Palo Alto Networks (PANW) posted "strong" Q2 results, with guidance also exceeding expectations against mixed investor sentiment, RBC Capital Markets said in a report Friday.
"We like what we see," RBC analysts said. "We liked the commentary around a more confident posture from customers and the extension of the 37% FCF margin target to FY/27, which we believe tackles a key bear argument."
The analysts, including Matthew Hedberg, said the company saw broad-based strength across products and geographies, and upside to most metrics.
"We raise our estimates slightly, as we came away feeling better about 2H/25," they said. RBC raised its price target on the stock to $232 from $225 while keeping its outperform rating.
Price: 194.50, Change: -7.38, Percent Change: -3.66
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