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:
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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.
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阿格斯分析師Joseph Bonner維持$Palo Alto Networks (PANW.US)$買入評級，並將目標價從400美元上調至443美元。
根據TipRanks數據顯示，該分析師近一年總勝率為66.0%，總平均回報率為14.2%。
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 超出了預期，表現出良好的剩餘履約義務和年度經常性營業收入，分析師指出。對產品發展的更積極展望、Cortex 部門的強勁前景，以及爲2026年和2027年計劃的可觀續約週期，預計將支持持續樂觀的估計修正。
palo alto networks 報告了一個強勁的季度，標誌着超出預期的 NGS 年度經常性收入、產品營收增長和自由現金流生成。儘管結果令人印象深刻，但人們認爲當前的估值已經反映了這些強勁的結果，暗示進一步股價上漲的潛力有限。
palo alto networks繼續表現良好，越來越多的客戶在其平台上整合。儘管賬單結果稍顯遜色，但潛在需求趨勢似乎穩定。此外，QRadar 的安裝基礎爲palo alto networks未來提供了重要的轉化機會。
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