Palo Alto Networks stock rating reiterated at Buy by Truist ahead of earnings

Investing.com - Truist Securities has reiterated its Buy rating and $205.00 price target on Palo Alto Networks (NASDAQ:PANW), currently trading at $176.32, ahead of the company’s fourth-quarter fiscal 2025 earnings report scheduled for Monday after market close. According to InvestingPro data, analyst targets range from $130 to $235, with the stock currently showing high valuation multiples across key metrics.

Truist cited the cybersecurity firm’s recently announced acquisition of CyberArk (CYBR), which it believes will make Palo Alto Networks "the most complete cybersecurity platform" and position the company as a leader in securing Agentic AI.

The firm expressed confidence in Palo Alto Networks’ upcoming quarterly results, noting that management had reiterated its guidance when announcing the CyberArk acquisition.

Truist’s positive outlook is further supported by conversations with customers and partners, which indicated results in line with expectations and "a solid finish in the month of July."

Palo Alto Networks is set to release its fourth-quarter fiscal 2025 financial results on Monday, August 18, 2025, after the stock market closes.

In other recent news, Palo Alto Networks has been the focus of several analyst reports and product announcements. Cantor Fitzgerald reiterated its Overweight rating with a $223 price target, citing expectations of strong execution and large deal activity in the upcoming fiscal fourth-quarter 2025 results. Meanwhile, Rosenblatt adjusted its price target to $215 while maintaining a Buy rating, noting steady performance in key areas such as software firewalls and the adoption of its AI-powered security operations platform, XSIAM. Evercore ISI also maintained an Outperform rating with a $220 price target, with analysts expecting investors to focus on the company’s initial fiscal year 2026 guidance.

Additionally, Piper Sandler upgraded the stock from Neutral to Overweight, raising its price target to $225, reflecting confidence in the company’s platformization success and increasing bookings. In terms of product developments, Palo Alto Networks unveiled new security solutions aimed at addressing quantum computing threats and securing multi-cloud environments. The company introduced a Quantum Readiness Dashboard and 14 new firewall models designed for post-quantum cryptography. These recent developments highlight Palo Alto Networks’ strategic focus on innovation and market adaptation.

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