Palo Alto Networks Inc

Palo Alto Networks Inc(PANW)の株式分析

$370.270

-4.702 (-1.27%)終値時点

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高値
372.050
始値
367.050
出来高加重平均価格
368.00
出来高
5.61M
時価総額
110.12B
安値
361.680
売買代金
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.

AI分析 of Palo Alto Networks Inc (PANW)

買い

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.

アナリスト評価(41)

-37.21% 下落余地
買い
29 買い
10 中立
2 売り
現在: 370.27
安値
157.00
平均
232.49
高値
265.00

Phillip Securities

2026-10-12

目標株価

—

Reduce

TD Cowen

2026-10-02

目標株価

$440

買い

BTIG

2026-09-28

目標株価

$425

買い

Morgan Stanley

2026-09-20

目標株価

$410

オーバーウェイト

Bernstein

2026-09-17

目標株価

$351

Market Perform

バリュエーション指標

Palo Alto Networks Inc(PANW)の現在の予想PERは94.34で、5年平均は54.39です。

予想PER

大幅な割高
5年平均 P/E
54.39
現在のP/E
94.34
割高
66.73
割安
42.05

予想EV/EBITDA

適正
5年平均 EV/EBITDA
74.20
現在のEV/EBITDA
161.39
割高
234.93
割安
-86.54

予想PSR

大幅な割高
5年平均 P/S
10.90
現在のP/S
20.01
割高
14.18
割安
7.61

Alphio AI による PANW の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%PANW

$224.76

シナリオ価格

基

基本

基本 · 50%PANW

$208.52

シナリオ価格

弱

弱気

弱気 · 25%PANW

$189.73

シナリオ価格

PANW を保有するクジラ

C

Corient Private Wealth LP

+ を保有PANW

+51.28%

3か月リターン

H

Howard Capital Management, Inc.

+ を保有PANW

+17.25%

3か月リターン

O

Ofi Invest Asset Management

+ を保有PANW

+15.96%

3か月リターン

B

Banque Pictet & Cie SA

+ を保有PANW

+11.97%

3か月リターン

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ を保有PANW

+11.67%

3か月リターン

C

Compound Global Advisors, LLC

+ を保有PANW

+11.01%

3か月リターン

イベントタイムライン

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

ニュース

PANW のよくある質問 — Alphio AI が回答

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.

コミュニティ

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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_gecko2026/9/18

$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_spire2026/9/17

$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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