NYSE:PANW
Palo Alto Networks (PANW)
Financials 
Technical Analysis 
Sep 1, 2026, 12:00 amThis summary was created by AI, based on 22 opinions in the last 12 months.
Palo Alto Networks (PANW) has been recognized as a leading player in the cybersecurity sector, experiencing significant growth with an impressive 108% increase this year. Experts emphasize the rising demand for cybersecurity solutions, especially with the increased adoption of AI, which necessitates enhanced security measures. While many analysts view the fundamentals of PANW as strong, noting substantial revenue growth and a robust operating margin, concerns about its current valuation have emerged. Some experts recommend exercising patience and waiting for a better entry point, especially in light of its price fluctuations and recent volatility. Additionally, there is an acknowledgment of the company's strong market position and continual investment into its product offerings, even amidst market corrections and skepticism regarding AI's impact on the cybersecurity landscape.
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Premium content
A lot of tech companies are down significantly from highs. 20% is a big number, but it's not vastly larger than peers on a relative basis. Cybersecurity is a desirable area right now, and this is one of the better companies. High growth has to expect more pronounced swings.
Be patient, try to time an entry point. Relatively good value right around here. High quality.
Cybersecurity has become such an important area. Governments around the world are looking as it. Huge investments in coming years at government and corporate levels. Strong secular growth. Need has increased because, since Covid, people no longer work in just one spot.
He owns CHKP instead.
Great company, a leader, profitable. Punished because of platform change, it wants to consolidate products from the different sub-sectors. Temporary pullback. Vendor consolidation makes a lot of sense, especially in cybersecurity. High growth, very expensive, but real earnings growth. Be patient.
Shane ObataCyber threats won't go away. They charge cloud-based subscription services globally to businesses and governments which will pull back spending. But this will be temporary given constant cyber threats. Shares trend above the 200-day moving average. 20% EPS growth rate. Also owns Fortinet.
(Analysts’ price target is $334.53)
Stan Wong
Caters more to small- and medium-sized businesses. Has been around the longest. Closest competitors would be CRWD and ZS, but PANW is more international. Darwin really brings AI to the cloud in cybersecurity. February Q4 reporting beat on top and bottom, guided earnings and revenues down. Bad news already priced in. No dividend.
(Analysts’ price target is $333.53)
Kim BoltonPremium contentThe cybersecurity company has taken the bold step to create a platform approach to its services offerings, providing a more complete offering to customers. We like that cash reserves are growing, while debt is retired and shares bought back. It is expensive, at 55x earnings, but its 89% ROE demonstrates its market dominance and ability to control margins. We recommend setting a stop at $225, looking to achieve $335, upside potential of 17%. Yield 0%
(Analysts’ price target is $334.92)
Beat on top and bottom lines for Q4. Lowered guidance for 2024, but also lowered the billings (new business) which was quite a surprise. A generalist in cybersecurity, but also caters to small- and medium-sized businesses. They do wonderfully in the current quarter and then get very conservative. Lots of macro uncertainty. Don't want to have to revise down during the quarter. Better to surprise to the upside than have to come in and apologize.
Doesn't deserve the 25% haircut. Options plays have to play out. You could step in today with 1/3 of your allotment, and then watch the price action.
Cybersecurity is mandatory and a universal theme in the market. PANW is in areas of this which are necessity-driven. That said, this and Crowdstrike (he just took some profits) are overbought.
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Our PAST TOP PICK with PANW is progressing well. We now recommend trailing up the stop (from $225) to $260 at this time.