Palo Alto Networks (NASDAQ:PANW) Price Target Lowered to $200.00 at Susquehanna

Palo Alto Networks (NASDAQ:PANW) had its price target decreased by Susquehanna from $230.00 to $200.00 in a research report report published on Wednesday,MarketScreener reports. Susquehanna currently has a positive rating on the network technology company’s stock.

A number of other equities research analysts have also recently commented on the company. Wolfe Research raised their target price on Palo Alto Networks from $225.00 to $250.00 and gave the company an “outperform” rating in a research report on Monday, December 15th. Cantor Fitzgerald set a $220.00 price target on Palo Alto Networks in a research report on Friday, February 13th. Weiss Ratings restated a “hold (c)” rating on shares of Palo Alto Networks in a research report on Monday, December 29th. Wedbush reiterated an “outperform” rating and set a $225.00 target price on shares of Palo Alto Networks in a research report on Wednesday. Finally, UBS Group set a $215.00 price target on shares of Palo Alto Networks and gave the stock a “neutral” rating in a report on Tuesday, January 13th. Thirty-three equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and a consensus price target of $215.68.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $152.35 on Wednesday. Palo Alto Networks has a fifty-two week low of $144.15 and a fifty-two week high of $223.61. The firm has a market capitalization of $106.19 billion, a PE ratio of 84.17, a P/E/G ratio of 3.91 and a beta of 0.75. The stock’s 50-day simple moving average is $180.25 and its 200-day simple moving average 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 the consensus estimate of $0.94 by $0.09. The firm had revenue of $2.59 billion during the quarter, compared to analysts’ expectations of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 18.42%. The firm’s revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.81 earnings per share. 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. Sell-side analysts forecast that Palo Alto Networks will post 1.76 earnings per share for the current year.

Insider Buying and Selling at Palo Alto Networks

In related news, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the transaction, the executive vice president directly owned 155,119 shares in the company, valued at approximately $29,190,293.42. The trade was a 3.12% 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, Director James J. Goetz sold 12,500 shares of the company’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the sale, the director directly owned 75,184 shares of the company’s stock, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 260,542 shares of company stock valued at $49,910,995. Corporate insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Palo Alto Networks

Institutional investors and hedge funds have recently bought and sold shares of the company. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at $25,000. Whipplewood Advisors LLC grew its holdings in shares of Palo Alto Networks by 6,400.0% in the second quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 128 shares in the last quarter. Briaud Financial Planning Inc purchased a new stake in shares of Palo Alto Networks during the second quarter worth $28,000. Knuff & Co LLC purchased a new stake in Palo Alto Networks during the 4th quarter worth about $26,000. Finally, Howard Hughes Medical Institute acquired a new stake in Palo Alto Networks in the second quarter valued at approximately $29,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

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)

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.