Deutsche Bank Aktiengesellschaft Cuts Palo Alto Networks (NASDAQ:PANW) Price Target to $220.00

Palo Alto Networks (NASDAQ:PANW) had its target price lowered by Deutsche Bank Aktiengesellschaft from $240.00 to $220.00 in a report published on Wednesday morning,MarketScreener reports. The brokerage currently has a buy rating on the network technology company’s stock.

A number of other brokerages have also weighed in on PANW. UBS Group set a $215.00 target price on Palo Alto Networks and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. Rosenblatt Securities reissued a “buy” rating and issued a $225.00 price target on shares of Palo Alto Networks in a research note on Wednesday. DA Davidson lowered their price objective on shares of Palo Alto Networks from $240.00 to $210.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Evercore upped their target price on shares of Palo Alto Networks from $220.00 to $250.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. Finally, Wedbush reissued an “outperform” rating and issued a $225.00 target price on shares of Palo Alto Networks in a research note on Wednesday. Thirty-three research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $212.51.

Palo Alto Networks Trading Down 1.5%

Shares of NASDAQ:PANW opened at $148.70 on Wednesday. The company has a 50 day moving average of $178.60 and a 200 day moving average of $191.49. The stock has a market cap of $121.34 billion, a P/E ratio of 82.15, a P/E/G ratio of 5.09 and a beta of 0.75. Palo Alto Networks has a 12 month low of $144.15 and a 12 month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, February 17th. The network technology company reported $1.03 EPS for the quarter, beating the consensus estimate of $0.94 by $0.09. The firm had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.58 billion. Palo Alto Networks had a net margin of 12.96% and a return on equity of 17.60%. The business’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same period last year, the firm earned $0.81 EPS. 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 analysts forecast that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Insider Activity

In other news, CAO Josh D. Paul sold 800 shares of the stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $184.81, for a total transaction of $147,848.00. Following the completion of the sale, the chief accounting officer directly owned 46,005 shares in the company, valued at approximately $8,502,184.05. This represents a 1.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director James J. Goetz sold 12,500 shares of the business’s stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $195.33, for a total value of $2,441,625.00. Following the transaction, the director owned 75,184 shares in the company, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 260,542 shares of company stock worth $49,910,995. 1.40% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Palo Alto Networks

Large investors have recently made changes to their positions in the business. Brighton Jones LLC lifted its stake in Palo Alto Networks by 147.7% in the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after acquiring an additional 4,031 shares during the period. Bison Wealth LLC lifted its position in shares of Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after purchasing an additional 3,275 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Palo Alto Networks by 66.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after purchasing an additional 1,389 shares during the period. Chicago Partners Investment Group LLC boosted its stake in shares of Palo Alto Networks by 24.1% during the 2nd quarter. Chicago Partners Investment Group LLC now owns 4,984 shares of the network technology company’s stock valued at $993,000 after purchasing an additional 969 shares in the last quarter. Finally, WBH Advisory Inc. purchased a new position in shares of Palo Alto Networks during the second quarter valued at about $236,000. 79.82% of the stock is currently owned by institutional investors.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Palo Alto announced the planned acquisition of Koi, a startup focused on agentic endpoint security — a strategic move to plug AI-related security gaps and expand its AI/security platform footprint. Palo Alto Networks (PANW) to Acquire Koi
• Positive Sentiment: Palo Alto filed an offer relating to CyberArk’s convertible notes tied to its CyberArk acquisition, signaling active balance-sheet management as it closes recent M&A. This helps reassure investors that integration and financing steps are being executed. Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.’s Notes
• Positive Sentiment: Recent quarter showed revenue and EPS roughly in line-to-slightly-better-than expectations and management raised revenue guidance at the low end, supporting the case for durable topline growth driven by platform and subscription momentum. (Company releases and analyst coverage)
• Neutral Sentiment: Several firms reiterated Outperform/Buy ratings (e.g., Citizens JMP, Wedbush, RBC, Rosenblatt) — indicating pockets of institutional confidence even as some analysts trimmed estimates.
• Negative Sentiment: A cluster of analyst downgrades and price-target cuts hit PANW, driving headline selling and raising near-term skepticism about margin recovery amid integration costs. See coverage of the downgrade-driven selloff. Palo Alto Networks (NASDAQ:PANW) Stock Price Down 6.8% on Analyst Downgrade
• Negative Sentiment: Susquehanna cut its price target (and multiple banks including Goldman, HSBC, Mizuho, BMO and others issued more pessimistic forecasts or lowered targets), amplifying pressure on the stock’s near-term outlook. Susquehanna Lowers Palo Alto Networks Price Target to $200.00
• Negative Sentiment: HSBC notably cut its target to $114, highlighting the range of analyst views and contributing to sentiment-driven selling. HSBC Adjusts Price Target on Palo Alto Networks to $114
• Negative Sentiment: Unusually large put-option buying and elevated volume/gap-down trading indicate traders are positioned for further near-term weakness; this increases volatility and can exacerbate downward moves until clarity on integration costs and margin recovery arrives.

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.