Palo Alto Networks, Inc. (PANW)
Why Palo Alto Networks Stock Plummeted This Week
Palo Alto Networks beat Wall Street's sales and earnings targets for fiscal Q4. The company also issued strong forward guidance for the current fiscal year.
PANW's AI Security Push in "Platformization," Acquisition-Heavy Growth
Palo Alto Networks (PANW) is positioning itself as a broad enterprise security platform as AI creates new cybersecurity risks across networks, cloud infrastructure, identities and endpoints. In this Tech Corner, George Tsilis breaks down the company's latest earnings and how its "platformization" strategy is driving deeper customer adoption.
Palo Alto Networks Is Expensive—But Its Growth Is Accelerating
Palo Alto Networks NASDAQ: PANW is no cheap stock, trading at roughly 78x its fiscal 2027 (FY2027) guidance and 18x its long-term forecast, but its setup looks compelling, especially on dips.
Palo Alto Networks paid $500M for Thrive-backed Console, sources say
Palo Alto Networks paid $500 million in cash and stock to acquire Console, a two-year-old startup that uses AI agents to automate routine IT help desk tasks, according to two people with knowledge of the deal.
Buy Palo Alto Networks Stock? Earnings Reveal a $9.1B AI Security Boom
Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
Palo Alto stock tumbles 10% as analysts call selloff a buying opportunity
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue of $9.1 billion, up 63% year-over-year, topping the Street's $8.86 billion estimate and including nearly $1 billion in net new ARR.
Palo Alto Networks Topped Estimates. The Stock Is Sinking Anyway
Palo Alto Networks shares are tumbling Wednesday even though the cybersecurity software maker's fiscal fourth-quarter results beat analysts' estimates.
Palo Alto crushes earnings expectations: stock is down 8%- here's why
Palo Alto Networks PANW stock fell 8.3% on Wednesday despite the cybersecurity company reporting stronger-than-expected fiscal fourth-quarter revenue and adjusted earnings, along with an upbeat outlook for fiscal 2027. The company reported fiscal fourth-quarter revenue of $3.41 billion, up 34% from the prior-year period and above Wall Street expectations of $3.35 billion, according to FactSet.
PANW Q4 Earnings Beat Estimates on Platformization Strength
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
PANW Q4 Earnings Call Focuses on AI-Led Platformization
Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.
Palo Alto Networks, Inc. (PANW) Q4 2026 Earnings Call Transcript
Palo Alto Networks, Inc. (PANW) Q4 2026 Earnings Call Transcript
Palo Alto Networks Q4 Earnings Call Highlights
Palo Alto Networks NASDAQ: PANW said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses.
