Wedbush Calls Palo Alto Networks (PANW) a ’Golden Buying Opportunity’ - Here’s Why

Security giant's stock dip creates prime entry point for investors

Wall Street's waking up to cybersecurity's non-negotiable status. Wedbush analysts spot blood in the water—and it smells like opportunity. Palo Alto Networks' recent pullback isn't a failure story; it's a discount window opening for savvy players.

Zero-Trust Demand Spikes

Enterprises can't cut corners on security—not when breaches cost millions per minute. PANW's platform approach positions it as the consolidated solution in a fragmented market. Their architecture doesn't just defend; it predicts and neutralizes threats before they escalate.

Cloud Migration Fuels Fire

Every company rushing to the cloud needs PANW's protection. Digital transformation isn't slowing down—it's accelerating, and security budgets are expanding to match. The stock's temporary weakness? Just traditional investors getting spooked by short-term noise while missing the long-term signal.

Financials Solid Despite Market Jitters

Revenue growth remains robust—because cybercriminals don't take recessions off. PANW's subscription model creates recurring revenue streams that weather market volatility better than most tech sectors. The fundamentals scream strength even as the ticker shows temporary weakness.

Because nothing makes Wall Street happier than buying quality assets at bargain prices—except maybe charging you 2% annually for the privilege.

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Wedbush has added PANW stock to their “Best Ideas List,” calling it “one of our top cyber security names.” The analysts are bullish on Palo Alto Networks as the company continues to gain market share and grows its brand awareness.

“We view this as a golden buying opportunity as the company completes its platform approach while providing the most complete one-stop shop for cybersecurity within the enterprise,” wrote Wedbush in its note to clients.

Wedbush reiterated its Buy-equivalent Outperform rating and $225 price target on PANW stock. The price target is 13% higher than where Palo Alto Networks’ shares currently trade.

CyberArk Deal

Wedbush is also constructive on Palo Alto Networks’ $25 billion acquisition of CyberArk (CYBR), an identity security leader. Wedbush said the CyberArk purchase looks like the “right MOVE at the right time.” The brokerage adds that the CyberArk deal will likely be a “game changer” for PANW stock.

Lastly, Wedbush points to Palo Alto Networks’ recent Fiscal fourth-quarter 2025 results, which “featured beats across the board on the top and bottom lines.” The cybersecurity firm also reported a 40% year-over-year increase in completed deals and a doubling of recurring revenue from artificial intelligence (AI) products and services.

Is PANW Stock a Buy?

The stock of Palo Alto Networks has a consensus Strong Buy rating among 37 Wall Street analysts. That rating is based on 29 Buy, seven Hold, and one Sell recommendations issued in the last three months. The average PANW price target of $217.15 implies 8.87% upside from current levels.