Palo Alto Networks (PANW) Buy, Sell or Hold

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Palo Alto Networks (PANW)

348.06

-3.98 (1.13%)

as of Jul 2, 2026, 8:00:00 pm Market Open.

215 watching

Investor Insights

Jul 2, 2026, 12:00 am

This 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.

Consensus

Cautious

Valuation

Overvalued

Similar

CRWD

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.

PAST TOP PICK

(A Top Pick May 06/21, Up 41%) Cybersecurity is a trend. Diversified suite of cybersecurity IT products, a leader in 7/10 categories. 12-month target of $735, a very decent runway. Loves it. He trades in and out.

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PAST TOP PICK

(A Top Pick Mar 03/22, Down 5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PANW has triggered its stop at $550. To remain disciplined we recommend covering the position at this time. This results in a net investment gain of 15%, when combined with our previous buy recommendation.

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Palo Alto Networks (PANW)