Palo Alto Networks (NASDAQ:PANW) Given “Buy” Rating at Rosenblatt Securities

Rosenblatt Securities reiterated their buy rating on shares of Palo Alto Networks (NASDAQ:PANW) in a research report sent to investors on Wednesday morning,Benzinga reports. They currently have a $225.00 target price on the network technology company’s stock.

A number of other brokerages have also commented on PANW. Piper Sandler reissued an “overweight” rating and set a $265.00 price objective (up previously from $230.00) on shares of Palo Alto Networks in a report on Monday, January 5th. Truist Financial set a $200.00 price target on Palo Alto Networks and gave the company a “buy” rating in a report on Tuesday. Wedbush restated an “outperform” rating and issued a $225.00 price objective on shares of Palo Alto Networks in a research note on Thursday, November 20th. Royal Bank Of Canada set a $220.00 target price on shares of Palo Alto Networks in a research note on Wednesday, February 11th. Finally, Evercore lifted their target price on shares of Palo Alto Networks from $220.00 to $250.00 and gave the stock an “outperform” rating in a report on Thursday, November 13th. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $215.68.

Palo Alto Networks Price Performance

Shares of Palo Alto Networks stock opened at $152.35 on Wednesday. The firm has a market cap of $106.19 billion, a price-to-earnings ratio of 84.17, a P/E/G ratio of 3.91 and a beta of 0.75. The stock has a 50-day simple moving average of $180.25 and a 200-day simple moving average of $191.93. Palo Alto Networks has a 52-week low of $144.15 and a 52-week high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a net margin of 12.96% and a return on equity of 18.42%. The company had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. During the same period in the previous year, the firm posted $0.81 earnings per share. The company’s revenue for the quarter was up 14.9% compared to the same quarter last year. 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. As a group, equities research analysts predict that Palo Alto Networks will post 1.76 earnings per share for the current year.

Insider Transactions at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $195.33, for a total value of $2,441,625.00. Following the sale, the director owned 75,184 shares in the company, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 260,542 shares of company stock worth $49,910,995. Insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

Several institutional investors and hedge funds have recently made changes to their positions in PANW. Klingman & Associates LLC increased its holdings in shares of Palo Alto Networks by 2.2% during the third quarter. Klingman & Associates LLC now owns 2,131 shares of the network technology company’s stock worth $434,000 after buying an additional 46 shares in the last quarter. Contravisory Investment Management Inc. grew its position in Palo Alto Networks by 1.8% during the 3rd quarter. Contravisory Investment Management Inc. now owns 2,742 shares of the network technology company’s stock worth $558,000 after acquiring an additional 48 shares during the last quarter. Mattern Wealth Management LLC increased its holdings in Palo Alto Networks by 2.9% during the 3rd quarter. Mattern Wealth Management LLC now owns 1,692 shares of the network technology company’s stock valued at $345,000 after purchasing an additional 48 shares in the last quarter. PTM Wealth Management LLC raised its position in Palo Alto Networks by 4.0% in the 3rd quarter. PTM Wealth Management LLC now owns 1,300 shares of the network technology company’s stock valued at $276,000 after purchasing an additional 50 shares during the last quarter. Finally, Arlington Trust Co LLC boosted its stake in Palo Alto Networks by 4.8% in the third quarter. Arlington Trust Co LLC now owns 1,088 shares of the network technology company’s stock worth $222,000 after purchasing an additional 50 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

More Palo Alto Networks News

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

• Positive Sentiment: Q2 results beat estimates—EPS $1.03 and revenue roughly $2.59B; Next‑Gen Security ARR grew ~33% and RPO rose, supporting recurring revenue momentum. Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial Results
• Positive Sentiment: Company raised full‑year revenue outlook to about $11.28–11.31B, signaling continued top‑line strength from its platform strategy. Palo Alto Networks Lifts Revenue Outlook as Second‑Quarter Profit Jumps (WSJ)
• Positive Sentiment: Management is investing to secure the AI/agentic endpoint (Koi acquisition) and expand capabilities (CyberArk, Chronosphere), which could strengthen long‑term competitive positioning. Palo Alto Announces Intent to Acquire Koi (PRNewswire)
• Neutral Sentiment: Analysts and firms are mixed—some reaffirmed outperform/buy ratings and cited long‑term upside while others trimmed price targets; overall street sentiment remains largely constructive but cautious. Jefferies: Palo Alto to emerge stronger despite M&A headwinds
• Negative Sentiment: Management lowered near‑term profit guidance, citing higher integration and acquisition costs—this cut to the profit outlook is the primary driver of the share decline. Palo Alto shares fall as deal costs pile up (Reuters)
• Negative Sentiment: Multiple brokers trimmed price targets and adjusted models after the guidance update (Deutsche, Goldman, Scotiabank, Loop, Stifel, BMO, Needham, Susquehanna, etc.), adding selling pressure. Analyst price‑target adjustments (MarketScreener example)
• Negative Sentiment: Sector and AI‑software weakness amplified the move—CEO sought to defend the company’s differentiation, but market sentiment for high‑growth software names remains tenuous. Palo Alto shares sink as CEO defends strategy (CNBC)

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.