Palo Alto Networks (NASDAQ:PANW) Stock Price Expected to Rise, TD Cowen Analyst Says

Palo Alto Networks (NASDAQ:PANW) had its price objective raised by equities research analysts at TD Cowen from $360.00 to $400.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage currently has a “buy” rating on the network technology company’s stock. TD Cowen’s price target suggests a potential upside of 5.53% from the company’s current price.

A number of other analysts have also weighed in on PANW. Weiss Ratings lowered shares of Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. Robert W. Baird set a $320.00 price target on Palo Alto Networks in a report on Wednesday, June 3rd. DA Davidson upped their price target on Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research report on Wednesday, June 3rd. Morgan Stanley set a $400.00 price target on Palo Alto Networks in a research report on Monday. Finally, Needham & Company LLC increased their price objective on Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a report on Tuesday, July 7th. One analyst has rated the stock with a Strong Buy rating, forty have given a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $342.61.

Palo Alto Networks Trading Down 1.4%

Shares of NASDAQ PANW traded down $5.23 during mid-day trading on Monday, hitting $379.04. The stock had a trading volume of 1,164,712 shares, compared to its average volume of 8,730,089. The business has a 50 day moving average price of $328.02 and a two-hundred day moving average price of $235.70. Palo Alto Networks has a 1 year low of $139.57 and a 1 year high of $398.88. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market cap of $308.92 billion, a P/E ratio of 309.60, a price-to-earnings-growth ratio of 12.89 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.37 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. On average, equities analysts anticipate that Palo Alto Networks will post 2.02 EPS for the current fiscal year.

Insider Activity

In other Palo Alto Networks news, Director Aparna Bawa sold 290 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total value of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares in the company, valued at $2,244,839.38. This trade represents a 4.31% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Josh D. Paul sold 900 shares of Palo Alto Networks stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total value of $310,500.00. Following the sale, the chief accounting officer directly owned 79,644 shares in the company, valued at approximately $27,477,180. The trade was a 1.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 101,239 shares of company stock worth $27,174,360. 1.40% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. Janney Montgomery Scott LLC increased its position in Palo Alto Networks by 15.0% during the first quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock valued at $65,796,000 after acquiring an additional 53,485 shares during the last quarter. Aviva PLC lifted its holdings in shares of Palo Alto Networks by 5.4% in the 4th quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock worth $104,774,000 after acquiring an additional 29,230 shares during the last quarter. B&D White Capital Company LLC bought a new stake in shares of Palo Alto Networks in the 1st quarter worth about $353,000. Bridgewater Advisors Inc. purchased a new position in shares of Palo Alto Networks during the 2nd quarter worth about $2,159,000. Finally, Granite Islands Private Wealth LLC boosted its stake in shares of Palo Alto Networks by 43.6% during the 1st quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock worth $2,453,000 after purchasing an additional 4,659 shares during the period. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Company Profile

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.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.