Revenue Estimates Dip, But Analysts Stay Bullish on Palo Alto Networks (PANW)
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 10 AI Stocks Investors are Watching. On June 26, Stifel analyst Adam Borg reiterated a “Buy” rating on the stock with a $225.00 price target. The firm has revised its fiscal year 2026 revenue growth estimates to 12% year-over-year, down from the previous forecast of 13% and below the consensus estimate of 14%.
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The firm expects Palo Alto’s subscription revenue to grow 13.5% year-over-year in fiscal 2026. Earlier, it had projected the revenue to grow nearly 16%. On the other hand, it has raised its product revenue growth forecast for fiscal 2026 to 5% year-over-year, up from the previous estimate of 1.5%.
Despite the revenue adjustments, Stifel continues to maintain its fiscal 2026 profitability and cash flow margin estimates for the company.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leader in AI-powered cybersecurity.
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