Palo Alto Networks (NASDAQ:PANW) Given New $200.00 Price Target at Susquehanna

Palo Alto Networks (NASDAQ:PANW) had its price target decreased by stock analysts at Susquehanna from $230.00 to $200.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm presently has a “positive” rating on the network technology company’s stock. Susquehanna’s price target suggests a potential upside of 32.44% from the company’s previous close.

PANW has been the topic of several other reports. Weiss Ratings reissued a “hold (c)” rating on shares of Palo Alto Networks in a report on Monday, December 29th. Citizens Jmp upped their price objective on Palo Alto Networks from $212.00 to $250.00 and gave the company a “market outperform” rating in a research report on Monday, October 27th. Rosenblatt Securities restated a “buy” rating and issued a $225.00 price target on shares of Palo Alto Networks in a research note on Wednesday. Needham & Company LLC lowered their price objective on shares of Palo Alto Networks from $230.00 to $200.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a research note on Thursday, November 20th. Thirty-three equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and an average price target of $216.66.

Palo Alto Networks Trading Down 7.6%

Shares of NASDAQ PANW traded down $12.49 during midday trading on Wednesday, hitting $151.01. The company’s stock had a trading volume of 5,479,791 shares, compared to its average volume of 10,148,942. The firm has a market capitalization of $105.26 billion, a price-to-earnings ratio of 94.51, a P/E/G ratio of 3.99 and a beta of 0.75. The stock has a fifty day moving average price of $181.06 and a 200 day moving average price of $192.21. Palo Alto Networks has a one year low of $144.15 and a one year high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, topping the consensus estimate of $0.94 by $0.09. The company had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.Palo Alto Networks’s revenue was up 14.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.81 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. On average, equities research analysts predict that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Insider Activity at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total value of $23,177,738.34. Following the sale, the executive vice president directly owned 327,645 shares of the company’s stock, valued at $62,878,351.95. This represents a 26.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director James J. Goetz sold 12,500 shares of the stock in a transaction on Monday, December 8th. The stock was sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the sale, the director directly owned 75,184 shares in the company, valued at $14,685,690.72. This trade represents a 14.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is owned by insiders.

Hedge Funds Weigh In On Palo Alto Networks

Several large investors have recently bought and sold shares of PANW. Exchange Traded Concepts LLC raised its stake in shares of Palo Alto Networks by 29.4% in the third quarter. Exchange Traded Concepts LLC now owns 32,155 shares of the network technology company’s stock valued at $6,547,000 after acquiring an additional 7,301 shares during the last quarter. Silver Oak Securities Incorporated increased its holdings in Palo Alto Networks by 240.1% during the 3rd quarter. Silver Oak Securities Incorporated now owns 11,732 shares of the network technology company’s stock valued at $2,389,000 after purchasing an additional 8,282 shares in the last quarter. GoalVest Advisory LLC raised its position in Palo Alto Networks by 1,248.9% in the 3rd quarter. GoalVest Advisory LLC now owns 10,899 shares of the network technology company’s stock valued at $2,219,000 after purchasing an additional 10,091 shares during the last quarter. Schroder Investment Management Group grew its holdings in shares of Palo Alto Networks by 7.9% during the second quarter. Schroder Investment Management Group now owns 2,234,551 shares of the network technology company’s stock worth $457,279,000 after purchasing an additional 163,718 shares during the last quarter. Finally, Richmond Investment Services LLC increased its stake in shares of Palo Alto Networks by 87.2% in the second quarter. Richmond Investment Services LLC now owns 3,286 shares of the network technology company’s stock valued at $672,000 after buying an additional 1,531 shares in the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Key Headlines Impacting Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Q2 results beat consensus: Palo Alto reported $1.03 EPS and ~$2.59B revenue (both above estimates); Next‑Generation Security ARR grew ~33% YoY — evidence of solid demand and platform traction. PR Newswire — Q2 Results
• Positive Sentiment: Management lifted full‑year revenue range to about $11.28–11.31B and provided FY‑2026 EPS guidance of $3.65–3.70 (above Street consensus), signaling longer‑term top‑line momentum. WSJ — Revenue Outlook
• Positive Sentiment: Several sell‑side firms reiterated Buy/Outperform ratings with high price targets (e.g., Wedbush and Rosenblatt at $225; BTIG at $200), which supports a bullish medium‑term narrative among analysts. Benzinga — Analyst Notes
• Neutral Sentiment: Some brokerages trimmed price targets (Mizuho, BMO, Needham lowered targets from ~$230 to ~$200–205) but mostly kept Buy/Outperform ratings — mixed signal: lower valuations but continued analyst conviction. The Fly — Price Target Changes
• Negative Sentiment: Management flagged higher integration and deal costs tied to recent acquisitions (including the large CyberArk deal), and trimmed annual profit expectations — this comment triggered an immediate sell‑off in after‑hours/premarket trading. Reuters — Deal Costs / Profit Outlook
• Negative Sentiment: Shorter‑term guidance concerns: some headlines noted Q3 profit guidance disappointed expectations, prompting further downside pressure despite the quarter’s beats. CNBC — Q3 Guidance Reaction

About Palo Alto Networks

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.