capital · May 16, 2026
Palo Alto Networks Raises Price Target to $265 Amid Pending Chronosphere Acquisition
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Jefferies raised Palo Alto Networks price target to $265 from $215 with a Buy rating on May 14, 2026. The upgrade cites pending acquisitions of CyberArk for identity security and Chronosphere for $3.35 billion in observability to deepen platform footprint. Palo Alto Networks Q3 FY2026 guidance calls for revenue of $2.941 billion to $2.945 billion, or 28% to 29% growth, reflecting the CyberArk contribution. Jefferies analyst notes AI is compressing attack timelines while Palo Alto Networks integrates Chronosphere observability. Palo Alto Networks CEO Nikesh Arora previously highlighted the Chronosphere deal as positioning the company in the AI security market.
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