04. The company had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.46 billion. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.Palo Alto Networks’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.56 EPS. On average, equities research analysts predict that Palo Alto Networks will post 1.76 EPS for the current year.

Insider Activity

In other news, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $184.81, for a total value of $147,848.00. Following the completion of the transaction, the chief accounting officer owned 46,005 shares in the company, valued at $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Lee Klarich sold 120,774 shares of the stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total value of $23,177,738.34. Following the sale, the executive vice president directly owned 327,645 shares in the company, 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. Insiders have sold 260,542 shares of company stock valued at $49,910,995 in the last quarter. Insiders own 1.40% of the company’s stock.

Institutional Trading of Palo Alto Networks

Institutional investors have recently made changes to their positions in the stock. Darwin Wealth Management LLC purchased a new position in shares of Palo Alto Networks in the 2nd quarter worth $25,000. Whipplewood Advisors LLC boosted its stake in shares of Palo Alto Networks by 6,400.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after acquiring an additional 128 shares during the last quarter. Briaud Financial Planning Inc bought a new stake in shares of Palo Alto Networks during the 2nd quarter valued at $28,000. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter valued at $26,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of Palo Alto Networks in the 2nd quarter worth $29,000. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Palo Alto completed its acquisition of CyberArk, adding identity-security capabilities that management says strengthen its AI-era security platform — a strategic bolt-on that supports longer-term revenue and product integration potential. Palo Alto Networks Completes Acquisition of CyberArk
• Neutral Sentiment: The company is planning a dual listing on the Tel-Aviv Stock Exchange following the CyberArk deal — a structural move that could broaden investor access but also draws attention to regional/regulatory considerations. Cybersecurity Stock in the Spotlight Ahead of Earnings
• Neutral Sentiment: Analysts have trimmed price targets but largely maintained buy ratings — suggesting confidence in long-term fundamentals even as near‑term valuation expectations are moderated. (Examples: Rosenblatt, BTIG, DA Davidson cut PTs while keeping buy ratings.) Rosenblatt Adjusts PT to $225
• Negative Sentiment: Several firms lowered their price targets this week (BTIG from $248→$200, DA Davidson $240→$210, Rosenblatt $250→$225), which puts downward pressure on the stock despite buy ratings — investors view the cuts as reduced near‑term upside. BTIG Price Target Lowered
• Negative Sentiment: Reuters reports Palo Alto chose not to explicitly attribute a recent global cyberespionage campaign to China out of concern for possible retaliation — a disclosure/PR judgment that raises geopolitical and client-risk concerns and may weigh on sentiment. Palo Alto chose not to tie China to hacking campaign
• Negative Sentiment: Market commentary noted PANW falling more steeply than the broader market and cited the dual-listing/merger headlines as drivers of the weakness; trading volume is elevated, indicating active repositioning by investors. Palo Alto Networks Falls More Steeply Than Broader Market

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.