
PANW Stock Forecast & Price Target
PANW Analyst Ratings
Bulls say
Palo Alto Networks (PANW) reported a substantial increase in its Prisma AIRS customer base, growing more than threefold from the previous quarter, signaling strong demand for its cybersecurity offerings. The company anticipates product revenue growth of 25% year-over-year for the upcoming fiscal quarter and in the low 20% range for fiscal year 2026, showcasing its robust business growth trajectory. Additionally, the firm achieved a record remaining performance obligations (RPO) of $16.0 billion, reflecting a 23% year-over-year increase and exceeding its guidance, indicating sustained strong market demand and a positive outlook for future revenue.
Bears say
Palo Alto Networks has revised its full-year fiscal 2026 EPS guidance downward from $3.80-$3.90 to $3.65-$3.70, indicating potential challenges in maintaining profitability amid a competitive landscape. The company's operating margin forecast has been adjusted lower to account for recent acquisitions, signaling increased costs that may hinder overall profitability and growth potential. Additionally, the potential for a prolonged firewall refresh cycle and a slowdown in IT spending could adversely affect Palo Alto's financial performance, highlighting vulnerabilities in a rapidly changing industry.
This aggregate rating is based on analysts' research of Palo Alto Networks and is not a guaranteed prediction by Public.com or investment advice.
PANW Analyst Forecast & Price Prediction
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