$PANW Palo Alto Networks, Inc.

Christopher Uhl - OVTLYRPublished 2026-09-19

“10 Stocks That Could Beat NVDA Next Week”

PANW has new momentum and meets 5/9 criteria; liked as a buy at current levels.

What about Palo Alto Networks (PANW) here? Please allow me to quickly refresh the screen. Good. So, Palo Alto Networks is here. A similar situation, isn't it? A new momentum is in place.

We've got the direction. We have everything we want to see in this stock. The sector is not exactly where it should be, but it is moving in our direction, and the market is not necessarily helping us .

But out of nine things we look for in a stock, this achieves five out of nine. This...this is an arrow whose concept I like. I like it very much. I like it very much at this level.

Watch the source03:58

Older record

Chip Stock InvestorPublished 2026-09-18

“The AI Agent Problem No One's Pricing In Yet”

$PANWBearish

Trimmed PANW position due to high/stretched valuation, but retained exposure due to platformization trend.

This is why we invested in CyberArk, now part of Palo Alto Networks.

or Palo Alto doing the same thing with platformization,

Valuation does still matter, though, so that's why we decided to trim Palo Alto and CrowdStrike. Valuations just look very high, very stretched. But it's not off the watchlist.

They're not out of the portfolio entirely because of this trend.

Watch the source03:55

Older record

Schwab NetworkPublished 2026-09-17

“Bull v. Bear: PANW Parabolic Growth Opportunity Meets Extreme Valuation”

$PANWBearish

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 .

Watch the source00:03

Older record

Verified InvestingPublished 2026-09-14

“AI Safety Warnings Surge Cybersecurity Stocks: PANW, CRWD, OKTA Key Levels”

$PANWNo side taken

PANW faces a key resistance test at $374.18; success requires maintaining the parallel channel and breaking the declining trend line to target new highs, otherwise it risks a breakdown.

Next up into PNW. Now, this is where all the inflow of capital went today. Cyber security stocks. Now, if we look at PanW, we were on the verge of a breakdown on PanW. You can see this from the inclining parallel channel contained from May of this year.

We've had price really do a good job maintaining within it all up until right here on September 2nd when we drop beneath, put in bearish consolidation. And then the news this weekend was the defiill PanW needed right now at this time to get back into that parallel channel, but it did not push past this declining trend line. So that right now is the line in the sand.

What they said to watch for

price action relative to $374.18 and the parallel channel boundaries

Watch the source18:04

Older record

Schwab NetworkPublished 2026-09-14

“Bull v. Bear: CRWD Breaks Out to Record Highs in Cybersecurity Rally”

$PANWBullish

PANW has positive short-term momentum driven by strong fundamentals and technical breakouts, but long-term outlook is unconfirmed.

like Palo Alto Networks as I mentioned before. You know they they had earnings um a few weeks back uh beat those handily and and also beat the revenue estimate. Uh you know stock is as on the on the 52- week high today

Watch the source01:23

Older record

Schwab NetworkPublished 2026-09-14

“The Big 3: PLTR, ORCL, PANW”

$PANWBullish

PANW benefits from expanding AI security demand; recent price action shows relentless buying and a bullish technical setup.

Your last name though is a big beneficiary of uh the announcement uh from Dario Amade. Palo Alto Networks and the cyber names really outperforming today. Palo Alto Network's one of the top performers were up about almost 13% right now for PNW.

Yeah, they're on my radar. uh company we've owned for a long time. And yeah, I mean, it's surprising that it would take this type of news for it to to get this reaction. I'm surprised it was as low as it was.

Watch the source10:07

Older record

Schwab NetworkPublished 2026-09-14

“Cybersecurity Stocks Surge on AI Safety Concerns, PANW Options Trade”

$PANWBullish

PANW has strong upside; breakout through $350-351 to ~$400 ATH likely, offering >200% gain potential on options.

In double digits as I mentioned for Crowdstrike, PaloAlto Networks.

Watch the source00:05

Older record

Parkev Tatevosian, CFAPublished 2026-09-12

“The Proliferation of Agentic AI Has Been Great News for Palo Alto Stock Investors | PANW Stock”

$PANWNo side taken

PANW is a hold; valuation is too high (forward PE 68.6, DCF fair value $175 vs market $335) relative to declining margins and ROIC.

Palo Alto Networks is experiencing accelerating revenue growth as a result. The management team is forecasting at least 23% growth in the fiscal year 2027 and forecasting 40% free cash flow margin by fiscal year 2028.

So, does this make Palo Alto Networks stock a buying opportunity? Let's take a look at the business and answer that question together.

Watch the source00:06

Older record

PANW

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