Palo Alto Networks Inc

Análisis de la acción Palo Alto Networks Inc (PANW)

$370.270

-4.702 (-1.27%)Al cierre

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Máximo
372.050
Apertura
367.050
Precio medio ponderado por volumen
368.00
Volumen
5.61M
Capitalización
110.12B
Mínimo
361.680
Importe
2.06B
EV/EBITDA, TTM
161.39

Palo Alto Networks, Inc. is a global artificial intelligence (AI) cybersecurity company, with a comprehensive portfolio of cybersecurity solutions and platforms across network, cloud, security operations, AI and Identity. Its network security platform includes Secure Access Service Edge (SASE), Next-Generation Firewalls, Cloud Delivered Security Services (CDSS), Prisma AIRS, and Strata Cloud Manager (SCM). It delivers security operations capabilities that unifies standalone Security Information and Event Management (SIEM) tools, endpoint security, security automation, cloud detection and response (CDR), as well as attack surface management (ASM) capabilities on its Cortex platform. It delivers comprehensive security across the cloud application development lifecycle through Cortex Cloud. Its Unit 42 brings together expertise across threat research, incident response, and security consulting to deliver intelligence-driven, response-ready outcomes that help customers reduce cyber risk.

Análisis de IA of Palo Alto Networks Inc (PANW)

Comprar

Palo Alto Networks is a good buy right now, as it has shown a significant year-to-date change of +133.47% and a current price of $418.78, which is below the average analyst price target of $425. This suggests potential upside. Additionally, the RSI is at 66.644, indicating strong momentum, while hedge funds have increased their buying activity by 185.66% over the last quarter, reflecting positive sentiment among institutional investors.

Recomendaciones de analistas (41)

-37.21% Potencial de caída
Comprar
29 Comprar
10 Mantener
2 Vender
Actual: 370.27
Mínimo
157.00
Promedio
232.49
Máximo
265.00

Phillip Securities

2026-10-12

Precio objetivo

—

Reduce

TD Cowen

2026-10-02

Precio objetivo

$440

Comprar

BTIG

2026-09-28

Precio objetivo

$425

Comprar

Morgan Stanley

2026-09-20

Precio objetivo

$410

Sobreponderar

Bernstein

2026-09-17

Precio objetivo

$351

Market Perform

Métricas de valoración

El PER previsto actual de Palo Alto Networks Inc (PANW) es 94.34, frente a su media de 5 años de 54.39.

PER previsto

Muy sobrevalorado
Media 5A P/E
54.39
P/E actual
94.34
Sobrevalorada
66.73
Infravalorada
42.05

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
74.20
EV/EBITDA actual
161.39
Sobrevalorada
234.93
Infravalorada
-86.54

Precio/ventas previsto

Muy sobrevalorado
Media 5A P/S
10.90
P/S actual
20.01
Sobrevalorada
14.18
Infravalorada
7.61

Escenarios de precio de Alphio AI para PANW

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%PANW

$224.76

Precio del escenario

B

Base

Base · 50%PANW

$208.52

Precio del escenario

B

Bajista

Bajista · 25%PANW

$189.73

Precio del escenario

Ballenas con PANW en cartera

C

Corient Private Wealth LP

+ Con en carteraPANW

+51.28%

Rentabilidad a 3 meses

H

Howard Capital Management, Inc.

+ Con en carteraPANW

+17.25%

Rentabilidad a 3 meses

O

Ofi Invest Asset Management

+ Con en carteraPANW

+15.96%

Rentabilidad a 3 meses

B

Banque Pictet & Cie SA

+ Con en carteraPANW

+11.97%

Rentabilidad a 3 meses

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ Con en carteraPANW

+11.67%

Rentabilidad a 3 meses

C

Compound Global Advisors, LLC

+ Con en carteraPANW

+11.01%

Rentabilidad a 3 meses

Cronología de eventos

2026-10-15 (ET)

16:30:00

Dow Rises 556.21 Points, Nasdaq Ends Little Changed

15:00:00

Meta Launches Muse Spark Open, First Desktop AI Model

13:30:00

Perplexity Opens SPACE AI Sandbox, Cybersecurity Stocks Drop

13:30:00

Palo Alto Shares Down 2% as Semafor Says Perplexity 'Giving Away' AI Sandbox

Noticias

Preguntas frecuentes sobre PANW, respondidas por Alphio AI

Palo Alto Networks, Inc. is a global artificial intelligence (AI) cybersecurity company, with a comprehensive portfolio of cybersecurity solutions and platforms across network, cloud, security operations, AI and Identity. Its network security platform includes Secure Access Service Edge (SASE), Next-Generation Firewalls, Cloud Delivered Security Services (CDSS), Prisma AIRS, and Strata Cloud Manager (SCM). It delivers security operations capabilities that unifies standalone Security Information and Event Management (SIEM) tools, endpoint security, security automation, cloud detection and response (CDR), as well as attack surface management (ASM) capabilities on its Cortex platform. It delivers comprehensive security across the cloud application development lifecycle through Cortex Cloud. Its Unit 42 brings together expertise across threat research, incident response, and security consulting to deliver intelligence-driven, response-ready outcomes that help customers reduce cyber risk. It operates in the Technology sector (COMPUTER PERIPHERAL EQUIPMENT, NEC industry).

Palo Alto Networks is a good buy right now, as it has shown a significant year-to-date change of +133.47% and a current price of $418.78, which is below the average analyst price target of $425. This suggests potential upside. Additionally, the RSI is at 66.644, indicating strong momentum, while hedge funds have increased their buying activity by 185.66% over the last quarter, reflecting positive sentiment among institutional investors.

41 analysts cover PANW: 29 rate it Buy, 10 Hold and 2 Sell. The average price target is 232.49.

Comunidad

Más ↗

Palo Alto Networks: machine identities now outnumber humans 109 to 1 in the average enterprise, and firms expect AI agent identities to grow 85% in the next year. Every agent needs credentials, permissions, an audit trail. Identity is becoming the security perimeter. $PANW $CRWD $OKTA

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ivory_gecko18/9/2026

$SHOP $PANW $SMCI If you're serious about improving your trading knowledge, Craig is definitely someone worth learning from. His approach is detailed without making things unnecessarily complicated, and he consistently emphasizes the things that actually matter. Understanding the market, managing risk, and staying disciplined. I've taken a lot from his teachings and continue to learn from his content. One of the best decisions I made in my trading journey was learning from Craig. Thanks, Craig, for showing that successful trading is built on patience, education, and consistency, not hype.

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hyper_spire17/9/2026

$PANW Bernstein downgraded to Market Perform from Outperform. Since the start of 2026, many cybersecurity names covered by Bernstein have gained roughly 100% or more, and crowding scores for the space have risen significantly. The firm says it needs to raise its price target multiple regression by a couple of turns, noting that companies it previously viewed as "too cheap," like Palo Alto, now appear fairly valued.

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