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Palo Alto Networks, Inc.
PANWTechnologyNASDAQUS
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CrowdStrike and Palo Alto Networks reported strong results this week and gave upbeat guidance, but shares fell. Investors wanted to see more signs of an AI payoff after Anthropic's Mythos brought renewed interest to the sector.
Palo Alto stock fell after its fiscal Q3 report, but the stock has seen huge gains over the past few months.
Palo Alto Networks is a long-term Buy, supported by 28% organic NGS ARR growth and robust AI-driven portfolio expansion. NGS ARR headline growth (+60%) is acquisition-boosted; organic growth is 28%, with new net recurring ARR up 18%. RPO growth of 22% organically signals deepening customer commitments and validates PANW's integrated platform strategy.
Palo Alto Networks, Inc. has jumped nearly 100% since my last rating, pushing its forward P/E above 80x, which looks overdone as I don't see a growth inflection yet. The recent jump in total revenue and RPO growth is largely M&A-driven, with 4Q organic revenue growth expected to decelerate to 14.4% YoY. Despite a double beat and raised guidance, non-GAAP EPS growth is expected to decelerate to 13% YoY in FY2026, partly due to share dilution from recent acquisitions.
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Shares of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) are down 8% in early Thursday trading, changing hands near $679 after Wednesday's close of $747.61.
The expeditious if not aggressive rollout of artificial intelligence (AI) has had its fair share of consequences—both positive and negative—in just a few years.
It's still up 55% since we introduced it as a pick.
PANW tops Q3 estimates as AI-driven demand boosts revenues, bookings momentum and next-generation security growth.
Palo Alto Networks (PANW) is experiencing a decline in stock price despite posting a strong Q3 performance and providing optimistic guidance for Q4. The stock
Palo Alto Networks (PANW) shares fell on Wednesday despite the cybersecurity company reporting fiscal third-quarter results that exceeded Wall Street expectations and raising its outlook. Investors appeared to focus on acquisition-driven growth and broader market pressures, sending the stock lower despite the earnings beat.
Palo Alto Networks posted sales and earnings for fiscal Q3 that beat Wall Street's expectations. The company's forward guidance also looked strong.
Palo Alto Networks posted better-than-expected results for the latest quarter on Tuesday. So why are shares of the cybersecurity company falling on Wednesday?
Stock futures are mixed after major indexes closed at record highs again yesterday, while oil prices are rising as investors monitor the conflict in the Middle East; chipmaking giant Broadcom is slated to report its quarterly results after the closing bell; the Trump administration is proposing new tariffs on dozens of countries over alleged failures to prevent goods made with forced labor from being included in their exports; Palo Alto Networks shares are slipping despite a solid earnings report from the cybersecurity provider; and the OECD is predicting a slowdown in economic growth this year due to the Iran war and the inflation it has caused. Here's what you need to know today.
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Palo Alto Networks, Inc. (PANW) Q3 2026 Earnings Call Transcript
Next Generation Security ARR: $8.13 billion, 60% year-over-year growth.Revenue: $3 billion, 31% year-over-year growth.Product Revenue: $594 million, 31% year-o
Palo Alto Networks CEO Nikesh Arora joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of cybersecurity, AI integration, and more.
Palo Alto Networks NASDAQ: PANW reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence security needs.
Palo Alto Networks CEO Nikesh Arora said artificial intelligence is increasing demand for cybersecurity solutions. He said customer engagement has surged as organizations seek help preparing for AI-related risks, noting that Palo Alto has received 1,200 meeting requests.
While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Palo Alto Networks (PANW) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $0.8 per share a year ago.
Palo Alto Networks, Inc. delivered strong Q3 results and raised guidance, but I maintain a sell rating due to persistent overvaluation and dilution concerns. PANW's next-gen security ARR reached $8.1B with 60% growth, demonstrating scalable, profitable expansion and effective execution on acquisitions. Despite operational momentum, gross margin declined to 67.6%, and QoQ expenses rose 46%, with GAAP operating income turning negative due to acquisition costs.
The “latest advancements at the AI frontier have increased the level of urgency around cybersecurity,” Palo Alto Networks' CEO said.
