옵션 체인은 다양한 행사가격과 만기일에 대한 Palo Alto Networks의 주식 옵션 주요 데이터를 보여줍니다. 트레이더들은 이 정보를 사용하여 잠재적 거래를 분석하고 Palo Alto Networks에 대한 시장 심리를 평가합니다..

Palo Alto Networks (NASDAQ:PANW) 주식, 옵션 체인

Palo Alto Networks

Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.

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금요일 아침 미국 주식 선물이 약간 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다: 월스트리트는 엔브리지(NYSE:ENB)가 분기 실적을 주당 52센트의 순이익과 47억 8천만 달러의 매출로 발표할 것으로 예상하고 있다. 이 실적 발표는 개장 전 이루어질 예정dl다. 엔브리지의 주식은 애프터 마켓에서 1% 상승하여 45.90달러로 거래되었다.

금요일 주목해야 할 주식: 팔로알토 네트웍스, 모더나, 엔브리지, 드래프트킹스 및 마그나

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목요일(13일) 미국 증시는 S&amp;P 500 지수가 사상 최고치에 근접하고 나스닥 100 지수가 큰 폭의 상승세를 기록하는 등 급등했다. 투자자들은 아직 검토 중인 도널드 트럼프 대통령의 상호관세 제안에 대해 크게 우려하지 않았다.

목요일 주목받은 주식: 게임스탑, 코인베이스, 팔로알토, 에어비앤비 및 테슬라

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사이버 보안 회사 팔로알토 네트웍스(NASDAQ:PANW)는 목요일(13일) 장 마감 후 2분기 재무 실적을 발표했다. 이번 분기 실적의 주요 내용은 다음과 같다.

