Analyst Reiterates Buy Rating on Palo Alto Networks with $223 Price Target

Palo Alto Networks (PANW) received a Buy rating from Cantor Fitzgerald analyst Jonathan Ruykhaver with a $223.00 price target. The analyst has an average return of 26.0% and a 65.21% success rate on recommended stocks. The company has a Moderate Buy analyst consensus rating with a $216.61 average price target, representing a 26.30% upside.

Title: Cantor Fitzgerald Reiterates Overweight Rating on Palo Alto Networks

Palo Alto Networks (PANW) has received a positive analyst rating from Cantor Fitzgerald, with Jonathan Ruykhaver reiterating an Overweight rating on the cybersecurity giant. The analyst has set a price target of $223.00, reflecting a bullish outlook on the company's prospects [1].

Cantor Fitzgerald notes that Palo Alto Networks has maintained a strong market position, with approximately 14% revenue growth over the last twelve months. The research firm highlights the potential of integrating CyberArk's agentic identity capabilities with Palo Alto's AI security platform, Prisma AIRS. This combination could establish a comprehensive full-stack agentic security solution [1].

The analyst also points out that recent acquisition activities, including discussions to acquire CyberArk for a potential price exceeding $20 billion, could further enhance Palo Alto Networks' capabilities. The potential acquisition has drawn mixed reactions, with KeyBanc downgrading the stock from Overweight to Sector Weight due to concerns about strategic fit and synergies. However, TD Cowen analysts have issued positive comments regarding the potential deal [1].

Additionally, Palo Alto Networks has completed the acquisition of Protect AI, a firm specializing in securing artificial intelligence applications. This acquisition is intended to enhance Palo Alto Networks' Prisma AIRS platform by integrating Protect AI's capabilities in various AI security functions [1].

Despite recent market reactions, Cantor Fitzgerald maintains an optimistic view on Palo Alto Networks' stock, with a price target of $223.00. The analyst's average return of 26.0% and a 65.21% success rate on recommended stocks add credibility to this rating. The company currently has a Moderate Buy analyst consensus rating with an average price target of $216.61, representing a 26.30% upside [2].

Investors should keep an eye on Palo Alto Networks' upcoming earnings report, scheduled for August 18, 2025. The company is predicted to post an EPS of $0.88, indicating a 17.33% growth compared to the equivalent quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.5 billion, up 14.18% from the year-ago period [3].

References:
1. [Investing.com - Cantor Fitzgerald Reiterates Overweight Rating on Palo Alto Networks](https://www.investing.com/news/analyst-ratings/cantor-fitzgerald-reiterates-overweight-rating-on-palo-alto-networks-stock-93CH-4170807)
2. [Investing.com - Palo Alto Networks Stock Price Target Lowered to $204 at Bernstein SocGen](https://www.investing.com/news/analyst-ratings/palo-alto-networks-stock-price-target-lowered-to-204-at-bernstein-socgen-93CH-4174178)
3. [Yahoo Finance - Palo Alto Networks (PANW) Stock](https://finance.yahoo.com/news/palo-alto-networks-panw-stock-214504320.html)