Palo Alto Networks raised its annual revenue and profit forecast on Tuesday, as enterprises increased spending on cloud, identity and AI-driven cybersecurity products amid a rising threat landscape, sending shares up 7.4% in extended trading.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal third quarter results that exceeded Wall Street expectations and issued stronger-than-expected earnings guidance for the current quarter. The company reported fiscal third-quarter revenue of $3 billion, up 31% from a year earlier and ahead of analysts' consensus estimate of $2.94 billion.
Palo Alto Networks Inc (PANW) released its 8-K filing on June 2, 2026, reporting its fiscal third-quarter financial results for the period ending April 30, 2026
Chief Executive Officer Nikesh Arora said the results should demonstrate that fears of a so-called “SaaS-Pocalypse,” in which AI-native firms will come to displace legacy software incumbents, are misplaced as applied to the cybersecurity industry.
Palo Alto Networks Inc (NASDAQ: PANW) posts financial results for the third quarter of fiscal 2026 after the closing bell on Tuesday.
Palo Alto Networks topped Wall Street's third-quarter estimates, citing AI advancements The rise of advanced AI models like Mythos has drawn attention to cyber companies and the need for better defenses.
SANTA CLARA, Calif., June 2, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal third quarter 2026, ended April 30, 2026.
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Shares of Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal...
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) is positioned as a long-duration compounder because cybersecurity has crossed the line from corporate luxury into non-discretionary utility, and the company sits at the center of that permanent shift.
This morning we see Alphabet (GOOGL) raising $80 billion to finance more AI investment.
Palo Alto Networks, Inc. (NASDAQ:PANW) heads into earnings, up more than 60% year-to-date, near all-time highs, but one investor believes the stock's rally may be tied to a larger trend, not just cybersecurity.
Investors have spent the last two years chasing AI winners such as Nvidia Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT) and Amazon.com, Inc. (NASDAQ:AMZN). But according to Wedbush analyst Dan Ives, another group may be quietly benefiting from the AI revolution: the cybersecurity companies.
Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more...
Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more compelling for the sector's dominant platform players. The core argument is counterintuitive but increasingly accepted among security professionals: artificial intelligence does not reduce the attack surface enterprises need to defend, it expands it dramatically.
Stock futures are slightly lower Tuesday after major indexes hit their latest record highs to start the week; HP Enterprise shares are surging after the server maker reported strong quarterly results and lifted its full-year outlook; Marvell Technology shares are soaring after Nvidia CEO Jensen Huang said the hardware maker could be the next trillion-dollar company; Google parent Alphabet unveiled a massive fundraising plan to support its data center buildout; and Dollar General shares are up following a solid earnings report. Here's what you need to know today.
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Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.
On June 01, 2026, Palo Alto Networks Inc (PANW) shares rose 6.7% today, bringing the current price to $300.48. The stock has traded between $139.57 and $302.95
Stocks futures are slightly higher to kick off the week as announcements from AI chipmaker Nvidia spark big moves in a number of tech sector shares; Nvidia stock gaining after CEO Jensen Huang delivered a keynote address at a conference in Taiwan; Huang unveiled a new line of AI agent-focused laptops Nvidia is building in partnership with a group of companies, news that sent IBM soaring and Intel sliding; Berkshire Hathaway is acquiring Taylor Morrison Home Corp. in the firm's first big acquisition under CEO Greg Abel; investors are preparing for a busy week of earnings reports and economic data. Here's what you need to know today.
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Palo Alto Networks is set to report its latest quarterly earnings after the closing bell Tuesday, with traders expecting a sizable move in the cybersecurity stock that could push it to new highs.
Palo Alto Networks: Why It's Worth Buying Before 2 June
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The S&P 500 Index is roaring to all-time highs and the general market rally continues to widen. Record highs were registered this week by the Dow Jones Industrial Average, Nasdaq 100 and the Russell 2000. First support for SPX continues to be 7,330, with various support levels below that down to 7,000.
Palo Alto Networks, Inc. remains a Strong Buy as new catalysts reinforce my long-term bullish thesis. PANW consistently beats analyst expectations, with 15% revenue and 27% EPS growth year-over-year, justifying its premium valuation. Sticky customer relationships, platform unification, and robust RPO/ARR growth signal a strengthening competitive moat.
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