---
title: "Research Alert: CFRA Downgrades Rating On Shares Of Palo Alto Networks Inc. To Buy From Strong Buy"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286611200.md"
description: "CFRA has downgraded Palo Alto Networks Inc. (PANW) from Strong Buy to Buy, raising its target price to $280 from $193. The FY 26 EPS estimate remains at $3.70, while FY 27 EPS is increased to $4.12. PANW is enhancing its portfolio with acquisitions and new product launches, but after a 48% share price increase, the risk-reward ratio is deemed less attractive."
datetime: "2026-05-15T20:15:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286611200.md)
  - [en](https://longbridge.com/en/news/286611200.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286611200.md)
---

# Research Alert: CFRA Downgrades Rating On Shares Of Palo Alto Networks Inc. To Buy From Strong Buy

04:15 PM EDT, 05/15/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We up our target to $280 from $193, on a P/E of 68x our FY 27 EPS estimate. We keep our FY 26 EPS view at $3.70 but lift our FY 27 EPS forecast to $4.12 from $4.01. PANW continues to strengthen its portfolio. We highlight the increased focus on agentic capabilities, such as the acquisition of Koi (completed in April) for its Agentic Endpoint Security tools, and its recent launch of Idira, a next-gen Identity Security platform that enhances Privilege Access Management with agentic functionality. PANW also announced its intent to acquire Portkey to enable users to centrally manage AI Agents. With Agentic adoption scaling rapidly, we believe CISOs have to allocate more budget to agentic security, an area where most are lacking in solutions. Additionally, Idira's launch represents the GTM execution of its CyberArk acquisition, and we expect cross-platform selling to start ramping. That said, shares have rallied substantially the last month (+48%) and we see a less attractive risk-reward at current multiples.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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