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Palo Alto Networks (PANW) Rating Reaffirmed: Cantor Fitzgerald Sees $223 Target Ahead of Earnings

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Mon, Aug 18, 2025, 11:53 AM 2 min read

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks On Wall Street’s Radar. On August 15, Cantor Fitzgerald reiterated its “Overweight” rating on the stock with a $223.00 price target. The rating update comes ahead of the company’s fiscal fourth-quarter 2025 results due on August 18 after markets close.

Cantor anticipates strong execution, large deal activity, and Palo Alto’s platformization to drive the company’s F4Q25 results. However, revenue guidance may come in lower due to short-term platformization impacts.

“We maintain our Overweight rating and reiterate our 12-month PT of $223. We anticipate strong execution, large deal activity, and platformization to drive solid F4Q25 results across KPIs. While bookings trends likely remain robust and supportive of current FY26 expectations for RPO and NGARR, we would not be surprised to see FY26 revenue guidance light of expectations, reflecting the initial revenue recognition headwinds on platformization deals that begins to normalize in FY27 and FY28."

Palo Alto Networks, Inc. (NASDAQ:PANW) is a leader in AI-powered cybersecurity.

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