All articles tagged with #panw
Nvidia is partnering with Palo Alto Networks, Akamai, Siemens, Forescout and Xage Security to harden critical infrastructure by embedding security into industrial OT devices, using Nvidia’s BlueField chips to separate security tasks from the main CPU, while the partners add segmentation and secure remote access to protect energy grids, pipelines and other essential assets without slowing operations.
Palo Alto Networks beat Street estimates for Q2 with EPS of $1.03 and revenue of $2.59 billion, but issued lighter guidance for Q3 and full-year 2026, sending the stock down about 5%. The company sees FY2026 EPS of $3.65-$3.70 on revenue of $11.28-$11.31 billion (vs. consensus of about $3.86 and $10.53 billion). Despite the softer outlook, analysts maintain a Strong Buy rating with an average target near $223.68, implying upside.
PANW posted a Q2 FY2026 revenue beat and higher-than-expected adjusted EPS, but forward earnings guidance disappointed, sending shares down about 5% after hours. Revenue guidance was raised and exceeded estimates, and acquisitions are expanding real-time data visibility and privileged access management to bolster AI-driven cybersecurity offerings.