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How recommendation distribution changed over time
Covered by 5 analysts
Analysts are largely in agreement
Last evaluation 10 days ago
Both buy and sell recommendations exist
Stable interest level
Chronological view of analyst recommendations for this asset
Kate Rooney evaluates the market reaction of Palo Alto Networks and CrowdStrike stocks to Anthropic's new AI model announcement and JP Morgan's views on the sector.
CNBC TelevisionSeema Mody scrutinizes the potential impacts of Anthropic's new AI model on the cybersecurity sector and the stock purchases executed by the CEO of Palo Alto Networks.
CNBC TelevisionThe speaker analyzes the company's cybersecurity platform strategy following the CyberArk acquisition and the potential impact of AI integration on market capitalization.
CNBC TelevisionThe analyst evaluates recent pricing in the cybersecurity sector and the importance of these companies in the AI ecosystem.
CNBC TelevisionThe speaker analyzes Palo Alto Networks' role as a robust security and system of record software provider, differentiating its core offerings from those enterprise solutions easily replicated by AI.
CNBC TelevisionThe speaker evaluates Palo Alto Networks's resilience within the cybersecurity market, analyzing its ability to withstand disruption from AI tools due to inherent network effects and high barriers to entry. The discussion assesses its relative strength in a challenging market.
CNBC TelevisionThe speaker evaluates the general market pressure on software companies and Palo Alto Networks' position as a player in the cybersecurity sector. He analyzes the stock price movements and market expectations.
CNBC TelevisionThe speaker evaluates the leading position in the cybersecurity sector and the company's role within technology portfolios.
Yahoo FinanceThe anchor reports on the Chinese government's ban on US-based cybersecurity firms and its market impact.
Yahoo FinanceThe speaker points to the 144-148 dollar range as an attractive zone for investment, with a short-term view around 165 dollars.
Kemal HiçyılmazThe speaker notes that they added the company to their portfolio this year due to increasing cyber warfare threats and geopolitical risks.
BloombergHTStephanie Link assesses Palo Alto Networks as her top pick for the first quarter, highlighting its valuation discount compared to peers like CrowdStrike. She examines the company's "platformization" strategy and the thesis that cybersecurity will outpace AI growth, evaluating the potential for margin expansion and strong revenue growth.
CNBC TelevisionThe speaker notes the company has retreated from its highs and evaluates the potential and market outlook at current price levels.
CNBC TelevisionThe speaker corrects previous omissions, acknowledging the stock's quality and current attractiveness after pulling back from highs.
CNBC TelevisionThe investment committee evaluates current developments in the cybersecurity sector and the company's market position.
CNBC TelevisionThe speaker examines the company's potential based on its leading position in the cybersecurity sector and the data security demand driven by AI integration.
CNBC TelevisionThe speaker evaluates the company as one of his top picks for 2026, examining the advantages its platform-oriented structure gains from the consolidation trend in the sector.
CNBC TelevisionThe speaker identifies 2026 as a potential "golden year" for the cybersecurity sector and examines this company as a key player positioned to benefit from the industry-wide uptrend.
CNBC TelevisionThe speaker suggests looking beyond the primary tech leaders for growth and highlights cybersecurity as a key area for the broadening AI trade.
CNBC TelevisionThe analyst notes that this name could be included in portfolios as a leader in the cybersecurity space. It is evaluated as a choice consistent with sectoral growth expectations.
Yahoo FinanceKate Rooney evaluates the market reaction of Palo Alto Networks and CrowdStrike stocks to Anthropic's new AI model announcement and JP Morgan's views on the sector.
* Does not constitute investment advice
Seema Mody scrutinizes the potential impacts of Anthropic's new AI model on the cybersecurity sector and the stock purchases executed by the CEO of Palo Alto Networks.
* Does not constitute investment advice
The speaker analyzes the company's cybersecurity platform strategy following the CyberArk acquisition and the potential impact of AI integration on market capitalization.
* Does not constitute investment advice
The analyst evaluates recent pricing in the cybersecurity sector and the importance of these companies in the AI ecosystem.
* Does not constitute investment advice
The speaker analyzes Palo Alto Networks' role as a robust security and system of record software provider, differentiating its core offerings from those enterprise solutions easily replicated by AI.
* Does not constitute investment advice
The speaker evaluates Palo Alto Networks's resilience within the cybersecurity market, analyzing its ability to withstand disruption from AI tools due to inherent network effects and high barriers to entry. The discussion assesses its relative strength in a challenging market.
* Does not constitute investment advice
The speaker evaluates the general market pressure on software companies and Palo Alto Networks' position as a player in the cybersecurity sector. He analyzes the stock price movements and market expectations.
* Does not constitute investment advice
The speaker evaluates the leading position in the cybersecurity sector and the company's role within technology portfolios.
* Does not constitute investment advice
The anchor reports on the Chinese government's ban on US-based cybersecurity firms and its market impact.
* Does not constitute investment advice
The speaker points to the 144-148 dollar range as an attractive zone for investment, with a short-term view around 165 dollars.
* Does not constitute investment advice
The speaker notes that they added the company to their portfolio this year due to increasing cyber warfare threats and geopolitical risks.
* Does not constitute investment advice
Stephanie Link assesses Palo Alto Networks as her top pick for the first quarter, highlighting its valuation discount compared to peers like CrowdStrike. She examines the company's "platformization" strategy and the thesis that cybersecurity will outpace AI growth, evaluating the potential for margin expansion and strong revenue growth.
* Does not constitute investment advice
The speaker notes the company has retreated from its highs and evaluates the potential and market outlook at current price levels.
* Does not constitute investment advice
The speaker corrects previous omissions, acknowledging the stock's quality and current attractiveness after pulling back from highs.
* Does not constitute investment advice
The investment committee evaluates current developments in the cybersecurity sector and the company's market position.
* Does not constitute investment advice
The speaker examines the company's potential based on its leading position in the cybersecurity sector and the data security demand driven by AI integration.
* Does not constitute investment advice
The speaker evaluates the company as one of his top picks for 2026, examining the advantages its platform-oriented structure gains from the consolidation trend in the sector.
* Does not constitute investment advice
The speaker identifies 2026 as a potential "golden year" for the cybersecurity sector and examines this company as a key player positioned to benefit from the industry-wide uptrend.
* Does not constitute investment advice
The speaker suggests looking beyond the primary tech leaders for growth and highlights cybersecurity as a key area for the broadening AI trade.
* Does not constitute investment advice
The analyst notes that this name could be included in portfolios as a leader in the cybersecurity space. It is evaluated as a choice consistent with sectoral growth expectations.
* Does not constitute investment advice