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1h ago

Analysts Reprice Palo Alto Networks Ahead of Q4 as Guidance Concerns Mount

Major brokerages are warning that platform-driven revenue timing shifts could lead to below-consensus FY26 guidance.

A Palo Alto Networks logo is seen in this illustration taken August 18, 2025. REUTERS/Dado Ruvic/Illustration
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Overview

  • Deutsche Bank upgraded its rating to Buy and raised its price target to $220, dismissing investor worries over the CyberArk acquisition as overblown.
  • Evercore ISI maintained an Outperform rating with a $220 target while trimming its FY26 revenue growth forecast from 13.7% to 12.3%.
  • Rosenblatt Securities cut its price target to $215 but kept a Buy rating after citing steady channel checks and ongoing momentum in SASE, software firewalls and XSIAM.
  • Cantor Fitzgerald reaffirmed an Overweight rating and a $223 target, predicting strong F4Q25 execution but cautioning that platformization could weigh on FY26 revenue guidance.
  • Broader analyst moves included UBS lowering its target to $185 with a Neutral rating and Piper Sandler upgrading to Overweight with a $225 target as investors focus on upcoming Q4 results and remaining performance obligations.