Core Viewpoint - Analysts expect Palo Alto Networks (PANW) to report quarterly earnings of $0.88 per share, reflecting a year-over-year increase of 17.3%, with revenues projected at $2.5 billion, up 14.2% from the previous year [1] Group 1: Earnings and Revenue Estimates - The consensus EPS estimate has been revised upward by 1.2% over the past 30 days, indicating a collective reassessment by analysts [1] - Revenue from 'Product' is expected to reach $553.40 million, representing a 15.2% increase from the prior year [4] - Revenue from 'Subscription and support' is projected to be $1.95 billion, indicating a 13.9% year-over-year change [4] Group 2: Detailed Revenue Breakdown - 'Subscription and support - Support' revenue is estimated at $625.85 million, reflecting a 7.6% increase from the previous year [5] - The consensus for 'Subscription revenue' stands at $1.32 billion, showing a year-over-year change of 17% [5] Group 3: Profitability Metrics - Analysts estimate 'Remaining Performance Obligation (RPO)' to reach $15.26 billion, up from $12.70 billion in the same quarter last year [6] - 'Product gross profit Non-GAAP' is projected at $435.03 million, compared to $378.70 million in the prior year [6] - 'Subscription and support gross profit Non-GAAP' is expected to be $1.50 billion, up from $1.30 billion year-over-year [7] Group 4: GAAP Profit Estimates - 'Subscription and support gross profit GAAP' is anticipated to reach $1.43 billion, compared to $1.24 billion in the same quarter last year [7] - 'Product gross profit GAAP' is estimated at $422.66 million, up from $375.80 million in the prior year [8] Group 5: Market Performance - Palo Alto shares have decreased by 8.8% over the past month, contrasting with the S&P 500 composite's increase of 3.1% [8] - The company holds a Zacks Rank 3 (Hold), suggesting it is expected to closely follow overall market performance in the near term [8]

weekdays, four eastern and streaming on CNBC plus. >> All right. 6.5% minutes before we get started with an opening bell here.Big IPO coming as well. Bullish watching everybody assemble here taking their pictures. Yes there are children. Yes yes.>> People said that about bullish. >> They're the they're the future. The children.>> They just stop. >> All right. Let's get to a mad dash.Want to talk a little Palo Alto. >> Yeah. Okay.So Palo Alto has been just annihilated ever since it bought decided by cyberark ...

Palo Alto has become a leader in artificial intelligence-powered cybersecurity. One customer -- a healthcare provider -- now resolves 90% of incidents with automation, compared to just 10% before adopting XSIAM. Palo Alto said the platform's annual recurring revenue (ARR) tripled year over year during the fiscal 2025 third quarter. Moreover, it had already accumulated over $1 billion in bookings despite launching just three years ago. XSIAM is one of Palo Alto's fastest-growing products, so investors should ...

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Core Viewpoint - Palo Alto Networks is set to announce its quarterly earnings on August 18, with expectations of significant year-over-year growth in both earnings and revenue [1]. Financial Performance Expectations - Earnings per share are projected at 88 cents, reflecting a 17.3% increase year-over-year [1]. - Revenue is anticipated to reach $2.5 billion, marking a 14.2% increase compared to the previous year [1]. Stock Performance and Analyst Ratings - Piper Sandler upgraded Palo Alto Networks' stock rating to "overweight" from "neutral" and raised the price target from $200 to $225, resulting in a 4.1% increase in stock price to $175.10 [2]. - The stock has experienced a decline from its record high of $210.39 on July 29, primarily due to the announcement of the acquisition of CyberArk for $25 billion [2]. Historical Earnings and Market Sentiment - Historically, Palo Alto Networks has finished five of its last eight post-earnings sessions lower [3]. - The options market is pricing in a 9.6% move for the stock following the earnings announcement, which is slightly above the average 8.6% swing over the past two years [3]. - The stock's 14-day relative strength index (RSI) is at 25.2, indicating it is in "oversold" territory, suggesting a potential short-term bounce [3]. Options Trading Strategy - A premium-selling strategy may be advisable for options trading, as the equity's Schaeffer's Volatility Scorecard (SVS) is at 13 out of 100, indicating low volatility [4].

格隆汇8月12日｜Piper Sandler将网络安全公司Palo Alto Networks的评级从"中性"上调至"增持"，目标价 从200美元上调至225美元。(格隆汇) ...

