Palo Alto Networks Inc

Palo Alto Networks Inc(PANW)股票分析

$370.270

-4.702 (-1.27%)收盘时

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最高
372.050
开盘
367.050
成交量加权均价
368.00
成交量
5.60M
市值
110.12B
最低
361.680
成交额
2.06B
企业价值/息税折旧摊销前利润(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)

买入

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.

分析师评级(41)

-37.21% 下跌空间
买入
29 买入
10 持有
2 卖出
当前: 370.27
最低
157.00
平均
232.49
最高
265.00

Phillip Securities

2026-10-12

目标价

—

Reduce

TD Cowen

2026-10-02

目标价

$440

买入

BTIG

2026-09-28

目标价

$425

买入

Morgan Stanley

2026-09-20

目标价

$410

增持

Bernstein

2026-09-17

目标价

$351

Market Perform

估值指标

Palo Alto Networks Inc(PANW)当前预期市盈率为 94.34,5 年平均预期市盈率为 54.39。

预期市盈率

严重高估
5 年均值 P/E
54.39
当前P/E
94.34
高估
66.73
低估
42.05

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
74.20
当前EV/EBITDA
161.39
高估
234.93
低估
-86.54

预期市销率

严重高估
5 年均值 P/S
10.90
当前P/S
20.01
高估
14.18
低估
7.61

Alphio AI 对 PANW 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%PANW

$224.76

情景价格

基

基准

基准 · 50%PANW

$208.52

情景价格

悲

悲观

悲观 · 25%PANW

$189.73

情景价格

持有 PANW 的大户

C

Corient Private Wealth LP

+ 持有PANW

+51.28%

3个月收益率

H

Howard Capital Management, Inc.

+ 持有PANW

+17.25%

3个月收益率

O

Ofi Invest Asset Management

+ 持有PANW

+15.96%

3个月收益率

B

Banque Pictet & Cie SA

+ 持有PANW

+11.97%

3个月收益率

P

PKO Towarzystwo Funduszy Inwestycyjnych SA

+ 持有PANW

+11.67%

3个月收益率

C

Compound Global Advisors, LLC

+ 持有PANW

+11.01%

3个月收益率

事件时间线

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

资讯

PANW 常见问题 —— 由 Alphio AI 解答

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.

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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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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