Palo Alto Networks (PANW) Back in Spotlight as Earnings Approach

Attention is turning to Palo Alto Networks’ upcoming fiscal 2nd 4th 2026 net report, scheduled connected Tuesday, February 17, 2026. On February 11, DA Davidson expert Rudy Kessinger lowered the terms people connected the banal to $210 from $240.00, portion maintaining a Buy rating.

Despite the PT cut, the steadfast anticipates beardown upside connected NGS ARR and RPOs owed to robust transmission feedback. It believes that the company’s fiscal twelvemonth 2026 guidance would apt beryllium “inched higher” organically aft being “just reiterated past quarter.”

Additionally, with the caller Chronosphere acquisition closing earlier 4th end, and the imaginable closing of the CYBR acquisition earlier the net report, the revised guidance is definite to request respective adjustments to measure the integrated revision.

[Shutterstock: 380107090, scyther5]

The steadfast asserted that some deals volition effect successful “higher maturation connected an as-combined, pro forma basis.”

Palo Alto Networks, Inc. (NASDAQ:PANW) is simply a person successful AI-powered cybersecurity.

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