2025-10-06 06:57:37
Analyst is Bullish on Palo Alto Networks (PANW) Amid AI Safety Concerns
Palo Alto Networks (NASDAQ:PANW) is among the stocks Wall Street is monitoring, with analysts看好其在网络安全行业的发展前景,特别是随着AI驱动的安全需求增加。Stephanie Link认为该领域将出现大规模整合,并强调Palo Alto Networks的估值相对较低。Sands Capital Technology Innovators Fund指出,Palo Alto Networks凭借防火墙领域的领先地位,扩展到SASE、SIEM和云安全等关键新兴市场,预计AI将在未来发挥核心作用。然而,尽管看好PANW,也提到某些AI股票可能更具投资潜力。
We recently published
10 Stocks Wall Street is Watching Heading into October
. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks Wall Street is watching.
Stephanie Link, Hightower Advisorsâ chief investment strategist and portfolio manager, recently talked about her bullish outlook on the cybersecurity industry and explained why she likes Palo Alto Networks.
âI think cyber security is certainly something that weâre in very early innings, something like the second or third innings, and I think a lot of it is because itâs driven by AI,â the analyst said in a program on CNBC. âAI really is not safe at this moment in time, so you need more cyber security. I think youâre going to see consolidation overall in the sector. We have 4,000 cyber security companies in the world, public and private, and I think youâre going to see massive consolidation because quite frankly companies donât want to have 20 to 30 different vendors. Even the biggest companies like CrowdStrike and PaloAlto donât offer a one-stop shop. They donât have everything for their customers. So theyâre going to continue to acquire their technologies. Palo Alto is cheaper at 14 times. And so, I think you can own a basket of these names.â
[Shutterstock: 380107090, scyther5]
Sands Capital Technology Innovators Fund stated the following regarding Palo Alto Networks, Inc. (NASDAQ:PANW) in itsÂ
second quarter 2025 investor letter:
âPalo Alto Networks, Inc.
 (NASDAQ:PANW) is a leading cybersecurity platform. It has leveraged its leading position in firewalls to build strong positions in key emerging segments such as Secure Access Service Edge (SASE), Security Information and Event Management (SIEM), and cloud security. These newer segments collectively make up its Next-Generation Security revenue which is now over $5B in annual run rate revenue with a significant growth runway. We expect cyber security will remain a top priority for customers and continued share gains will support sustainable above average revenue growth. Additionally, we expect AI will be a key factor driving cybersecurity decisions on multiple levels. The usage of AI can make adversaries more effective, can expand the attack surface, and require more advanced security. We believe Palo Alto is one of only a few companies with the necessary data and installed base to thrive in this environment.â
While we acknowledge the potential of PANW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the
best short-term AI stock
.