팔로알토 네트웍스, AI 기반 수요 증가 속 2분기 실적 예상치 상회

Palo Alto Networks Inc

Cybersecurity-focused ETFs are back in the spotlight following a <a href="https://therecord.media/hegseth-orders-cyber-command-stand-down-russia-planning">report </a>by The Record that U.S. Defense Secretary Pete Hegseth ordered a halt to offensive cyber and <a href="https://www.benzinga.com/topic/russia">information operations against Russia</a>. 
The Pentagon <a href="https://www.bloomberg.com/news/articles/2025-03-04/pentagon-denies-report-of-halt-in-cyber-operations-versus-russia">denied</a> these claims. Still, the news has reignited interest in cybersecurity investments. As cyber threats escalate, organizations worldwide are ramping up efforts to protect their digital assets, making cybersecurity companies and ETFs holding them, attractive investment opportunities.
For investors looking to gain diversified exposure to the cybersecurity sector without the hassle of studying and choosing individual stocks, here are three <a href="https://www.benzinga.com/etfs">noteworthy cybersecurity ETFs</a>:
<ul>
<li>Global X Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BUG#NASDAQ">BUG</a>): This ETF provides investors access to a portfolio of 22 cybersecurity companies. It includes leading firms like Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), Zscaler (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), Fortinet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTT#NASDAQ">FTT</a>), and CrowdStrike (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>). While the ETF primarily focuses on U.S.-based companies, it also includes firms from Israel, Japan, and South Korea. It has an expense ratio of 0.5%, which is relatively standard for sector-specific ETFs.</li>
</ul>
<ul>
<li>First Trust Nasdaq Cybersecurity ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIBR#NASDAQ">CIBR</a>): This fund tracks the Nasdaq CTA Cybersecurity Index and includes companies actively involved in cybersecurity operations. CrowdStrike is one of its major holdings, along with other key players such as Check Point Software (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>), Fortinet, and Palo Alto. CIBR has over $8 billion in assets under management and an expense ratio of 0.6%.</li>
</ul>
<ul>
<li>ETFMG Prime Cyber Security ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HACK#NYSE">HACK</a>): The <a href="https://amplifyetfs.com/hack/#:~:text=Launched%20in%202014%2C%20HACK%20is,within%20the%20growing%20cybersecurity%20industry.">first </a>ETF focused on cybersecurity and remains one of the most popular choices among investors. It provides exposure to a mix of established cybersecurity companies and emerging players. Its holdings include CrowdStrike, Palo Alto Networks, and Cisco (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), among others.</li>
</ul>
HACK follows a tiered, equal-weighted approach, ensuring that no single company dominates the portfolio. This diversification helps mitigate risk while still capturing growth potential in the cybersecurity industry. The fund has an expense ratio of 0.6% and has consistently performed well as cyber threats continue to increase globally.
Also Read: <a href="https://www.benzinga.com/etfs/sector-etfs/25/02/43632056/3-etfs-for-cybersecurity-investors-as-ai-driven-threats-grow">3 ETFs For Cybersecurity Investors As AI-Driven Threats Grow</a>
<h2 class="wp-block-heading">The Growing Importance Of Cybersecurity</h2>
The increasing reliance on digital infrastructure across industries has made businesses, governments, and individuals more vulnerable to cyberattacks. High-profile breaches targeting financial institutions, healthcare providers, and government agencies have demonstrated the critical need for robust cybersecurity measures.
Companies are now investing heavily in AI-driven security solutions, zero-trust architectures, and threat intelligence platforms to stay ahead of evolving threats. As a result, cybersecurity firms are experiencing strong revenue growth, making them attractive investment opportunities.
According to a Bloomberg Intelligence research report, the total cybersecurity market will likely hit $338 billion by 2033. That&#8217;s up from about $152.5 billion in 2023.
Cybersecurity has become one of the fastest-growing sectors in the market. High-profile cyberattacks in recent years have led to massive data breaches, infrastructure failures, and financial losses amounting to billions of dollars. 
According to a research report by CrowdStrike:
<ul>
<li>China-linked cyber activity rising by 150% across all sectors in 2024. </li>
<li>Vishing attacks experienced an explosive 442% increase between the first and second half of the year.</li>
<li>The fastest recorded eCrime breakout time was just 51 seconds, emphasizing the speed at which cybercriminals can compromise systems.</li>
<li>79% of detected cyber incidents were malware-free, indicating a shift toward advanced attack techniques. </li>
<li>26 newly named adversaries emerged</li>
<li>52% of vulnerabilities identified were linked to initial access methods, underscoring the ongoing challenge of securing entry points against persistent cyber threats.</li>
</ul>
As cyber threats continue to evolve, businesses and governments are prioritizing investments in cybersecurity to safeguard their networks and data. This growing demand positions cybersecurity ETFs and companies for sustained long-term growth.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43886224/bybit-founder-confirms-1-4-billion-ethereum-hack-blames-masked-transaction">Bybit Founder Confirms $1.4 Billion Ethereum Hack, Blames &#8216;Masked&#8217; Transaction</a>
<h2 class="wp-block-heading">Renewed Interest Fueled By Stalled Cyber Operations</h2>
Hegseth&#8217;s move was reportedly aimed at fostering diplomatic talks between the U.S. and Russia regarding Ukraine. 
U.S. cyber operations against Russia have historically included disrupting ransomware groups, countering disinformation campaigns, and targeting networks used by Russian intelligence agencies. These operations have played a critical role in reducing cyber threats that could impact American infrastructure, financial institutions, and national security. A halt or pause in such actions could enable Russian state-backed hackers and cybercriminal groups to escalate their activities against U.S. and European targets.
According to a New York Times <a href="https://www.nytimes.com/2025/03/02/us/politics/hegseth-cyber-russia-trump-putin.html">report</a>, former intelligence officials have noted that pauses in military and cyber operations during sensitive diplomatic negotiations are not uncommon, as they can prevent tensions from escalating further. 
Critics argue that scaling back offensive cyber capabilities, even temporarily, risks weakening U.S. deterrence and response mechanisms. 
Regardless of the conflicting narratives, cybersecurity remains a critical national security and business priority. The alleged pause in U.S. cyber operations against Russia has raised concerns about potential vulnerabilities, further underscoring the need for robust cybersecurity solutions.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/sector-etfs/25/03/44120598/broken-deal-big-consequences-how-etfs-and-stocks-will-react">Broken Deal, Big Consequences: How ETFs And Stocks Will React</a></li>
</ul>
Photo: Shutterstock

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3 Cybersecurity ETFs in Focus Amid Reports of US Cyber Operations Suspension

