Palo Alto Networks Fair Value Estimate Raised 17% to US$395.38

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โดย Simply Wall St·US·Read original
Summary · why it matters

The fair value estimate for Palo Alto Networks has been raised from US$336.70 to US$395.38, a roughly 17% increase in the underlying model, after a wave of analyst price target hikes. RBC Capital, Wells Fargo, BofA, Morgan Stanley and Truist lifted their targets into the low to mid US$400s, citing stronger cybersecurity demand as AI usage expands and customers consolidate spending with larger platforms. Goldman Sachs, Oppenheimer, BTIG and Susquehanna pointed to solid Q4 results and guidance, with broad based strength across firewalls, SASE, observability, identity and AI security modules. On the bearish side, Bernstein and Phillip Securities moved to more neutral stances while still raising targets, and Stephens and UBS described the risk or reward as more balanced with shares near peak valuation levels. The updated model trims the revenue growth assumption to about 17.31% from about 19.09% and the net profit margin outlook to about 13.84% from about 14.51%, while the future P/E rises to about 197.87x from about 164.67x and the discount rate adjusts to about 8.60% from 8.40%.

Impact on stocks 9

Cybersecurity & Digital Trust · 1 stocks
Palo Alto Networks Inc
PANW
▲ PositiveCapitalrelevance

Fair value estimate raised ~17% to US$395.38 after a wave of analyst price target hikes following solid Q4 results and guidance.

Theme Impact 4

Off-coverage companies 5

Bernstein (Societe Generale / AllianceBernstein JV)Private± Mixed
relevance

BTIG, LLCPrivate± Mixed
relevance

Phillip SecuritiesPrivate± Mixed
relevance

Stephens IncPrivate± Mixed
relevance

Susquehanna International GroupPrivate± Mixed
relevance

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