Palo Alto Networks, Inc. $PANW Shares Purchased by Raiffeisen Bank International AG

Raiffeisen Bank International AG raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 2.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 225,914 shares of the network technology company’s stock after buying an additional 4,495 shares during the period. Palo Alto Networks comprises about 0.9% of Raiffeisen Bank International AG’s portfolio, making the stock its 20th largest holding. Raiffeisen Bank International AG’s holdings in Palo Alto Networks were worth $75,003,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of Palo Alto Networks in the second quarter valued at approximately $25,833,462,000. State Street Corp boosted its stake in shares of Palo Alto Networks by 2.0% in the fourth quarter. State Street Corp now owns 30,331,705 shares of the network technology company’s stock worth $5,587,100,000 after acquiring an additional 594,789 shares during the last quarter. Bank of America Corp DE increased its position in shares of Palo Alto Networks by 0.9% during the second quarter. Bank of America Corp DE now owns 22,681,876 shares of the network technology company’s stock worth $7,734,973,000 after purchasing an additional 205,123 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Palo Alto Networks by 3.5% during the fourth quarter. Geode Capital Management LLC now owns 15,989,257 shares of the network technology company’s stock worth $2,934,935,000 after purchasing an additional 540,756 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in Palo Alto Networks by 8.7% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 8,778,963 shares of the network technology company’s stock valued at $2,993,802,000 after purchasing an additional 706,003 shares during the last quarter. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on PANW. DA Davidson raised their price objective on Palo Alto Networks from $345.00 to $420.00 and gave the company a “buy” rating in a report on Wednesday. BTIG Research upped their target price on shares of Palo Alto Networks from $380.00 to $404.00 and gave the stock a “buy” rating in a report on Wednesday. JPMorgan Chase & Co. increased their target price on shares of Palo Alto Networks from $326.00 to $384.00 and gave the company an “overweight” rating in a research report on Tuesday, August 25th. UBS Group reissued a “neutral” rating and issued a $390.00 price target (up from $300.00) on shares of Palo Alto Networks in a research note on Wednesday, August 19th. Finally, Evercore restated an “outperform” rating on shares of Palo Alto Networks in a research report on Monday. Forty analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average price target of $385.67.

Palo Alto Networks Stock Up 1.1%

Shares of NASDAQ:PANW opened at $331.94 on Friday. Palo Alto Networks, Inc. has a 52-week low of $139.57 and a 52-week high of $398.88. The stock has a market cap of $270.53 billion, a P/E ratio of 650.88, a PEG ratio of 10.04 and a beta of 0.91. The business has a fifty day moving average of $349.60 and a two-hundred day moving average of $254.27. The company has a quick ratio of 0.86, a current ratio of 0.87 and a debt-to-equity ratio of 0.06.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, September 1st. The network technology company reported $1.02 EPS for the quarter, topping the consensus estimate of $0.98 by $0.04. Palo Alto Networks had a return on equity of 8.50% and a net margin of 2.67%.The business had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.35 billion. During the same quarter in the previous year, the firm earned $0.95 EPS. The company’s quarterly revenue was up 34.5% compared to the same quarter last year. Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. On average, research analysts expect that Palo Alto Networks, Inc. will post 2.25 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the sale, the director owned 5,898 shares of the company’s stock, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director John Key sold 7,500 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the transaction, the director owned 12,500 shares in the company, valued at $3,490,500. This represents a 37.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 38,635 shares of company stock worth $11,150,578 over the last ninety days. 1.40% of the stock is currently owned by insiders.

Key Palo Alto Networks News

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

• Positive Sentiment: Strong fiscal fourth-quarter results: Revenue rose 34% year over year to $3.41 billion, exceeding the $3.35 billion consensus estimate, while adjusted earnings of $1.02 per share topped expectations by $0.04. Next-generation security annual recurring revenue increased 63% to $9.1 billion, including nearly $1 billion of net new ARR. Palo Alto crushes earnings expectations: stock is down 8%- here’s why
• Positive Sentiment: Optimistic outlook and AI demand: Management issued fiscal 2027 guidance above Wall Street expectations and highlighted rising demand for platform-based cybersecurity solutions as AI-related threats expand. Analysts also cited strong cash flow, platform adoption and the company’s AI-led growth strategy. PANW Q4 Earnings Call Focuses on AI-Led Platformization
• Positive Sentiment: Analyst support remains strong: Citigroup raised its price target to $410, while RBC lifted its target to $475. DA Davidson, Susquehanna, Rosenblatt, BTIG, Needham and Cantor Fitzgerald also maintained or reiterated bullish ratings with targets generally above the current trading level.
• Positive Sentiment: External bullish commentary: Jim Cramer described Palo Alto Networks favorably following the earnings report, potentially supporting investor sentiment toward the cybersecurity leader. Jim Cramer is Bullish on Palo Alto After Earnings Report
• Neutral Sentiment: Console acquisition: Palo Alto Networks reportedly paid approximately $500 million in cash and stock for AI help-desk startup Console. The deal could expand its AI capabilities, but the price and integration risks may temper the immediate benefit. Palo Alto Networks paid $500M for Thrive-backed Console
• Negative Sentiment: Valuation and profit-taking pressured the stock: Despite the earnings beat, shares fell sharply after investors viewed the results as insufficient relative to PANW’s premium valuation and lofty growth expectations. Barclays reportedly warned that the stock may have limited upside after a substantial prior rally. Palo Alto Networks Topped Estimates. The Stock Is Sinking Anyway
• Negative Sentiment: Insider selling: Chief Accounting Officer Josh Paul sold 900 shares for approximately $336,000. The sale represented only 1.23% of his holdings, limiting its significance, but it may add modestly to investor caution.

Palo Alto Networks 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.