PALO ALTO NETWORKS WKN: A1JZ0Q ISIN: US6974351057 Kürzel: PANW Forum: Aktien Thema: Hauptdiskussion

Die Aktie ist eh noch viel zu teuer.

Für dich , ja 😅

Ja

Wenn 140$ bricht dann geht es übelst in den Keller

Alle die unten gekauft haben, herzlichen Glückwunsch 💪

"Anthropic sorgt für Abverkauf bei Cybersecurity-Aktien" https://de.investing.com/news/stock-market-news/anthropic-sorgt-fur-abverkauf-bei-cybersecurityaktien-3354235

Was is los eigentlich

PANW: Citigroup Lowers Price Target to $210, Maintains Buy Rating | PANW Stock News GuruFocus News 02/19/2026 21:30 On February 19, 2026, Citigroup's analyst Fatima Boolani maintained her Buy rating for Palo Alto Networks (PANW, Financial) while lowering the price target from $235.00 to $210.00. This adjustment marks a 10.64% decrease in the expected valuation, reflecting new considerations in market analysis.

Palo Alto Networks’ stock falls after earnings. These analysts see a good chance to buy. Some analysts encourage investors to look past a muddy outlook and focus on the company’s recent momentum and AI opportunity By Hannah Pedone Last Updated: Feb. 18, 2026 at 6:52 p.m. ET First Published: Feb. 18, 2026 at 1:47 p.m. ET ' Joseph Gallo, an analyst at Jefferies, said in a note that while the deals “muddied” the company’s guidance for the current quarter, the targets are still “achievable.” However, he said it was “disappointing” that the Palo Alto Networks’ fiscal second-quarter services revenue decelerated and missed expectations. Gallo recommends investors show “patience” around the timeline of “material” artificial-intelligence revenue benefits for the company, which could come after hyperscalers realize gains from their spending. J.P. Morgan’s Essex added that there’s now “a buying opportunity” for investors, as Palo Alto Networks is showing momentum with its approach to sell customers a “platform” of products. The company is also set up well for the second half of its fiscal year, he noted. Bernstein analyst Peter Weed said in a note that there are expanding opportunities for Palo Alto Networks to benefit from AI, especially given the growing security demands from companies looking to avoid “malicious content” when training large language models. Weed said that management “showed off the potential tailwinds from the shiny new acquisitions.” Yet he pointed out that CyberArk and Palo Alto Networks will continue to operate as distinct businesses in the near term, as “large structural changes” will not arrive this fiscal year. Guggenheim analyst John DiFucci took a tougher tack, saying in a note that there were a lot of “moving parts” in the company’s guidance, given all the deals. He added that an earnings report coming roughly in line with estimates was likely to raise questions for investors. “Judging from the after-hours stock move down, it already has in our view,” he wrote early Wednesday.' https://www.marketwatch.com/story/palo-alto-networks-stock-falls-after-earnings-these-analysts-see-a-good-chance-to-buy-8094364d?mod=mw_quote_news

ABM Financial: 'Zu den Verlierern zählte Palo Alto Networks mit einem Kursrückgang von 6,8 Prozent. Der Anbieter von Cybersicherheitslösungen veröffentlichte zwar starke Quartalsergebnisse für das zweite Geschäftsquartal, warnte jedoch davor, dass die Profitabilität im zweiten Halbjahr aufgrund höherer Speicherkosten und Integrationskosten aus zwei Akquisitionen unter Druck geraten werde.'

PANW: RBC Capital Reiterates 'Outperform' Rating with $220 Price Target | PANW Stock News GuruFocus News 02/18/2026 17:37 Today, analyst Matthew Hedberg from RBC Capital has reiterated his 'Outperform' rating for Palo Alto Networks (PANW). The firm's price target remains unchanged at $220. This comes as a continuation of a positive outlook for the cybersecurity company.

https://seekingalpha.com/news/4553190-palo-altos-recent-acquisitions-improves-ai-positioning-but-also-drags-on-near-term-eps

