PANW
Palo Alto Networks, Inc.
September 14, 2026 · pre-market open
- Rarity
- 2.22
- Peak move
- +14.35%
- Float cap
- $266.8B
Palo Alto Networks, Inc. is a global AI cybersecurity provider incorporated in 2005 and headquartered in Santa Clara, California. It sells cybersecurity platforms and services to enterprises, helping secure users, networks, clouds, endpoints, AI applications and agents, and identities through AI and automation. Its offerings include network and AI security, security operations, cloud security, observability, and identity security.
Where do you see this going?
no votes yetVoting closed at 4:00 PM ET.
What we found
8 events · 0 from SEC or newswire · 0 timed with the moveinstitutional_flowBank of America Corp DE disclosed in its latest SEC filing that it increased its Palo Alto Networks stake by 0.9% in the second quarter to 22,681,876 shares worth about $7.73 billion, roughly 2.78% of shares outstanding.
- Key event
executive_remarkAnthropic CEO Dario Amodei published an essay urging the industry to slow AI capability development, which OpenAI CEO Sam Altman endorsed, as cybersecurity names rallied while chip and AI-infrastructure stocks fell 6-8%.
executive_remarkPalo Alto Networks CEO Nikesh Arora, at the Goldman Sachs Communacopia conference, said AI could drive a large cybersecurity modernization opportunity and that AI network traffic must be inspected, calling the company's 180 million endpoints a short-term moat.
acquisition_acquirerPalo Alto Networks completed its acquisition of Console, an AI-native platform for agentic enterprise workflows intended to expand the Cortex platform, a deal immaterial to fiscal 2027 guidance.
cybersecurity_incidentPalo Alto Networks disclosed CVE-2026-0310, a critical PAN-OS XML buffer-overflow flaw (CVSSv4 9.2) letting unauthenticated attackers run root code or cause denial of service; patched versions were released and no exploitation is known.
- Key event
analyst_ratingPhillip Securities analyst Paul Chew downgraded Palo Alto Networks to Neutral/Hold from Accumulate while raising its DCF-based price target to $346 from $320, citing valuation after the stock rallied about 160% from its February low to a $396 August peak.
- Key event
analyst_ratingOppenheimer raised its price target on Palo Alto Networks to $450 from $400 and maintained an Outperform rating, citing a fiscal fourth-quarter beat on next-generation security ARR, revenue, RPO and operating margins.
analyst_ratingWedbush analyst Steven Wahrhaftig initiated/assumed coverage of Palo Alto Networks with an Outperform/Buy rating and a $400 price target, adding it to the firm's Best Ideas List, citing platformization leadership.