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This summary was created by AI, based on 32 opinions in the last 12 months.

Palo Alto Networks (PANW) has been receiving mixed reviews from experts in the cybersecurity sector. Many analysts recognize the company's strong position and growth potential as cybersecurity threats continue to evolve, suggesting a solid long-term outlook. However, there is a notable concern about the company's high valuation, with forward price-to-earnings ratios reaching levels that some experts view as excessive. Despite the recent fluctuations and some tactical selling by investors, others are optimistic about its revenue growth and the strategic push towards offering comprehensive platform services. Overall, while PANW is seen as a major player, its steep valuation amidst fluctuating cash flows raises caution among investors.

Consensus
Mixed
Valuation
Overvalued
PAST TOP PICK
(A Top Pick Mar 06/24, Up 18%)

Cybersecurity is a mega-trend long term. Bit expensive at 50x forward PE for 13% growth, and that growth rate has come down. That's why he sold. Great channel of higher highs and higher lows.

PAST TOP PICK
(A Top Pick Mar 20/24, Up 35%)

They've maintained momentum recently even as other tech stocks have come down. Whereas Fortinet and Crowdstrike specialize in parts of cybersecurity, PANW does it all and does very well in small/medium-size companies.

PAST TOP PICK
(A Top Pick Mar 26/24, Up 23%)

He sold and put profits into CRWD (and then took profits on that, too). Like FTNT, still great names to own long term, as cybersecurity threats are only going to get bigger. Secular demand for software and services will continue. PANW is 53x forward PE, for 15% earnings growth, so he needs a lower PE to be interested. Capex slowdown from businesses in this area.

BUY

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

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.

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.

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.

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.  

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. 

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).

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.

HOLD

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

COMMENT

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

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.

BUY

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

Showing 1 to 15 of 140 entries

Palo Alto Networks(PANW-N) Rating

Ranking : 5 out of 5

Star iconStar iconStar iconStar iconStar icon

Bullish - Buy Signals / Votes : 26

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 26

Total Signals / Votes : 54

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

54 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 2025-04-24, Palo Alto Networks (PANW-N) stock closed at a price of $176.04.