Palo Alto Networks, Inc. (PANW): A Bear Case Theory

From Yahoo Finance: 2025-05-30 01:10:00

Palo Alto Networks (PANW) faces concerns over slowing growth rates and high valuation. Q3 2025 results beat expectations but forward guidance disappoints investors. Stock trading at just under $200 implies 20% YoY growth, which PANW is not delivering. Fair value estimated at $155, highlighting disconnect between valuation and performance.

Hedge fund portfolios holding PANW decreased from 83 to 64 in the previous quarter. While PANW offers potential, other AI stocks may provide better returns. Stock mostly flat since last coverage. Consider other AI stocks for higher returns in a shorter timeframe. Check out our report on the cheapest AI stock for more information.

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