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超出了预期，表现出了优良的剩余业绩义务和年度经常性营业收入，分析师指出。对产品发展的更加建设性的展望、在Cortex部门的强劲前景，以及预计在2026和2027财年规划的大规模续约周期，预计将支持未来的一致乐观估计修订。
palo alto networks报告了一个强劲的季度，表现出优于预期的NGS年度经常性收入、产品收入增长和自由现金流生成。尽管结果令人印象深刻，但人们认为当前的估值已经反映了这些强劲的结果，这表明进一步的股价上涨潜力有限。
palo alto networks继续表现良好，越来越多的客户在其平台上整合。尽管账单结果较不强劲，但潜在的需求趋势似乎保持稳定。此外，QRadar的已安装基地为palo alto networks未来提供了重要的转换机会。
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