Palo Alto Networks (PANW) is navigating mixed analyst feedback, with Stifel cutting its price target to $200 while maintaining a Buy rating, ahead of the company’s fiscal Q2 2026 earnings. This adjustment is based on varied feedback from cybersecurity resellers, although Stifel anticipates steady organic growth and potential upside from the Chronosphere deal and a CyberArk acquisition. Jefferies, however, reiterated a Buy rating and a $250 price target, highlighting confidence in PANW’s long-term prospects, especially with the impending CyberArk acquisition expected to boost revenue and market disruption.
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Palo Alto Networks Inc. (PANW) Balances Analyst Cuts With Growth Deals
Palo Alto Networks (PANW) is navigating mixed analyst feedback, with Stifel cutting its price target to $200 while maintaining a Buy rating, ahead of the company’s fiscal Q2 2026 earnings. This adjustment is based on varied feedback from cybersecurity resellers, although Stifel anticipates steady organic growth and potential upside from the Chronosphere deal and a CyberArk acquisition. Jefferies, however, reiterated a Buy rating and a $250 price target, highlighting confidence in PANW’s long-term prospects, especially with the impending CyberArk acquisition expected to boost revenue and market disruption.