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Nervous markets await NvidiaThis 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.
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.
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.
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
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.
Palo Alto Networks was recommended as a Top Pick by on . Read the latest stock experts ratings for Palo Alto Networks.
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.
54 stock analysts on Stockchase covered Palo Alto Networks In the last year. It is a trending stock that is worth watching.
On 2025-04-24, Palo Alto Networks (PANW-N) stock closed at a price of $176.04.
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.