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Investor Insights

This summary was created by AI, based on 37 opinions in the last 12 months.

Based on the reviews provided by different experts, it can be inferred that Palo Alto Networks (PANW-N) is a leader in the cybersecurity sector and has high growth potential. However, there are concerns about its high valuation, recent lawsuits, and sector rotation. Overall, the company is seen as a strong player in the cybersecurity market with good growth prospects, especially in the small- and medium-sized business segment.

Consensus
Strong
Valuation
Overvalued
BUY
Palo Alto Networks

Cybersecurity has become such an important area. Governments around the world are looking as it. Huge investments in coming years at government and corporate levels. Strong secular growth. Need has increased because, since Covid, people no longer work in just one spot.

He owns CHKP instead.

0
HOLD
Palo Alto Networks

Great company, a leader, profitable. Punished because of platform change, it wants to consolidate products from the different sub-sectors. Temporary pullback. Vendor consolidation makes a lot of sense, especially in cybersecurity. High growth, very expensive, but real earnings growth. Be patient.

0
TOP PICK
Palo Alto Networks

Cyber threats won't go away. They charge cloud-based subscription services globally to businesses and governments which will pull back spending. But this will be temporary given constant cyber threats. Shares trend above the 200-day moving average. 20% EPS growth rate. Also owns Fortinet.

(Analysts’ price target is $334.53)
0
BUY
Palo Alto Networks

Are fighting this UnitedHealth computer hack. He feels even more confident in PANW than before.

0
BUY ON WEAKNESS
Palo Alto Networks

Sector rotation out of tech including this stock. Continues to weaken, would wait before buying. 

0
TOP PICK
Palo Alto Networks

Caters more to small- and medium-sized businesses. Has been around the longest. Closest competitors would be CRWD and ZS, but PANW is more international. Darwin really brings AI to the cloud in cybersecurity. February Q4 reporting beat on top and bottom, guided earnings and revenues down. Bad news already priced in. No dividend.

(Analysts’ price target is $333.53)
0
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

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

TOP PICK
Palo Alto Networks
Stockchase Research Editor: Michael O’Reilly

The cybersecurity company has taken the bold step to create a platform approach to its services offerings, providing a more complete offering to customers.  We like that cash reserves are growing, while debt is retired and shares bought back.  It is expensive, at 55x earnings, but its 89% ROE demonstrates its market dominance and ability to control margins.  We recommend setting a stop at $225, looking to achieve $335, upside potential of 17%.  Yield 0% 

(Analysts’ price target is $334.92)
0
BUY
Palo Alto Networks
Recent lawsuits

He sees these filed every day. He's not concerned.

0
HOLD
Palo Alto Networks

Believe it or not, chart shows a healthy-looking correction. Pretty strong uptrend since 2023. Might get consolidation. Hasn't broken trendline, still higher highs and higher lows. Always good if it touches trendline. Watch for breakdown of the last low and a lower high.

0
BUY ON WEAKNESS
Palo Alto Networks

Investors should be interested in value of cyber security due to importance. Question is whether share price is presenting opportunity. Would recommend to buy on weakness. If a long term investor - can buy any time. ~$200 share price is reasonable - would not buy at $300. 

0
PARTIAL BUY
Palo Alto Networks
Today's disappointment.

Beat on top and bottom lines for Q4. Lowered guidance for 2024, but also lowered the billings (new business) which was quite a surprise. A generalist in cybersecurity, but also caters to small- and medium-sized businesses. They do wonderfully in the current quarter and then get very conservative. Lots of macro uncertainty. Don't want to have to revise down during the quarter. Better to surprise to the upside than have to come in and apologize. 

Doesn't deserve the 25% haircut. Options plays have to play out. You could step in today with 1/3 of your allotment, and then watch the price action.

0
COMMENT
Palo Alto Networks

You can own so many stocks and he didn't buy cybersecurity. Also, he wonders if and when tech giants like Microsoft, Alphabet and Apple will get into this space. PANW and Crowdstrike have performed well though.

0
PARTIAL SELL
Palo Alto Networks

Cybersecurity is mandatory and a universal theme in the market. PANW is in areas of this which are necessity-driven. That said, this and Crowdstrike (he just took some profits) are overbought.

0
BUY
Palo Alto Networks

Was upgraded today. Billings remain up for them. Shares are up 27% YTD. They bought $650 million worth of companies to end last year, and he's excited by that. Expects shares to rise further.

0
COMMENT
Palo Alto Networks

Next to semiconductors, cybersecurity is one of the great secular growth areas. Hacks are proliferating. An area you have to own. Cybersecurity covers huge government risk and business risk. Really strong secular growth for years to come.

0
Showing 1 to 15 of 108 entries

Palo Alto Networks(PANW-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 21

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 8

Total Signals / Votes : 32

Stockchase rating for Palo Alto Networks is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Palo Alto Networks(PANW-N) Frequently Asked Questions

What is Palo Alto Networks stock symbol?

Palo Alto Networks is a American stock, trading under the symbol PANW-N on the New York Stock Exchange (PANW). It is usually referred to as NYSE:PANW or PANW-N

Is Palo Alto Networks a buy or a sell?

In the last year, 32 stock analysts published opinions about PANW-N. 21 analysts recommended to BUY the stock. 8 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Palo Alto Networks.

Is Palo Alto Networks a good investment or a top pick?

Palo Alto Networks was recommended as a Top Pick by on . Read the latest stock experts ratings for Palo Alto Networks.

Why is Palo Alto Networks stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Palo Alto Networks worth watching?

32 stock analysts on Stockchase covered Palo Alto Networks In the last year. It is a trending stock that is worth watching.

What is Palo Alto Networks stock price?

On 2024-04-12, Palo Alto Networks (PANW-N) stock closed at a price of $279.07.