Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Palo Alto Networks maintains a BUY rating, with a $234 price target and ~20% upside, following robust Q1 results and raised FY26 guidance. Back-to-back acquisitions—$25B CyberArk and $3.35B Chronosphere—strategically position PANW for AI-driven cybersecurity leadership, despite market concerns over integration risks. Q1 revenue grew 15.7% y/y to $2.47B, non-GAAP EPS rose 19.2% y/y to $0.93, and RPOs expanded 24% y/y, supporting strong forward momentum.
Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript
PANW's acquisition spree and slowing growth spark investor jitters as the stock plunged sharply over the past month.
PANW's $3.35B deal for Chronosphere aims to boost observability for cloud and AI workloads by pairing its data with AgentiX's automation.
Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Palo Alto Networks, Inc. continues to deliver strong cybersecurity leadership in the AI era, as evidenced by its Q1 FY 2026 beat and raise. However, a deeper dive into its fundamentals shows emerging cracks over the durability of the stock's growing valuation premium on both an intrinsic and relative basis. Despite clear AI tailwinds in identity and cloud-native security, bolstered by its upcoming M&A activity, PANW's current premium has yet to de-risk for imminent dilution and integration inefficiencies.
Palo Alto Networks NASDAQ: PANW created a buying opportunity for investors with its fiscal Q1 (calendar Q3) results. The results included outperformance and improved guidance, along with plans for an acquisition.
Palo Alto Networks' rapid SASE and NGS expansion sharpens the contrast with Cisco System' slower-moving security business.
Palo Alto (PANW) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.