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: 15,866
0
Funds holding %
of 7,323 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
42% more repeat investments, than reductions
Existing positions increased: 1,044 | Existing positions reduced: 734
2% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 172
0.74% less ownership
Funds ownership: 77.13% [Q4 2024] → 76.39% (-0.74%) [Q1 2025]
2% less funds holding
Funds holding: 2,253 [Q4 2024] → 2,209 (-44) [Q1 2025]
8% less capital invested
Capital invested by funds: $93.4B [Q4 2024] → $86.3B (-$7.16B) [Q1 2025]
8% less funds holding in top 10
Funds holding in top 10: 71 [Q4 2024] → 65 (-6) [Q1 2025]
44% less call options, than puts
Call options by funds: $3.15B | Put options by funds: $5.6B
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$130
28%
downside
Avg. target
$213
18%
upside
High target
$235
30%
upside
12 analyst ratings
9 positive
75%
2 neutral
17%
1 negative
8%
Jefferies Joseph Gallo | 30%upside $235 | Buy Maintained | 24 Jul 2025 |
Northland Capital Markets Nehal Chokshi | 2%downside $177 | Market Perform Maintained | 21 May 2025 |
JP Morgan Brian Essex | 22%upside $221 | Overweight Maintained | 21 May 2025 |
Barclays Saket Kalia | 16%upside $210 | Overweight Maintained | 21 May 2025 |
Wells Fargo Andrew Nowinski | 30%upside $235 | Overweight Maintained | 21 May 2025 |
Financial journalist opinion
Based on 47 articles about PANW published over the past 30 days
Positive
Forbes
1 hour ago
Why Does Palo Alto Networks Want To Buy CyberArk?
Palo Alto Networks (NASDAQ: PANW) is reportedly in advanced talks to acquire Israel-based cybersecurity firm CyberArk in a deal that could be valued at up to $20 billion, per The Wall Street Journal. The news sent CyberArk shares up over 13%, although Palo Alto's stock dropped by nearly 5%.
Positive
Barrons
1 hour ago
Palo Alto Networks to Buy CyberArk in $25 Billion Deal
The deal is expected to close in the second half of Palo Alto's fiscal 2026.
Positive
CNBC
2 hours ago
Palo Alto Networks to acquire CyberArk in $25 billion deal
Palo Alto Networks is acquiring Israeli identity security provider CyberArk in a deal valued at roughly $25 billion. The California-based cybersecurity company will pay $45 a share for CyberArk
Positive
Reuters
2 hours ago
Palo Alto to scoop up CyberArk for $25 billion to tackle AI-era threats
Palo Alto Networks said on Wednesday it would buy Israeli cybersecurity firm CyberArk Software for about $25 billion, deepening its push to become a one-stop shop for businesses seeking protection from rising AI-driven threats.
Neutral
PRNewsWire
2 hours ago
Palo Alto Networks Announces Agreement to Acquire CyberArk, the Identity Security Leader
Will Create the End-to-End Security Platform for the AI Era NEWS SUMMARY: Will accelerate Palo Alto Networks' platform strategy by establishing Identity Security as a new core platform. CyberArk extends Identity Security to all users by advancing the vision that every identity, human, machine and AI requires deep security for access across the modern enterprise.
Neutral
PRNewsWire
2 hours ago
Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2025 Financial Results on Monday, August 18, 2025
SANTA CLARA, Calif. , July 30, 2025 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal fourth quarter and fiscal year 2025, ending July 31, 2025, after U.S. markets close on Monday, August 18, 2025.
Neutral
Zacks Investment Research
15 hours ago
Palo Alto Networks (PANW) Registers a Bigger Fall Than the Market: Important Facts to Note
Palo Alto Networks (PANW) closed at $193.84 in the latest trading session, marking a -5.21% move from the prior day.
Neutral
Proactive Investors
19 hours ago
Palo Alto Networks in talks to acquire CyberArk for $20B – WSJ
Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) is reportedly in discussions to acquire CyberArk Software (NASDAQ:CYBR) in a deal worth about $20 billion, a move that analysts say could reshape the cybersecurity landscape and accelerate Palo Alto's strategy to become an end-to-end platform provider. Shares of CyberArk surged 11.5% on Tuesday afternoon following the Wall Street Journal report, while Palo Alto shares dropped around 5%.
Negative
The Motley Fool
20 hours ago
Why Palo Alto Networks Stock Is Sinking Today
Despite hitting an all-time high earlier in today's session, Palo Alto Networks (PANW -5.18%) stock is now in the red Tuesday. The cybersecurity company's share price was down 4.3% as of 2:30 p.m.
Positive
Barrons
20 hours ago
CyberArk Stock Jumps on Report Palo Alto Is Nearing $20 Billion Takeover
Both companies declined to comment.
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