'Wedbush Securities said the reduced EPS was related to its recent acquisitions of Chronosphere and CyberArk, which led to a sizable increase in shares. The firm reiterated its Outperform rating and $225 price target, adding, "We would be strong buyers in knee-jerk weakness of shares tomorrow at the open." Meanwhile, Morgan Stanley retained its Overweight rating but reduced its price target to $223 from $245. "With FQ2 results, the company was able to give guidance for CyberArk and Chronosphere impacts, removing an overhang that has been in the stock since last summer," said Morgan Stanley analysts, led by Meta Marshall, in a Wednesday investor note. "Many investors we talked to had wanted to get past the reset, particularly on CyberArk, to feel comfortable stepping into the name. While we still need more evidence of CyberArk's trajectory and synergy realization, we at least have baselines to measure against with the $200mm ARR starting point for Chronosphere in FQ2 and the >$1.2bn ARR for CyberArk for FQ3." Needham reiterated its Buy rating but also lowered its price target to $200 from $230. "Management's updated 3QFY26 & FY26 outlook was in line with consensus estimates for NGS ARR, RPO, and Revenue on an organic basis, while Operating Margin, EPS, and Free Cash Flow Margin were lowered to account for the carrying cost of the Chronosphere and CyberArk acquisitions," said Needham analysts, led by Mike Cikos, in a note. "While management did not specify the acquired cost base, the company reaffirmed an Adjusted Free Cash Flow Target of 40% in FY28, with 37% in FY26 & FY27, and FY30 NGS ARR of $20 Billion. Palo Alto has already set CyberArk integration plans in motion, supporting management commentary for a swift integration timeline." Jefferies also retained its Buy rating but reduced its price target to $215 from $250. "CYBR's CY25 FCF margin was only 19% (23% adjusted), meaning that PANW has to approximately double this to reach its target of 40% FCF margins for the combined business," said Jefferies analysts, led by Joseph Gallo, in a note. "PANW also expects 37% adj. FCF margins in FY27 and reaffirmed its previous target of 40% in FY28. Cost synergies, including lower cloud hosting costs, close to double-digit percentage job cuts for the CYBR business, and other efficiencies, should help it reach its target." Koi acquisition to boost agentic AI capabilities Before releasing its earnings, Palo Alto announced it was acquiring the Israel-based Koi. Palo Alto CEO Nikesh Arora discussed the acquisition during the earnings call but did not provide financial details of the deal. Some reports indicated the acquisition costs approximately $400M. "We are witnessing a dramatic shift in how software now lives on the endpoint; traditional security tools are often blind to the new AI layer of software," Arora said. "The massive rise of MCP servers, browser extensions, plug-ins, and ephemeral code that bypasses standard security controls. This represents a significant unmanaged attack surface." "We identified this new threat vector early, and Palo Alto Networks has been a customer of Koi since the summer of 2025," he added. "On my recent trip to Israel in December, Lee Klarich and I met with the Koi team and were immediately impressed by their foresight into the next generation of endpoint threats. Since then, we've seen the risk pattern intensify, including security concerns that have been recently popularized by the widespread adoption of open cloud. We believe this is the latest example of what the future of an AI attack surface will look like, and Koi will help our XDR platform remain well positioned to provide the most innovative security solutions to our customers." '

Das wird wieder auf 180 Dollar steigen. Ganz sicher.

February 18, 2026 9:22 AM These Analysts Slash Their Forecasts On Palo Alto Following Q2 Results by Avi Kapoor Benzinga Staff Writer Palo Alto Networks Inc (NASDAQ:PANW) reported upbeat financial results for the second quarter of fiscal 2026 after the market close on Tuesday. Palo Alto reported fiscal second-quarter revenue of $2.59 billion, beating analyst estimates of $2.58 billion. The cybersecurity company posted adjusted earnings of $1.03 per share for the quarter, beating analyst estimates of 94 cents per share, according to Benzinga Pro. "We saw continued strength in platformizations, a trend that is accelerating due to AI – customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach. We also saw steady and strong adoption of AI security, which we expect will be a long term trend," said Nikesh Arora, chairman and CEO of Palo Alto Networks. Palo Alto expects fiscal third-quarter revenue to be in the range of $2.941 billion to $2.945 billion versus estimates of $2.60 billion. The company anticipates third-quarter adjusted earnings between 78 cents and 80 cents per share versus estimates of 92 cents per share. Palo Alto also raised its fiscal 2026 revenue guidance. The company now expects full-year revenue of $11.28 billion to $11.31 billion, up from prior guidance of $10.50 billion to $10.54 billion. Analysts are expecting full-year revenue of $10.55 billion. Meanwhile, the company lowered its full-year adjusted earnings guidance from a range of $3.80 to $3.90 per share to a new range of $3.65 to $3.70 per share, versus estimates of $3.86 per share. Palo Alto shares fell 8.9% to $148.96 in pre-market trading. These analysts made changes to their price targets on Palo Alto following earnings announcement. Needham analyst Mike Cikos maintained Palo Alto Networks with a Buy and lowered the price target from $230 to $200. Morgan Stanley analyst Hamza Fodderwala maintained the stock with an Overweight rating and lowered the price target from $245 to $223. Scotiabank analyst Patrick Colville maintained Palo Alto with a Sector Outperform and lowered the price target from $228 to $180.