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:
Note:
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美東時間11月21日，多家華爾街大行更新了$Palo Alto Networks (PANW.US)$的評級，目標價介於414美元至450美元。
摩根大通分析師Brian Essex維持買入評級，維持目標價449美元。
美銀證券分析師Tal Liani維持持有評級，並將目標價從400美元上調至430美元。
巴克萊銀行分析師Saket Kalia維持買入評級，維持目標價425美元。
富國集團分析師Andrew Nowinski維持買入評級，維持目標價450美元。
TD Cowen分析師Shaul Eyal維持買入評級，並將目標價從400美元上調至420美元。
此外，綜合報道，$Palo Alto Networks (PANW.US)$近期主要分析師觀點如下：
palo alto networks展示了強勁的剩餘履約義務和超過預期的年度經常性營業收入。該公司成功達成了令人欽佩的財務披露所需的基本標準。此外，對產品的積極展望以及對Cortex的良好前景，以及預計在2026和2027財年的大量續約週期，預計將可靠地支持持續的財務預測向好調整。
palo alto networks報告了強勁的季度業績，主要體現在超出預期的NGS年度經常性營業收入、產品營業收入增長和自由現金流產生。儘管這些結果強勁，但股票的當前倍數可能已經反映了這些積極因素，暗示上行潛力有限。
palo alto networks報告了混合的第一季度，與預測相比，主要指標表現強勁，儘管全年的營業收入展望略微上調。業績會上對QRadar收購對結果的具體影響提出了質疑。不過，即使排除收購因素，該公司的業績依然超出期望。
儘管與PAN-FS退役相關的賬單出現了小的中斷，但palo alto networks仍然以令人印象深刻的第一季度開始了其FY25，超越了所有重要指標，突顯了公司平台化的優勢。
palo alto networks的股票在盤後交易中下跌了約5%，可能是由於儘管超過了自由現金流預期，但對賬單不達標的擔憂。此外，公司有機淨新年度經常性營業收入同比大幅下降17%，儘管高於初步指導，但也可能影響了股票表現。儘管存在這些問題，但在此次回調期間對收購股票仍然持樂觀態度。
以下爲今日14位分析師對$Palo Alto Networks (PANW.US)$的最新投資評級及目標價：
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