Palo Alto Networks Option Alert: Jun 20 $210 Calls at the Bid: 1000 vs 1557 OI

Palo Alto Networks Option Alert: Jun 20 $210 Calls at the Bid: 1000 @ $12.21 vs 1557 OI; Ref=$198.2

Palo Alto Networks Option Alert: May 16 $220 Calls Sweep (4) near the Bid: 598 vs 581 OI

Palo Alto Networks Option Alert: May 16 $220 Calls Sweep (4) near the Bid: 598 @ $8.75 vs 581 OI; Ref=$207.21

Palo Alto Networks Option Alert: Aug 15 $175 Puts at the Ask: 3000 vs 165 OI

Palo Alto Networks Option Alert: Aug 15 $175 Puts at the Ask: 3000 @ $8.94 vs 165 OI; Ref=$192.77

Palo Alto Networks Option Alert: Jan, 2027 $155 Puts at the Bid: 339 vs 685 OI; Earnings 2/13 After Close 

Palo Alto Networks Option Alert: Jan, 2027 $155 Puts at the Bid: 339 @ $15.4 vs 685 OI; Earnings 2/13 After Close Ref=$199.545

Palo Alto Networks Option Alert: May 16 $185 Puts at the Bid: 800 vs 942 OI; Earnings 2/13 After Close 

Palo Alto Networks Option Alert: May 16 $185 Puts at the Bid: 800 @ $8.9 vs 942 OI; Earnings 2/13 After Close Ref=$197.02

Palo Alto Networks 株価情報 (NASDAQ: PANW)

Palo Alto Networks (NASDAQ:PANW) 株価情報

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.

Palo Alto Networks Inc

WIIM

ADBE

AMOD

APPS

ASAN

BILL

BLIN

BTDR

CDNS

CFLT

CIFR

CLSK

Core Scientific, Inc. - Class A Common Stock

CORZ

CVLT

CYBR

DDOG

ESTC

FTNT

GTLB

HUBS

INTU

IREN

KVYO

MARA

MSTR

NTNX

ORCL

PANW

PATH

PLTR

RBRK

RIOT

SAIL

SNPS

SOUN

TEAM

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.

News

Trading Ideas

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.

Price Target

Analyst Ratings

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>

Markets

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.

Options

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

$BTC

$XRP

COIN

SPDR Dow Jones Industrial Average ETF Trust

DKNG

DXCM

FROG

MRNA

PCOR

ROKU

SERV

iShares Trust Barclays 20+ Year Treasury Bond Fund

UDMY

WYNN

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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:
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<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

Earnings Beats

Reiteration

Movers

Tech

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

WestPark Capital analyst Casey Ryan reiterates Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) from Hold to Hold.

WestPark Capital Reiterates Hold on Palo Alto Networksto Hold

Rosenblatt analyst Catharine Trebnick maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Buy and maintains $235 price target.

Rosenblatt Maintains Buy on Palo Alto Networks, Maintains $235 Price Target

With U.S. stock futures trading slightly higher this morning on Friday, some of the stocks that may grab investor focus today are as follows:
<ul>
<li>Wall Street expects Enbridge Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ENB#NYSE">ENB</a>) to report quarterly earnings at 52 cents per share on revenue of $4.78 billion before the opening bell, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. Enbridge shares gained 1% to $45.90 in after-hours trading.</li>
<li>Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) reported upbeat second-quarter financial results after the market close on Thursday. The company said it expects fiscal third-quarter revenue to be in the range of $2.26 billion to $2.29 billion. The company expects third-quarter adjusted earnings to be between 76 cents and 77 cents per share. Palo Alto shares dipped 5.1% to $191.59 in the after-hours trading session.</li>
<li>Analysts are expecting Moderna, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>) to post a quarterly loss at $2.68 per share on revenue of $942.84 million. The company will release earnings before the markets open. Moderna shares rose 2.8% to $32.82 in after-hours trading.</li>
</ul>
Check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
<ul>
<li>DraftKings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) posted better-than-expected earnings for its fourth quarter, while sales missed estimates. The company also raised its full-year 2025 revenue guidance to a range of $6.3 billion to $6.6 billion, up from a prior range of $6.2 billion to $6.6 billion. DraftKings shares climbed 5.5% to $49.00 in the after-hours trading session.</li>
<li>Analysts expect Magna International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGA#NYSE">MGA</a>) to post quarterly earnings at $1.52 per share on revenue of $10.34 billion before the opening bell. Magna International shares gained 2.5% to $40.65 in after-hours trading.</li>
</ul>
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</ul>

