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Canadian inflation falls, but TSX fadesMarkets end week higher on soft inflationStocks climb, reducing weekly lossesThis 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.
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.
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.
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.
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.
This sector has good secular growth, lots of cybersecurity issues, governments are investing a lot. Has done very well.
It's grown into an extreme valuation of 135x EBITDA. You hardly see that in the market.
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.
It makes sense in terms of global unrest and cybersecurity concerns.
Took profits. A tactical move to raise a bit of cash for September/October.
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, 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.
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.
29 stock analysts on Stockchase covered Palo Alto Networks In the last year. It is a trending stock that is worth watching.
On 2025-03-06, Palo Alto Networks (PANW-N) stock closed at a price of $179.33.
Has a great platform strategy and products; growing cash flow to $4.5 billion by year's end. Will rebound as they execute.