Fortinet gains an edge over Palo Alto Networks, supported by strong SASE adoption, steadier execution and a lower valuation.
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.
PANW is seeing SASE emerge as a major growth engine, driven by strong customer demand and expanding platform adoption.
A decade ago, Palo Alto Networks (NASDAQ: PANW | PANW Price Prediction) was still primarily known as a next-generation firewall company competing with legacy network security incumbents.
Palo Alto Networks falls 8.5% post Q3 results as rising costs pressure margins, but rapid SASE growth and major enterprise wins support long-term growth.
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.
Palo Alto Networks, Inc. has jumped nearly 100% since my last rating, pushing its forward P/E above 80x, which looks overdone as I don't see a growth inflection yet. The recent jump in total revenue and RPO growth is largely M&A-driven, with 4Q organic revenue growth expected to decelerate to 14.4% YoY. Despite a double beat and raised guidance, non-GAAP EPS growth is expected to decelerate to 13% YoY in FY2026, partly due to share dilution from recent acquisitions.
It's still up 55% since we introduced it as a pick.
PANW tops Q3 estimates as AI-driven demand boosts revenues, bookings momentum and next-generation security growth.
Palo Alto Networks (PANW) shares fell on Wednesday despite the cybersecurity company reporting fiscal third-quarter results that exceeded Wall Street expectations and raising its outlook. Investors appeared to focus on acquisition-driven growth and broader market pressures, sending the stock lower despite the earnings beat.
Palo Alto Networks posted better-than-expected results for the latest quarter on Tuesday. So why are shares of the cybersecurity company falling on Wednesday?
Palo Alto Networks, Inc. (PANW) Q3 2026 Earnings Call Transcript