PANW Palo Alto Networks, Inc. Loading... : Bullish and Bearish Analyst Opinions
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03:20
Sep 03
Sep 03
Cybersecurity demand accelerates.
AI agent adoption is shifting investor focus toward software and cloud names, and cybersecurity is seeing demand accelerate. Palo Alto Networks and CrowdStrike have run significantly, supported by double-digit revenue growth and improving subscription metrics, though valuation now leaves little room for error.
MED
23:55
Sep 02
Sep 02
Cyber stocks are on sale; buy them.
CrowdStrike, Palo Alto Networks and Rubrik have been trading down despite excellent quarters because investors are rotating out of software/security; Cramer says these cybersecurity stocks are being put on sale and the decline is an opportunity to buy.
HIGH
22:09
Sep 02
Sep 02
Cybersecurity valuations now face harsh pressure.
Security software names are now receiving the same valuation pressure that hardware previously faced. Palo Alto sold off despite decent earnings because valuation was elevated, and CrowdStrike trades above 100x. Without accelerated growth, cybersecurity stocks are entering a difficult phase, with added concern from Anthropic's security testing strength.
MED
19:51
Sep 02
Sep 02
Cramer predicts Crowdstrike and Palo Alto will recover after a profit-taking wave.
Cramer predicts Crowdstrike and Palo Alto will recover after a profit-taking wave, but offers no explicit position or entry call.
12:19
Sep 02
Sep 02
US pre-market movers show Dell and GitLab surging on strong earnings and guidance.
US pre-market movers show Dell and GitLab surging on strong earnings and guidance, Uber cutting jobs, SIRI upgraded, Nvidia near acquisition, and Palo Alto reversing lower despite a beat.
09:32
Sep 02
Sep 02
Cramer gives positive but non-committal commentary on several tech names without stating any.
Cramer gives positive but non-committal commentary on several tech names without stating any current positions or forward calls, so all are watch.
08:09
Sep 02
Sep 02
Author announces publication of detailed earnings reviews for MongoDB and Palo Alto Networks.
Author announces publication of detailed earnings reviews for MongoDB and Palo Alto Networks without stating a directional position or trade idea.
LOW
23:59
Sep 01
Sep 01
Beat and strong guidance could resume rally.
Arora argues Palo Alto Networks is positioned to feast alongside AI rather than be displaced; Q4 net new platforms doubled sequentially to about 220, platformization is proving to be the right strategy, and Palo Alto's AI-first products, Chronosphere acquisition, and status as first certified commercial Mythos partner are driving customer conversations and long-term growth.
MED
23:47
Sep 01
Sep 01
Palo Alto wins from AI security modernization.
Arora says Palo Alto delivered a monster quarter with platformization momentum and sees AI as a tailwind: bad actors will weaponize AI, customers must modernize about $1 trillion of legacy security, and Palo Alto's AI-first products like XIM position it to capture that demand.
HIGH
23:30
Sep 01
Sep 01
Palo Alto Networks issued a better-than-expected adjusted profit outlook for its fiscal year.
Palo Alto Networks issued a better-than-expected adjusted profit outlook for its fiscal year citing heightened AI security risks driving demand.
23:24
Sep 01
Sep 01
Watch PANW as platformization share-shift winner
Author's research flags PANW as the clearest platformization beneficiary with record net-new platformizations and 120%+ NRR, but this is a read-through analysis, not a position. Monitor as a core platformization winner.
MED
22:48
Sep 01
Sep 01
PANW projects double-digit AI-led growth
Reports PANW projects double-digit growth driven by AI cybersecurity spending; no directional view stated.
MED
22:02
Sep 01
Sep 01
Palo Alto Networks CEO Nikesh Arora discusses M&A as a consequence of product development.
Palo Alto Networks CEO Nikesh Arora discusses M&A as a consequence of product development and highlights three major AI security pivots in the last seven months.
22:00
Sep 01
Sep 01
Palo Alto full-stack security benefits from AI.
Palo Alto Networks is a full-stack security play for AI infrastructure: AI traffic requires identity, authentication, automation, and upgraded hardware appliances. Enterprise IT budgets are shifting toward security because AI deployment requires more security tools, and the quarter was strong with guidance in line to slightly above.
HIGH
21:36
Sep 01
Sep 01
Cramer notes Palo Alto Networks rose ahead of earnings but expects a strong quarter.
Cramer notes Palo Alto Networks rose ahead of earnings but expects a strong quarter, offering no explicit position or forward call.
