Palo Alto Networks (NASDAQ:PANW) Price Target Cut to $220.00 by Analysts at Deutsche Bank Aktiengesellschaft

Palo Alto Networks (NASDAQ:PANW) had its price objective trimmed by Deutsche Bank Aktiengesellschaft from $240.00 to $220.00 in a report issued on Wednesday,MarketScreener reports. The firm currently has a buy rating on the network technology company’s stock.

Several other equities analysts also recently weighed in on PANW. Evercore increased their price target 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. 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 research note on Monday, January 5th. Northland Securities boosted their target price on shares of Palo Alto Networks from $177.00 to $190.00 and gave the company a “market perform” rating in a research report on Thursday, November 20th. Stephens upped their price target on shares of Palo Alto Networks from $205.00 to $215.00 and gave the company an “equal weight” rating in a report on Thursday, November 20th. Finally, Stifel Nicolaus set a $200.00 price objective on Palo Alto Networks in a research note on Tuesday, February 10th. Thirty-three analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $215.68.

Palo Alto Networks Price Performance

Shares of PANW opened at $152.35 on Wednesday. The firm has a market capitalization of $106.19 billion, a PE ratio of 84.17, a price-to-earnings-growth ratio of 3.91 and a beta of 0.75. Palo Alto Networks has a 1-year low of $144.15 and a 1-year high of $223.61. The company’s fifty day moving average price is $180.25 and its 200-day moving average price is $191.93.

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

Insider Activity at Palo Alto Networks

In related news, CAO Josh D. Paul sold 800 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $184.81, for a total transaction of $147,848.00. Following the transaction, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. The trade was a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 327,645 shares of the company’s stock, 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. Over the last 90 days, insiders sold 260,542 shares of company stock valued at $49,910,995. 1.40% of the stock is owned by corporate insiders.

Institutional Trading of Palo Alto Networks

Several institutional investors have recently made changes to their positions in the company. Darwin Wealth Management LLC acquired a new stake in shares of Palo Alto Networks during the 2nd quarter worth about $25,000. Steph & Co. boosted its stake in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after buying an additional 67 shares during the period. Knuff & Co LLC acquired a new stake in shares of Palo Alto Networks during the fourth quarter valued at about $26,000. Whipplewood Advisors LLC lifted its holdings in shares of Palo Alto Networks by 6,400.0% in 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. Finally, Sittner & Nelson LLC boosted its position in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares during the period. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Key Stories Impacting Palo Alto Networks

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)

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.