Palo Alto Networks (PANW) Buy, Sell or Hold

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Palo Alto Networks (PANW)

359.55

-22.58 (5.91%)

as of Sep 1, 2026, 3:21:47 pm Market Open.

216 watching

Investor Insights

Sep 1, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Palo Alto Networks (PANW) has been recognized as a leading player in the cybersecurity sector, experiencing significant growth with an impressive 108% increase this year. Experts emphasize the rising demand for cybersecurity solutions, especially with the increased adoption of AI, which necessitates enhanced security measures. While many analysts view the fundamentals of PANW as strong, noting substantial revenue growth and a robust operating margin, concerns about its current valuation have emerged. Some experts recommend exercising patience and waiting for a better entry point, especially in light of its price fluctuations and recent volatility. Additionally, there is an acknowledgment of the company's strong market position and continual investment into its product offerings, even amidst market corrections and skepticism regarding AI's impact on the cybersecurity landscape.

Consensus

Hold

Valuation

Overvalued

Similar

CRWD

BUY

It hit a new today and reported a clean beat in their quarter last night. It's been a winner for home and he expects this continue given the rise of the hybrid workplace to come. Businesses need to spend more money to protect their networks, and the CEO has been way ahead of his cybersecurity peers.

BUY

It reports Thursday. It's the golden age for cybersecurity stocks because of so many people working from home. The last few quarters have been winners and so will be the next one.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 22/21, Up 43.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PANW is progressing well. We now recommend trailing the stop (from $360) to $425. If triggered, this would all but guarantee a net investment return of 23%, considering our recommendation to previously cover half the position.

BUY

PANW vs. CRWD He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.

BUY

He likes cybersecurity. PA had 28% revenue growth in the last quarter. Stay long.

BUY

On Monday he expects them to roll out new products that'll let them keep taking market share. He's long liked this cybersecurity stock, a favourite them.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 22/21, Up 27%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PANW has achieved its $450 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $300) to $360. If triggered, this would all but guarantee a net investment return over 14%.

BUY

Cybersecurity stocks--despite several recent major hacks--have gone nowhere, because of their high valuations by any metric. In mid-April they topped and sold off, but are back to their April highs, including Palo Alto and Zscaler. The bigger picture is that what happens if cybercriminals go after the banks or exchanges? Yes, these stocks are expensive, but you want to buy them, such as Palo and Zscaler. Cyber attacks aren't going away, but will get worse.

BUY

They report Thursday and he expects great numbers. Palo Alto benefits as a cybersecurity stock right after the east coast oil supply was shut down after a major hack.

TOP PICK

Poster child for network security providers. They change as the market changes. 12-month price target of $447. Buy half a position now around $340, and another half at 320. No dividend. (Analysts’ price target is $448.34)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly PANW is well positioned for the unfortunate need for higher cybersecurity in the world. PANW offers customers firewall, cloud, and analytics security. Amazon AWS and Microsoft Azure are some of its biggest clients. Recent earnings showed a 25% increase in revenues and management expects another year over 20% again. Cash reserves have grown to be estimated over $2.9 billion. We would buy this with a stop loss at $300, looking to achieve $450 -- upside over 25%. Yield 0% (Analysts’ price target is $447.35)

BUY ON WEAKNESS

The best cybersecurity play. It's tripled into the last 11 months, but was hammered in today's reopening rally and drubbing of tech stocks. Their last report beat the street, but their forecast merely met expectations, but this is priced for perfection. Expect volatility during the current rotation to reopening stocks.

COMMENT

Crowdstrike is in security business, endpoint protection. New module expands its total addressable market. A favourite of Gartner Research, calling it a "visionary vendor" second only to MSFT. Trading at a bit of a discount. May be able to buy in low $120s. Price target of $160.30. Don't buy and hold; you must monitor it closely. Also likes PANW and CYBR, with PANW being a long-term hold.

BUY

He's long liked this. Just delivered a big top and bottom line beat and boosted their forecast. A terrific quarter. Also, PANW wasn't overheated like other tech stocks. It's hitting new highs.

STRONG BUY

The CEO has vision and the company has gotten big into cloud computing and acquisitions (https://finance.yahoo.com/news/palo-alto-networks-completes-acquisition-200500673.html). He'd make this a 5% position.

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Palo Alto Networks (PANW)