Wall St Engine(@wallstengine):Evercore ISI earnings preview: Outperform on $PANW, PT $415 Analyst comments: "Partner feedback points to improving pipelines, stronger large-deal activity, and rising AI security demand. Platform consolidation remains a key driver, with improving traction across SASE and XSIAM. Hardware demand also appears resilient, supporting potential upside to F4Q product revenue. We expect a solid quarter and believe PANW remains well positioned to capture rising cybersecurity spend." Analyst: Peter Levine

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Wall St Engine@wallstengine

2026.08.31 11:13

Evercore ISI earnings preview: Outperform on $PANW, PT $415 Analyst comments: "Partner feedback points to improving pipelines, stronger large-deal activity, and rising AI security demand. Platform consolidation remains a key driver, with improving traction across SASE and XSIAM. Hardware demand also appears resilient, supporting potential upside to F4Q product revenue. We expect a solid quarter and believe PANW remains well positioned to capture rising cybersecurity spend." Analyst: Peter Levine