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Investing.com -- Wedbush analysts have added Palo Alto Networks to their Best Ideas List, calling it “one of our top cyber security names” as the company accelerates its platformization strategy.
In a note to clients, Wedbush said it has “incremental confidence in the company’s platformization strategy heading into FY26 & beyond following its recent transformational acquisition of CYBR.”
The analysts said they “strongly believe the platformization approach is the right move for PANW as cybersecurity is a clear 2nd/3rd derivative play in the AI Revolution, leading to PANW ultimately emerging in the driver’s seat to gain market/mind share.”
Despite what Wedbush called “the recent oversold drawdown in PANW’s stock tied to the CYBR acquisition,” the firm argued that shares remain attractive.
“We view this as a golden buying opportunity as the company completes its platform approach while providing the most complete one-stop shop for cybersecurity within the enterprise as the CyberArk deal will be a game changer for PANW and was the right move at the right time,” the analysts wrote.
Wedbush also pointed to the company’s fiscal fourth-quarter 2025 results, which “featured beats across the board on the top and bottom lines along with beats in NGS ARR and RPO as the company’s platformization strategy is resonating while also providing strong FY26 guidance.”
PANW reported a record ~150 net new platformization deals, up about 40% year over year, with AI annual recurring revenue more than doubling.
“We believe FY26 will be an inflection year for the PANW platformization strategy,” Wedbush said, maintaining its Outperform rating and $225 price target.