Palo Alto NetworksPANW
About: Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Employees: 15,514
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 134
30% more repeat investments, than reductions
Existing positions increased: 877 | Existing positions reduced: 673
3% more funds holding
Funds holding: 1,964 [Q2] → 2,017 (+53) [Q3]
4.48% less ownership
Funds ownership: 83.13% [Q2] → 78.65% (-4.48%) [Q3]
6% less capital invested
Capital invested by funds: $91.5B [Q2] → $86.4B (-$5.08B) [Q3]
27% less funds holding in top 10
Funds holding in top 10: 79 [Q2] → 58 (-21) [Q3]
46% less call options, than puts
Call options by funds: $4.27B | Put options by funds: $7.96B
Research analyst outlook
28 Wall Street Analysts provided 1 year price targets over the past 3 months
28 analyst ratings
Evercore ISI Group Peter Levine 73% 1-year accuracy 8 / 11 met price target | 27%upside $230 | Outperform Maintained | 31 Dec 2024 |
Jefferies Joseph Gallo 54% 1-year accuracy 7 / 13 met price target | 32%upside $240 | Buy Maintained | 19 Dec 2024 |
Barclays Saket Kalia 57% 1-year accuracy 32 / 56 met price target | 17%upside $213 | Overweight Maintained | 17 Dec 2024 |
HSBC Stephen Bersey 73% 1-year accuracy 11 / 15 met price target | 20%downside $146 | Reduce Downgraded | 22 Nov 2024 |
Truist Securities Anthony Hau 38% 1-year accuracy 12 / 32 met price target | 17%upside $213 | Buy Maintained | 21 Nov 2024 |
Financial journalist opinion
Based on 36 articles about PANW published over the past 30 days