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NYSE:PANW

Palo Alto Networks (PANW)

278.62
-0.91 (0.33%)
as of Jun 12, 2026, 8:28:26 pm Market Open.
215 watching
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Investor Insights
star iconJun 11, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Experts express mixed opinions on Palo Alto Networks (PANW), primarily focusing on its strong position in the cybersecurity market amid ongoing AI threats and spending increases in the sector. While there is optimism about the company's growth and its recent acquisition of CyberArk, many analysts suggest waiting for a more favorable entry point due to recent price movements and broader market conditions. Some believe the company is experiencing a temporary sell-off that may present a buying opportunity. Overall, there is a consensus that despite PANW's solid fundamentals, the stock may face increased volatility and pressure from valuations. Many analysts remain bullish on the long-term prospects of cybersecurity companies, although they acknowledge the need for caution in the current market climate.

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Consensus
Mixed
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Valuation
Overvalued
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CRWD
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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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.
BUY
PANW vs. CRWD He owns CHKP instead. It's a bit cheaper and has a suite of new products that will accelerate their revenue growth. Cybersecurity is a very strong growth area that you have to be in. People working outside the office creates a lot of issues. Owning any of them will benefit you.
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