Whales with a lot of money to spend have taken a noticeably bullish stance on Palo Alto Networks.
Looking at options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) we detected 47 trades.
If we consider the specifics of each trade, it is accurate to state that 51% of the investors opened trades with bullish expectations and 27% with bearish.
From the overall spotted trades, 17 are puts, for a total amount of $1,153,338 and 30, calls, for a total amount of $1,649,282.
<h3>Predicted Price Range</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $100.0 to $205.0 for Palo Alto Networks over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In terms of liquidity and interest, the mean open interest for Palo Alto Networks options trades today is 711.74 with a total volume of 4,857.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Palo Alto Networks's big money trades within a strike price range of $100.0 to $205.0 over the last 30 days.
<h3>Palo Alto Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1741118468_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>08/15/25</td>
<td>$27.7</td>
<td>$27.35</td>
<td>$27.7</td>
<td>$165.00</td>
<td>$301.7K</td>
<td>253</td>
<td align="right">109</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$23.75</td>
<td>$22.95</td>
<td>$22.95</td>
<td>$180.00</td>
<td>$162.9K</td>
<td>60</td>
<td align="right">77</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$26.75</td>
<td>$25.3</td>
<td>$25.3</td>
<td>$165.00</td>
<td>$156.8K</td>
<td>743</td>
<td align="right">0</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$10.0</td>
<td>$9.8</td>
<td>$9.9</td>
<td>$185.00</td>
<td>$137.6K</td>
<td>1.5K</td>
<td align="right">177</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/18/26</td>
<td>$11.1</td>
<td>$10.05</td>
<td>$10.45</td>
<td>$140.00</td>
<td>$104.5K</td>
<td>38</td>
<td align="right">0</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Having examined the options trading patterns of Palo Alto Networks, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Palo Alto Networks</h3>
<ul>
<li>With a volume of 3,373,245, the price of PANW is up 0.79% at $185.14. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 76 days.</li>
</ul>
<h3>What The Experts Say On Palo Alto Networks</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $221.4.
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&#x2A; Consistent in their evaluation, an analyst from UBS keeps a Neutral rating on Palo Alto Networks with a target price of $200. 
&#x2A; An analyst from RBC Capital has revised its rating downward to Outperform, adjusting the price target to $225. 
&#x2A; An analyst from Keybanc has decided to maintain their Overweight rating on Palo Alto Networks, which currently sits at a price target of $240. 
&#x2A; Maintaining their stance, an analyst from JMP Securities continues to hold a Market Outperform rating for Palo Alto Networks, targeting a price of $212. 
&#x2A; Consistent in their evaluation, an analyst from Susquehanna keeps a Positive rating on Palo Alto Networks with a target price of $230. 
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Options

Palo Alto Networks's Options Frenzy: What You Need to Know

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Shares of companies in the broader software sector are trading lower after president Trump confirmed Mar 4 tariffs.

Expanded 5G partner ecosystem builds momentum, helping customers secure their networks and protect critical data

Reported Earlier, Palo Alto Networks Introduces Prisma SASE 5G, Empowering Service Providers To Safeguard Enterprise Networks

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) has been analyzed by 22 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">11</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">2</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">2</td>
<td align="right">5</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">1</td>
<td align="right">5</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">2</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $208.97, a high estimate of $240.00, and a low estimate of $130.00. Experiencing a 15.66% decline, the current average is now lower than the previous average price target of $247.78. 
<img src="https://www.benzinga.com/files/images/story/2025/1740488538_0.png" alt="price target chart" />
<h2>Exploring Analyst Ratings: An In-Depth Overview</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Palo Alto Networks. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Fatima Boolani</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$220.00</td>
<td>$205.00</td>
</tr>
<tr>
<td>Shyam Patil</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$230.00</td>
<td>$217.50</td>
</tr>
<tr>
<td>Roger Boyd</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$200.00</td>
<td>$190.00</td>
</tr>
<tr>
<td>Trevor Walsh</td>
<td>JMP Securities</td>
<td>Raises</td>
<td>Market Outperform</td>
<td>$212.00</td>
<td>$208.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$235.00</td>
<td>$235.00</td>
</tr>
<tr>
<td>Jonathan Ruykhaver</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$223.00</td>
<td>$223.00</td>
</tr>
<tr>
<td>Casey Ryan</td>
<td>WestPark Capital</td>
<td>Maintains</td>
<td>Hold</td>
<td>$196.40</td>
<td>$196.40</td>
</tr>
<tr>
<td>Eric Heath</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$240.00</td>
<td>$217.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Raises</td>
<td>Buy</td>
<td>$235.00</td>
<td>$212.50</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$225.00</td>
<td>$225.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$225.00</td>
<td>$200.00</td>
</tr>
<tr>
<td>Hamza Fodderwala</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$230.00</td>
<td>$223.00</td>
</tr>
<tr>
<td>Fatima Boolani</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Buy</td>
<td>$205.00</td>
<td>$216.00</td>
</tr>
<tr>
<td>Yun Kim</td>
<td>Loop Capital</td>
<td>Adjusts</td>
<td>Hold</td>
<td>$180.00</td>
<td>$385.00</td>
</tr>
<tr>
<td>Trevor Walsh</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$208.00</td>
<td>$208.00</td>
</tr>
<tr>
<td>Brad Zelnick</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$190.00</td>
<td>$207.00</td>
</tr>
<tr>
<td>John Difucci</td>
<td>Guggenheim</td>
<td>Announces</td>
<td>Sell</td>
<td>$130.00</td>
<td>-</td>
</tr>
<tr>
<td>John Difucci</td>
<td>Guggenheim</td>
<td>Maintains</td>
<td>Sell</td>
<td>$130.00</td>
<td>$130.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Adjusts</td>
<td>Sector Outperform</td>
<td>$200.00</td>
<td>$400.00</td>
</tr>
<tr>
<td>Peter Levine</td>
<td>Evercore ISI Group</td>
<td>Adjusts</td>
<td>Outperform</td>
<td>$230.00</td>
<td>$455.00</td>
</tr>
<tr>
<td>Joseph Gallo</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$240.00</td>
<td>$225.00</td>
</tr>
<tr>
<td>Saket Kalia</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$213.00</td>
<td>$425.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Palo Alto Networks. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Palo Alto Networks compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Palo Alto Networks's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Understanding these analyst evaluations alongside key financial indicators can offer valuable insights into Palo Alto Networks's market standing. Stay informed and make well-considered decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/PANW/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Palo Alto Networks analyst ratings.</a>
<h2>Discovering Palo Alto Networks: A Closer Look</h2>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
<h3>A Deep Dive into Palo Alto Networks's Financials</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Positive Revenue Trend: Examining Palo Alto Networks's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 14.29% as of 31 January, 2025, showcasing a substantial increase in top-line earnings. In comparison to its industry peers, the company stands out with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Palo Alto Networks's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 11.84%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Palo Alto Networks's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 4.35%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Palo Alto Networks's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.29% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.14.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Ratings

