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NYSE:PANW
Palo Alto Networks (PANW)
Financials 
Technical Analysis 
Jun 11, 2026, 12:00 amThis summary was created by AI, based on 24 opinions in the last 12 months.
Experts express mixed opinions on Palo Alto Networks (PANW), primarily focusing on its strong position in the cybersecurity market amid ongoing AI threats and spending increases in the sector. While there is optimism about the company's growth and its recent acquisition of CyberArk, many analysts suggest waiting for a more favorable entry point due to recent price movements and broader market conditions. Some believe the company is experiencing a temporary sell-off that may present a buying opportunity. Overall, there is a consensus that despite PANW's solid fundamentals, the stock may face increased volatility and pressure from valuations. Many analysts remain bullish on the long-term prospects of cybersecurity companies, although they acknowledge the need for caution in the current market climate.
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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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.