Susquehanna Cuts Palo Alto Networks (NASDAQ:PANW) Price Target to $200.00

Palo Alto Networks (NASDAQ:PANW) had its target price cut by Susquehanna from $230.00 to $200.00 in a research report report published on Wednesday morning,MarketScreener reports. They currently have a positive rating on the network technology company’s stock.

A number of other equities analysts have also weighed in on PANW. JPMorgan Chase & Co. cut their target price on shares of Palo Alto Networks from $235.00 to $225.00 and set an “overweight” rating for the company in a research report on Tuesday, February 10th. Wedbush reaffirmed an “outperform” rating and issued a $225.00 price objective on shares of Palo Alto Networks in a report on Wednesday. Morgan Stanley reissued an “overweight” rating and set a $223.00 target price (down previously from $245.00) on shares of Palo Alto Networks in a report on Wednesday. Stifel Nicolaus set a $200.00 target price on Palo Alto Networks in a research report on Tuesday, February 10th. Finally, Cantor Fitzgerald set a $220.00 price target on Palo Alto Networks in a research report on Friday, February 13th. Thirty-three research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $212.51.

Palo Alto Networks Stock Down 1.5%

Shares of PANW stock opened at $148.70 on Wednesday. The firm has a market cap of $121.34 billion, a P/E ratio of 82.15, a PEG ratio of 5.09 and a beta of 0.75. The company has a 50 day moving average of $178.60 and a 200-day moving average of $191.49. Palo Alto Networks has a 12-month low of $144.15 and a 12-month high of $223.61.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, February 17th. The network technology company reported $1.03 earnings per share for the quarter, beating the consensus estimate of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The business had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.58 billion. During the same period in the prior year, the company earned $0.81 earnings per share. Palo Alto Networks’s revenue was up 14.9% compared to the same quarter last year. Palo Alto Networks has set its FY 2026 guidance at 3.650-3.700 EPS and its Q3 2026 guidance at 0.780-0.800 EPS. As a group, equities analysts expect that Palo Alto Networks will post 1.76 EPS for the current year.

Insider Transactions at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,768 shares of the business’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $191.03, for a total value of $23,070,311.04. Following the completion of the sale, the executive vice president directly owned 298,887 shares of the company’s stock, valued at $57,096,383.61. The trade was a 28.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total value of $940,900.00. Following the completion of the sale, the executive vice president directly owned 155,119 shares of the company’s stock, valued at approximately $29,190,293.42. This trade represents a 3.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 260,542 shares of company stock worth $49,910,995. Company insiders own 1.40% of the company’s stock.

Institutional Trading of Palo Alto Networks

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks during the second quarter valued at about $25,000. Whipplewood Advisors LLC increased its holdings in Palo Alto Networks by 6,400.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 128 shares during the period. Briaud Financial Planning Inc bought a new position in Palo Alto Networks during the 2nd quarter valued at approximately $28,000. Knuff & Co LLC bought a new position in Palo Alto Networks during the 4th quarter valued at approximately $26,000. Finally, Howard Hughes Medical Institute purchased a new stake in Palo Alto Networks in the 2nd quarter worth approximately $29,000. Institutional investors own 79.82% of the company’s stock.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Palo Alto announced the planned acquisition of Koi, a startup focused on agentic endpoint security — a strategic move to plug AI-related security gaps and expand its AI/security platform footprint. Palo Alto Networks (PANW) to Acquire Koi
• Positive Sentiment: Palo Alto filed an offer relating to CyberArk’s convertible notes tied to its CyberArk acquisition, signaling active balance-sheet management as it closes recent M&A. This helps reassure investors that integration and financing steps are being executed. Palo Alto Networks Announces Offer to Purchase Relating to CyberArk Software Ltd.’s Notes
• Positive Sentiment: Recent quarter showed revenue and EPS roughly in line-to-slightly-better-than expectations and management raised revenue guidance at the low end, supporting the case for durable topline growth driven by platform and subscription momentum. (Company releases and analyst coverage)
• Neutral Sentiment: Several firms reiterated Outperform/Buy ratings (e.g., Citizens JMP, Wedbush, RBC, Rosenblatt) — indicating pockets of institutional confidence even as some analysts trimmed estimates.
• Negative Sentiment: A cluster of analyst downgrades and price-target cuts hit PANW, driving headline selling and raising near-term skepticism about margin recovery amid integration costs. See coverage of the downgrade-driven selloff. Palo Alto Networks (NASDAQ:PANW) Stock Price Down 6.8% on Analyst Downgrade
• Negative Sentiment: Susquehanna cut its price target (and multiple banks including Goldman, HSBC, Mizuho, BMO and others issued more pessimistic forecasts or lowered targets), amplifying pressure on the stock’s near-term outlook. Susquehanna Lowers Palo Alto Networks Price Target to $200.00
• Negative Sentiment: HSBC notably cut its target to $114, highlighting the range of analyst views and contributing to sentiment-driven selling. HSBC Adjusts Price Target on Palo Alto Networks to $114
• Negative Sentiment: Unusually large put-option buying and elevated volume/gap-down trading indicate traders are positioned for further near-term weakness; this increases volatility and can exacerbate downward moves until clarity on integration costs and margin recovery arrives.

Palo Alto Networks Company Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.