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: 15,758
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3,362% more repeat investments, than reductions
Existing positions increased: 1,835 | Existing positions reduced: 53
265% more first-time investments, than exits
New positions opened: 332 | Existing positions closed: 91
78.19% more ownership
Funds ownership: 76.13% [Q3] → 154.32% (+78.19%) [Q4]
19% more funds holding in top 10
Funds holding in top 10: 59 [Q3] → 70 (+11) [Q4]
11% more capital invested
Capital invested by funds: $83.7B [Q3] → $93.2B (+$9.58B) [Q4]
10% more funds holding
Funds holding: 2,033 [Q3] → 2,227 (+194) [Q4]
50% less call options, than puts
Call options by funds: $3.95B | Put options by funds: $7.94B
Research analyst outlook
15 Wall Street Analysts provided 1 year price targets over the past 3 months
15 analyst ratings
Keybanc Brandon Nispel 47% 1-year accuracy 9 / 19 met price target | 22%upside $205 | Overweight Maintained | 17 Apr 2025 |
Morgan Stanley Hamza Fodderwala 67% 1-year accuracy 20 / 30 met price target | 22%upside $205 | Overweight Maintained | 16 Apr 2025 |
HSBC Stephen Bersey 78% 1-year accuracy 7 / 9 met price target | 7%downside $156 | Hold Upgraded | 10 Apr 2025 |
Stephens & Co. Todd Weller 50% 1-year accuracy 2 / 4 met price target | 22%upside $205 | Equal-Weight Initiated | 1 Apr 2025 |
Jefferies Joseph Gallo 57% 1-year accuracy 12 / 21 met price target | 28%upside $215 | Buy Maintained | 31 Mar 2025 |
Financial journalist opinion
Based on 32 articles about PANW published over the past 30 days









