Palo Alto Networks (PANW) could sustain its momentum into fiscal 2026 after delivering a strong finish to fiscal 2025, Oppenheimer said in a Tuesday note.
"The company continues to demonstrate strong execution and success in driving platform adoption," the report said. The firm also initiated guidance above consensus across key metrics.
The note said its strong portfolio, a compelling pipeline of product innovation, and growth acceleration in leading indicators suggested that the momentum can be sustained into fiscal 2026.
"The results provide further evidence that Palo Alto's consolidation strategy is resonating with customers, who are increasingly committing to longer and larger deals," it added.
Oppenheimer kept its outperform rating and $225 price target.
Price: 184.35, Change: +8.18, Percent Change: +4.64
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