Palo Alto Networks, Inc. (PANW)

US — Technology Sector
Peers: ADBE  CRWD  TXN  ACN  KLAC  NOW  SNPS  FTNT  SONY  APH 

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News

Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
PANW
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
PANW Plunges 20% in 6 Months: Time to Hold or Book Profits?
PANW
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Negative

Palo Alto Networks stock drops nearly 20% in six months as acquisition costs and EPS cuts weigh on sentiment, despite strong SASE growth.

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image for news PANW Plunges 20% in 6 Months: Time to Hold or Book Profits?
Options Corner: PANW Double Upgrade
PANW
Published: March 03, 2026 by: Schwab Network
Sentiment: Positive

Palo Alto Networks (PANW) got a double upgrade from Arete to buy from sell just ahead of CrowdStrike's (CRWD) earnings after the close on Tuesday. Tom White offers a look into key levels to watch in Palo Alto shares and takes investors through an example options trade.

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image for news Options Corner: PANW Double Upgrade
Palo Alto Networks: Organic Growth Begins To Normalize, Q3 EPS Miss Driven By Share Dilution
PANW
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Positive

Palo Alto's forward guidance for 2H FY2026 includes M&A contributions, but its organic revenue remains resilient. The Rule of 40 is expected to remain on track for 2H FY2026 based on organic revenue growth and non-GAAP operating margin outlook. M&A is expected to contribute $1.6 billion in RPO in 2H, driving strong overall growth. However, organic RPO growth is expected to decelerate from 1H.

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image for news Palo Alto Networks: Organic Growth Begins To Normalize, Q3 EPS Miss Driven By Share Dilution
Cybersecurity Showdown: CrowdStrike's Acquisition Spree vs Palo Alto's Platform Play
CRWD, PANW
Published: February 24, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Both CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same AI-driven demand tailwind, and have each pulled back sharply in 2026.

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image for news Cybersecurity Showdown: CrowdStrike's Acquisition Spree vs Palo Alto's Platform Play
Is It Time to Buy Palo Alto Networks Stock on the Dip?
PANW
Published: February 22, 2026 by: The Motley Fool
Sentiment: Positive

Palo Alto saw solid growth in its fiscal Q2. However, recent acquisitions will weigh on EPS in the near term.

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image for news Is It Time to Buy Palo Alto Networks Stock on the Dip?
1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $160 and Hold for the Long Term
PANW
Published: February 22, 2026 by: The Motley Fool
Sentiment: Positive

Palo Alto Networks offers a comprehensive portfolio of cybersecurity products designed to protect the entire enterprise. The company's next-generation security products are helping businesses stop the sophisticated threats posed by artificial intelligence (AI).

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image for news 1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $160 and Hold for the Long Term
Software Stocks Are Finally Stabilizing. They Could Bounce Back.
FTNT, IGV, ORCL, PANW, SNPS
Published: February 20, 2026 by: Barrons
Sentiment: Positive

Any trader that wants large gains must take some risk. The risk is worth taking in software right now.

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image for news Software Stocks Are Finally Stabilizing. They Could Bounce Back.
PANW vs. CSCO: Which Cybersecurity Stock Is a Buy Right Now?
CSCO, PANW
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Cisco Systems edges past Palo Alto Networks with rising estimates, strong security adoption and lower valuation as integration costs weigh on PANW.

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image for news PANW vs. CSCO: Which Cybersecurity Stock Is a Buy Right Now?
MSFT Stock vs. PANW: Choosing The Best Growth Engine For Your Portfolio
MSFT, PANW
Published: February 20, 2026 by: Forbes
Sentiment: Negative

Palo Alto Networks stock (NASDAQ: PANW) have tumbled 18% over the past month, triggered largely by management lowering its fiscal 2026 adjusted EPS guidance to $3.65–$3.70 (down from the previous $3.80–$3.90).

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image for news MSFT Stock vs. PANW: Choosing The Best Growth Engine For Your Portfolio
Palo Alto Networks' Dip Might Be a Gift if This One Thing Holds
PANW
Published: February 19, 2026 by: MarketBeat
Sentiment: Positive

Palo Alto Networks' NASDAQ: PANW February guidance update sparked a buy-the-dip opportunity, at least according to analysts who highlight the growth, growth outlook, and cash flow while panning near-term weakness. While the 2026 earnings outlook was trimmed, there are mitigating factors, including outperformance acceleration and sustainability, as well as the underlying cause for the weakness.

