Why Palo Alto Networks Is A Smart Buy For Long-Term Growth Investors

Star Investments7.01K FollowersFollow5ShareSavePlay(30min)CommentsSummaryThe thesis for the stock is the company's shift from its pre-2018 hardware-centric, on-premises Next-Generation Firewall business model to a cloud-based software and platformization model.Palo Alto Networks announced its intention to acquire CyberArk in July 2025 and completed the acquisition of Chronosphere on January 29, 2026.Its latest acquisitions have significant integration risks.The stock remains a buy for long-term investors. Michael Vi/iStock Editorial via Getty Images I assigned a buy rating to Palo Alto Networks (PANW) when I last discussed the stock on November 14, 2024. My thesis for the stock was the company's shift from its pre-2018 hardware-centric, on-premisesThis article was written byStar Investments7.01K FollowersFollowI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.