On Nov 22, major Wall Street analysts update their ratings for $Palo Alto Networks (PANW.US)$, with price targets ranging from $291 to $455.
Morgan Stanley analyst Hamza Fodderwala maintains with a buy rating, and maintains the target price at $446.
Goldman Sachs analyst Gabriela Borges maintains with a buy rating, and adjusts the target price from $425 to $421.
Citi analyst Fatima Boolani maintains with a buy rating, and maintains the target price at $432.
Deutsche Bank analyst Brad Zelnick maintains with a buy rating, and adjusts the target price from $395 to $415.
Jefferies analyst Joseph Gallo maintains with a buy rating, and maintains the target price at $450.
Furthermore, according to the comprehensive report, the opinions of $Palo Alto Networks (PANW.US)$'s main analysts recently are as follows:
Palo Alto Networks exhibited solid remaining performance obligation and annual recurring revenue which surpassed expectations, according to analysts. The performance was deemed sufficient to constitute a respectable financial disclosure. The company acknowledged a more constructive outlook on its products, robust prospects for Cortex, and significant renewal cycles expected in fiscal 2026 and 2027, which are anticipated to support ongoing positive revisions to estimates.
Palo Alto Networks reported a strong quarter, highlighted by better-than-expected NGS ARR, product revenue growth, and free cash flow generation. While estimates were increased, it is believed that the current multiple already reflects the company's strong results, and sees limited upside for the stock.
Palo Alto Networks continues to perform strongly as more customers consolidate on its platform. Although there was a weaker performance in billings, the underlying demand trends appear to be stable. Additionally, the existing QRadar customer base provides a significant conversion opportunity for Palo Alto Networks moving forward.
Palo Alto Networks reported robust F1Q25 outcomes, featuring a 40% growth in Next Generation Security ARR and a 20% increase in RPO. The continued platformization is driving ARR expansion, leading the company to raise its 2025 guidance.
Palo Alto Networks has exhibited a robust start to FY25, marked by performance metrics like revenue, annual recurring revenue, remaining performance obligation, and profitability surpassing consensus expectations. The company's continuous advancement in platformization has been noteworthy, particularly with the addition of over 70 customers in the first quarter.
Here are the latest investment ratings and price targets for $Palo Alto Networks (PANW.US)$ from 16 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间11月22日，多家华尔街大行更新了$Palo Alto Networks (PANW.US)$的评级，目标价介于291美元至455美元。
摩根士丹利分析师Hamza Fodderwala维持买入评级，维持目标价446美元。
高盛集团分析师Gabriela Borges维持买入评级，并将目标价从425美元下调至421美元。
花旗分析师Fatima Boolani维持买入评级，维持目标价432美元。
德意志银行分析师Brad Zelnick维持买入评级，并将目标价从395美元上调至415美元。
富瑞集团分析师Joseph Gallo维持买入评级，维持目标价450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 展示了稳健的剩余履约义务和超出预期的年度经常性营业收入，分析师表示。这一表现被认为足以构成令人尊敬的财务披露。公司承认对其产品的前景有了更积极的展望，Cortex 的强劲前景，以及预计在2026和2027财政年度会有显著的续约周期，这些都被预计将支持对估计的持续积极修正。
palo alto networks 报告了强劲的季度业绩，亮点是超出预期的 NGS 年度经常性营业收入、产品收入增长和自由现金流生成。尽管估计数有所增加，但认为当前的倍数已经反映了公司的强劲业绩，并且股票的上涨空间有限。
palo alto networks继续强劲表现，越来越多的客户整合到其平台上。尽管账单的表现较弱，但基本的需求趋势似乎稳定。此外，现有的QRadar客户基础为palo alto networks未来的转化提供了显著的机会。
palo alto networks 报告了 robust F1Q25 结果，展现了40% 的下一代安防年度经常性营业收入增长和20% 的剩余履约义务增长。持续的平台化正在推动年度经常性营业收入扩展，使得公司提高了2025年的指导。
palo alto networks 在2025财政年度展现了强劲的开局，以收入、年度经常性营业收入、剩余履约义务和盈利能力等绩效指标超出了普遍预期。公司在平台化方面的持续推进引人注目，特别是在第一季度新增超过70个客户。
以下为今日16位分析师对$Palo Alto Networks (PANW.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