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image for news Palo Alto Networks' Dip Might Be a Gift if This One Thing Holds
Palo Alto Networks' stock falls after earnings. These analysts see a good chance to buy.
PANW
Published: February 18, 2026 by: Market Watch
Sentiment: Neutral

Some analysts encourage investors to look past a muddy outlook and focus on the company's recent momentum and AI opportunity.

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image for news Palo Alto Networks' stock falls after earnings. These analysts see a good chance to buy.
Palo Alto Networks' Deals Are Dragging on Its Profit Outlook. The Stock Is Falling
PANW
Published: February 18, 2026 by: Investopedia
Sentiment: Negative

Palo Alto Networks' string of recent deals is hurting its profit outlook, weighing on its stock.

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image for news Palo Alto Networks' Deals Are Dragging on Its Profit Outlook. The Stock Is Falling
Palo Alto to emerge stronger despite M&A headwinds, Jefferies analysts say
PANW
Published: February 18, 2026 by: Proactive Investors
Sentiment: Positive

Jefferies analysts have offered a cautiously optimistic take on Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP)' fiscal second quarter results, highlighting both near-term challenges from acquisitions and confidence in the company's longer-term outlook. The firm noted that while most top-line metrics for F2Q came in modestly above guidance, the performance of the services business was a disappointment.

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image for news Palo Alto to emerge stronger despite M&A headwinds, Jefferies analysts say
Why Palo Alto Networks (PANW) Is Really Down 6.5% This Morning
PANW
Published: February 18, 2026 by: 24/7 Wall Street
Sentiment: Positive

Yesterday we were watching whether Palo Alto Networks could extend its earnings beat streak and deliver the forward guidance investors expected.

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image for news Why Palo Alto Networks (PANW) Is Really Down 6.5% This Morning
Palo Alto Networks Q2 Earnings and Revenues Surpass Estimates
PANW
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

PANW tops Q2 estimates with 27% EPS growth and lifts FY26 revenue outlook to more than $11.3B, fueled by strong Next-Gen Security and ARR momentum.

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image for news Palo Alto Networks Q2 Earnings and Revenues Surpass Estimates
Palo Alto Networks Stock Slides on Dismal Guidance
PANW
Published: February 18, 2026 by: Schaeffers Research
Sentiment: Negative

Palo Alto Networks Inc (NASDAQ:PANW) shares are down 5.9% to trade at $153.86 at last glance, as disappointing current-quarter and annual profit forecasts overshadow its strong fiscal second-quarter results.

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image for news Palo Alto Networks Stock Slides on Dismal Guidance
Acquisitions & EPS Outlook Rattles PANW Investors, Analysts See AI Tailwinds
PANW
Published: February 18, 2026 by: Schwab Network
Sentiment: Negative

Palo Alto Networks (PANW) posted a strong quarter in earnings but couldn't match that strength in its outlook. As Marley Kayden explains, recent acquisitions by the cybersecurity company cut into full year EPS and spooked investors.

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image for news Acquisitions & EPS Outlook Rattles PANW Investors, Analysts See AI Tailwinds
Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
ADBE, ASAN, CRM, DDOG, HUBS, IGV, INTU, MDB, MSFT, NOW, ORCL, PANW, SNOW, TEAM
Published: February 18, 2026 by: CNBC
Sentiment: Negative

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

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image for news Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks
These Experts See Big Gains Ahead for a Set of Cybersecurity Stocks. Here's Why
CRWD, PANW, ZS
Published: February 17, 2026 by: Investopedia
Sentiment: Positive

It's been a rough start to the year for the software sector, but one group of experts said they see big gains ahead for some beaten-down cybersecurity stocks.

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image for news These Experts See Big Gains Ahead for a Set of Cybersecurity Stocks. Here's Why
Palo Alto Networks' earnings are on deck. Here's what could get the stock going again.
PANW
Published: February 17, 2026 by: Market Watch
Sentiment: Positive

Palo Alto Networks shares have been caught up in the software selloff, but analysts are upbeat about recent momentum for its firewall business and the future impact of acquisitions.

