6 days ago
Santa Clara, California-based Palo Alto Networks, Inc. (PANW) offers network security solutions to enterprises, service providers and government entities worldwide. The company has a market capitalization of $273.3 billion and offers solutions like Prisma Access, Strata Cloud Manager, and Prisma AIRS to protect customers' entire AI ecosystem.
PANW is expected to release its Q4 2026 earnings soon. Ahead of the event, **** ysts expect the company's EPS to be $0.51 on a diluted basis, up 21.4% from $0.42 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in two of its last four quarters, while missing on two other occasions.
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PANW is expected to release its Q4 2026 earnings soon. Ahead of the event, **** ysts expect the company's EPS to be $0.51 on a diluted basis, up 21.4% from $0.42 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in two of its last four quarters, while missing on two other occasions.
Dear **** eX Stock Fans, Mark Your Calendars for July 23
The Biggest Risk to **** eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
#PANW #SpaceX
10 days ago
Stocks ended the week a long way from a bear market. But the "bear" word has started to crop up more in discussions among market ***** ysts. The Nasdaq ended below recent lows and leaning toward its next-nearest tests, the lows from June 26 and June 9. The S&P 500 finished ever-so-slightly below its 50-day moving average, equal to its last slip below the line from June 26.
On the downside, Sandisk (SNDK), Astera Labs (ALAB) and Marvell Technology (MRVL) booked the week's biggest losses on the Nasdaq 100, with an average drop of 25.3%. Paypal Holdings (PYPL), Cintas (CTAS) and Palo Alto Networks (PANW) held the upside, showing a 15.3% average gain. Results were similar on the S&P 500, but adding IBM (IBM) on the downside and Valero (VLO) among the week's winners.
The market is not providing a whole lot in the way of clues as to what comes next. Both the Nasdaq and the S&P 500 continue to trade below their early June highs. And rather than test those highs, wanting to break resistance and move higher, the indexes are instead testing lows and breaking technical support. Sellers are quietly overpowering buyers.
"Look, we are a trend-following methodology," says IBD Market Research Director Justin Nielsen. "And it's pretty easy when you're in a downtrend: we just kinda stay out. It's pretty easy when you're in an uptrend — that's where we like to push it, where we like to make money. This sideways action, this is where it's really tough."
That, for the time being, prescribes a course of caution: build watchlists, don't buy; rotate to cash where feasible and manage your capital with the understanding that it is unclear, for now, just where the stock market may be headed next.
On the downside, Sandisk (SNDK), Astera Labs (ALAB) and Marvell Technology (MRVL) booked the week's biggest losses on the Nasdaq 100, with an average drop of 25.3%. Paypal Holdings (PYPL), Cintas (CTAS) and Palo Alto Networks (PANW) held the upside, showing a 15.3% average gain. Results were similar on the S&P 500, but adding IBM (IBM) on the downside and Valero (VLO) among the week's winners.
The market is not providing a whole lot in the way of clues as to what comes next. Both the Nasdaq and the S&P 500 continue to trade below their early June highs. And rather than test those highs, wanting to break resistance and move higher, the indexes are instead testing lows and breaking technical support. Sellers are quietly overpowering buyers.
"Look, we are a trend-following methodology," says IBD Market Research Director Justin Nielsen. "And it's pretty easy when you're in a downtrend: we just kinda stay out. It's pretty easy when you're in an uptrend — that's where we like to push it, where we like to make money. This sideways action, this is where it's really tough."
That, for the time being, prescribes a course of caution: build watchlists, don't buy; rotate to cash where feasible and manage your capital with the understanding that it is unclear, for now, just where the stock market may be headed next.
10 days ago
Palo Alto Networks (PANW) stock has surged 113.5% over the past three months, fueled by strong recurring revenue growth, rising adoption of its unified cybersecurity platform, and increasing enterprise investment in artificial intelligence (AI).
As AI deployments expand and AI data centers rise, demand for cybersecurity is accelerating, positioning Palo Alto for sustained long-term growth.
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As AI deployments expand and AI data centers rise, demand for cybersecurity is accelerating, positioning Palo Alto for sustained long-term growth.
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21 days ago
Palo Alto Networks, Inc. (NASDAQ:PANW) is among the Best Software Stocks to Buy in 2026. Recently, on July 1, BTIG raised the price target on Palo Alto Networks, Inc. (NASDAQ:PANW) from $333 to $380, while maintaining a Buy rating on the shares. Moreover, the firm also maintained the stock among its top picks across its entire coverage.
The rating comes after the stock has posted impressive 24.6% gains over the past month, driven by strong fiscal Q3 2026 earnings. BTIG noted that the firm's industry checks suggest improving momentum across the company's cybersecurity platform, with stronger deal sizes and growing cross-sell benefits. The firm noted that this momentum is driven by the company's portfolio, which spans network security, cloud, endpoint, SIEM, observability, and identity.
