What investors are saying about Palo Alto Networks (PANW)

Summary

In the past 30 days, 3 people on 3 investor and market shows discussed Palo Alto Networks (PANW) in 4 views. Going by each speaker's latest call, 2 are bullish and 1 is bearish. Chorus has followed Palo Alto Networks since October 2, 2026: 5 views from 4 people on 4 shows.

Who talks about it most

• Jim Cramer · 2
• Michael Lebowitz · 1
• Tim Seymour · 1
• David Friedberg · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Michael Lebowitz · RIA AdvisorsBullish

  Palo Alto Networks is a stock worth buying again; his firm added 1% after selling it six months ago.

  As part of rebalancing, Lebowitz's firm bought up to 1% of Palo Alto Networks. They had sold it about six months earlier and say they are kicking themselves for that sale. They describe cybersecurity as a sector they have been looking to add to, which is why they bought back in. The rationale is thin and is mostly based on the earlier sale and a sector-level preference.

  “We bought up and we added 1% of Palo Alto Networks, kicking ourselves for selling it in the first place six months ago whenever we sold it.”at 1:38:55

  Thoughtful Money: More Market Bloodshed To Come? | Michael Lebowitz · November 7, 2026

• Jim Cramer · CNBCNeutral

  Don't add to Palo Alto now; high-multiple tech must give back gains in this bear market.

  Cramer says Palo Alto and CrowdStrike were very hurt in the selloff. They are high-priced, high-earnings-multiple stocks, and with the market in bearish mode he does not think investors need to add to any tech right now. He notes Palo Alto has made a lot of money, and that sometimes you have to give some back to make big money.

  “I don't think we need to add to any tech right now.”at 12:25

  Mad Money with Jim Cramer: 'Mad Money w/ Jim Cramer 11/5/26 · November 6, 2026

• Tim Seymour · Seymour Asset ManagementBearish

  Palo Alto Networks' valuation after heroic run is absurdly expensive; he trimmed it.

  Tim says cyber software still has expunging to do after heroic runs. He trimmed Palo Alto and CrowdStrike, noting that absurdly expensive valuations become a place to begin challenging a position.

  “There's still some expunging to do in certain parts of... software, maybe even cyber software... It was a day for me to trim a little bit over the last couple days in [CrowdStrike] and Palo Alto, which have had heroic runs.”at 6:36

  CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/30/26 · October 30, 2026

• Jim Cramer · CNBCBullish

  Palo Alto is not guilty by association; its broad platform makes it a buy after the Fortinet sell-off.

  Cramer says Palo Alto has moved beyond its original firewall business through organic development and acquisitions into a platform with a firewall and much more, including strong defenses for companies. Customers who would otherwise assemble a patchwork of vendors can get a one-stop shop there. He says the trust is buying it, and the stock's drop of about 3.5% rests on a faulty premise. Cramer is treating the sell-off as a buying opportunity.

  “Not only are Palo Alto and CrowdStrike not guilty by association, but [...] Their stock should be bought, not sold.”at 45:46

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/29/26 · October 29, 2026

• David Friedberg · The Production BoardBullish

  Palo Alto Networks benefits as AI-driven attacks make cyber defense a board-level top priority and cyber budgets surge.

  Friedberg expects rising AI-driven risks to force a massive rise in defense systems. He heard in DC that Fortune 50 CEOs are very worried about cyber defense and will make it their board-level number one priority, so cyber budgets will 'go through the roof'. Because defending against AI attacks requires AI-based tools, he names Palo Alto Networks as a beneficiary of this investment theme.

  “I think we will see a massive rise in defense systems... companies like Palo Alto Networks, I think the investment in this space, what I heard in DC this week was some Fortune 50 CEOs are very worried about cyber defense.”at 20:14

  All-In Podcast: Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions · October 2, 2026