The Analyst Verdict: Palo Alto Networks In The Eyes Of 22 Experts

Citigroup analyst Fatima Boolani maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Buy and raises the price target from $205 to $220.

Price Target

Citigroup Maintains Buy on Palo Alto Networks, Raises Price Target to $220

Palo Alto Networks's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NYSE">PANW</a>) short percent of float has fallen 8.99% since its last report. The company recently reported that it has 22.41 million shares sold short, which is 3.44% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.91 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Palo Alto Networks Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740414628_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Palo Alto Networks has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Palo Alto Networks's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Palo Alto Networks's peer group average for short interest as a percentage of float is 5.28%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

What Does the Market Think About Palo Alto Networks?

ADBE

AMOD

APPS

ASAN

BILL

BLIN

BTDR

CFLT

CIFR

CLSK

Core Scientific, Inc. - Class A Common Stock

CORZ

CVLT

DDOG

FTNT

GTLB

HUBS

INTU

IREN

KVYO

MARA

MSTR

NTNX

PATH

PLTR

RBRK

RIOT

SAIL

SOUN

ZETA

Shares of software companies are trading lower amid overall market weakness on US consumer and economic concerns.

Palo Alto Networks shares are trading higher after Susquehanna raised its price target on the stock from $217.50 to $230.

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) has outperformed the market over the past 10 years by 13.08% on an annualized basis producing an average annual return of 24.24%. Currently, Palo Alto Networks has a market capitalization of $132.82 billion. 
Buying $100 In PANW: If an investor had bought $100 of PANW stock 10 years ago, it would be worth $878.77 today based on a price of $202.41 for PANW at the time of writing.
<h3>Palo Alto Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1739897108_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $100 Invested In Palo Alto Networks 10 Years Ago Would Be Worth Today

Susquehanna analyst Shyam Patil maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Positive and raises the price target from $217.5 to $230.

Susquehanna Maintains Positive on Palo Alto Networks, Raises Price Target to $230

