11:01 AM EDT, 09/15/2025 (MT Newswires) -- Palo Alto Networks' ( PANW ) "platformization" strategy continues to gain traction, potentially reaching an inflection point in fiscal 2026, Wedbush Securities said in a Monday note.

Wedbush said Palo Alto Networks' ( PANW ) planned acquisition of CyberArk Software ( CYBR ) will be a "game changer" for the company as cybersecurity is poised to be a core derivative beneficiary of the artificial intelligence revolution. This positions Palo Alto Networks ( PANW ) to gain from the next wave of tech spending, the investment firm said.

Wedbush added Palo Alto Networks ( PANW ) to its "Best Ideas List," saying it remains one of its favorite cyber security stocks to hold over the next 12 to 18 months.

Analysts reiterated an outperform rating on the stock with a $225 price target.

Shares of Palo Alto Networks ( PANW ) were up 2% in recent Monday trading.

Price: 200.13, Change: +3.84, Percent Change: +1.95