This Palo Alto Networks Analyst Turns Bullish On Improving Checks, Pending CyberArk Acquisition

Benzinga_recent_news

2025/10/14

Tech companies are racing to fortify digital defenses as cybersecurity threats surge, reshaping the landscape of digital safety. Field checks for Palo Alto Networks Inc (NASDAQ:PANW) were "...

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Field checks for Palo Alto Networks Inc (NASDAQ:PANW) were \"...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/10/48181629/this-palo-alto-networks-analyst-turns-bullish-on-improving-checks-pending-cyberark-acquisition\">网页链接</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Palo Alto Networks Analyst Turns Bullish On Improving Checks, Pending CyberArk Acquisition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Palo Alto Networks Analyst Turns Bullish On Improving Checks, Pending CyberArk Acquisition\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-14 00:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-stock-ratings/upgrades/25/10/48181629/this-palo-alto-networks-analyst-turns-bullish-on-improving-checks-pending-cyberark-acquisition><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech companies are racing to fortify digital defenses as cybersecurity threats surge, reshaping the landscape of digital safety. Field checks for Palo Alto Networks Inc (NASDAQ:PANW) were \"...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/10/48181629/this-palo-alto-networks-analyst-turns-bullish-on-improving-checks-pending-cyberark-acquisition\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861220033.SGD","symbol_name":"Blackrock Next Generation Technology A2 SGD-H","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/10/48181629/this-palo-alto-networks-analyst-turns-bullish-on-improving-checks-pending-cyberark-acquisition","article_id":"2575864342","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/10/13/Palo-Alto-Networks-Logo-And-Sign-At-Sili.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/upgrades/25/10/48181629/this-palo-alto-networks-analyst-turns-bullish-on-improving-checks-pending-cyberark-acquisition","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2575864342","pubTimestamp":1760374440,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Analyst Gray Powell upgraded Palo Alto Networks (PANW) to Buy with $248 price target. Field checks show higher adoption and confidence in growth targets.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","PANW":"Palo Alto Networks","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","BK4550":"红杉资本持仓","BK4112":"金融交易所和数据","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4560":"网络安全概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0566484027.USD":"安本美国小盘成长股","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","CYBR":"Cyber-Ark Software","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4598":"佩洛西持仓","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","BK4097":"系统软件","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4532":"文艺复兴科技持仓","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC"},"translate_title":"这位Palo Alto Networks分析师转而看好在CyberArk收购之前改进检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PANW":1.5,"CYBR":1.5},"content_text":"Tech companies are racing to fortify digital defenses as cybersecurity threats surge, reshaping the landscape of digital safety. Field checks for Palo Alto Networks Inc (NASDAQ:PANW) were \"surprisingly positive\" and a meaningful improvement over the feedback from checks in previous quarters, according to BTIG.\nThe Palo Alto Networks Analyst: Analyst Gray Powell upgraded the rating to Buy, while establishing a price target of $248.\nThe Palo Alto Networks Thesis: The checks instill greater confidence in the company's ability to achieve its targeted 14% total revenue growth and 26% growth in NGS ARR (next-generation security annual recurring revenue) in fiscal 2026, Powell said in the upgrade note.\nCheck out other analyst stock ratings.\nThe checks not only indicate higher adoption of Palo Alto's platform, but also larger ELAs (enterprise license agreements) versus the previous quarter, he added.\nFeedback from checks was also positive for the pending acquisition of CyberArk Software Ltd (NASDAQ:CYBR), the analyst stated.\n\"With the NGS portfolio increasing to 65%+ of the revenue mix in FY27, we think PANW can maintain 12%+ growth over the next few years,\" he further wrote.\nPANW Price Action: Palo Alto Networks shares were up 1.80% at $212.29 at the time of publication on Monday. The stock is approaching its 52-week high of $217.94, according to Benzinga Pro data.\nPalo Alto Networks, with a market cap of $143.70 billion, operates in the highly competitive information technology sector, specifically within software, where it has shown remarkable growth potential. Its P/E ratio of 130.34 indicates a premium valuation, reflecting investor optimism about its future earnings, despite the lack of dividends. \nMeanwhile, the stock’s 52-week range suggests it is currently positioned closer to its high, emphasizing strong market confidence in its cybersecurity solutions amid increasing global demand.\nRead More: \nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}