Palo Alto Networks (PANW) stock rose after the company reported fourth-quarter results that beat Wall Street expectations on both revenue and earnings. The firm posted earnings per share (EPS) of $0.95, above the $0.88 analysts had forecast. Meanwhile, revenue reached $2.54 billion, exceeding the $2.50 billion estimate. In terms of guidance, Palo Alto Networks said that it expects Fiscal 2026 earnings per share of $3.75 to $3.85 on revenue of $10.47 billion to $10.52 billion.
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Following the results, several Wall Street analysts reaffirmed their Buy ratings and raised price targets, citing the company’s strong long-term growth prospects and the stock’s upside potential.
Top Analysts See More Upside Ahead
To begin with, Truist Securities analyst Junaid Siddiqui raised his price target on Palo Alto Networks from $205 to $220 while maintaining a Buy rating. The 4.5-star analyst highlighted the company’s strong fourth-quarter FY25 results, driven by its security products and platforms, including cloud-based security (SASE), advanced threat detection (XSIAM), virtual firewalls, and large enterprise platform deals.
Looking ahead, Siddiqui noted that guidance for FY26 came in better than expected, with improvements across revenue, recurring subscriptions, future contracts, and free cash flow. He emphasized that the company is on track to reach its $15 billion subscription revenue target by FY30, supported by growth in cloud security, AI-powered security, and identity protection products.
Similarly, Rosenblatt analyst Catherine Trebnick raised her price target on Palo Alto Networks to $225 from $215 and kept a Buy rating. Trebnick said the company had a strong fourth quarter, beating expectations on new subscriptions, revenue, and earnings. The analyst added that guidance for the year looks better than expected. Even without including the recent CyberArk acquisition, she sees solid growth and profitability ahead.
Further, Scotiabank analyst Patrick Colville raised his price target on PANW to $228 from $225 and kept a Buy rating. He said the company has a strong long-term story, with a solid core business. He commented, “After a rough summer for PANW shares, we think the stock can grind higher from here as an Agentic AI security winner.”
Is PANW Stock a Buy?
Palo Alto Networks stock has a consensus Strong Buy rating among 39 Wall Street analysts. That rating is based on 32 Buy, six Hold, and one Sell recommendations issued in the last three months. The average PANW price target of $217.51 implies 19.80% upside from current levels.
Read more analyst ratings on PANW stock
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