U.S. stocks settled mixed on Friday, with the Dow Jones index falling more than 150 points during the session. However, stocks recorded gains last week, with the S&amp;P 500 gaining around 1.5% and the Dow rising 0.6%. The Nasdaq gained 2.6% during the week.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Trevor Walsh
<ul>
<li>Analyst Firm: JMP Securities</li>
<li>Ratings Accuracy: 89%</li>
<li>Latest Rating: Maintained a Market Outperform rating on Palo Alto Networks, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and raised the price target from $208 to $212 on Feb. 14. This analyst sees around 7% upside in the stock.</li>
<li>Recent News: On Feb. 13, Palo Alto reported second-quarter revenue of $2.26 billion, beating the consensus estimate of $2.24 billion.</li>
</ul>
Analyst: Mark Kelley
<ul>
<li>Analyst Firm: Stifel</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained a Buy rating on The Trade Desk, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>) and slashed the price target from $144 to $122 on Feb. 13. This analyst sees more than 50% surge in the stock.</li>
<li>Recent News: On Feb. 12, The Trade Desk reported quarterly earnings of 59 cents per share, which beat the analyst consensus estimate of 56 cents.</li>
</ul>
Analyst: Jay McCanless 
<ul>
<li>Analyst Firm: Wedbush</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Reiterated an Outperform rating on Zillow Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/Z#NASDAQ">Z</a>) with a price target of $100 on Feb. 12. This analyst sees around 25% upside in the stock.</li>
<li>Recent News: On Feb. 11, Zillow reported worse-than-expected fourth-quarter adjusted EPS results and issued first-quarter revenue guidance below estimates.</li>
</ul>
Analyst: Josh Sullivan
<ul>
<li>Analyst Firm: Benchmark</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>) and raised the price target from $80 to $81 on Feb. 13. This analyst sees around 33% surge in the stock.</li>
<li>Recent News: On Feb. 4, ATI reported better-than-expected fourth-quarter financial results and issued first-quarter adjusted EPS guidance above estimates..</li>
</ul>
Analyst: Rohit Kulkarni
<ul>
<li>Analyst Firm: Roth MKM</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on Upwork Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UPWK#NASDAQ">UPWK</a>) and cut the price target from $20 to $19 on Feb. 13. This analyst sees around 17% upside in the stock.</li>
<li>Recent News: On Feb. 12, Upwork reported better-than-expected fourth-quarter financial results.</li>
</ul>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/02/43730195/top-3-defensive-stocks-that-may-collapse-in-q1">Top 3 Defensive Stocks That May Collapse In Q1</a></li>
</ul>

UPWK

This Analyst With 87% Accuracy Rate Sees More Than 50% Upside In Trade Desk - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/14/25</td>
<td>$137.00</td>
<td>$45.8K</td>
<td>28.9K</td>
<td>279.9K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$25.00</td>
<td>$93.4K</td>
<td>46.8K</td>
<td>78.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$50.00</td>
<td>$48.4K</td>
<td>28.3K</td>
<td>77.7K</td>
</tr>
<tr>
<td>PLTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$120.00</td>
<td>$132.3K</td>
<td>19.7K</td>
<td>29.3K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$340.00</td>
<td>$29.3K</td>
<td>9.4K</td>
<td>15.6K</td>
</tr>
<tr>
<td>APP</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$500.00</td>
<td>$28.7K</td>
<td>1.1K</td>
<td>5.6K</td>
</tr>
<tr>
<td>DELL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/28/25</td>
<td>$105.00</td>
<td>$54.3K</td>
<td>5.2K</td>
<td>5.0K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/07/25</td>
<td>$245.00</td>
<td>$25.6K</td>
<td>3.6K</td>
<td>2.0K</td>
</tr>
<tr>
<td>RIOT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$15.00</td>
<td>$33.8K</td>
<td>49.2K</td>
<td>1.2K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$210.00</td>
<td>$32.5K</td>
<td>3.6K</td>
<td>1.2K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on February 14, 2025. This event was a transfer of 236 contract(s) at a $137.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $45.8K, with a price of $194.0 per contract. There were 28959 open contracts at this strike prior to today, and today 279941 contract(s) were bought and sold. 
• Regarding INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we observe a call option sweep with bullish sentiment. It expires in 4 day(s) on February 21, 2025. Parties traded 1821 contract(s) at a $25.00 strike. This particular call needed to be split into 81 different trades to become filled. The total cost received by the writing party (or parties) was $93.4K, with a price of $52.0 per contract. There were 46831 open contracts at this strike prior to today, and today 78855 contract(s) were bought and sold. 
• For SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on February 21, 2025. This event was a transfer of 265 contract(s) at a $50.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $48.4K, with a price of $184.0 per contract. There were 28343 open contracts at this strike prior to today, and today 77709 contract(s) were bought and sold. 
• For PLTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>), we notice a call option sweep that happens to be bullish, expiring in 4 day(s) on February 21, 2025. This event was a transfer of 444 contract(s) at a $120.00 strike. This particular call needed to be split into 34 different trades to become filled. The total cost received by the writing party (or parties) was $132.3K, with a price of $298.0 per contract. There were 19701 open contracts at this strike prior to today, and today 29351 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option trade that happens to be bullish, expiring in 4 day(s) on February 21, 2025. This event was a transfer of 30 contract(s) at a $340.00 strike. The total cost received by the writing party (or parties) was $29.3K, with a price of $979.0 per contract. There were 9437 open contracts at this strike prior to today, and today 15671 contract(s) were bought and sold. 
• Regarding APP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APP#NASDAQ">APP</a>), we observe a call option sweep with neutral sentiment. It expires in 4 day(s) on February 21, 2025. Parties traded 12 contract(s) at a $500.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $28.7K, with a price of $2395.0 per contract. There were 1149 open contracts at this strike prior to today, and today 5694 contract(s) were bought and sold. 
• Regarding DELL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), we observe a call option sweep with bullish sentiment. It expires in 11 day(s) on February 28, 2025. Parties traded 44 contract(s) at a $105.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $54.3K, with a price of $1235.0 per contract. There were 5219 open contracts at this strike prior to today, and today 5035 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option trade that happens to be bearish, expiring in 18 day(s) on March 7, 2025. This event was a transfer of 50 contract(s) at a $245.00 strike. The total cost received by the writing party (or parties) was $25.6K, with a price of $512.0 per contract. There were 3624 open contracts at this strike prior to today, and today 2037 contract(s) were bought and sold. 
• For RIOT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIOT#NASDAQ">RIOT</a>), we notice a call option trade that happens to be bullish, expiring in 123 day(s) on June 20, 2025. This event was a transfer of 200 contract(s) at a $15.00 strike. The total cost received by the writing party (or parties) was $33.8K, with a price of $169.0 per contract. There were 49223 open contracts at this strike prior to today, and today 1235 contract(s) were bought and sold. 
• For PANW (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), we notice a call option trade that happens to be bullish, expiring in 59 day(s) on April 17, 2025. This event was a transfer of 50 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $32.5K, with a price of $650.0 per contract. There were 3698 open contracts at this strike prior to today, and today 1212 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

