Palo Alto Networks plans to close AI security gaps with the Koi acquisition, aiming to strengthen endpoint protection and expand its AI platform reach.

Palo Alto Networks Q2 Earnings Call Highlights

04:38am, Thursday, 19'th Feb 2026
Palo Alto Networks (NASDAQ: PANW) reported what executives described as a "strong" fiscal second quarter of 2026, citing broad demand for cybersecurity products and continued progress on the company's
Palo Alto Networks, Inc. (NASDAQ: PANW - Get Free Report) shares gapped down prior to trading on Wednesday after Stifel Nicolaus lowered their price target on the stock from $200.00 to $185.00. The st
Ron Westfall calls Palo Alto Networks (PANW) a "very solid investment," even after the cybersecurity firm's post-earnings sell-off. Despite the company guiding for a full year EPS below Wall Street es

Why Palo Alto Networks Stock Sank Today

05:38pm, Wednesday, 18'th Feb 2026
Palo Alto Networks reported sales and earnings beats for fiscal Q2. The company issued very strong sales guidance, but its earnings forecasts missed the mark.
Some analysts encourage investors to look past a muddy outlook and focus on the company's recent momentum and AI opportunity.
Palo Alto Networks' string of recent deals is hurting its profit outlook, weighing on its stock.
Jefferies analysts have offered a cautiously optimistic take on Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP)' fiscal second quarter results, highlighting both near-term challenges from acquisitions a
Palo Alto Networks (PANW) saw a sharp decline in its stock after releasing its Q2 results. The company exceeded EPS and revenue expectations with a 14.9% year-o
Yesterday we were watching whether Palo Alto Networks could extend its earnings beat streak and deliver the forward guidance investors expected.
The major stock indexes rose on Wednesday morning as the AI rally found its footing after a string of volatile sessions colored by concerns about AI-driven disruption.
PANW tops Q2 estimates with 27% EPS growth and lifts FY26 revenue outlook to more than $11.3B, fueled by strong Next-Gen Security and ARR momentum.
Wedbush argued that the current “AI threat” trade against software and cybersecurity was misplaced and compared it to previous disconnected technology fears...

Palo Alto Networks Stock Slides on Dismal Guidance

11:13am, Wednesday, 18'th Feb 2026
Palo Alto Networks Inc (NASDAQ:PANW) shares are down 5.9% to trade at $153.86 at last glance, as disappointing current-quarter and annual profit forecasts overshadow its strong fiscal second-quarter
Palo Alto Networks (PANW) posted a strong quarter in earnings but couldn't match that strength in its outlook. As Marley Kayden explains, recent acquisitions by the cybersecurity company cut into full
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