
PANW Stock Forecast & Price Target
PANW Analyst Ratings
Bulls say
Palo Alto Networks has demonstrated robust growth in its cybersecurity platform, with over 100 Prisma AIRS customers already on board, reflecting a significant increase of more than three times from the first quarter. The company is projecting product revenue growth of 25% year-over-year for the third fiscal quarter and expects to maintain growth in the low 20% range for the fiscal year 2026, indicating strong market momentum. Furthermore, the company's remaining performance obligations (RPO) reached $16.0 billion, growing 23% year-over-year and surpassing guidance, signaling sustained demand and confidence in its future revenue streams.
Bears say
Palo Alto Networks has issued F3Q EPS guidance lower than consensus expectations, revising the range to $0.78 - $0.80 for the quarter and $3.65 - $3.70 for FY26, which reflects a decline from prior forecasts. The potential for an unforeseen downturn in the firewall refresh cycle, coupled with increasing competitive pressures and a slowdown in IT spending, raises concerns about the company's ability to maintain its market position and achieve financial growth. Furthermore, the lowered operating margin guidance, now at 28.5%-29.0%, along with the risk of cyberattacks affecting its reputation, may further depress investor confidence and future financial performance.
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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