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: 15,289
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 14 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
3,349% more repeat investments, than reductions
Existing positions increased: 1,828 | Existing positions reduced: 53
255% more first-time investments, than exits
New positions opened: 327 | Existing positions closed: 92
75.75% more ownership
Funds ownership: 78.5% [Q3] → 154.25% (+75.75%) [Q4]
19% more funds holding in top 10
Funds holding in top 10: 59 [Q3] → 70 (+11) [Q4]
9% more funds holding
Funds holding: 2,031 [Q3] → 2,216 (+185) [Q4]
8% more capital invested
Capital invested by funds: $86.3B [Q3] → $93.2B (+$6.97B) [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
$130
29%
downside
Avg. target
$212
16%
upside
High target
$240
32%
upside
14 analyst ratings
10 positive
71%
3 neutral
21%
1 negative
7%
Citigroup Fatima Boolani 59% 1-year accuracy 20 / 34 met price target | 21%upside $220 | Buy Maintained | 25 Feb 2025 |
Susquehanna Shyam Patil 55% 1-year accuracy 26 / 47 met price target | 26%upside $230 | Positive Maintained | 18 Feb 2025 |
UBS Roger Boyd 56% 1-year accuracy 9 / 16 met price target | 10%upside $200 | Neutral Maintained | 14 Feb 2025 |
JMP Securities Trevor Walsh 75% 1-year accuracy 43 / 57 met price target | 16%upside $212 | Market Outperform Maintained | 14 Feb 2025 |
Rosenblatt Catharine Trebnick 56% 1-year accuracy 38 / 68 met price target | 29%upside $235 | Buy Maintained | 14 Feb 2025 |
Financial journalist opinion
Based on 32 articles about PANW published over the past 30 days
Positive
Zacks Investment Research
1 day ago
PANW Stock Trades at a Discount: Should You Buy, Hold or Sell?
With strong financial fundamentals, discounted valuation and expanding market opportunities, Palo Alto Networks is a stock worth holding.
Positive
Benzinga
2 days ago
Stephanie Link: 'Amazon's Market Share is Soaring' – Insights On Amazon, Palo Alto Networks, Target & Nextera Energy
Stephanie Link , Chief Investment Strategist at Hightower Advisors, on Wednesday shared her insights on key stocks, emphasizing Amazon's growing dominance, Palo Alto Networks Inc's PANW cybersecurity potential, Target Corp's TGT recovery efforts and NextEra Energy Inc's NEE valuation opportunity.
Negative
MarketBeat
2 days ago
Palo Alto Networks: Cybersecurity Standout in a Turbulent Market
In a year dominated by fear and risk-off sentiment in the markets, not all sectors and industries are performing equally. While the overall market has declined 7.5% from its 52-week high, the technology sector has fared worse, with the QQQ ETF dropping nearly 11% from its peak.
Positive
24/7 Wall Street
3 days ago
2 Stock-Split Stocks to Buy in March
Analysts at Citi say the company is expected to benefit from Cortex XSIAM, its artificial intelligence-driven security operations offering.
Neutral
Zacks Investment Research
3 days ago
Here are 4 Cloud Security Stocks Investors Should Watch in 2025
Here, we take a sneak peek at four stocks, CHKP, PANW, ZS and S, which are at the forefront of key trends in the cloud security space.
Positive
Zacks Investment Research
3 days ago
4 Security Stocks to Watch on Prospering Industry Trends
The Zacks Security industry participants, PANW, FTNT, OKTA and CYBR, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.
Neutral
GlobeNewsWire
3 days ago
Archipelo Names Former PANW CSO Paul Calatayud as CISO & Chief Strategy Officer, Signaling the Rise of Developer Security Posture Management
SAN FRANCISCO, March 18, 2025 (GLOBE NEWSWIRE) -- Archipelo , the pioneer of Developer Security Posture Management (DevSPM), today announced the appointment of Paul Calatayud as Chief Information Security Officer (CISO) and Chief Strategy Officer. A respected cybersecurity leader with over two decades of experience, Calatayud has shaped cloud security as Global CSO at Palo Alto Networks (PANW), reporting to Nir Zuk (PANW Founder & CTO), and as CISO at Aqua Security.
Positive
The Motley Fool
6 days ago
2 Stock-Split Artificial Intelligence (AI) Stocks to Buy Before They Zoom Higher, According to Wall Street Analysts
When a company announces a stock split, it doesn't change any of the underlying fundamentals of the business or the stock. It merely divides the company into smaller shares for investors, making it easier for retail investors to afford the stock.
Positive
Zacks Investment Research
1 week ago
PANW Expands Cloud Infrastructure in Asia-Pacific Region
Palo Alto Networks expands its cloud infrastructure across Australia, India, Indonesia, Japan and Singapore.
Positive
Barrons
1 week ago
4 Software Stocks to Buy Now
The sector's shares reside in more attractive territory for investors.
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