Palo Alto Networks, Inc. (PANW)
Palo Alto (PANW) Is Considered a Good Investment by Brokers: Is That True?
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?
Palo Alto Networks: The Q1 FY 2026 Beat And Raise Signals Caution
Palo Alto Networks, Inc. continues to deliver strong cybersecurity leadership in the AI era, as evidenced by its Q1 FY 2026 beat and raise. However, a deeper dive into its fundamentals shows emerging cracks over the durability of the stock's growing valuation premium on both an intrinsic and relative basis. Despite clear AI tailwinds in identity and cloud-native security, bolstered by its upcoming M&A activity, PANW's current premium has yet to de-risk for imminent dilution and integration inefficiencies.
Palo Alto Networks Stock Just Pulled Back—Is This a Prime Buy Zone?
Palo Alto Networks NASDAQ: PANW created a buying opportunity for investors with its fiscal Q1 (calendar Q3) results. The results included outperformance and improved guidance, along with plans for an acquisition.
PANW vs. CSCO: Which Cybersecurity Stock Should You Buy Right Now?
Palo Alto Networks' rapid SASE and NGS expansion sharpens the contrast with Cisco System' slower-moving security business.
Down 13.9% in 4 Weeks, Here's Why Palo Alto (PANW) Looks Ripe for a Turnaround
Palo Alto (PANW) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Palo Alto share weakness post-earnings a buying opportunity, Wedbush says
Analysts at Wedbush repeated their ‘Outperform' rating and $225 price target on Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) after it reported fiscal first quarter results that modestly exceeded Wall Street expectations. The company posted revenue of $2.47 billion, at the high end of its guidance range and slightly above the Street's estimate of $2.46 billion.
Palo Alto Networks to Buy Chronosphere for $3.35 Billion
Palo Alto Networks CEO Nikesh Arora discusses the company's continued acquisition streak as it announces plans to buy Chronosphere for $3.35 billion. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.
Software Stock Extends Pullback Despite Earnings Beat
Nvidia (NVDA) is far from the only tech name making noise today, with traders' sights set on Palo Alto Networks Inc (NASDAQ:PANW).
PANW Nearly Flat After Earnings, WDC Price Target Hike, BBWI Down Over 20%
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.
Palo Alto Networks Q1 Earnings and Revenues Surpass Estimates
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 Transcript
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.
Palo Alto (PANW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
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.