AAPL

DELL

INTC

NVDA

SMCI

10 Information Technology Stocks Whale Activity In Today's Session

UBS analyst Roger Boyd maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Neutral and raises the price target from $190 to $200.

UBS Maintains Neutral on Palo Alto Networks, Raises Price Target to $200

Stocks are headed for weekly gains, with the Dow Jones dipping slightly and the S&amp;P 500 and Nasdaq trading just above the flatline Friday. Traders are digesting weaker-than-expected retail sales and the potential for peace talks<a href="https://www.benzinga.com/news/global/25/02/43732115/explosion-rocks-chernobyl-nuclear-site-as-zelenskyy-signals-readiness-for-peace-talks"> between Russia and Ukraine.&nbsp;</a>
Retail sales in the U.S. fell 0.9% month-over-month in January, significantly worse than the anticipated 0.1% drop. However, markets are largely shrugging off the weaker-than-expected retail sales figures which were likely affected by January's cold weather and California wildfires, as well as the upward revision of December results.
Geopolitical tensions eased slightly after Ukrainian President Volodymyr Zelenskyy<a href="https://www.benzinga.com/news/global/25/02/43732115/explosion-rocks-chernobyl-nuclear-site-as-zelenskyy-signals-readiness-for-peace-talks"> told reporters</a> at the Munich Security Conference on Friday that he is willing to participate in Trump&#8217;s peace initiative and eventual talks with Russia.
The price of Crude Oil slid another 0.52% Friday and is down 9.9% over the past month as the market reacted to President Donald Trump&#8216;s plans to impose reciprocal tariffs on trade partners and news of potential peace talks to end the war in Ukraine.
The yield on the 10-year U.S. Treasury note fell to below the 4.5% threshold on Friday, extending its pullback after January's retail sales data may have indicated some weakness in the U.S. consumer. The iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) rose 0.7%. 
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose above the $98,000 level on a midday rally Friday and XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) climbed more than 7%. 
<h2 class="wp-block-heading">Friday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Major Indices </td>
<td>Price</td>
<td>1 day % chg.</td>
</tr>
<tr>
<td>Nasdaq 100 </td>
<td>19,988.34</td>
<td>0.20%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,116.90</td>
<td>0.03%</td>
</tr>
<tr>
<td>Dow Jones </td>
<td>44,602.67</td>
<td>-0.24%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,278.93</td>
<td>-0.14%</td>
</tr>
</tbody>
</table>
</figure>
According to Benzinga Pro data:
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched up 0.3% to $609.92</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) was down 0.23% at $446.24</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) rose 0.27% to $537.34.&nbsp;</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) eased 0.14% to $225.82.</li>
<li>The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) dipped 0.14% to $226.78</li>
<li>The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) rose 0.72% to $90.36.&nbsp;</li>
</ul>
<h2 class="wp-block-heading">Friday's Stock Movers:&nbsp;</h2>
Shares of Serve Robotics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SERV#NASDAQ">SERV</a>) and SoundHound AI, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOUN#NASDAQ">SOUN</a>) tanked after NVIDIA Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) latest 13F filing revealed it had dissolved its stakes in both companies.&nbsp;
Stocks reacting to company earnings reports included:&nbsp;
<ul>
<li>DraftKings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>)&nbsp;</li>
<li>American Axle &amp; Manufacturing Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AXL#NYSE">AXL</a>)&nbsp;</li>
<li>Moderna, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>)&nbsp;</li>
<li>JFrog, Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FROG#NASDAQ">FROG</a>)&nbsp;</li>
<li>Wynn Resorts Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>)&nbsp;</li>
<li>Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>)&nbsp;</li>
<li>Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)</li>
<li>DexCom, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DXCM#NASDAQ">DXCM</a>)&nbsp;</li>
<li>Procore Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCOR#NYSE">PCOR</a>)&nbsp;</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)&nbsp;</li>
<li>Udemy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UDMY#NASDAQ">UDMY</a>)&nbsp;</li>
<li>Nu Skin Enterprises, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NUS#NYSE">NUS</a>)&nbsp;</li>
<li>Bio-Rad Laboratories, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BIO#NYSE">BIO</a>)&nbsp;</li>
</ul>
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/25/02/43703014/robert-f-kennedy-confirmed-as-trump-secretary-of-health">Robert F. Kennedy, Vaccine Skeptic, Confirmed As Trump&#8217;s Secretary Of Health: Health Care Stocks To Watch</a></li>
</ul>
Image: Shutterstock

