Stock Price & Analysis

Based on the recent data and analysis, here's a concise assessment of PANW's current situation:

Technical Analysis The stock is currently trading at $177.34, showing signs of consolidation after a recent pullback from its December high of $202.95. The RSI at 42.56 indicates neutral momentum, neither overbought nor oversold. The stock is currently trading below its 20-day SMA of $180.78, suggesting short-term weakness.

Recent Developments

• Deutsche Bank recently downgraded PANW to Hold from Buy with a price target of $190, citing concerns about a tougher 2025 operating environment for cyber consolidators.
• BTIG also downgraded to Neutral, expressing doubts about PANW maintaining 15%+ growth sustainability.
• However, Citigroup maintains a Strong Buy rating with a $205 price target, showing confidence in the company's fundamentals.

Growth & Competition

• PANW's next-generation security ARR grew 40% year-over-year, outperforming competitor CrowdStrike's 27% growth.
• The company's platformization strategy is showing positive results, though it faces increased competition in the cybersecurity space.

Recommendation Given the recent technical weakness and mixed analyst sentiment, it would be prudent to wait for a better entry point. The stock needs to show stronger technical momentum and break above the recent resistance levels before considering a buy.

Based on the provided data and market analysis, here is the price prediction for PANW stock in 2025:

PANW stock is expected to reach $210-220 by end of 2025, driven by strong growth in next-generation security services and AI-powered cybersecurity solutions. The company's revenue CAGR of 23% from fiscal 2019 to 2024 and projected 15% growth through 2026 supports this bullish outlook. Recent Biden administration's executive order on cybersecurity specifically benefits Palo Alto Networks as one of the key platform providers.

The S1 support level for PANW Stock is $169.15 ,The R1 resistant level for PANW Stock is $188.04.

As of the end of day on 2025-01-24, the price of PANW Stock was $187.9.

The target price for PANW Stock according to analyst rating is 210.55, with the highest price target at 240.00 and the lowest at 130.00. Analysts have a Moderate Buy rating on PANW Stock overall.

The market cap of PANW is $123.2B.

Based on the provided data and recent market analysis, PANW appears to be overvalued at current levels. The stock trades at 52.39x forward P/E for Q2 2024, significantly higher than industry peers like Fortinet trading at 37x. Revenue growth is decelerating with NGS ARR growth slowing from 53% to 40% year-over-year in recent quarters. While maintaining strong gross margins around 77%, the company's platformization strategy and increased spending could pressure near-term profitability. Recent technical analysis suggests bearish signals with a 13% correction in the past month. The current valuation premium requires flawless execution to justify, making the risk-reward unfavorable at these levels.

Palo Alto Networks, Inc. is a global cybersecurity provider. The Company's cybersecurity platforms and services help secure enterprise users, networks, clouds and endpoints by delivering cybersecurity backed by artificial intelligence and automation. It focuses on delivering value in four areas: Network Security, Cloud Security, Security Operations and Threat Intelligence and Security Consulting. Its network security platform delivers complete zero trust solutions to its customers. It enables cloud-native security through its Prisma Cloud platform. Its Cloud Native Application Protection Platform (CNAPP), Prisma Cloud, secures multi-and hybrid-cloud environments for applications, data and the entire cloud native technology stack across the full development lifecycle, from code to runtime. It delivers security automation, security analytics, endpoint security and attack surface management solutions through its Cortex portfolio. It also provides data security posture management (DSPM).

Based on the comprehensive data analysis and market research, here's the price prediction for PANW stock by 2030:

PANW stock is projected to reach $375-400 by 2030, driven by the explosive growth in AI-powered cybersecurity solutions and enterprise digital transformation. The company's strong platformization strategy and expansion into next-generation security services positions it well to capture the growing cybersecurity market, which is expected to reach $15.6 trillion by 2029. Recent analyst reports and technical indicators suggest PANW's revenue CAGR will maintain at 15-16% through 2026, supported by its AI-powered solutions like Strata CoPilot and increasing large enterprise deals.

PANW has a total of 13948 employees.