Palo Alto Networks (PANW) Buy, Sell or Hold

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Palo Alto Networks (PANW)

348.06

-3.98 (1.13%)

as of Jul 2, 2026, 8:00:00 pm Market Open.

215 watching

Investor Insights

Jul 2, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Palo Alto Networks (PANW) has shown robust growth with an 89% stock increase this year, alongside a 31% rise in revenues and a 36% increase in Remaining Performance Obligations (RPO). However, several reviewers caution against the current price movement, indicating it has gone parabolic recently, and they recommend waiting for a better entry point, preferably below $200. The company's acquisitions, particularly CyberArk, are viewed positively, yet concerns about valuation persist, with many analysts noting that PANW's stock price is high compared to its peers. The cybersecurity sector shows long-term growth potential, especially with increasing demands driven by AI, though current market reactions have caused stocks to pull back across the sector. Overall, while PANW has solid fundamentals, there is a general sense of uncertainty in the short term, and many experts recommend a cautious approach.

Consensus

Cautious

Valuation

Overvalued

Similar

CRWD

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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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 Aug 06/20, Down 5.29%)Stockchase Research Editor: Michael O'Reilly We are following recommending to cover any holding in PANW as we have breached the $250 stop-loss threshold we set. Market conditions are changing and we are choosing to remain disciplined and seek opportunities elsewhere.

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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 as a leader in cyber-security and the trend towards work-from-home is adding more reason to see additional follow through. An analyst at BTIG just upgraded their view on the stock to a target of $313 -- upside of over 18% -- on the back of growing success in federal contract deals. This is after Q3 earnings showed a 35% increase in EPS and sales increasing by over 35% for the past five consecutive years. The stock just broke out of key resistance at $250, which creates good upward momentum. We would trade this using the $250 level as key support. Yield 0%

PAST TOP PICK

(A Top Pick Jul 22/19, Up 10%) It is the largest network cyber-security player. It may not be as nimble as some others. His price target is $260, so he will continue to hold it.

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Palo Alto Networks (PANW)