LOW
20:25
Sep 01
Sep 01
Palo Alto guidance beats estimates.
Palo Alto Networks beat quarterly revenue and EPS, guided Q1 above estimates, and issued 2027 next-gen security ARR and revenue targets above consensus; shares rose after hours on the strong cybersecurity demand outlook.
MED
20:19
Sep 01
Sep 01
Author shares a snapshot of Palo Alto Networks' strong quarter and promising annual guidance.
Author shares a snapshot of Palo Alto Networks' strong quarter and promising annual guidance without stating a personal position or forward-looking call.
LOW
20:15
Sep 01
Sep 01
Watch PANW on strong guidance
Watch PANW after strong Q1 guidance beat in NGS ARR and revenue; research/earnings recap format with no explicit author position.
MED
20:11
Sep 01
Sep 01
Palo Alto Networks announces acquisition of AI-native security platform Console to enhance.
Palo Alto Networks announces acquisition of AI-native security platform Console to enhance agentic capabilities across enterprise operations.
20:08
Sep 01
Sep 01
Dell and Palo Alto Networks both reported quarterly earnings that beat analyst estimates on EPS.
Dell and Palo Alto Networks both reported quarterly earnings that beat analyst estimates on EPS and revenue.
20:07
Sep 01
Sep 01
Palo Alto Networks reports fiscal Q4 2026 revenue up 34% year over year to $3.41 billion.
Palo Alto Networks reports fiscal Q4 2026 revenue up 34% year over year to $3.41 billion with strong NGS ARR growth and a GAAP net loss.
14:55
Sep 01
Sep 01
AlphaSense experts maintain an optimistic outlook on Palo Alto Networks citing platformization.
AlphaSense experts maintain an optimistic outlook on Palo Alto Networks citing platformization and AI-driven security as growth catalysts ahead of its earnings report today.
12:58
Sep 01
Sep 01
Cybersecurity demand strong; buy any selloff
Cybersecurity demand is very strong and the theme is bigger than AI because AI is not secure; AI-coded software is less secure, so cybersecurity companies should continue to do well, and any sell-off after names like Palo Alto Networks report is an opportunity because CrowdStrike showed demand by raising numbers.
HIGH
03:25
Sep 01
Sep 01
PANW organic growth mix in focus
Palo Alto reports after close with consensus at top end of own guidance; organic versus acquired growth mix is in focus. No directional view stated.
MED
02:39
Sep 01
Sep 01
Agent security beneficiary watch
Watch Palo Alto Networks as a beneficiary of Agent security/incident management requirements; research read-through.
MED
22:01
Aug 31
Aug 31
AI security demand supports Palo Alto earnings.
Palo Alto Networks reports earnings and is seen as an important software and security test after CrowdStrike's surge. Evercore ISI issued a positive preview with a $415 target, citing increasing AI security demand, so the result could determine whether the software strength continues and whether the hardware-to-software rotation extends.
MED
17:35
Aug 31
Aug 31
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor.
Author confirms AI bubble is real growth, lists bullish cybersecurity and semiconductor beneficiaries as watch, names top four longs in SAIL/NTSK/OKTA/SILC, and calls CRM an easy short while avoiding CRWD/PANW shorts as too risky.
13:43
Aug 30
Aug 30
Author previews upcoming software earnings for Palo Alto, MongoDB, Snowflake.
Author previews upcoming software earnings for Palo Alto, MongoDB, Snowflake, and Zscaler as interesting events without stating any positions or directional calls.
LOW
00:32
Aug 29
Aug 29
AI hacking boom lifts PANW, CRWD.
AI-enabled hacking is getting cheaper and more scalable as models like DeepSeek improve. Frontier model companies will need to work with leading cybersecurity firms to secure software and infrastructure, creating a boom for Palo Alto Networks and CrowdStrike. Lon says he is considering doing an analysis and possibly buying those two stocks this weekend.
HIGH
14:28
Aug 28
Aug 28
Author notes cybersecurity stocks are richly valued at 30x sales despite 20-35% growth.
Author notes cybersecurity stocks are richly valued at 30x sales despite 20-35% growth, citing valuation as a landmine risk but not making an explicit short call.
About PANW Analyst Coverage
Buzzberg tracks PANW (Palo Alto Networks, Inc.) across 52 sources. 100 bullish vs 5 bearish calls from 111 analysts. Sentiment: predominantly bullish (40%). 238 total trade ideas tracked. Past 7 days: 9 bullish, 22 watch. Latest voices: Park Hyun-ji, Jim Cramer, Park Myung-seok.