Palo Alto Networks (PANW) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

Palo Alto Networks (PANW)

383.80

-1.24 (0.32%)

as of Aug 11, 2026, 8:00:00 pm Market Open.

215 watching

Investor Insights

Aug 11, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Palo Alto Networks (PANW) is positioned as a leading player in the cybersecurity sector, with a diverse range of products suitable for small to medium-sized enterprises. Despite a substantial rise in revenues and robust demand driven by growing AI-related security challenges, recent performance has raised concerns among analysts. Many suggest a cautious approach, advocating for strategic buying opportunities at lower price levels in light of market volatility and the stock's parabolic run-up. The company's solid fundamentals and acquisitions, such as CyberArk, are viewed positively, though current valuation metrics remain a topic of debate, with some experts expressing that it might be overvalued. Overall, while the long-term growth potential is recognized, the market response has been mixed due to the downturn in stock price amid broader tech sell-offs and disappointing guidance updates.

Consensus

Mixed

Valuation

Overvalued

Similar

CHKP

BUY

Yes, it isn't cheap at 50x forward PE and it's made a sharp move up lately, but there remains earnings appreciation ahead with strong billings. Strong Fed contracts are coming, too. Businesses won't cut cybersecurity spending.

BUY

He owns CHKP instead, but PANW has done a good job. Cybersecurity is a very important area to own. Secular growth area. US government is putting a lot of investment in. Lots of room to grow.

BUY

The only cybersecurity stock he likes. Great CEO. He'd buy it right now.

BUY

Continues to like PANW and cybersecurity, which won't slow down whatever happens to the economy. The last report boasted 25% revenue growth and 50% revenue growth. PANW is expensive with a 40x PE, but they are moving more into the cloud, and the cloud keeps growing. Still a runway here.

BUY

It's the best-run cybersecurity company by far in a business that has a strong future. PANW just delivered a monster quarter with an great earnings beat and forecast. Shares are hovering above 52-week lows. Buy now and add more on weakness.

BUY ON WEAKNESS

Allan Tong’s Discover Picks True, the company became profitable only in the last quarter. Further, Palo Alto trades at a high PE and pays no dividend (normal for a tech stock), but its billings are up 27% over the year. Palo Alto is moving towards more subscriptions, which will expand their margins. Revenues jumped 25% in Q1 to $1.6 billion, and the company’s free cash flow margin is projected to expand to around 35% of revenue this fiscal year. That will allow Palo Alto make strategic acquisitions and buy back shares. Read 3 Recently Upgraded Stocks to Buy for our full analysis.

BUY

They're profitable and the high-PE tech stocks have come down to levels that look good.

BUY

Still pricey at a 50x forward PE, but billings were 27% and is down only 8% YTD vs. the Nasdaq. Cybersecurity as a whole enjoys tailwinds as enterprise spending will endure. He continues to like it.

TOP PICK

Cybersecurity has been the shining place this year. One of the biggest in the space. Great array of tools in their suite. Price target of $284.00. No dividend. (Analysts’ price target is $215.89)

COMMENT

Palo Alto vs. Fortinet The cybersecurity business is growing 9% annually. Palo is moving towards a higher-margin subscription business, which translates into 25% earnings growth each year. A concern though is that Palo became profitable only in the last quarter. So, he prefers Fortinet which has been profitable since 2016.

BUY

Her pick in cybersecurity. Look at their free cash flow yield and revenue growth and not just their PE. This is flat for the year, but peers have fallen lower. Likes it for their $2 billion of free cash flow and 4.5% free cash flow yield.

BUY

The best in breed cybersecurity stock. Cybersecurity is essential to corporate America. It just delivered blow-away numbers.

BUY

A favourite of his that's been sideways lately, even after a great quarter three months ago. Today, they delivered an earnings beat, in-line sales and a strong full-year forecast. Shares jumped after hours. They added $950 million in share buybacks and announced a 3-for-1 stock split.

Unspecified

It is in cybersecurity, is one of the most interesting companies, and has a good product. Crowd is getting a good market share. Palo Alto is a growth stock but he is a value investor.

BUY

They've been consistent, beating 21 out of the last 22 quarters. The Russian war is a catalyst as cyber attacks remain a threat. He likes the space.

Showing 106 to 120 of 169 entries

Most Recent Experts

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Christine Poole

Davis Rea

Eric Nuttall

Ninepoint Partners

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Jim Lebenthal

Cerity Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Palo Alto Networks (PANW)