Top Analyst Calls: 8 Stocks to Buy and Sell

4. Palo Alto Networks Inc (NASDAQ:PANW)

Number of Hedge Fund Investors: 77

Jason Snipe, principal at Odyssey Capital Advisors, said in a recent program on CNBC that he was buying Palo Alto Networks. Here is what he said:

“Palo Alto Networks Inc (NASDAQ:PANW), I think there’s an opportunity here on the sell.”

Sands Capital Technology Innovators Fund stated the following regarding Palo Alto Networks, Inc. (NASDAQ:PANW) in its second quarter 2025 investor letter:

“Palo 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.”