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.
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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He sold and put profits into CRWD (and then took profits on that, too). Like FTNT, still great names to own long term, as cybersecurity threats are only going to get bigger. Secular demand for software and services will continue. PANW is 53x forward PE, for 15% earnings growth, so he needs a lower PE to be interested. Capex slowdown from businesses in this area.