On Nov 21, major Wall Street analysts update their ratings for $Palo Alto Networks (PANW.US)$, with price targets ranging from $414 to $450.
J.P. Morgan analyst Brian Essex maintains with a buy rating, and maintains the target price at $449.
BofA Securities analyst Tal Liani maintains with a hold rating, and adjusts the target price from $400 to $430.
Barclays analyst Saket Kalia maintains with a buy rating, and maintains the target price at $425.
Wells Fargo analyst Andrew Nowinski maintains with a buy rating, and maintains the target price at $450.
TD Cowen analyst Shaul Eyal maintains with a buy rating, and adjusts the target price from $400 to $420.
Furthermore, according to the comprehensive report, the opinions of $Palo Alto Networks (PANW.US)$'s main analysts recently are as follows:
Palo Alto Networks displayed a strong remaining performance obligation and annual recurring revenue that surpassed expectations. The company successfully met the essential criteria for an admirable financial disclosure. Further, the positive outlook on the product, promising prospects for Cortex, and substantial renewal cycles projected for fiscal 2026 and 2027 are expected to reliably support ongoing favorable adjustments to financial estimates.
Palo Alto Networks reported a strong quarter, highlighted by better-than-expected results in NGS ARR, product revenue growth, and free cash flow generation. Despite these strong results, the stock's current multiple may already reflect these positives, suggesting limited upside potential.
Palo Alto Networks reported a mixed first quarter, with strong headline metrics compared to forecasts, despite a slightly raised full-year revenue outlook. The earnings call raised questions regarding the precise impact of the QRadar acquisition on the results. Regardless, even excluding the acquisition, the company's performance still exceeded expectations.
Despite minor billings disruptions related to PAN-FS sunset, Palo Alto Networks commenced its FY25 with an impressive first quarter, surpassing all significant metrics which highlights the company's platformization strength.
Shares of Palo Alto Networks dipped approximately 5% after-hours, likely driven by concerns regarding the billings miss despite surpassing free cash flow expectations. Additionally, a significant 17% year-over-year decrease in the company's organic net new ARR, although well above initial guidance, is also likely impacting share performance. Despite these issues, there is a positive outlook on acquiring stock during this pullback.
Here are the latest investment ratings and price targets for $Palo Alto Networks (PANW.US)$ from 14 analysts:
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美东时间11月21日，多家华尔街大行更新了$Palo Alto Networks (PANW.US)$的评级，目标价介于414美元至450美元。
摩根大通分析师Brian Essex维持买入评级，维持目标价449美元。
美银证券分析师Tal Liani维持持有评级，并将目标价从400美元上调至430美元。
巴克莱银行分析师Saket Kalia维持买入评级，维持目标价425美元。
富国集团分析师Andrew Nowinski维持买入评级，维持目标价450美元。
TD Cowen分析师Shaul Eyal维持买入评级，并将目标价从400美元上调至420美元。
此外，综合报道，$Palo Alto Networks (PANW.US)$近期主要分析师观点如下：
palo alto networks展现出强劲的剩余业绩承诺和年度循环营业收入，超出预期。公司成功地满足了令人钦佩的财务披露的基本标准。此外，对产品的积极展望，Cortex的有望前景以及财政2026年和2027年的重大续订周期预计会可靠地支持对财务预测的持续积极调整。
palo alto networks报告了强劲的季度业绩，NGS ARR、产品营收增长和自由现金流产生的结果均好于预期。尽管取得了诸多成功，但股票当前的倍数可能已经反映了这些积极因素，表明上行潜力有限。
palo alto networks报告了一个表现不一的第一季度，与预测相比，主要指标强劲，尽管对全年营收展望略有提高。业绩电话会议引发了关于QRadar收购对结果的确切影响的问题。尽管如此，即使不考虑这一收购，公司的表现仍超出了预期。
尽管与PAN-FS sunset有关的轻微计费中断，palo alto networks以令人印象深刻的第一季度开始了其FY25，超过了所有重要指标，突显了公司的平台化实力。
palo alto networks的股价在盘后交易中下跌约5%，这可能是由于对账单错过的担忧，尽管超出了自由现金流的预期。此外，该公司的有机净新ARR同比显著下降17%，尽管远高于最初的指导，这也可能影响股价表现。尽管存在这些问题，在此回调期间购买股票的积极前景。
以下为今日14位分析师对$Palo Alto Networks (PANW.US)$的最新投资评级及目标价：
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