From Financial Modeling Prep: 2025-05-16 16:33:00

Stifel maintains Buy rating and $225 price target on Palo Alto Networks (NASDAQ:PANW) ahead of Q3 2025 earnings report on May 20, expecting results in line with expectations and reaffirmed guidance.

Field checks with cybersecurity VARs and SIs show positive demand tone, with some variability due to macroeconomic uncertainty.

Mixed feedback for Palo Alto’s April quarter, with one partner exceeding expectations, three in line, and two citing softness from macro conditions. Partners cautious for July quarter due to fiscal policy uncertainty.

Positive earnings reports from sector peers, China tariffs pause, and strong seasonal pattern support Stifel’s stable performance expectations for Palo Alto.

Reaffirmed outlook reflects confidence in Palo Alto’s positioning amid near-term trends, with long-term upside seen in robust product demand and cybersecurity tailwinds.



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