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Panw

All articles tagged with #panw

markets2 days ago•20 min saved

Tech Stocks Rally as S&P 100 Adds SNDK, DELL and PANW

Tech stocks rallied after S&P Dow Jones Indices announced Sandisk (SNDK), Dell Technologies (DELL) and Palo Alto Networks (PANW) would join the S&P 100, with Arista Networks also added; the rebalance takes effect Sept. 21. SNDK surged about 11–12% in after-hours trading, while DELL and PANW gained modestly, reflecting index-demand dynamics and tech leadership in the market. Analysts have issued bullish targets on memory names like SNDK and MU, suggesting further upside amid AI-driven demand.

via Yahoo Finance|

#dell #markets #memory-stocks

business8 days ago•17 min saved

Palo Alto Networks slips on earnings; analysts see AI-powered upside ahead

Palo Alto Networks’ stock fell after its fiscal Q4 results, which showed $3.41 billion in revenue (up 34% year over year) and adjusted earnings of $1.02 per share, with next-generation security ARR rising 63% to $9.1 billion. The company projected around $14.15 billion in revenue for fiscal 2027 (roughly 23% growth). Several analysts kept bullish views (Jefferies with a $450 target, Bank of America with $420, JPMorgan with $384), citing strong AI-related security demand, while CEO Nikesh Arora flagged the need to update a roughly $1 trillion of existing cybersecurity infrastructure for an AI-driven era.

via Yahoo Finance|

#ai #business #cybersecurity

technology6 months ago•13 min saved

Nvidia Joins Cybersecurity Partners to Harden Critical Infrastructure

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.

via TipRanks|

#akam #cybersecurity #nvda

market-news6 months ago•13 min saved

PANW stock slides after earnings beat but outlook undershoots

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.

via TipRanks|

#earnings #guidance #market-news

technology6 months ago•3 min saved

Palo Alto Networks rides revenue beat but guides softly, shares slide

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.

via Seeking Alpha|

#eps-beat #guidance-disappointment #palo-alto-networks