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:
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美東時間11月22日，多家華爾街大行更新了$Palo Alto Networks (PANW.US)$的評級，目標價介於291美元至455美元。
摩根士丹利分析師Hamza Fodderwala維持買入評級，維持目標價446美元。
高盛集團分析師Gabriela Borges維持買入評級，並將目標價從425美元下調至421美元。
花旗分析師Fatima Boolani維持買入評級，維持目標價432美元。
德意志銀行分析師Brad Zelnick維持買入評級，並將目標價從395美元上調至415美元。
富瑞集團分析師Joseph Gallo維持買入評級，維持目標價450美元。
此外，綜合報道，$Palo Alto Networks (PANW.US)$近期主要分析師觀點如下：
根據分析師的說法，Palo Alto Networks展示了堅實的未完成服務業績和超出預期的年度循環收入。績效被認爲足以構成一項體面的財務披露。公司對其產品的前景持更加積極的態度，看好Cortex的前景，並預計在2026年和2027年的財政年度中預期到更多的重要續約週期，這有望支持對估值的持續正面修訂。
Palo Alto Networks報告了一個強勁的季度，以超出預期的NGS ARR、產品收入增長和自由現金流生成爲亮點。雖然估值已經上調，但人們認爲當前的估值已經反映了公司的強勁業績，認爲該股的上漲空間有限。
隨着更多客戶集中在其平台上，Palo Alto Networks繼續表現強勁。雖然開票業績較弱，但潛在的需求趨勢似乎是穩定的。此外，現有的QRadar客戶基礎爲Palo Alto Networks未來提供了重要的轉化機會。
Palo Alto Networks報告了強勁的F1Q25業績，包括下一代安全 ARR增長40%和收入訂單預收增長20%。持續的平台化推動了ARR的擴張，使公司提高了其2025年的指引。
Palo Alto Networks在FY25年初展示出了強勁的開局，以營業收入、年度循環收入、未完成服務業績和盈利超出共識預期爲標誌的績效指標。公司在平台化方面的持續進步值得關注，尤其是在第一個季度新增了超過70名客戶。
以下爲今日16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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