Market Overview: US stock futures showed slight fluctuations as Wall Street anticipated earnings reports from major retailers amid inflation concerns affecting interest rate decisions.
Recent Stock Performance: Stocks closed mostly unchanged due to uncertainty surrounding the Ukraine conflict and the Federal Reserve's upcoming interest rate decision, with last week's inflation data impacting market confidence.
Earnings Reports: Major retail companies like Home Depot, Target, and Walmart are set to release their earnings this week, which will provide insights into consumer behavior amidst new tariffs imposed by Trump.
Federal Reserve Insights: Investors are looking forward to Federal Reserve Chair Jerome Powell's speech at the Jackson Hole symposium, which may offer clues about future interest rate policies in light of persistent inflation and a struggling job market.
PANW
$187.09+Infinity%1D
Analyst Views on PANW
Wall Street analysts forecast PANW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PANW is 234.31 USD with a low forecast of 190.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
Wall Street analysts forecast PANW stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PANW is 234.31 USD with a low forecast of 190.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Buy
4 Hold
0 Sell
Strong Buy
Current: 185.880
Low
190.00
Averages
234.31
High
255.00
Current: 185.880
Low
190.00
Averages
234.31
High
255.00
JPMorgan
NULL -> Overweight
initiated
$235
2025-12-17
New
Reason
JPMorgan
Price Target
$235
2025-12-17
New
initiated
NULL -> Overweight
Reason
JPMorgan reinstated coverage of Palo Alto Networks with an Overweight rating and $235 price target following a period of restriction. The firm says the company has the most comprehensive end-to-end platform of security software. Palo Alto is well positioned as a long-term share consolidator, the analyst tells investors in a research note.
Jefferies
Buy
to
Hold
downgrade
$480
2025-11-30
Reason
Jefferies
Price Target
$480
2025-11-30
downgrade
Buy
to
Hold
Reason
Jefferies downgraded CyberArk (CYBR) to Hold from Buy with an unchanged price target of $480. The firm cites the pending takeover by Palo Alto Networks (PANW) for the downgrade.
HSBC
Hold -> Reduce
downgrade
$157
2025-11-21
Reason
HSBC
Price Target
$157
2025-11-21
downgrade
Hold -> Reduce
Reason
HSBC last night downgraded Palo Alto Networks to Reduce from Hold with an unchanged price target of $157. The firm views the company's fiscal Q1 the print as "sufficient, not transformational." The stock's risk/reward is turning negative with limited potential for upward estimate revisions in fiscal 2026 and 2027, the analyst tells investors in a research note. HSBC says that with Palo Alto's decelerating revenue growth, it sees an increased opportunity of a negative share re-rating.
Scotiabank
Patrick Colville
Sector Perform
downgrade
$90 -> $76
2025-11-21
Reason
Scotiabank
Patrick Colville
Price Target
$90 -> $76
2025-11-21
downgrade
Sector Perform
Reason
Scotiabank analyst Patrick Colville lowered the firm's price target on Elastic (ESTC) to $76 from $90 and keeps a Sector Perform rating on the shares after fiscal Q2 top-line results the firm calls "a tad disappointing versus guidance and cloud peers." While the firm acknowledges Elastic's potential in security and observability, it is concerned that Palo Alto Networks' (PANW) acquisition of Chronosphere could result in a more competitive environment in capturing the opportunity from Splunk, New Relic and Sumo Logic displacement, the analyst tells investors.
About PANW
Palo Alto Networks, Inc. provides comprehensive artificial intelligence (AI)-powered security solutions across network, cloud, security operations and AI. The Company focuses on four areas: Network Security, Cloud Security, Security Operations and Threat Intelligence and Advisory Services (Unit 42). Its network security platform comprises ML-powered firewalls, AI Runtime Security, and a Secure Access Service Edge (SASE) framework, which includes Prisma Access, Prisma SD-WAN, and Prisma Access Browser to secure remote workforces and branch offices. Its Cloud security is delivered via Prisma Cloud, a Code to Cloud platform that protects applications, data, GenAI environments, and the cloud-native stack throughout the development lifecycle. Its Unit 42 division provides intelligence-led consulting, incident response, managed detection and response, and threat hunting services. Its Prisma AIRS is an AI security platform which secures applications, agents, models and data.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
