Investor models for "PANW stock forecast 2025" highlight potential upside in recurring subscription revenue, supported by higher cloud adoption rates. Forecasts place Q4 FY2025 net income growth at around 18%, making PANW a candidate for outperform ratings in sector ETFs. Palo Alto Networks PANW and Qualys QLYS are two cybersecurity giants playing critical roles in securing enterprise environments, but in very different ways. While Qualys serves a niche space involving vulnerability management and compliance monitoring, Palo Alto offers a comprehensive suite of firewalls, cloud and endpoint security solutions for customers who need full enterprise security support. This isn’t exactly a David versus Goliath story, but to make inroads into this market, Palo Alto will have to take market share from established players such as Splunk and Microsoft Corp. (NA SDAQ: MSFT) . Other competitors of Palo Alto, including Fortinet Inc. NASDAQ: FTNT , also want their share of this pie. Forecast algorithms pegging "PANW stock forecast 2025" underline upward pressure from geopolitical cyber threats, with increased demand from government contracts expected. This niche may offer high-margin revenue streams.