Palo Alto Networks share: chart from 21.05.2025, price: USD 186.81 - symbol: PANW | source: TWS
One possibility for this could be a setback to the support zone at USD 166 - 172 or USD 144 - 154.
If, on the other hand, a breakout above the Abwärtstrend at USD 195, a procyclical upward trend Kaufsignal with possible price targets at USD 202 and 207.50.
Outlook and valuation
Palo Alto is forecasting sales of USD 2.49 - 2.51 bn and earnings of USD 0.87 - 0.89 per share for the final quarter.
The consensus estimates to date were USD 2.49 billion and USD 0.86 per share.
The sales forecast for the financial year ending in July was revised from USD 9.14 - 9.19 billion to USD 9.17 - 9.19 billion. Earnings expectations were raised from USD 3.18 - 3.24 to USD 3.26 - 3.28 per share.
The FCF margin is expected to be 37.5 - 38.0 %.
Why the share price fell after this news is beyond me.
In my view, the bears' only argument is the high valuation, but this was already the case before the quarterly figures. The argument is therefore questionable.
The forward P/FCF currently stands at 38.5. In the coming financial year, which begins in August, the P/FCF could fall to 33.7. Major setbacks are likely to turn out to be opportunities