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image for news Palo Alto Networks' earnings are on deck. Here's what could get the stock going again.
Palo Alto, Opendoor, Carvana And More Stocks With Earnings This Week
CVNA, OPEN, PANW
Published: February 17, 2026 by: Benzinga
Sentiment: Neutral

The fourth-quarter earnings season is winding down, but there are still several reports ahead this week from retail giants, energy leaders and tech companies.

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image for news Palo Alto, Opendoor, Carvana And More Stocks With Earnings This Week
Is Palo Alto (PANW) a Buy as Wall Street Analysts Look Optimistic?
PANW
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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image for news Is Palo Alto (PANW) a Buy as Wall Street Analysts Look Optimistic?
Palo Alto Networks to Report Q2 Earnings: How to Play the Stock
PANW
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Neutral

PANW heads into Q2 earnings with mid-teen growth forecasts, slowing ARR momentum and a premium valuation in focus.

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image for news Palo Alto Networks to Report Q2 Earnings: How to Play the Stock
Cybersecurity Stock in the Spotlight Ahead of Earnings
PANW
Published: February 12, 2026 by: Schaeffers Research
Sentiment: Positive

Palo Alto Networks Inc (NASDAQ:PANW) stock was last seen down 3.7% at $159.20, amid news that the cybersecurity is planning to dual list on the Tel-Aviv Stock Exchange after finalizing its $25 billion acquisition of peer CyberArk Software.

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image for news Cybersecurity Stock in the Spotlight Ahead of Earnings
Exclusive: Palo Alto chose not to tie China to hacking campaign for fear of retaliation from Beijing, sources say
PANW
Published: February 12, 2026 by: Reuters
Sentiment: Negative

Palo Alto Networks opted not to tie China to a global cyberespionage campaign the firm exposed last week over concerns that the cybersecurity company or its clients could face retaliation from Beijing, according to two people familiar with the matter.

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image for news Exclusive: Palo Alto chose not to tie China to hacking campaign for fear of retaliation from Beijing, sources say
Profiting From Growth And Income With Retirement Income Warrior
BGH, COIN, CRWD, CVX, EME, EPD, FCX, IONQ, NVDA, PANW, PLTR, XOM
Published: February 11, 2026 by: Seeking Alpha
Sentiment: Positive

The Retirement Income Warrior, David Alton Clark, emphasizes stable retirement income, capital preservation, and a disciplined blend of growth and income portfolios. Actively harvesting gains from growth holdings and redeploying into durable 5–7% yield income stocks, reducing risk as retirement nears.

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image for news Profiting From Growth And Income With Retirement Income Warrior
Surviving the SaaS-pocalypse: JPMorgan's 3 Top Cyber Stocks Ready to Surge
CRWD, PANW, ZS
Published: February 11, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Anthropic released 11 new plug-ins for its Claude Cowork AI tool at the end of January sparking a massive sell-off in SaaS stocks.

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image for news Surviving the SaaS-pocalypse: JPMorgan's 3 Top Cyber Stocks Ready to Surge
Ahead of Palo Alto (PANW) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
PANW
Published: February 11, 2026 by: Zacks Investment Research
Sentiment: Positive

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Palo Alto (PANW), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended January 2026.

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image for news Ahead of Palo Alto (PANW) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Palo Alto Networks (PANW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
PANW
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Neutral

Palo Alto (PANW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Palo Alto Networks (PANW) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

About Palo Alto Networks, Inc. (PANW)

  • IPO Date 2012-07-20
  • Website https://www.paloaltonetworks.com
  • Industry Software - Infrastructure
  • CEO Nikesh Arora
  • Employees 15758

Palo Alto Networks, Inc. provides cybersecurity solutions worldwide. The company offers firewall appliances and software; Panorama, a security management solution for the control of firewall appliances and software deployed on an end-customer's network and instances in public or private cloud environments, as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, uniform resource locator filtering, laptop and mobile device protection, and firewall; and DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention. In addition, the company offers cloud security, secure access, security analytics and automation, and threat intelligence and cyber security consulting; professional services, including architecture design and planning, implementation, configuration, and firewall migration; education services, such as certifications, as well as online and in-classroom training; and support services. Palo Alto Networks, Inc. sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was incorporated in 2005 and is headquartered in Santa Clara, California.