The firm expects Palo Alto Networks, Inc. (NASDAQ:PANW) to sustain mid-teens growth with key drivers including continued expansion of the company's platform and push into high-growth security markets like SIEM and identity.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity company that provides a variety of products such as firewalls, malware protection, and cloud security.
While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
The rating comes after the stock has posted impressive 24.6% gains over the past month, driven by strong fiscal Q3 2026 earnings. BTIG noted that the firm's industry checks suggest improving momentum across the company's cybersecurity platform, with stronger deal sizes and growing cross-sell benefits. The firm noted that this momentum is driven by the company's portfolio, which spans network security, cloud, endpoint, SIEM, observability, and identity.
The firm expects Palo Alto Networks, Inc. (NASDAQ:PANW) to sustain mid-teens growth with key drivers including continued expansion of the company's platform and push into high-growth security markets like SIEM and identity.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity company that provides a variety of products such as firewalls, malware protection, and cloud security.
While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
25 days ago
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Best AI and Technology Stocks to Buy Now. On June 24, ****** yst Shrenik Kothari of Robert W. Baird maintained a "Buy" rating on the company's stock, retaining the price objective of $320.00. The ****** yst's rating is backed by several factors that are related to Palo Alto Networks, Inc. (NASDAQ:PANW)'s strategic positioning and product relevance amidst the evolving cybersecurity landscape.
The ****** yst believes that the new partnership with IBM and Red Hat's Project Lightwell demonstrates a meaningful validation of Palo Alto Networks, Inc. (NASDAQ:PANW)'s virtual patching technology. Furthermore, the ****** yst opines that the collaboration bolsters the company's platform integration. This is done by linking network security, threat intelligence, and exposure management into a more unified remediation workflow, with AI-driven tools accelerating vulnerability discovery.
Even though the near-term revenue contribution from the single agreement remains uncertain, the architectural role and long-term demand tailwinds are expected to support continued growth and profitability.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity company that provides a variety of products, like firewalls, malware protection, and cloud security.
While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
The ****** yst believes that the new partnership with IBM and Red Hat's Project Lightwell demonstrates a meaningful validation of Palo Alto Networks, Inc. (NASDAQ:PANW)'s virtual patching technology. Furthermore, the ****** yst opines that the collaboration bolsters the company's platform integration. This is done by linking network security, threat intelligence, and exposure management into a more unified remediation workflow, with AI-driven tools accelerating vulnerability discovery.
Even though the near-term revenue contribution from the single agreement remains uncertain, the architectural role and long-term demand tailwinds are expected to support continued growth and profitability.
Palo Alto Networks, Inc. (NASDAQ:PANW) is a leading cybersecurity company that provides a variety of products, like firewalls, malware protection, and cloud security.
While we acknowledge the potential of PANW as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
2 months ago
PANW crushed the S&P 500 over 10 years, turning $1,000 into $12,174 with a 1,117% total return.
CyberArk (CYBR) added identity security to PANW's platformization stack, but a P/E near 191 and $183M GAAP operating loss demand cautious scaling.
Next-Gen Security ARR surged 60% to $8B with $18.4B in RPO backlog, supporting Arora's case that AI threats expand cybersecurity's terminal value.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn't make the cut. Grab the names FREE today.
A decade ago, Palo Alto Networks (NASDAQ: PANW) was still primarily known as a next-generation firewall company competing with legacy network security incumbents. The transformation since then has been dramatic. Under CEO Nikesh Arora, the company pivoted into a sprawling cybersecurity platform spanning network, cloud, security operations, identity, and AI security.
CyberArk (CYBR) added identity security to PANW's platformization stack, but a P/E near 191 and $183M GAAP operating loss demand cautious scaling.
Next-Gen Security ARR surged 60% to $8B with $18.4B in RPO backlog, supporting Arora's case that AI threats expand cybersecurity's terminal value.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palo Alto Networks didn't make the cut. Grab the names FREE today.
A decade ago, Palo Alto Networks (NASDAQ: PANW) was still primarily known as a next-generation firewall company competing with legacy network security incumbents. The transformation since then has been dramatic. Under CEO Nikesh Arora, the company pivoted into a sprawling cybersecurity platform spanning network, cloud, security operations, identity, and AI security.
2 months ago
With more than 65% gains in May 2026, Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Best Performing Stocks in May. Recently, on June 3, Wedbush raised the price target on the stock from $300 to $340 and maintained an Outperform rating on the shares.
The rating follows Palo Alto Networks, Inc. (NASDAQ:PANW)’s fiscal Q3 2026 earnings. During the quarter, the company posted $3 billion in revenue, reflecting 31% year-over-year growth and ahead of the consensus of $2.94 billion. The EPS of $0.85 also came in ahead of the expected $0.80.
