Palo Alto Networks, Inc. (PANW)

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

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News

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
Consider These 2 Cybersecurity Stocks as AI Threats Surge in 2026
CRWD, PANW
Published: February 09, 2026 by: 24/7 Wall Street
Sentiment: Negative

Agentic AI has caused quite the panic in some of the software names out there. Undoubtedly, some software companies are definitely vulnerable as AI agents look to become more capable.

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image for news Consider These 2 Cybersecurity Stocks as AI Threats Surge in 2026
PANW Trades at Premium Valuation: Buy, Sell or Hold the Stock?
PANW
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Negative

Palo Alto Networks trades at a premium as slowing revenue and NGS ARR growth, plus large acquisitions, raise concerns about near-term upside.

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image for news PANW Trades at Premium Valuation: Buy, Sell or Hold the Stock?
Investors Heavily Search Palo Alto Networks, Inc. (PANW): Here is What You Need to Know
PANW
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Investors Heavily Search Palo Alto Networks, Inc. (PANW): Here is What You Need to Know
Palo Alto Networks to Announce Fiscal Second Quarter 2026 Financial Results on Tuesday, February 17, 2026
PANW
Published: February 03, 2026 by: PRNewsWire
Sentiment: Neutral

SANTA CLARA, Calif., Feb. 3, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal second quarter 2026, ending January 31, 2026, after U.S. markets close on Tuesday, February 17, 2026.

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image for news Palo Alto Networks to Announce Fiscal Second Quarter 2026 Financial Results on Tuesday, February 17, 2026
Time To Buy The Dip In PANW Stock?
PANW
Published: February 02, 2026 by: Forbes
Sentiment: Positive

Palo Alto Networks (PANW) stock should be included in your watchlist. Here's why – currently trading near $177, the stock is effectively testing a support floor that aligns with the "buying interest" pattern observed over the last decade.

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image for news Time To Buy The Dip In PANW Stock?
Brokers Suggest Investing in Palo Alto (PANW): Read This Before Placing a Bet
PANW
Published: January 30, 2026 by: Zacks Investment Research
Sentiment: Neutral

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

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image for news Brokers Suggest Investing in Palo Alto (PANW): Read This Before Placing a Bet
Palo Alto Networks Completes Chronosphere Acquisition, Unifying Observability and Security for the AI Era
PANW
Published: January 29, 2026 by: PRNewsWire
Sentiment: Neutral

Delivers real-time visibility, monitoring, and protection for the massive data volumes that power AI-driven digital operations SANTA CLARA, Calif., Jan. 29, 2026 /PRNewswire/ -- As enterprises increasingly rely on AI to run digital operations, protect assets, and drive growth, success depends on one critical factor: trusted, high-quality, real-time data.

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image for news Palo Alto Networks Completes Chronosphere Acquisition, Unifying Observability and Security for the AI Era
Palo Alto highlights quantum-safe security initiatives
PANW
Published: January 28, 2026 by: Proactive Investors
Sentiment: Positive

Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) recently hosted its Quantum-Safe Summit, bringing together experts in quantum computing and cryptography to discuss emerging threats and protections in the era of quantum technology. The event featured John Martinis, 2025 Physics Nobel Laureate, and Dustin Moody, lead of Post-Quantum Cryptography Standardization Projects at NIST.

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image for news Palo Alto highlights quantum-safe security initiatives
Can Prisma AIRS Become Palo Alto Networks' Next Major Growth Engine?
PANW
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Positive

With deal momentum rising and integrations expanding, Prisma AIRS can emerge as a meaningful contributor to PANW's long-term growth.

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image for news Can Prisma AIRS Become Palo Alto Networks' Next Major Growth Engine?
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
PANW
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
Can PANW's Secure Browser Adoption Support Long-Term SASE Growth?
PANW
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive

Palo Alto Networks' secure browser traction is accelerating as SASE ARR tops $1.3 billion, strengthening its long-term platform growth story.

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image for news Can PANW's Secure Browser Adoption Support Long-Term SASE Growth?
PANW vs. ALLT: Which Network Security Stock is the Better Buy?
ALLT, PANW
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Allot's surging SECaaS growth and cheaper valuation give it an edge over Palo Alto Networks as network security demand accelerates.

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image for news PANW vs. ALLT: Which Network Security Stock is the Better Buy?
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
AAPL, PANW
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

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image for news These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Wall Street Bulls Look Optimistic About Palo Alto (PANW): Should You Buy?
PANW
Published: January 14, 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?

Read More
image for news Wall Street Bulls Look Optimistic About Palo Alto (PANW): Should You Buy?

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.