Group 1 - JPMorgan Chase is an advertising partner of Motley Fool Money [1] - The Motley Fool has positions in and recommends JPMorgan Chase [1] - The Motley Fool recommends Palo Alto Networks [1]

Key Takeaways PANW trades above industry and peers on P/E, signaling stretched valuation amid decelerating growth trends.PANW faces slowing revenue and NGS ARR growth, with FY26 guidance pointing to further moderation.PANW shares have fallen over three months and slipped below key moving averages, signaling bearish momentum.Palo Alto Networks, Inc. (PANW) is currently trading at a high price-to-earnings (P/E) multiple, above the Zacks Security industry. Palo Alto Networks’ forward 12-month P/E ratio sits at ...

Core Insights - Palo Alto Networks has launched the next generation of its NextWave Partner Program, focusing on "platformization" to enhance partner profitability in the AI-driven security landscape [1][2][4] Group 1: Program Overview - The NextWave Partner Program aims to shift partners away from the 'point-product' trap by promoting platform-centric security solutions that integrate security across networks, cloud, and SOC [2] - The program is designed based on direct feedback from the global partner community and emphasizes three transformative benefits [2] Group 2: Strategic Focus - The program rewards partners for delivering platformization rather than just transactional sales, empowering them to simplify security complexities for customers [4] - The initiative is expected to foster deeper strategic collaboration and trust between Palo Alto Networks and its partners, enhancing co-innovation and tailoring solutions to combat evolving cyber threats [5] Group 3: Partner Benefits - The program enhances partner margins through streamlined rebates focused on Next-Generation Firewalls (NGFW) and platformization, maximizing profitability [7] - It accelerates deal velocity with improved Configure, Price, Quote (CPQ) processes and automated deal registrations, reducing friction in closing deals [7] - A new Partner Development Fund (PDF) will reinvest earned rebates into partner-led demand generation, training, and solution development to drive differentiation [7] Group 4: Targeted Support - Managed Security Service Providers (MSSPs) will benefit from predictable, tiered pricing to develop high-margin managed services [7] - Distributors will receive enhanced capabilities and support for Managed Partner growth [7] - Global System Integrators (GSIs) will have a "Global Path" that rewards strategic consulting and multi-theater influence, with additional support coming later this year [7]

As you can see in the chart below, I have not been at all bullish on Palo Alto Networks, Inc. ( PANW ) in 2025. In my latest article back in July, II'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my ability, hold true to the ...

Core Viewpoint - The analyst expresses a bearish outlook on Palo Alto Networks, Inc. (PANW) for the year 2025, indicating a lack of confidence in the company's future performance [1]. Company Analysis - The analyst has not been bullish on Palo Alto Networks, Inc. in recent evaluations, specifically noting a negative sentiment in the latest article published in July [1]. - The analyst holds a Bachelor of Commerce Degree with Distinction, majoring in Finance, which adds credibility to the analysis provided [1]. Industry Context - The article does not provide specific insights into the broader tech sector or industry trends related to Palo Alto Networks, focusing primarily on the company's performance outlook [1].

Investor Relations Presentation February 2026 Cautionary Language Concerning Forward-Looking Statements This presentation contains forward-looking statements, which express the current beliefs and expectations of CyberArk's (the "Company") management. These forward-looking statements generally include statements regarding the Company's financial and operational performance, industry trends, and the proposed transaction with Palo Alto Networks ("PANW"), including the anticipated benefits of the transaction. ...

Palo Alto Networks (PANW) closed at $166.23 in the latest trading session, marking a -5.24% move from the prior day. The stock fell short of the S&P 500, which registered a loss of 0.84% for the day. At the same time, the Dow lost 0.34%, and the tech-heavy Nasdaq lost 1.43%. The security software maker's shares have seen a decrease of 3.68% over the last month, not keeping up with the Computer and Technology sector's gain of 1.75% and the S&P 500's gain of 1.8%.The investment community will be paying close ...

Palo Alto Networks Inc (NASDAQ:PANW) couldn't escape from the fallout in the tech sector amid rising geopolitical tensions. Tensions in the Middle East appeared to influence investors as they shifted away from growth names and into safe havens like gold. Still, cybersecurity represents a non-negotiable element within the broader innovation ecosystem. As such, PANW stock would seem to be a discount — and that's exactly how the smart money is playing it.For the March 20 expiration date, both call and put IV a ...

SANTA CLARA, Calif., Feb. 3, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal second quarter 2026, ending January 31, 2026, after U.S. markets close on Tuesday, February 17, 2026. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. A live video webcast will be accessible from the "Investors" section of the Palo Alto Ne ...

Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Palo Alto Networks, Inc. (NASDAQ:PANW) reported that it has acquired Chronosphere to address a major challenge in the AI era, which is the lack of clear visibility and security over the huge volumes of data used by modern businesses. Chronosphere helps customers see activity across their entire digital estate. With this deal, Palo Alto Networks, Inc. (NASDAQ:PANW) will be able to help organiza ...