Palo Alto Networks (PANW) Back in Spotlight as Earnings Approach

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI stocks currently on Wall Street’s radar.

Attention is turning to Palo Alto Networks’ upcoming fiscal second quarter 2026 earnings report, scheduled on Tuesday, February 17, 2026. On February 11, DA Davidson analyst Rudy Kessinger lowered the price target on the stock to $210 from $240.00, while maintaining a Buy rating.

Despite the PT cut, the firm anticipates strong upside on NGS ARR and RPOs due to robust channel feedback. It believes that the company’s fiscal year 2026 guidance would likely be “inched higher” organically after being “just reiterated last quarter.”

Additionally, with the recent Chronosphere acquisition closing before quarter end, and the potential closing of the CYBR acquisition before the earnings report, the revised guidance is sure to demand several adjustments to assess the organic revision.

The firm asserted that both deals will result in “higher growth on an as-combined, pro forma basis.”

Palo Alto Networks, Inc. (NASDAQ:PANW) is a leader in AI-powered cybersecurity.

While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.