CEO Nikesh Arora highlighted that the bookings accelerated for the company as enterprises increasingly rely on PANW to secure their AI infrastructure. Revenue was partly boosted by the recent acquisitions of CyberArk and Chronosphere. Moreover, the Next-Generation Security ARR also grew by 60% to exceed the $8 billion mark. Notably, the remaining performance obligations grew 36% to $18.4 billion, signaling strong future revenue visibility.
On the profitability front, the picture remained mixed on a GAAP basis, with a net loss of $177 million compared to a profit of $262 million a year ago, largely due to acquisition-related costs. However, non-GAAP net income rose to $684 million, reflecting healthy underlying business performance.
Wedbush sees PANW’s AI-native, integrated security platform as a key competitive advantage for winning new deals. The firm has placed it as a strong pillar in its “AI 30” list of top AI-era investments.
The rating follows Palo Alto Networks, Inc. (NASDAQ:PANW)’s fiscal Q3 2026 earnings. During the quarter, the company posted $3 billion in revenue, reflecting 31% year-over-year growth and ahead of the consensus of $2.94 billion. The EPS of $0.85 also came in ahead of the expected $0.80.
CEO Nikesh Arora highlighted that the bookings accelerated for the company as enterprises increasingly rely on PANW to secure their AI infrastructure. Revenue was partly boosted by the recent acquisitions of CyberArk and Chronosphere. Moreover, the Next-Generation Security ARR also grew by 60% to exceed the $8 billion mark. Notably, the remaining performance obligations grew 36% to $18.4 billion, signaling strong future revenue visibility.
On the profitability front, the picture remained mixed on a GAAP basis, with a net loss of $177 million compared to a profit of $262 million a year ago, largely due to acquisition-related costs. However, non-GAAP net income rose to $684 million, reflecting healthy underlying business performance.
Wedbush sees PANW’s AI-native, integrated security platform as a key competitive advantage for winning new deals. The firm has placed it as a strong pillar in its “AI 30” list of top AI-era investments.
2 months ago
Dow Jones futures edged higher Sunday night, while S&P 500 futures and Nasdaq futures rose along with crude oil prices. President Donald Trump reportedly has toughened terms for a potential Iran deal framework, according to multiple reports. The U.S. widened AI chip exports to bar Chinese firms' overseas units from accessing cutting-edge Nvidia and Advanced Micro Devices (AMD) chips.
Broadcom (AVGO), Ciena (CIEN), CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), Argan (AGX) and Credo Technology (CRDO) are notable earnings reports this coming week, with Broadcom stock, Ciena, Argan and Credo all close to buy areas. The jobs report looms Friday.
The stock market hit fresh highs this past week on U.S.-Iran deal hopes. Some AI infrastructure firms, notably optical stocks such as Lumentum (LITE), came under pressure. Software continued to recover on strong earnings reports.
Five members of the elite trillion-dollar club are near buy points: Tesla (TSLA), Google-parent Alphabet (GOOGL), Amazon.com (AMZN), Nvidia (NVDA) and Eli Lilly (LLY).
Nvidia stock, Google, Eli Lilly and Broadcom are on Leaderboard. Google stock, Credo Technology, Argan, CrowdStrike and Broadcom are on the IBD 50. Google, Broadcom, Palo Alto Networks and Amazon stock are on the IBD Big Cap 20. Broadcom stock is on IBD Sector Leaders.
Broadcom (AVGO), Ciena (CIEN), CrowdStrike Holdings (CRWD), Palo Alto Networks (PANW), Argan (AGX) and Credo Technology (CRDO) are notable earnings reports this coming week, with Broadcom stock, Ciena, Argan and Credo all close to buy areas. The jobs report looms Friday.
The stock market hit fresh highs this past week on U.S.-Iran deal hopes. Some AI infrastructure firms, notably optical stocks such as Lumentum (LITE), came under pressure. Software continued to recover on strong earnings reports.
Five members of the elite trillion-dollar club are near buy points: Tesla (TSLA), Google-parent Alphabet (GOOGL), Amazon.com (AMZN), Nvidia (NVDA) and Eli Lilly (LLY).
Nvidia stock, Google, Eli Lilly and Broadcom are on Leaderboard. Google stock, Credo Technology, Argan, CrowdStrike and Broadcom are on the IBD 50. Google, Broadcom, Palo Alto Networks and Amazon stock are on the IBD Big Cap 20. Broadcom stock is on IBD Sector Leaders.
1 yr. ago
What is Prisma AIRS? How Palo Alto Networks secures the AI runtime environment https://business-news-toda... #PrismaAIRS #PaloAltoNetworks #AIsecurity #RuntimeSecurity #ProtectAI #XSIAM #Cybersecurity #AgenticAI #TechStocks #PANW
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