$XRP

SPDR Dow Jones Industrial Average ETF Trust

DXCM

FROG

PCOR

ROKU

SERV

iShares Trust Barclays 20+ Year Treasury Bond Fund

UDMY

WYNN

Select Sector SPDR-Consumer Discretionary

Stocks Head For Weekly Gains, US Treasury Yields Fall Below 4.5%: What's Driving Markets Friday?

Shares of Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) were trading lower on Friday, even after the company reported <a href="https://www.benzinga.com/news/earnings/25/02/43713036/palo-alto-networks-beats-q2-estimates-on-the-back-of-ai-driven-demand">upbeat fiscal second-quarter results</a>.
The company reported its quarterly results amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Goldman Sachs On Palo Alto Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/589dc33e43eaaa000122c59a/gabriela-borges">Analyst Gabriela Borges</a> reiterated a Buy rating, while lifting the price target from $210.50 to $215.00.
Palo Alto Networks reported mixed results for the fiscal second quarter, with RPO (remaining performance obligation) beating Street expectations by 1% and billings coming in 4% short, Borges said in a note. The company expects its free cash flow (FCF) margins to be above 37% through fiscal 2027, addressing concerns around FCF margins deteriorating over the medium term, she added. &nbsp;
"Management expects AI infrastructure investment to translate to higher network security demand, as on-premise, cloud, and/or AI Firewalls are necessary to secure and maintain the sensitive data needed for customer-facing AI deployments," the analyst wrote.
Needham On Palo Alto Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/6539490f1c7d4600012d4bc4/matt-dezort">Analyst Matt Dezort</a> maintained a Buy rating, while raising the price target from $225 to $230.
Palo Alto Networks' revenues grew by 14% year-on-year to $2.26 billion, beating consensus of $2.24 billion, Dezort said. The beat was "driven by upside to Product growth (+8%) and in-line Subscription (+16%)," he added.
RPO grew by 21% to $13 billion, while the average contract duration was around 3 years, the analyst stated. "PANW extended FCF margin targets for 37%-38%+ through FY27 as visibility to deferred payments, operating efficiencies, and AI are expanding as larger, more efficient platform deals roll in," he further wrote.
Rosenblatt Securities On Palo Alto Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/585aa876b5a482000151d0ed/catharine-trebnick">Analyst Catharine Trebnick</a> reaffirmed a Buy rating and price target of $235.
The company's revenue beat was driven by large deals, with 74 accounts of more than $5 million and 32 accounts of over $10 million, representing 25% and 50% year-on-year growth, Trebnick said. "The company is seeing the duration of contracts trending towards the high end of the historical range," she added.
Next-generation security annualized recurring revenue (NGS ARR) grew by around 37% year-on-year and RPOs by 20%, reflecting the company's platform strength and continued demand, the analyst stated. "The company&#8217;s strong execution and platform strategy position it for continued success in the expanding cybersecurity market," she further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Truist Securities On Palo Alto Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/57fdefd3ac6af40001334e3e/joel-fishbein">Analyst Joel Fishbein</a> reiterated a Buy rating and price target of $213.
Palo Alto Networks reported solid quarterly results, "driven by its continued shift to platformization," Fishbein said. Both the breadth and depth of its platformization are gaining traction, he added.
The company added more than 75 net new platformizations in the fiscal second quarter, bringing the total to around 1,150, the analyst stated. "Management also said they were on track to reach their goal of 2,500-3,500 total platformizations and $15B of NGS ARR by FY30," he further wrote.
Wedbush On Palo Alto Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5e00ad4e3513fb0001f03cfd/daniel-ives">Analyst Daniel Ives</a> maintained an Outperform and price target of $225.