Pre-Market Outlook

Palo Alto Networks, Moderna And 3 Stocks To Watch Heading Into Friday

Stocks surged today, with the S&amp;P 500 approaching record levels and the Nasdaq 100 posting strong gains. Investors largely shrugged off President Donald Trump&#8217;s <a href="https://www.benzinga.com/government/regulations/25/02/43711974/trump-launches-plan-for-reciprocal-tariffs-sp-500-nears-record-highs-dollar-tumbles-as-investors-cheer-on-late-kickoff">proposed reciprocal tariffs</a>, which remain under review. The S&amp;P 500 gained 1% to close at 6,115.07, while the Nasdaq 100 jumped 1.5% to 19,945.64, signaling bullish sentiment. The Dow Jones Industrial Average finished Thursday up nearly 0.8% at 44,711.43.
These are the top stocks that gained the attention of retail traders and investors throughout the day:
GameStop Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GME#NYSE">GME</a>)
GameStop shares closed up 1.35% at $26.34, reaching an intraday high of $26.40 and a low of $25.75. The stock remains well below its 52-week high of $64.83 and above its low of $9.95. <a href="https://www.benzinga.com/government/regulations/25/02/43711974/trump-launches-plan-for-reciprocal-tariffs-sp-500-nears-record-highs-dollar-tumbles-as-investors-cheer-on-late-kickoff">Speculation is mounting</a> that GameStop may invest in Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) and other cryptocurrencies. CEO Ryan Cohen has been given control over the company&#8217;s cash balance, fueling rumors of potential investments in the crypto sector.
Coinbase Global&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>)
Coinbase surged 8.44% to close at $298.11, with an intraday high of $302.40 and a low of $282.50. The stock is trading below its 52-week high of $349.75 but above its low of $146.14. The company reported strong <a href="https://in.benzinga.com/25/02/43713994/coinbase-q4-earnings-highlights-revenue-beat-consumer-trading-volume-940-billion-company-welcomes-dawn-of-a-new-era-for-crypto">fourth-quarter earnings</a>, highlighting a new era for crypto. Revenue exceeded expectations, driven by significant consumer trading volume. For the fourth quarter, the cryptocurrency trading platform reported a revenue of $2.3 million, which was higher by 88% on a quarter-over-quarter basis.
Palo Alto Networks Inc&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)
Palo Alto Networks saw a 2.62% increase, closing at $201.88, with a high of $202.41 and a low of $195.35. The stock is below its 52-week high of $207.23 and above its low of $130.04. The company beat <a href="https://www.benzinga.com/news/earnings/25/02/43713036/palo-alto-networks-beats-q2-estimates-on-the-back-of-ai-driven-demand">second-quarter estimates</a> due to AI-driven demand. Revenue and earnings surpassed analyst predictions, with significant growth in next-generation security revenue. Revenue for the period came in at $2.26 billion.
Airbnb, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABNB#NASDAQ">ABNB</a>)
Airbnb shares rose 0.37%, closing at $141.04, with a high of $141.94 and a low of $138.76. The stock is below its 52-week high of $170.1 and above its low of $110.4. The company reported <a href="https://www.benzinga.com/general/travel/25/02/43714300/airbnb-shares-climb-after-q4-revenue-beats-estimates">better-than-expected fourth-quarter revenue</a>, driven by an increase in nights stayed and a modest rise in average daily rates. Airbnb reported quarterly revenue of $2.5 billion which beat the analyst consensus of $2.42 billion.
Tesla Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla gained 5.77%, closing at $355.94, with an intraday high of $358.69 and a low of $342.85. The stock is trading below its 52-week high of $488.54 and above its low of $138.80. A meeting between Elon Musk and Indian Prime Minister Narendra Modi focused on <a href="https://www.benzinga.com/25/02/43718656/will-tesla-finally-enter-india-modi-musk-meeting-reportedly-focused-on-tariffs-starlink-licensing-and-spacex-collaboration">potential collaborations</a> and tariff discussions, sparking interest in Tesla&#8217;s potential entry into the Indian market.
Image via Shutterstock
Prepare for the day&#8217;s trading&nbsp;<a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a>&nbsp;by Benzinga.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

