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
31% more repeat investments, than reductions
Existing positions increased: 877 | Existing positions reduced: 672
3% more funds holding
Funds holding: 1,963 [Q2] → 2,016 (+53) [Q3]
4.26% less ownership
Funds ownership: 80.71% [Q2] → 76.45% (-4.26%) [Q3]
5% less capital invested
Capital invested by funds: $88.9B [Q2] → $84B (-$4.88B) [Q3]
27% less funds holding in top 10
Funds holding in top 10: 79 [Q2] → 58 (-21) [Q3]
47% less call options, than puts
Call options by funds: $4.24B | Put options by funds: $7.93B
Research analyst outlook
28 Wall Street Analysts provided 1 year price targets over the past 3 months
28 analyst ratings
Jefferies Joseph Gallo 69% 1-year accuracy 9 / 13 met price target | 28%upside $240 | Buy Maintained | 19 Dec 2024 |
Barclays Saket Kalia 63% 1-year accuracy 35 / 56 met price target | 14%upside $213 | Overweight Maintained | 17 Dec 2024 |
HSBC Stephen Bersey 67% 1-year accuracy 10 / 15 met price target | 22%downside $146 | Reduce Downgraded | 22 Nov 2024 |
Truist Securities Anthony Hau 41% 1-year accuracy 13 / 32 met price target | 14%upside $213 | Buy Maintained | 21 Nov 2024 |
TD Cowen Shaul Eyal 88% 1-year accuracy 14 / 16 met price target | 12%upside $210 | Buy Maintained | 21 Nov 2024 |
Financial journalist opinion
Based on 44 articles about PANW published over the past 30 days