Palo Alto Networks

PANW: AI Security Leadership Will Shape Future Outlook Amid New Challenges

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

13 Dec 25

Views

1.1k

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.7%

7D

1.9%

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1Y

0.7%

7D

1.9%

You can edit this narrative until Dec 14 11:10 PM. Then, changes will post as Updates.

Author's Valuation

US$224.5315.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 Dec 25

PANW: AI Platform And M&A Expansion Will Drive Long-Term Share Gains

The analyst price target for Palo Alto Networks has edged higher by $0 to approximately $225 per share, as analysts balance concerns over decelerating growth and acquisition costs with confidence in the company’s expanding AI driven security platform, strategic M&A, and growing next generation security revenue opportunity. Analyst Commentary Street research on Palo Alto Networks remains divided, with most firms constructive on the company’s long term AI and platform strategy while a minority flag the risk that revenue growth deceleration and rich valuation could cap upside.

Shared on 29 Nov 25

Fair value Increased 2.18%

PANW: Accelerating AI Security Adoption Will Drive Share Gains Despite Recent Breach

Palo Alto Networks' analyst price target has increased by approximately $5 to $224.53, as analysts cite improved revenue growth, expanding profit margins, and continued momentum in next-generation security and AI-driven opportunities as key drivers for the higher valuation. Analyst Commentary Recent analyst research reflects a mix of optimism and caution surrounding Palo Alto Networks' growth prospects, product execution, and valuation following its latest quarterly results and announced acquisitions.

Shared on 14 Nov 25

Fair value Increased 0.96%

PANW: Confidence In AI Security Will Offset Breach Risks And Competitive Pressures

Palo Alto Networks' analyst price target has inched up by approximately $2 to $219.75. This increase reflects broadly improved channel checks, robust sector momentum, and optimism over the company’s strategic position in AI-driven cybersecurity.

Shared on 31 Oct 25

Fair value Increased 0.62%

Palo Alto Networks' fair value estimate was modestly increased to $217.67, as analysts point to a series of price target hikes and continued momentum following the CyberArk acquisition and strong positioning in the AI-powered security market. Analyst Commentary Bullish Takeaways Bullish analysts have raised price targets for Palo Alto Networks multiple times, reflecting confidence in the company's performance and future growth potential.

Shared on 17 Oct 25

Fair value Increased 0.62%

The analyst price target for Palo Alto Networks has increased by $1.34 to $216.33. Analysts cite continued strong execution, revenue growth, and positive channel dynamics as key drivers for their upward revision.

Shared on 03 Oct 25

Fair value Increased 0.37%

Palo Alto Networks' analyst price target was modestly increased to approximately $215. Analysts cited strong top and bottom line performance, accelerating AI-driven security initiatives, and improved profitability forecasts as supporting factors.

Shared on 07 May 25

Fair value Increased 0.97%

Shared on 30 Apr 25

Fair value Increased 0.20%

Shared on 23 Apr 25

Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.83%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 2.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$224.53

15.6% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

11.48%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.45%

Calculation

US$2.33b

Earnings '28

x

102.82x

PE Ratio '28

=

US$239.21b

Market Cap '28

US$239.21b

Market Cap '28

/

835.26m

No. shares '28

=

US$286.39

Share Price '28

US$286.39 Share Price '28

Discounted to 2025 @ 8.46% p.a.

=

US$224.46

Fair Value '25