Western Digital (WDC) has more room to run, according to BofA. Diane King Hall explains the firm's price target hike and why hard disk drive demand is a key piece to its bullish outlook.
PANW tops Q1 estimates with double-digit growth in earnings and revenues, boosted by strong subscription and support momentum.
Palo Alto Networks, Inc. ( PANW ) Q1 2026 Earnings Call November 19, 2025 4:30 PM EST Company Participants Hamza Fodderwala Nikesh Arora - Chairman & CEO Dipak Golechha - Executive VP & CFO Lee Klarich - Executive VP, Chief Product Officer, CTO & Director Conference Call Participants Brad Zelnick - Deutsche Bank AG, Research Division Robbie Owens - Piper Sandler & Co., Research Division Saket Kalia - Barclays Bank PLC, Research Division Matthew Hedberg - RBC Capital Markets, Research Division Tal Liani - BofA Securities, Research Division Meta Marshall - Morgan Stanley, Research Division Brian Essex - JPMorgan Chase & Co, Research Division Joseph Gallo - Jefferies LLC, Research Division Joshua Tilton - Wolfe Research, LLC Patrick Edwin Colville - Scotiabank Global Banking and Markets, Research Division Fatima Boolani - Citigroup Inc., Research Division Gregg Moskowitz - Mizuho Securities USA LLC, Research Division Presentation Hamza Fodderwala Good day, everyone, and welcome to Palo Alto Networks First Fiscal Quarter 2026 Earnings Conference Call. I'm Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance.
Although the revenue and EPS for Palo Alto (PANW) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Palo Alto Networks (PANW) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.78 per share a year ago.
Palo Alto Networks' stock dropped after the bell even after the cybersecurity provider topped Wall fiscal first-quarter estimates. Palo Alto said it's buying cloud observability platform Chronosphere for a total value of $3.35 billion.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares dipped more than 4% afterhours as investors reacted with disappointment to the company's September quarter earnings and guidance, despite the cybersecurity firm topping Wall Street estimates for both revenue and profit. For fiscal Q1, Palo Alto reported revenue of $2.5 billion, up 16% year-over-year and ahead of estimates of $2.46 billion.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is set to release its fiscal first-quarter 2026 results after the bell on Wednesday, with investors closely watching revenue and subscription growth amid an evolving cybersecurity market. Jefferies analysts expressed confidence that the cybersecurity solutions provider can meet its revenue targets.
Rick Ducat identifies the technical trends for traders to pay attention to ahead of Palo Alto Networks (PANW) earnings. Shares of the cybersecurity company have pulled back about 10% from all-time highs reached last month.
Evaluate the expected performance of Palo Alto (PANW) for the quarter ended October 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Recently, Zacks.com users have been paying close attention to Palo Alto (PANW). This makes it worthwhile to examine what the stock has in store.
Palo Alto Networks' Q1 results are likely to reflect the benefits from the platformization strategy and rising demand for AI-driven security solutions.