Palo Alto NetworksPANW
PANW
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: 15,289
0
Funds holding %
of 7,290 funds
0
Analysts bullish %
of 16 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3,385% more repeat investments, than reductions
Existing positions increased: 1,812 | Existing positions reduced: 52
246% more first-time investments, than exits
New positions opened: 315 | Existing positions closed: 91
17% more funds holding in top 10
Funds holding in top 10: 59 [Q3] → 69 (+10) [Q4]
8% more funds holding
Funds holding: 2,029 [Q3] → 2,188 (+159) [Q4]
7% more capital invested
Capital invested by funds: $86.5B [Q3] → $92.9B (+$6.41B) [Q4]
1.99% less ownership
Funds ownership: 78.71% [Q3] → 76.72% (-1.99%) [Q4]
50% less call options, than puts
Call options by funds: $3.95B | Put options by funds: $7.94B
Research analyst outlook
16 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$130
30%
downside
Avg. target
$214
15%
upside
High target
$240
29%
upside
16 analyst ratings
12 positive
75%
3 neutral
19%
1 negative
6%
Citigroup Fatima Boolani 75% 1-year accuracy 24 / 32 met price target | 19%upside $220 | Buy Maintained | 25 Feb 2025 |
Susquehanna Shyam Patil 75% 1-year accuracy 36 / 48 met price target | 24%upside $230 | Positive Maintained | 18 Feb 2025 |
UBS Roger Boyd 60% 1-year accuracy 9 / 15 met price target | 8%upside $200 | Neutral Maintained | 14 Feb 2025 |
JMP Securities Trevor Walsh 75% 1-year accuracy 43 / 57 met price target | 14%upside $212 | Market Outperform Maintained | 14 Feb 2025 |
Rosenblatt Catharine Trebnick 77% 1-year accuracy 49 / 64 met price target | 27%upside $235 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 70 articles about PANW published over the past 30 days
Neutral
Business Wire
3 hours ago
Zero Networks and Palo Alto Networks Announce Integration to Deliver Comprehensive Microsegmentation with Next-Generation Firewalls
ORLANDO, Fla.--(BUSINESS WIRE)--Zero Networks and Palo Alto Networks will bring comprehensive zero trust microsegmentation to organizations as a hybrid mesh firewall platform.
Positive
The Motley Fool
1 day ago
This Recent Stock-Split Just Hit a New All-Time High. Should You Buy This AI Cybersecurity Leader?
Palo Alto Networks (PANW -3.91%) has a ton going for it right now. It enacted a 2-for-1 stock split in December and recently notched a new all-time high after reporting strong Q2 FY 2025 (ending Jan. 31) results.
Negative
The Motley Fool
2 days ago
Is Palo Alto Networks Stock a Buy Now?
Palo Alto Networks (PANW -3.91%) released its fiscal 2025 second-quarter results (for the three months ended Jan. 31, 2025) on Feb. 13. Investors' initial reaction to the report was a negative one as the company's earnings outlook fell below expectations.
Neutral
Seeking Alpha
3 days ago
Palo Alto's Platformization Strategy Delivers - Expensive Valuation Remains A Headwind
PANW's platformization strategy has delivered the new growth opportunity as intended, thanks to the free extended rollout period. These have already been accretive to its top/ bottom-lines and multi-year remaining performance obligations, providing great insights to its long-term prospects. Combined with the generative AI boom, multi-year cloud super cycle, and the growing enterprise need for cybersecurity offerings, we can understand the stocks' recent outperformance.
Positive
Seeking Alpha
3 days ago
Palo Alto Networks: Share Price And Fundamentals Continue To Diverge
Palo Alto Networks' growth has reaccelerated in recent quarters, supported by improved hardware demand and continued strength from its next-gen portfolio. While growth is likely to improve again in the third quarter, I expect Palo Alto's growth to stabilize in the mid-teens. This growth must also be viewed in light of Palo Alto's platformization strategy and heavy use of incentives to create growth, which is impacting the company's profitability and cash flows.
Neutral
The Motley Fool
3 days ago
Palo Alto Continues to Make Progress With New Strategy. Is Now the Time to Buy the Stock?
Palo Alto Networks' (PANW -3.91%) 2025 has started out better than its 2024, when the stock plunged following its fiscal second-quarter 2024 results. A year ago, the company commenced its new "platformization" strategy to move customers to one of its three cybersecurity platforms and away from point solutions.
Positive
Zacks Investment Research
5 days ago
Here's Why Palo Alto Networks (PANW) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Neutral
Finbold
5 days ago
5 stocks Congress is buying in 2025
The stock trading activities of US Congress members continue to draw attention, with disclosures under the STOCK Act providing insight into their investment strategies. So, in this piece, we bring you the top 5 stocks Congress is buying in 2025.
Positive
Zacks Investment Research
5 days ago
Palo Alto Networks Soars 13% YTD: Time to Buy, Hold or Sell the Stock?
Despite near-term challenges, PANW is worth holding due to its leadership in cybersecurity, AI-driven innovation and strategic shift toward a platform-based model.
Positive
The Motley Fool
5 days ago
1 No-Brainer Stock-Split Stock to Buy With $200 and Hold for the Long Term
Good companies tend to create lots of value over the long term, which can drive their stock price into the hundreds or even thousands of dollars. That makes it difficult for retail investors to buy into the story unless they use a broker which offers fractional shares.
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