Palo Alto Networks (NASDAQ:PANW) Price Target Raised to $430.00

03 Sep 2026, 05:30 by Kim Johansen · The Markets Daily

Palo Alto Networks (NASDAQ:PANW – Free Report) had its target price lifted by Scotiabank from $320.00 to $430.00 in a report released on Monday, Marketbeat.com reports. They currently have a sector outperform rating on the network technology company’s stock.

Other research analysts also recently issued reports about the company. Guggenheim downgraded Palo Alto Networks from a “neutral” rating to a “reduce” rating in a research report on Wednesday, May 27th. New Street Research set a $415.00 target price on shares of Palo Alto Networks in a research note on Tuesday, August 18th. Jefferies Financial Group reissued a “buy” rating and issued a $450.00 price target (up from $335.00) on shares of Palo Alto Networks in a report on Friday, August 28th. Citizens Jmp boosted their price objective on shares of Palo Alto Networks from $320.00 to $415.00 and gave the stock a “market outperform” rating in a report on Wednesday, August 12th. Finally, TD Cowen upped their price objective on shares of Palo Alto Networks from $360.00 to $400.00 and gave the company a “buy” rating in a research report on Monday, August 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $385.67.

Read Our Latest Stock Report on Palo Alto Networks

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $328.48 on Monday. Palo Alto Networks has a fifty-two week low of $139.57 and a fifty-two week high of $398.88. The stock’s 50-day moving average is $348.83 and its two-hundred day moving average is $253.11. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The firm has a market cap of $267.71 billion, a P/E ratio of 644.09, a PEG ratio of 11.06 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last released its quarterly earnings data on Tuesday, September 1st. The network technology company reported $1.02 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.04. The business had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.35 billion. Palo Alto Networks had a net margin of 2.67% and a return on equity of 10.21%. Palo Alto Networks’s quarterly revenue was up 34.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.95 EPS. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. Analysts predict that Palo Alto Networks will post 2.25 earnings per share for the current fiscal year.

Insider Activity

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the transaction, the director directly owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John P. Key sold 7,500 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $279.24, for a total transaction of $2,094,300.00. Following the completion of the sale, the director owned 12,500 shares in the company, valued at $3,490,500. This represents a 37.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 37,735 shares of company stock valued at $10,814,266. 1.40% of the stock is owned by company insiders.

Institutional Investors Weigh In On Palo Alto Networks

A number of large investors have recently bought and sold shares of the business. California State Teachers Retirement System grew its holdings in Palo Alto Networks by 35,252.4% during the 2nd quarter. California State Teachers Retirement System now owns 417,760,413 shares of the network technology company’s stock worth $142,464,656,000 after acquiring an additional 416,578,710 shares during the period. BlackRock Inc. acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at $25,833,462,000. Norges Bank acquired a new position in shares of Palo Alto Networks in the 4th quarter valued at $1,415,364,000. Legal & General Group Plc bought a new stake in shares of Palo Alto Networks in the 2nd quarter valued at $1,968,304,000. Finally, Bank of New York Mellon Corp acquired a new stake in Palo Alto Networks during the 2nd quarter worth $1,569,755,000. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks News Summary

Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: Strong quarterly results and outlook: Fiscal fourth-quarter revenue rose 34% year over year to $3.41 billion, exceeding the $3.35 billion consensus estimate, while adjusted earnings of $1.02 per share topped expectations of $0.98. Fiscal 2027 revenue guidance of $14.1 billion to $14.2 billion was also above Wall Street’s forecast, supporting the company’s growth narrative. Reuters earnings and acquisition article
Positive Sentiment: AI-security demand remains a major catalyst: Next-generation security annual recurring revenue increased 63% to $9.1 billion, including nearly $1 billion in net new ARR. Management said AI-driven cyberthreats are prompting customers to modernize aging security infrastructure, potentially extending PANW’s long-term growth runway. CNBC AI cybersecurity infrastructure article
Positive Sentiment: Analysts remain bullish: Citigroup, DA Davidson, RBC, Susquehanna, Rosenblatt and BTIG all raised price targets, while Needham and Cantor Fitzgerald reaffirmed positive ratings. The revisions indicate analysts view the selloff as an opportunity and see meaningful upside if execution continues.
Positive Sentiment: Strategic AI acquisition: Palo Alto Networks agreed to acquire Console, an AI-native platform that automates IT help-desk workflows and adds agentic capabilities. TechCrunch reported the transaction value at approximately $500 million in cash and stock, underscoring PANW’s continued investment in AI. TechCrunch Console acquisition article
Neutral Sentiment: Valuation and expectations are the key debate: Despite the earnings beat, PANW’s premium valuation has left little room for disappointment. Investors appear to be repricing the stock after its substantial prior rally, while broader software and cybersecurity shares also traded lower.

Palo Alto Networks Company Profile

(Get Free Report)

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.