Palo Alto Networks Inc

Palo Alto Networks Inc (PANW) Stock Analysis

$342.000

-26.095 (-7.63%)At close

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High
375.710
Open
373.510
VWAP
352.42
Volume
8.78M
Mkt Cap
110.12B
Low
339.555
Amount
3.09B
EV/EBITDA, TTM
150.51

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 analysis of Palo Alto Networks Inc (PANW)

Hold

Palo Alto Networks Inc is currently not a strong buy due to recent price declines and mixed financial signals. The current price is $342, down 18.33% over the last five days, and the RSI is at a low 20.475, indicating oversold conditions. However, the forward P/E ratio is 94.34, suggesting high future growth expectations, but the recent net income drop to -282 million USD in Q4 2026 raises concerns about profitability. The main risk is the significant recent price drop of 18.33%, which could indicate ongoing bearish sentiment.

Analyst Ratings (41)

-32.02% Downside
Buy
29 Buy
10 Hold
2 Sell
Current: 342.00
Low
157.00
Average
232.49
High
265.00

Phillip Securities

2026-10-12

Price Target

—

Reduce

TD Cowen

2026-10-02

Price Target

$440

Buy

BTIG

2026-09-28

Price Target

$425

Buy

Morgan Stanley

2026-09-20

Price Target

$410

Overweight

Bernstein

2026-09-17

Price Target

$351

Market Perform

Valuation Metrics

The current forward P/E ratio for Palo Alto Networks Inc (PANW) is 94.34, compared to its 5-year average forward P/E of 54.45.

Forward P/E

Strongly Overvalued
5Y Average P/E
54.45
Current P/E
94.34
Overvalued
66.88
Undervalued
42.02

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
74.35
Current EV/EBITDA
150.51
Overvalued
235.05
Undervalued
-86.34

Forward P/S

Strongly Overvalued
5Y Average P/S
10.91
Current P/S
18.66
Overvalued
14.21
Undervalued
7.61

Alphio AI Price Scenarios for PANW

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%PANW

$224.76

Scenario price

B

Base

Base · 50%PANW

$208.52

Scenario price

B

Bear

Bear · 25%PANW

$189.73

Scenario price

Whales holding PANW

C

Corient Private Wealth LP

+ HoldingPANW

+50.10%

3M Return

H

Howard Capital Management, Inc.

+ HoldingPANW

+12.71%

3M Return

O

Ofi Invest Asset Management

+ HoldingPANW

+11.72%

3M Return

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ HoldingPANW

+10.76%

3M Return

S

Shin Kong Investment Trust Co., Ltd.

+ HoldingPANW

+10.19%

3M Return

B

Banque Pictet & Cie SA

+ HoldingPANW

+9.81%

3M Return

Events Timeline

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

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

13:30:00

Perplexity Opens SPACE AI Sandbox, Cybersecurity Stocks Drop

News

PANW FAQ — answered by 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 Inc is currently not a strong buy due to recent price declines and mixed financial signals. The current price is $342, down 18.33% over the last five days, and the RSI is at a low 20.475, indicating oversold conditions. However, the forward P/E ratio is 94.34, suggesting high future growth expectations, but the recent net income drop to -282 million USD in Q4 2026 raises concerns about profitability. The main risk is the significant recent price drop of 18.33%, which could indicate ongoing bearish sentiment.

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

Community

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0xTrendstatic10/11/2026

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_gecko9/18/2026

$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_spire9/17/2026

$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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