NYSE:PANW
Palo Alto Networks (PANW)
Financials 
Technical Analysis 
Jul 2, 2026, 12:00 amThis 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.
She sold Z-Scaler to add more PANW whose products are better. PANW is transitioning to offer more platform services. Shares have been lagging the past quarter, trading at -14% to peers, yet growing revenues 15% in coming years. Free cash flow is 37%. This and Crowdstrike are the tops in cyber.
His 12-month price target is $225. Likes it, and has been adding this week. It's like the "Home Hardware" of cybersecurity, covering the whole area, and catering to small- and medium-sized businesses. Wider and deeper total addressable market than other names.
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Look for the continued move away from hardware to software and the cloud. Also, they must beat revenue to accelerate the strong momentum of the past 8 weeks. It's overbought this year, but it can grow into an extreme valuation in coming years. Owning this means accepting volatility. Don't be surprised with a pullback.
Joe Terranova
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Has a great platform strategy and products; growing cash flow to $4.5 billion by year's end. Will rebound as they execute.