NYSE:PANW

Palo Alto Networks (PANW)

359.55
-22.58 (5.91%)
as of Sep 1, 2026, 3:21:47 pm Market Open.
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star iconSep 1, 2026, 12:00 am

This 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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Consensus
Hold
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Valuation
Overvalued
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CRWD
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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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, 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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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.
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