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Palo Alto Networks (PANW) Rating Reaffirmed: Cantor Fitzgerald Sees $223 Target Ahead of Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks On Wall Street’s Radar. On August 15, Cantor Fitzgerald reiterated its “Overweight” rating on the stock with a $223.00 price target. The rating update comes ahead of the company’s fiscal fourth-quarter 2025 results due on August 18 after markets close.

Cantor anticipates strong execution, large deal activity, and Palo Alto’s platformization to drive the company’s F4Q25 results. However, revenue guidance may come in lower due to short-term platformization impacts.

“We maintain our Overweight rating and reiterate our 12-month PT of $223. We anticipate strong execution, large deal activity, and platformization to drive solid F4Q25 results across KPIs. While bookings trends likely remain robust and supportive of current FY26 expectations for RPO and NGARR, we would not be surprised to see FY26 revenue guidance light of expectations, reflecting the initial revenue recognition headwinds on platformization deals that begins to normalize in FY27 and FY28.”

The hands of a financial analyst, highlighting an index on a financial chart.

“Longer term, we believe recent new product initiatives, including Prisma Access Secure Web Browser, Cortex Cloud, DSPM, and AI investments, position Palo Alto for continued wallet share gains and platformization success. And we view the firm’s intent to acquire CyberArk (CYBR, OW) as a strategic move to expand into identity security and strengthen its zero trust offerings.”

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

While we acknowledge the risk and potential of PANW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than PANW and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Buzzing AI Stocks on Wall Street and 10 AI Stocks Making Headlines This Week

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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