NYSE:PANW

Palo Alto Networks (PANW)

348.06
-3.98 (1.13%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 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.

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Consensus
Cautious
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Valuation
Overvalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 03/22, Up 31.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PANW is progressing well. We now recommend trailing up the stop (from $450) to $550 at this time.
PAST TOP PICK
(A Top Pick May 06/21, Up 81%) He still owns Fortnite and Crowdstrike in this industry. Palo is interesting as small and medium-sized companies need more cybersecurity and are buying Palo, which offers the full suite of services, like data loss prevention. Palo has done very well. A fine story. He took profits. $643 is his target. He sold around $630.
BUY
?? Cybersecurity is such a dominaant theme in 2022. Palo offers growth at a reasonable price, though Crowdstrike is a trade. He see a breakout past $70 for Palo.
BUY
Buy tech? There's a big difference between Snowflake and Palo Alto. There will be volatility, but Palo Alto's moves will be fraction compared to the high-octane tech stocks (Docusign, Zoom, Lemonade). There's a big difference between them and Meta, Apple and Intel. You have to look at valuations.
BUY
It boasted 12% EPS growth in the last quarter, almost 30% revenue growth. Stay long. It's his favourite in cybersecurity.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly With the recent tragic events in Ukraine, global cyber security has never been more urgent and is why we reiterate PANW as a TOP PICK. The company offers customers firewall, cloud, and analytics security with Amazon AWS and Microsoft Azure as some of its biggest clients. The company has been using some cash reserves to buy back stock. We recommend trailing up the stop (from $425) to $450, looking to achieve $647 -- upside over 16%. Yield 0% (Analysts’ price target is $620.58)
BUY
Cybersecurity is one of the tech trends this year. Two years into the pandemic, and big companies have pieced together a great cybersecurity strategy. PANW is the place to be, as it's the go-to for small to medium companies. Price target of $595.65.
BUY
The king of cybersecurity. It was one of the first stocks to rebound in today's big sell-off. More and more pepople are working from home and need cybersecurity.
DON'T BUY
He wouldn't be a buyer here. Model price is $100. Accounting book value is $7. Yes, it could double, but it's so expensive. Can't even consider it as an investment.
BUY
The home office is here to stay The PC boom is over, but cybersecurity will be a big issue and benefit from work-from-home among white-collar workers. They offer a home device that will attract every executive working from home.
BUY ON WEAKNESS
The top 5 senior growth/tech stocks: #4 Palo Alto: Cybersecurity is one of the great growth stories in the world, especially during the hybrid workplace. Great CEO. Buy on rare sell-offs like today.
BUY
Don't fear a shutdown, but a slowdown due to the new Omicron variant. Just reported a strong quarter. Workers during a slowdown will stay at home and will need a safe work station.
BUY
It hit a new today and reported a clean beat in their quarter last night. It's been a winner for home and he expects this continue given the rise of the hybrid workplace to come. Businesses need to spend more money to protect their networks, and the CEO has been way ahead of his cybersecurity peers.
BUY
It reports Thursday. It's the golden age for cybersecurity stocks because of so many people working from home. The last few quarters have been winners and so will be the next one.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 22/21, Up 43.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with PANW is progressing well. We now recommend trailing the stop (from $360) to $425. If triggered, this would all but guarantee a net investment return of 23%, considering our recommendation to previously cover half the position.
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