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Investor Insights

This summary was created by AI, based on 36 opinions in the last 12 months.

Palo Alto Networks (PANW) is recognized as a leading player in the cybersecurity sector, particularly noted for its comprehensive platform strategy and innovation. Although the stock has seen a decline of 14% compared to its peers recently, it is projected to achieve a robust revenue growth of 15% in the upcoming years, supported by a strong free cash flow of 37%. The recent earnings report showed alignment with expectations, triggering cautious optimism among analysts, though some express concerns about current valuation levels, which are deemed high. Experts highlight the company's transition towards platform services, catering to a broad market of small and medium-sized businesses. Overall, the sentiment leans towards a strategic buy-in with caution against volatility as the stock operates in a dynamic environment defined by significant global cybersecurity needs.

Consensus
Positive
Valuation
Overvalued
BUY

Has a great platform strategy and products; growing cash flow to $4.5 billion by year's end. Will rebound as they execute.

0
BUY

She sold Z-Scaler to add more PANW whose products are better. PANW is transitioning to offer more platform services. Shares have been lagging the past quarter, trading at -14% to peers, yet growing revenues 15% in coming years. Free cash flow is 37%. This and Crowdstrike are the tops in cyber.

0
BUY

The last quarter was mostly in line. The new platform will take time to transition. It's trading off, because that last quarter was not a blow-out. But cybersecurity stocks will continue to work.

0
BUY

His 12-month price target is $225. Likes it, and has been adding this week. It's like the "Home Hardware" of cybersecurity, covering the whole area, and catering to small- and medium-sized businesses. Wider and deeper total addressable market than other names.

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).

PAST TOP PICK
(A Top Pick Mar 12/24, Up 23.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PANW has triggered its stop at $176.  To remain disciplined, we recommend covering the position at this time.  

0
BUY ON WEAKNESS

Leading next generation firewall company. Salesforce very strong. However, valuation is full right now. Would wait for share price to fall before buying. Overall, a quality company. 

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).

PAST TOP PICK
(A Top Pick Mar 12/24, Up 32.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PANW is progressing well.  To account for the recent 2:1 stock split, we recommend resetting the stop to be $176 (half of the previous level).

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).

PAST TOP PICK
(A Top Pick Mar 12/24, Up 38.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PANW is progressing well.  To remain disciplined, we recommend trailing up the stop (from $315) to $352 at this time.

0
HOLD

This sector has good secular growth, lots of cybersecurity issues, governments are investing a lot. Has done very well.

0
COMMENT

It's grown into an extreme valuation of 135x EBITDA. You hardly see that in the market.

0
RISKY

Look for the continued move away from hardware to software and the cloud. Also, they must beat revenue to accelerate the strong momentum of the past 8 weeks. It's overbought this year, but it can grow into an extreme valuation in coming years. Owning this means accepting volatility. Don't be surprised with a pullback.

0
BUY

It makes sense in terms of global unrest and cybersecurity concerns.

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).

PAST TOP PICK
(A Top Pick Mar 12/24, Up 32.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PANW is progressing well.  To remain disciplined, we recommend trailing up the stop (from $280) to $315 at this time.

0
BUY

Gets the nod as the general store of cybersecurity.

0
SELL

Took profits. A tactical move to raise a bit of cash for September/October.

0
Showing 1 to 15 of 137 entries

Palo Alto Networks(PANW-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 26

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 29

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, 29 stock analysts published opinions about PANW-N. 26 analysts recommended to BUY the stock. 1 analyst 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?

29 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 2025-03-06, Palo Alto Networks (PANW-N) stock closed at a price of $179.33.