Notícias
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Hamza Fodderwala: I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. With me on today's call to discuss our fiscal third quarter results are Nikesh Arora, our Chairman and Chief Executive Officer and Dipak Golechha, our chief financial officer, Following our prepared remarks, Lee Klarich, our chief product and technology officer and board member, will join us for the question and answer portion. While there, please click on the link for quarterly results to find the Q3 26 supplemental financials information and Q3 26 earnings presentation, During the course of today's call, we will be making forward looking statements and projections regarding the company's business operations, and financial performance as well as the company's recent acquisitions.
While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Palo Alto (PANW) delivered earnings and revenue surprises of +5.29% and +2.00%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.
Investing.com -- Cybersecurity giant Palo Alto Networks reported upbeat fiscal third-quarter 2026 results, driven by surging demand for AI-focused security solutions and contributions from recent acquisitions.
Palo Alto Networks raised its annual revenue and profit forecast on Tuesday, as enterprises increased spending on cloud, identity and AI-driven cybersecurity products amid a rising threat landscape, sending shares up 7.4% in extended trading. Here are some details on the results: • Santa Clara, California-based Palo Alto expects revenue of $11.415 billion to $11.425 billion for fiscal 2026, above its prior projection of $11.28 billion to $11.31 billion. AI has emerged as a major growth driver for the company, with rising AI-driven cyber threats expected to accelerate enterprise cybersecurity spending and strengthen demand for platform-based vendors such as Palo Alto Networks.
Palo Alto stock popped amid fiscal Q3 earnings and revenue that beat Wall Street targets as key financial metrics also topped expectations.
Watch the interview below, or Click HERE: Tech Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Vincenzo Iozzo, Chief Executive Officer and Co-Founder at SlashID. The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed why identity-based attacks have become a key cybersecurity risk, along with the importance of managing […] The post Identity-Based AI Attacks: SlashID CEO & Co-Founder Vincenzo Iozzo, Live at Nasdaq appeared first on ExecEdge.
Palo Alto Networks (PANW) late Tuesday reported stronger-than-expected fiscal third-quarter results
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal third quarter results that exceeded Wall Street expectations and issued stronger-than-expected earnings guidance for the current...
Chief Executive Officer Nikesh Arora said the results should demonstrate that fears of a so-called “SaaS-Pocalypse,” in which AI-native firms will come to displace legacy software incumbents, are misplaced as applied to the cybersecurity industry.
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) announced better-than-expected revenue in Q1 CY2026, with sales up 31.1% year on year to $3.00 billion. Guidance for next quarter’s revenue was optimistic at $3.35 billion at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.85 per share was 6.7% above analysts’ consensus estimates.
Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
President Trump had delayed the release of the order two weeks ago amid concerns that it was too stringent.
The Mairs & Power, an investment firm, released the first-quarter 2026 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here. The fund returned -1.77% in the first quarter of 2026, outperforming its benchmark composite index decline of -2.68% as strong stock selection and exposure to Utilities […]
NATO has selected Palo Alto Networks (NasdaqGS:PANW) as a non commercial cybersecurity partner focused on government level AI security. The partnership centers on securing AI systems used across the NATO alliance, highlighting the role of AI focused defenses in public sector cybersecurity. The announcement arrives ahead of Palo Alto Networks’ upcoming earnings report, adding a fresh policy and security angle to the investment story. Palo Alto Networks operates in network, cloud, and...
Palo Alto Networks (NASDAQ:PANW) is positioned as a long-duration compounder because cybersecurity has crossed the line from corporate luxury into non-discretionary utility, and the company sits at the center of that permanent shift. Hackers don’t take time off when the economy slows down, and enterprises are now consolidating fragmented security stacks onto integrated, AI-driven platforms. ... A Once-in-a-Generation Megatrend Makes This Cybersecurity Stock a High-Conviction Buy for the Next 20
Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the best stocks to buy now for long term growth. Jefferies lifted the price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $300 from $265 on May 29, maintaining a Buy rating on the shares and telling investors in a research note that it expects the company to […]
Two of the world's largest cybersecurity companies report earnings this week, and Wedbush Securities argues the structural backdrop has rarely been more compelling for the sector's dominant platform players. The core argument is counterintuitive but increasingly accepted among security...
While Palo Alto Networks has underperformed the broader cybersecurity industry over the past year, analysts maintain a very bullish outlook.
(Bloomberg) -- Shareholders at Palo Alto Networks Inc. have a recurring beef with the company over how much it pays the chief executive officer and other senior leaders. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedA ma
CrowdStrike is set to report earnings Wednesday afternoon, with the stock seen potentially extending its record rally following the results.
Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.
Palo Alto Networks reports earnings Tuesday as the cybersecurity company integrates CyberArk and positions itself to secure AI agents across enterprise networks.