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 7,296 funds
0
Analysts bullish %
of 17 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
43% more repeat investments, than reductions
Existing positions increased: 1,043 | Existing positions reduced: 730
2% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 172
0.99% less ownership
Funds ownership: 77.13% [Q4 2024] → 76.14% (-0.99%) [Q1 2025]
2% less funds holding
Funds holding: 2,251 [Q4 2024] → 2,202 (-49) [Q1 2025]
8% less capital invested
Capital invested by funds: $93.4B [Q4 2024] → $86B (-$7.44B) [Q1 2025]
9% less funds holding in top 10
Funds holding in top 10: 70 [Q4 2024] → 64 (-6) [Q1 2025]
44% less call options, than puts
Call options by funds: $3.15B | Put options by funds: $5.6B
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$130
34%
downside
Avg. target
$207
5%
upside
High target
$235
20%
upside
17 analyst ratings
12 positive
71%
4 neutral
24%
1 negative
6%
Northland Capital Markets Nehal Chokshi | 10%downside $177 | Market Perform Maintained | 21 May 2025 |
JP Morgan Brian Essex | 13%upside $221 | Overweight Maintained | 21 May 2025 |
Barclays Saket Kalia | 7%upside $210 | Overweight Maintained | 21 May 2025 |
Wells Fargo Andrew Nowinski | 20%upside $235 | Overweight Maintained | 21 May 2025 |
Rosenblatt Catharine Trebnick | 20%upside $235 | Buy Maintained | 21 May 2025 |
Financial journalist opinion
Based on 75 articles about PANW published over the past 30 days
Positive
Schwab Network
2 days ago
The Big 3: PANW, UNH, TSCO
Dan Deming is watching how market momentum is impacting individual stocks on today's Big 3. He sees Palo Alto Networks (PANW) holding bullish optimism with cybersecurity trends holding firm, UnitedHealth (UNH) forming a "staircase higher" after its 50% plunge, and Tractor Supply's (TSCO) long-term opportunity.
Neutral
Zacks Investment Research
4 days ago
Is Cortex XSIAM Emerging as a Core Growth Engine for PANW?
Palo Alto Networks' Cortex XSIAM sees 200% ARR growth and $1B in bookings as it redefines SIEM with cloud-native, AI-powered tools.
Neutral
Business Wire
5 days ago
Binary Defense Announces Partnership with Palo Alto Networks to Deliver Managed Detection and Response Services Powered by Cortex XSIAM
CLEVELAND--(BUSINESS WIRE)--Binary Defense partners with Palo Alto Networks to deliver 24/7 MDR and implementation services within customer XSIAM environments.
Positive
Zacks Investment Research
1 week ago
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Positive
Zacks Investment Research
1 week ago
PANW vs. CYBR: Which Cybersecurity Stock is the Better Buy Now?
CYBR gains ground on PANW with standout earnings, AI-powered tools and expanding market reach.
Positive
Zacks Investment Research
1 week ago
Palo Alto Networks Hits $5B in NGS ARR: What's Fueling the Surge?
PANW's NGS ARR surpasses $5B with 34% growth, as AI-driven XSIAM adoption accelerates and customer counts surge.
Neutral
Seeking Alpha
1 week ago
Palo Alto Networks, Inc. (PANW) CEO Nikesh Arora Hosts Bank of America Global Technology Conference (Transcript)
Palo Alto Networks, Inc. (NASDAQ:PANW ) Bank of America Global Technology Conference June 3, 2025 11:40 AM ET Company Participants Nikesh Arora - Chairman & CEO Unidentified Analyst Good morning. What a great way to start our conference with Nikesh.
Neutral
The Motley Fool
1 week ago
The Best Stocks to Invest $1,000 in Right Now
Are you just as afraid of a market pullback right now as you are of missing out on upside? If so, you're not alone.
Positive
The Motley Fool
1 week ago
3 Tech Stocks You Can Buy and Hold for the Next Decade
The tech sector has rewarded many of its most patient investors over the past few decades. Winners like Apple, Microsoft, and Amazon generated multibagger returns for investors who consistently tuned out the near-term noise, rode out the volatile market swings, and focused on their long-term goals.
Positive
The Motley Fool
2 weeks ago
3 American Growth Giants to Invest in for the Long Haul
Many of the best growth stocks in the world are based out of the U.S. This is the land of both opportunity and innovation. Warren Buffett has always been bullish on betting on the U.S. because he's a big believer in American business.
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