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Stock impact report

Guggenheim Lifts Palo Alto Networks (PANW) Rating Following Deal Activity and AI Tailwinds [Yahoo! Finance]

Palo Alto Networks, Inc. (PANW) 
Last palo alto networks, inc. earnings: 2/24 04:15 pm Check Earnings Report
Company Research Source: Yahoo! Finance
On January 4, Guggenheim analyst John DiFucci upgraded the stock from Sell to “Neutral,” noting that the stock's underperformance, recent deal activity, and industry leadership in Free Cash Flow margins have reset valuation and improved PANW's risk-reward profile. “We are upgrading the shares of Palo Alto Networks to Neutral from Sell, as the stock has significantly underperformed the major indices, the company announced two acquisitions, at least one of which we see as a positive move, and reiterated best in class FCF margins through FY28. We simply believe it will be more difficult to make money shorting PANW at this time.” Since January 2025, Palo Alto has underperformed the S&P 500 by 1,753 basis points and the NASDAQ by 2,054 basis points since early January 2025. It has also underperformed the Security ETF (HACK) by 732 bps, and the IGV by 325 bps, while outperforming another Security ETF (BUG by 632 bps) over the same period. The firm believes that PANW's recent acquisiti Show less Read more
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