Core Insights - Palo Alto Networks, Inc. (PANW) shares have declined by 14.5% over the past six months, underperforming the Zacks Security industry's decline of 10% and its peers like CyberArk, CrowdStrike, and Zscaler [1][2] Sales Growth Concerns - The company is experiencing a slowdown in sales growth, with revenue growth rates in the mid-teens percentage range over the past year, down from mid-20s in fiscal 2023 [3][4] - Full-year revenue growth for fiscal 2025 is forecasted at just 14%, with revenues expected to be in the range of $9.17-$9.19 billion [4] - The Zacks Consensus Estimate indicates revenue growth will remain in the mid-teen percentage range for fiscal 2025 and 2026 [4] Next-Generation Security (NGS) Growth - NGS annual recurring revenue (ARR) growth has decelerated for five consecutive quarters, with projections for fiscal 2025 suggesting a slowdown to 31-32% growth compared to over 45% in previous years [7][8] - The shift from multi-year payments to annual payments for $1 million-plus deals is affecting top-line stability [9] Industry Opportunities - The global cybersecurity market is projected to grow from $193.73 billion in 2024 to $562.77 billion by 2032, indicating a significant addressable market for Palo Alto Networks [10] - The company is well-positioned to capitalize on the demand for advanced cybersecurity solutions, particularly through its AI-driven platforms like Cortex XSIAM and Prisma AIRS [11] Financial Stability and Valuation - Palo Alto Networks is transitioning to a platform-based model, generating recurring revenue streams and enhancing customer retention [14] - The company is currently trading at a lower price-to-sales (P/S) ratio of 10.62X compared to the industry average of 11.51X and peers like CyberArk, CrowdStrike, and Zscaler [17][20] Conclusion - Despite slowing revenues and NGS ARR growth rates, Palo Alto Networks remains a leader in cybersecurity with continued innovation and a shift towards a predictable recurring revenue model [21][22] - The discounted valuation offers some downside protection, making PANW an attractive long-term hold for investors seeking exposure to cybersecurity growth [22]

Core Viewpoint - Palo Alto Networks (PANW) is anticipated to report a year-over-year increase in earnings and revenues for the quarter ended July 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The upcoming earnings report is expected to be released on August 18, with a consensus estimate of $0.88 per share, reflecting a year-over-year increase of 17.3%. Revenues are projected to be $2.5 billion, up 14.2% from the previous year [3][2]. - The consensus EPS estimate has been revised 1.21% higher in the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Palo Alto is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.53%, suggesting a bearish outlook from analysts [11]. - A positive Earnings ESP is generally a strong predictor of an earnings beat, especially when combined with a Zacks Rank of 1, 2, or 3, which increases the likelihood of a positive surprise [9][10]. Historical Performance - In the last reported quarter, Palo Alto exceeded the expected earnings of $0.77 per share by delivering $0.80, resulting in a surprise of +3.90%. The company has beaten consensus EPS estimates in the last four quarters [12][13]. Conclusion - Despite the historical performance of beating estimates, Palo Alto does not currently appear to be a compelling candidate for an earnings beat, and investors should consider other factors before making investment decisions [16].

SANTA CLARA, Calif., Aug. 5, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced Cortex® Cloud™ Application Security Posture Management (ASPM), a prevention-first application security module that intelligently blocks security issues from reaching production. Now, security leaders and developers can fix security risks before cloud and AI applications have been deployed, which is 10 times faster, more efficient, and cost effective. In addition, Cortex Clou ...

Core Viewpoint - Palo Alto Networks has significantly expanded its market capitalization to approximately $114 billion since Nikesh Arora became CEO in June 2018, driven by an aggressive acquisition strategy, including the recent $25 billion acquisition of CyberArk, marking a pivotal moment in the cybersecurity landscape [2][3]. Company Strategy - Under Arora's leadership, Palo Alto has executed over 20 acquisitions to establish itself as a comprehensive cybersecurity provider, with CyberArk being the largest acquisition in the company's history [2][3]. - The acquisition of CyberArk is aimed at enhancing Palo Alto's capabilities in identity management, positioning the company against competitors like Okta, Microsoft, and IBM's HashiCorp [5][16]. Market Reaction - Following the announcement of the CyberArk deal, Palo Alto's stock experienced a 16% decline, with several analysts downgrading their ratings due to concerns over the integration and potential synergies of the acquisition [3][19]. - Analysts have expressed mixed sentiments, with some recommending a hold on the stock while others maintain a buy recommendation, citing Arora's strong execution focus and market positioning strategy [19][20]. Financial Performance - CyberArk reported a 46% revenue increase in the latest quarter, reaching $328 million, which constitutes about 14% of Palo Alto's total revenue [9]. - The acquisition aligns with the growing demand for integrated cybersecurity solutions, as organizations increasingly seek to streamline their security operations [17]. Competitive Landscape - Palo Alto has identified Alphabet as a new competitor in the cybersecurity space, alongside traditional players like Cisco and Microsoft, reflecting the evolving dynamics of the industry [4]. - The cybersecurity sector is witnessing a surge in mergers and acquisitions, driven by the rise in sophisticated cyber threats, particularly those leveraging artificial intelligence [5].