How Schwab Network’s view on $PANW changed

Channel profile →This channel has 11 credited speakers: BFA and JP Morgan, Bank of America, Berenberg, CEO, Citizens, JP Morgan Chase, Morgan Stanley, Oppenheimer, Truist, UBS, Wall Street Journal8 entries
2026-09-17Bearish
“Bull v. Bear: PANW Parabolic Growth Opportunity Meets Extreme Valuation”
PANW is a high-quality company but currently overvalued as the price reflects growth through 2027.

Palo Alto Networks shares are making headlines after Bernstein downgraded the cybersecurity stock from " outperforming" to " matching" performance.

However, the company is still raising its price target as a reflection of increased demand for cybersecurity and how to leverage it amid concerns about cybersecurity risks associated with artificial intelligence .

2026-09-14Bullish
2026-09-14Bullish
Subscribe or start a trial to unlock this step
2026-09-14Bullish
Subscribe or start a trial to unlock this step
2026-09-05
Subscribe or start a trial to unlock this step
2026-09-02
Subscribe or start a trial to unlock this step
2026-08-31Bullish
Subscribe or start a trial to unlock this step
2026-08-31Bullish
Subscribe or start a trial to unlock this step
6 earlier entries need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial