03:05 PM EDT, 08/18/2025 (MT Newswires) -- Palo Alto Networks ( PANW ) is expected to report fiscal Q4 results in line with expectations, backed by a solid finish in July, Truist Securities said in a note Monday.

The company reaffirmed guidance when it announced a $25 billion agreement to acquire CyberArk (CYBR) late last month. Truist called the acquisition an offensive move that expands Palo Alto's reach into identity security, a market seen as ready for consolidation, and noted significant cross-sell opportunities within the company's installed base.

The deal could help make Palo Alto Networks ( PANW ) the most comprehensive cybersecurity platform and a leader in securing emerging agentic AI systems, according to the note.

For fiscal 2026, the company expects revenue of $10.38 billion, up 13% year over year, broadly in line with consensus expectations. Analysts surveyed by FactSet expect $10.42 billion.

Palo Alto Networks ( PANW ) is expected to report fiscal Q4 results on Aug. 18, after the market close.

Truist said the company is strongly positioned with the industry's most comprehensive cybersecurity platform, set to benefit from vendor consolidation and accelerating AI adoption.

The firm maintained a buy rating with a $205 price target, implying 18% upside.

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