Argus Research analyst Joseph Bonner maintains $Palo Alto Networks (PANW.US)$ with a buy rating, and adjusts the target price from $400 to $443.
According to TipRanks data, the analyst has a success rate of 66.0% and a total average return of 14.2% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Palo Alto Networks (PANW.US)$'s main analysts recently are as follows:
Palo Alto Networks exceeded expectations with solid remaining performance obligations and annual recurring revenue, analysts have noted. A more constructive outlook on product developments, robust prospects in the Cortex segment, and substantial renewal cycles planned for fiscal 2026 and 2027 are expected to support consistently optimistic estimate revisions moving forward.
Palo Alto Networks reported a strong quarter, marked by better-than-expected NGS ARR, product revenue growth, and free cash flow generation. Although the results were impressive, there is a belief that the current valuation already reflects these strong outcomes, suggesting limited potential for further stock price appreciation.
Palo Alto Networks continues to perform well as more clients consolidate on its platform. Despite less robust billing results, the underlying demand trends appear stable. Additionally, the installed base of QRadar presents a significant conversion opportunity for Palo Alto Networks in the future.
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.
阿格斯分析师Joseph Bonner维持$Palo Alto Networks (PANW.US)$买入评级，并将目标价从400美元上调至443美元。
根据TipRanks数据显示，该分析师近一年总胜率为66.0%，总平均回报率为14.2%。
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以稳固的剩余履约义务和年度经常性营业收入超出了分析师的预期。 更具建设性的产品发展前景，Cortex部门的强劲前景，以及计划于2026年和2027年财政年度进行的大规模续约周期预计将支撑未来持续乐观的估算修订。
palo alto networks报告了强劲的季度，以超出预期的NGS ARR、产品营收增长和自由现金流生成为特点。 尽管结果令人印象深刻，但有人认为当前估值已经反映了这些强劲的业绩，表明股价进一步上涨的潜力有限。
palo alto networks继续表现良好，因为越来越多的客户在其平台上整合。 尽管开票结果不够强劲，但潜在的需求趋势似乎是稳定的。此外，QRadar的安装基础为palo alto networks在未来提供了重要的转化机会。
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。
