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.
Palo Alto Networks' secure browser traction is accelerating as SASE ARR tops $1.3 billion, strengthening its long-term platform growth story.
Allot's surging SECaaS growth and cheaper valuation give it an edge over Palo Alto Networks as network security demand accelerates.
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 (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.
Palo Alto Networks (PANW) concluded the recent trading session at $185.86, signifying a +2.05% move from its prior day's close.
Palo Alto Networks is down nearly 14% amid slowing growth, but large AI-driven deals and discounted valuation raise the hold-or-fold question.
Palo Alto Networks' platform strategy is driving strong NGS ARR growth as customers consolidate security tools across network, cloud and ops.
Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Palo Alto Networks is aggressively acquiring CyberArk and Chronosphere for a combined $28.4B to fill platform gaps, signaling strategic weaknesses. The cybersecurity company is still struggling to boost growth after the cybersecurity platformization shift with a FY26 forecast of only 14%. Recent deals will boost reported growth rates above 30%, but underlying organic growth remains lackluster and integration risks are elevated.
Palo Alto Networks remains a buy, trading at reasonable levels amid a substantially expanded $300B TAM and strong organic execution. PANW's $3.35B Chronosphere acquisition, with $160M ARR growing triple digits, offers attractive economics and strategic entry into observability. Recent M&A, including Chronosphere and CyberArk, positions PANW to compete directly with Datadog and expand beyond core cybersecurity.
In the most recent trading session, Palo Alto Networks (PANW) closed at $189.49, indicating a +1.4% shift from the previous trading day.