Is Palo Alto (PANW) a Buy as Wall Street Analysts Look Optimistic?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Zacks Investment Research • a day ago

PANW to Buy Embrace: Will it Strengthen the Observability Platform?

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

Zacks Investment Research • Jul 22, 2026

CBTS Achieves Palo Alto Networks Advanced Specializations Across Network, Cloud, and Security Operations

CINCINNATI--(BUSINESS WIRE)--CBTS, a leading North American technology services company, today announced it has achieved Palo Alto Networks NextWave MSSP Advanced Specializations across three major security domains: network security, cloud security and security operations. CBTS now holds seven Palo Alto Networks NextWave MSSP Advanced Specializations across Hardware Firewall, Software Firewall, Prisma SASE (Prisma Access and Prisma SD-WAN), Cortex XDR, Cortex XSOAR and Cortex XSIAM. Celebrating.

Business Wire • Jul 22, 2026

Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

Palo Alto Networks Inc. (PANW) is emerging as one of Wall Street's preferred cybersecurity plays as concerns over increasingly powerful artificial intelligence models drive demand for security products and services. The view follows comments from International Business Machines (IBM), which said last week that enterprise customers are placing greater emphasis on cybersecurity as more advanced AI models enter the market.

Invezz • Jul 21, 2026

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does SANTA CLARA, Calif., July 21, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Embrace, a leading provider of user-focused observability, to add high-fidelity Real User Monitoring (RUM) capabilities to the Palo Alto Networks Observability platform.

PRNewsWire • Jul 21, 2026

Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative' on Software Stocks. These Are Their Picks

A number of software stocks have had a tough time lately. That could leave some high-profile names primed for a rebound, according to Morgan Stanley.

Investopedia • Jul 21, 2026

Citi Wealth CIO Warns “Infinite AI Agents” Will Accelerate Cybersecurity's Share of Enterprise Spending

Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity.

24/7 Wall Street • Jul 21, 2026

Why Palo Alto Stock Can Be a Big Winner in Cybersecurity's New AI Era

Palo Alto Networks is seeing strong demand for its services as more powerful AI models have companies fretting about cybersecurity.

Barrons • Jul 21, 2026

Palo Alto Networks (PANW) Sees a More Significant Dip Than Broader Market: Some Facts to Know

In the latest trading session, Palo Alto Networks (PANW) closed at $348.66, marking a -2.79% move from the previous day.

Zacks Investment Research • Jul 20, 2026

Cybersecurity Stocks Are Holding Up as the AI Trade Starts to Crack

The AI trade, at least for the time being, has come to an end. Many leaders have officially broken below major support and key moving averages, signaling a change in market momentum.

MarketBeat • Jul 20, 2026