Palo Alto Networks Inc. (PANW) Balances Analyst Cuts With Growth Deals

Palo Alto Networks Inc. (NASDAQ:PANW) is one of the champion high-growth cybersecurity stocks to buy. On February 10, Stifel trimmed its terms people connected Palo Alto Networks (NASDAQ:PANW) from $225 to $200 portion maintaining a Buy standing up of the company’s fiscal Q2 2026 net study scheduled for February 17.

A high-rise bureau building, its unit engaged astatine enactment providing cybersecurity services.

The accommodation followed discussions with 5 ample cybersecurity resellers that unneurotic negociate astir $1.9 cardinal successful Palo Alto-related spending. Of those partners, 2 reported stronger-than-expected performance, 2 described results arsenic astir successful enactment with expectations, and 1 indicated softer trends.

Despite the varied reseller feedback, Stifel expects the institution to support dependable integrated growth, with further upside perchance coming from the Chronosphere woody and a imaginable CyberArk acquisition.

On February 2, Jefferies reiterated a Buy standing connected Palo Alto Networks and a $250 terms target. The affirmative stance underscores the probe firm’s assurance astir the company’s semipermanent prospects arsenic it nears the completion of the CyberArk Acquisition.

The woody is expected to bolster Palo Alto Networks’ revenue, arsenic CyberArk posted coagulated results, including 20% year-over-year maturation successful nett caller yearly recurring gross successful the 4th quarter.

The $25 cardinal acquisition comes arsenic the institution enters the individuality market, hitting an inflection point. Chief Executive Officer Nikesh Arora expects CyberArk to fortify Palo Alto Networks’ prospects for disrupting the marketplace and creating a much-needed platform.

Palo Alto Networks (NASDAQ:PANW) is simply a starring cybersecurity steadfast serving implicit 70,000 organizations successful much than 150 countries. Once known chiefly for its next‑generation firewalls, it present delivers AI-driven information crossed cloud, network, and mobile environments.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.