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: 15,758
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
3,504% more repeat investments, than reductions
Existing positions increased: 1,838 | Existing positions reduced: 51
269% more first-time investments, than exits
New positions opened: 336 | Existing positions closed: 91
78.27% more ownership
Funds ownership: 76.13% [Q3] → 154.39% (+78.27%) [Q4]
19% more funds holding in top 10
Funds holding in top 10: 59 [Q3] → 70 (+11) [Q4]
12% more capital invested
Capital invested by funds: $83.7B [Q3] → $93.3B (+$9.62B) [Q4]
10% more funds holding
Funds holding: 2,033 [Q3] → 2,232 (+199) [Q4]
50% less call options, than puts
Call options by funds: $3.95B | Put options by funds: $7.94B
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$156
17%
downside
Avg. target
$213
14%
upside
High target
$240
28%
upside
14 analyst ratings
11 positive
79%
3 neutral
21%
0 negative
0%
Keybanc Brandon Nispel 55% 1-year accuracy 11 / 20 met price target | 10%upside $205 | Overweight Maintained | 17 Apr 2025 |
Morgan Stanley Hamza Fodderwala 70% 1-year accuracy 21 / 30 met price target | 10%upside $205 | Overweight Maintained | 16 Apr 2025 |
HSBC Stephen Bersey 78% 1-year accuracy 7 / 9 met price target | 17%downside $156 | Hold Upgraded | 10 Apr 2025 |
Stephens & Co. Todd Weller 100% 1-year accuracy 4 / 4 met price target | 10%upside $205 | Equal-Weight Initiated | 1 Apr 2025 |
Jefferies Joseph Gallo 67% 1-year accuracy 14 / 21 met price target | 15%upside $215 | Buy Maintained | 31 Mar 2025 |
Financial journalist opinion
Based on 41 articles about PANW published over the past 30 days
Positive
CNBC Television
11 hours ago
Palo Alto Networks CEO Nikesh Arora on how market's 'mad rush' into AI led to a major acquisition
CNBC Worldwide Exchange anchor Frank Holland interviews Nikesh Arora, CEO of Palo Alto Networks, after the cybersecurity firm made a big acquisition.
Negative
The Motley Fool
18 hours ago
Nasdaq Bear Market: 2 Magnificent Stocks Down 6% and 14% You'll Regret Not Buying on the Dip
Following President Donald Trump's "Liberation Day" tariff announcement on April 2, the Nasdaq Composite technology index plunged by as much as 24% from its record high, placing it in a technical bear market. The tariffs have immediately increased the price of imported goods from every country in the world, leading investors to fear an economic slowdown might be on the horizon.
Positive
Zacks Investment Research
1 day ago
Here is What to Know Beyond Why Palo Alto Networks, Inc. (PANW) is a Trending Stock
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
Proactive Investors
2 days ago
Palo Alto acquisition of Protect AI cheered by analysts
Palo Alto Networks Inc (NYSE:PANW, ETR:5AP)'s acquisition of Protect AI is set to strengthen the company's position as the cyber platform of choice, analysts at Jefferies believe. Palo Alto announced a definitive agreement to acquire the AI and machine learning app and model security firm on Monday.
Neutral
Bloomberg Technology
2 days ago
Palo Alto Networks CEO Explains Protect AI Deal
Palo Alto Networks CEO Nikesh Arora discusses the company's purchase of artificial intelligence security firm Protect AI and the challenges companies face in securing agentic tools. Arora joins Caroline Hyde on “Bloomberg Technology.
Positive
GeekWire
2 days ago
Palo Alto Networks to acquire Seattle cybersecurity startup Protect AI
Cybersecurity giant Palo Alto Networks plans to acquire Protect AI, a Seattle startup founded in 2022 that help companies monitor the various layers and components of machine learning systems.
Positive
CNBC
2 days ago
Palo Alto Networks acquiring Protect AI to boost artificial intelligence tools
Palo Alto Networks acquiring Protect AI to boost artificial intelligence tools
Positive
Investors Business Daily
2 days ago
Palo Alto Networks Acquires Startup Protect AI As RSA Conference Kicks Off
Cybersecurity stocks have generally outperformed in 2025. Palo Alto Networks acquired startup Protect AI as RSA conference kicked off.
Neutral
GlobeNewsWire
2 days ago
Cribl and Palo Alto Networks Partner to Further Accelerate Adoption of AI-driven SecOps
Partnership enables joint customers to upgrade from legacy SIEM to the industry-leading Cortex XSIAM platform faster and more seamlessly Partnership enables joint customers to upgrade from legacy SIEM to the industry-leading Cortex XSIAM platform faster and more seamlessly
Neutral
PRNewsWire
2 days ago
Palo Alto Networks Cortex XSIAM Delivers Industry's First AI-Driven SecOps Platform to Span Proactive and Reactive Security
Evolves industry-leading capabilities with AI-driven Cortex Exposure management and Advanced Email Security SANTA CLARA, Calif. , April 28, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today unveiled Cortex XSIAM® 3.0, the next evolution of its industry-leading SecOps platform, bolstered with proactive exposure management and advanced email security, enabling customers to further consolidate on Cortex for significantly better, faster and more cost-effective security operations.
Charts implemented using Lightweight Charts™