NYSE:PANW
Palo Alto Networks (PANW)
Financials 
Technical Analysis 
Jul 22, 2026, 12:00 amThis summary was created by AI, based on 24 opinions in the last 12 months.
Palo Alto Networks (PANW) has garnered mixed reviews from experts, indicating a strong performance this year with a revenue increase of 31%, leading many to believe in its upward trajectory. Some analysts express concern over its current valuation at 22x price-to-sales, suggesting that it is becoming too expensive amidst a volatile market. Despite this, the overall sentiment leans towards optimism, particularly regarding the increased need for cybersecurity solutions due to AI threats. However, many experts advocate for patience, recommending a buy-in at lower price points, particularly below $200. The recent acquisition of CyberArk is seen as a strategic move, though some fear that current market trends may hinder short-term gains.
Stock is expensive but what he finds exciting is that he sees a clearer runway for this company to continue to beat expectations. This is the “next generation” firewall. Applications are much more sophisticated and can get through old firewalls and initiate programs within your application. This company has come up with the ability to basically, on one pass, analyze those packets that are coming and be “application aware” and “network protocol aware” to do everything that static firewalls couldn’t do. Thinks they are 2 years ahead of the competition with that.
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Security is a very important theme in the market. There are a couple of themes that have big tailwinds right now. Certainly the Internet of things, i.e., connected devices to the Internet, which means it is a great thing for semiconductor and software companies. The big issue that a lot of companies have right now is security risk, which is an a bull market right now. Companies that can help mitigate that are doing really well. This company appears to be the winner in this space. Their most recent quarter had 55% revenue growth and beat the estimate by about 12%. They are seeing consistent increases in the estimates coming from analysts. It is expensive, but he feels the analysts are being too conservative with their estimates of earnings and revenue growth.