Palo Alto Networks delivered beats in revenue, earnings, RPO, and NGS ARR, Ives said. He added, however, that the company's gross margins came in at 76.7%, below Street estimates of 77.4% due to "pressure from new SaaS offerings that are growing but haven't properly scaled yet," he added.
The platform approach in cybersecurity seems to be the "right long-term move" for the company, which will "ultimately emerge from this transition in a stronger market position," the analyst wrote. Platformization conversions continued to accelerate in the quarter, leading to NGS ARR growing by 37% year-on-year to $4.78 billion, beating consensus of $4.73 billion, he further stated.
WestPark Capital On Palo Alto Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/63eb6f975f23fa00010a7dee/casey-ryan">Analyst Casey Ryan</a> reaffirmed a Hold rating on the stock.
Palo Alto Networks reported earnings of 81 cents per share, beating consensus of 78 cents per share, Ryan said. He added, however, that gross margins contracted to 77%, from 79% in the fiscal first quarter due to the continued platformization strategy.
"We believe that Palo Alto is doing well to capture larger shares in the cyber market as they consolidate and streamline functions," the analyst wrote. The next opportunities to increase the company's addressable market could be Cloud 2.0 security and identity protection and monitoring with an increasing number of AI agents being used, he further stated.
PANW Price Action: Shares of Palo Alto Networks were down 2.9% to $195.91 at the time of publication Friday.
Read More:
<ul>
<li><a href="https://www.benzinga.com/general/market-summary/25/02/43722350/airbnb-crushes-q4-estimates-as-classic-hotel-users-flock-to-short-term-rentals-heres-whats-driving-the-surge-in-nights-and-experiences">3 ETFs For Cybersecurity Investors As AI-Driven Threats Grow</a></li>
</ul>
Image by Michael Vi via Shutterstock.

Analyst Color

Earnings Beats

Reiteration

Palo Alto Analysts Optimistic On Revenue Growth, Expanding Market Share

In the current market session, Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) stock price is at $194.59, after a 3.61% decrease. However, over the past month, the company's stock increased by 9.87%, and in the past year, by 6.28%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1739556021_0.png" alt="Past Year Chart" />

<h3>Evaluating Palo Alto Networks P/E in Comparison to Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Palo Alto Networks has a lower P/E than the aggregate P/E of 134.04 of the Software industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1739556021_1.png" alt="Guage" />

In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.

Intraday Update

P/E Ratio Insights for Palo Alto Networks

Live On CNBC, Stephanie Link Announces Bought Palo Alto Networks

Palo Alto Networks shares are trading lower. The company reported Q2 financial results,

JMP Securities analyst Trevor Walsh maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Market Outperform and raises the price target from $208 to $212.

JMP Securities Maintains Market Outperform on Palo Alto Networks, Raises Price Target to $212

Press Releases

Palo Alto Networks Achieves FedRAMP's Highest Authorization Across All Three Industry-Leading Cybersecurity Platforms

Contracts

Palo Alto Networks to Secure Great Britain's Emergency Services Network

Palo Alto Networks Prepares Organizations for Quantum Security with QRNG Open API

IBM and Palo Alto Networks Find Platformization is Key to Reduce Cybersecurity Complexity

Palo Alto Networks to Announce Fiscal Second Quarter 2025 Financial Results on Thursday, February 13, 2025

Palo Alto Networks Introduces Cortex Cloud, the Future of Real-Time Cloud Security

Palo Alto Networks Appoints Two New Members to Board of Directors

Palo Alto Networks Reports Fiscal Second Quarter 2025 Financial Results

Palo Alto Networks to Present at Upcoming Investor Event

Palo Alto Networks Prisma SASE 5G: Enabling Service Providers to Offer Best-in-Class Protection for the 5G Era

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