Equities

ABNB

TSLA

GameStop, Coinbase, Palo Alto, Airbnb, Tesla: Why These 5 Stocks Are On Investors' Radars Today

Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) reported second-quarter financial results after the market close on Thursday. Here&#8217;s a look at the key metrics <a href="https://www.benzinga.com/pressreleases/25/02/n43712091/palo-alto-networks-reports-fiscal-second-quarter-2025-financial-results">from the quarter</a>.
Q2 Earnings: Palo Alto reported second-quarter revenue of $2.26 billion, beating the <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">consensus estimate</a> of $2.24 billion. The cybersecurity company reported second-quarter earnings of 81 cents per share, beating analyst estimates of 78 cents per share, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Total revenue was up 14% year-over-year and remaining performance obligations grew 21% year-over-year to $13 billion. The company said next-generation security annual recurring revenue increased 37% year-over-year to $4.8 billion.
&#8220;In Q2, our strong business performance was fueled by customers adopting technology driven by the imperative of AI, including cloud investment and infrastructure modernization,&#8221; said Nikesh Arora, chairman and CEO of Palo Alto Networks. 
&#8220;Our growth across regions and demand for our platforms demonstrate our customers&#8217; confidence in our approach. It reaffirms our faith in our 2030 plans and our $15 billion NGS ARR goal.&#8221;
Check This Out: <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>
Outlook: Palo Alto expects fiscal third-quarter revenue to be in the range of $2.26 billion to $2.29 billion. The company expects third-quarter adjusted earnings to be between 76 cents and 77 cents per share.
Palo Alto sees full-year 2025 revenue of $9.14 billion to $9.19 billion. The company anticipates full-year adjusted earnings in the range of $3.18 to $3.24 per share, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Palo Alto also announced that it appointed former prime minister of Denmark Helle Thorning-Schmidt and former UBS Group CEO Ralph Hamers to its board. The company&#8217;s board now consists of 11 members, up from nine, effective immediately. 
Palo Alto executives will further discuss the quarter on a call with investors and analysts at 4:30 p.m. ET.
PANW Price Action: <a href="https://www.benzinga.com/quote/PANW" target="_blank" rel="noreferrer noopener">Palo Alto shares</a> were down 4.41% after hours, trading at $192.99 at the time of publication Thursday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
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Photo: Shutterstock.

Guidance

Palo Alto Networks Beats Q2 Estimates On The Back Of AI-Driven Demand

<ul>
<li>Next-Generation Security ARR of $5.52 billion to $5.57 billion, representing year-over-year growth of between 31% and 32%.</li>
<li>Remaining performance obligation of $15.2 billion to $15.3 billion, representing year-over-year growth of between 19% and 20%.</li>
<li>Total revenue in the range of $9.14 billion to $9.19 billion, representing year-over-year growth of 14%.</li>
<li>Non-GAAP operating margin in the range of 28.0% to 28.5%.</li>
<li>Diluted non-GAAP net income per share in the range of $3.18 to $3.24, using 700 million to 708 million shares outstanding.</li>
<li>Adjusted free cash flow margin in the range of 37% to 38%.</li>
</ul>

Comments

Palo Alto Networks

Unusual Options Activity for

ニュース

パートナーシップ

ベンジンガ・グローバル

Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:25 AMFeb 20, 2025	CALL	$210.00	Jun 20, 2025	116	143	1000	9	1557	TRADE	BEARISH
03:44 PMFeb 18, 2025	CALL	$220.00	May 16, 2025	81	1287	598	222	581	SWEEP	BEARISH
12:18 PMFeb 14, 2025	PUT	$175.00	Aug 15, 2025	172	3000	3000	1818	165	TRADE	BEARISH
02:17 PMFeb 13, 2025	PUT	$155.00	Jan 15, 2027	690	436	339	64	685	TRADE	BULLISH
10:18 AMFeb 13, 2025	PUT	$185.00	May 16, 2025	81	800	800	85	942	TRADE	BULLISH