Palo Alto Networks Inc

Palo Alto Networks Inc(PANW)股票分析

$347.250

+7.119 (+2.05%)收盤時

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最高
354.420
開盤
343.440
成交量加權均價
347.07
成交量
5.17M
市值
110.12B
最低
339.530
成交金額
1.79B
企業價值/稅息折舊攤銷前利潤(TTM)
138.32

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)

持有

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.

分析師評級(41)

-33.05% 下跌空間
買進
29 買進
10 持有
2 賣出
目前: 347.25
最低
157.00
平均
232.49
最高
265.00

Phillip Securities

2026-10-12

目標價

—

Reduce

TD Cowen

2026-10-02

目標價

$440

買進

BTIG

2026-09-28

目標價

$425

買進

Morgan Stanley

2026-09-20

目標價

$410

增持

Bernstein

2026-09-17

目標價

$351

Market Perform

估值指標

Palo Alto Networks Inc(PANW)目前預期本益比為 94.34,5 年平均預期本益比為 54.48。

預期本益比

嚴重高估
5 年均值 P/E
54.48
目前P/E
94.34
高估
66.99
低估
41.96

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
74.55
目前EV/EBITDA
138.32
高估
235.32
低估
-86.23

預期股價營收比

高估
5 年均值 P/S
10.93
目前P/S
17.15
高估
14.24
低估
7.62

Alphio AI 對 PANW 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%PANW

$224.76

情境價格

基

基準

基準 · 50%PANW

$208.52

情境價格

悲

悲觀

悲觀 · 25%PANW

$189.73

情境價格

持有 PANW 的大戶

C

Corient Private Wealth LP

+ 持有PANW

+50.98%

3個月報酬率

H

Howard Capital Management, Inc.

+ 持有PANW

+20.17%

3個月報酬率

B

Banque Pictet & Cie SA

+ 持有PANW

+17.69%

3個月報酬率

D

Duquesne Family Office LLC

+ 持有PANW

+12.83%

3個月報酬率

D

Diversify Wealth Management, LLC

+ 持有PANW

+12.52%

3個月報酬率

C

Compound Global Advisors, LLC

+ 持有PANW

+12.08%

3個月報酬率

事件時間軸

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

資訊

PANW 常見問題 —— 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 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.

0xTrendstatic2026/10/11

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.

展開
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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