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

Wall St Engine

@wallstengine

Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.

加入 March 2022

936 正在关注 187.7K 粉丝

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

显示更多