Core Viewpoint - Palo Alto Networks reported fiscal second-quarter results that exceeded Wall Street estimates for both earnings and revenue, but lowered its full-year profit guidance, resulting in a more than 7% decline in shares during after-hours trading [1]. Financial Performance - For fiscal Q2 2026, Palo Alto generated earnings of $1.03 per share on revenue of $2.59 billion, surpassing analyst expectations of $0.94 per share and $2.58 billion in revenue [2]. - The company reduced its fiscal 2026 full-year earnings guidance to a range of $3.65 to $3.70 per share, down from a prior outlook of $3.80 to $3.90, while the consensus estimate was $3.87 [5]. - Palo Alto raised its full-year revenue forecast to between $11.28 billion and $11.31 billion, an increase from the previous range of $10.50 billion to $10.54 billion, exceeding expectations [5]. - For the current quarter, the company projected earnings per share of $0.78 to $0.80 on revenue between $2.941 billion and $2.945 billion, while analysts had expected earnings of $0.92 per share on revenue of $2.61 billion [6]. Business Operations - Palo Alto Networks offers a wide range of cybersecurity solutions, including firewalls, threat intelligence, zero-trust architecture, and secure access service edge (SASE) solutions [3]. - The company serves a significant client base, including nine of the ten Fortune 10 companies, eight of the ten largest U.S. banks, and six of the world's ten largest oil and gas companies [3]. - Recently, Palo Alto completed a $25 billion acquisition of Israel-based CyberArk and announced plans for a dual listing of its shares on the Tel Aviv Stock Exchange [4].

Performance was driven by a deliberate 'flywheel' motion where customers landing in SASE or Cortex expand into integrated platform architectures to reduce fragmented defense risks. Management attributes the record 110 net new platformizations to a market shift where enterprises are moving beyond AI experimentation toward embedding foundational models into real workflows. The strategy focuses on 'critical control points'—network, endpoint, cloud, browser, and identity—arguing that fragmented security i ...

美联储会议纪要今晚公布。将于北京时间周四凌晨3点公布的美联储1月会议纪要可能会为央行未来的货币政策路径提供更多洞察。值得注意的是,两位美 联储理事斯蒂芬·米兰和克里斯托弗·沃勒对美联储上月维持利率不变并暂停自去年年中以来的一系列降息决定表示反对。政策制定者强调就业形势趋于稳 定以及通胀稳定的迹象,作为将利率维持在3.5%至3.75%的理由。官员们也普遍倾向于至少在6月之前将利率维持在这一区间,采取观望态度,试图观察未来几 个月就业和价格涨幅的演变。同时,美联储主席鲍威尔即将结束其央行掌门人的任期。特朗普已提名前美联储理事沃什接替鲍威尔,投资者一直在试图摸清 沃什的利率政策可能与其前任有何不同。 美国能源部长：对格陵兰的主要兴趣不是稀土。美国能源部长赖特称，特朗普政府对格陵兰的主要兴趣在于国家安全，而非开发其稀土或能源资源。特 朗普长期以来一直寻求控制格陵兰，自他重返白宫以来，其政府一直在就开发当地尚未开发的矿产资源进行谈判。但赖特周二表示，这些努力只是次要 目标的一部分，即美国寻求扩大在格陵兰岛的军事存在的同时，为格陵兰人创造更多经济机会。 "七巨头"2026年开局不利拖累大盘，标普500关键支撑位处于失守边 ...

网络安全公司Palo Alto Networks(PANW.US)盘前跌7.5%，报151.23美元。消息面上，Palo Alto Networks 公布，第二财季经调整每股盈利为1.03美元，高于市场预期的0.94美元；总收入为25.94亿美元，同比增 长15%。公司预期，第三财季调整后每股盈利将介于0.78至0.8美元之间，低于之前预期的0.92美元；全 年调整后每股盈利将介于3.65至3.7美元之间，低于之前预期的3.87美元。(格隆汇) 来源：格隆汇APP ...

Group 1: AI Developments - Meta (META) plans to deploy millions of Nvidia (NVDA) chips for its AI infrastructure, while Nvidia has exited its investment in Arm Holdings (ARM) [3] - Apple (AAPL) is enhancing its AI capabilities with a trio of new and updated devices [8] Group 2: Investment Moves - Warren Buffett's Berkshire Hathaway (BRK.B) has made a new investment in the New York Times (NYT) while reducing its stake in Amazon (AMZN) [3] Group 3: Economic and Fiscal Policies - New York City Mayor Zohran Mamdani proposed a 9.5% property tax increase as a last resort to address a $5.4 billion two-year revenue shortfall, contingent on the failure of a tax on high earners [4][5] - The mayor's preliminary budget is set at $127 billion, and if the property tax is raised, it would be the first increase in over two decades, potentially leading to higher rents and business relocations [6] - Governor Kathy Hochul announced an additional $1.5 billion allocation over two years to assist New York City's fiscal challenges but opposes the property tax increase [7] Group 4: Market Movements - In Asia, Japan's market rose by 1%, while in Europe, London, Paris, and Frankfurt saw increases of 1%, 0.5%, and 0.8% respectively [9] - U.S. futures indicate a positive outlook with Dow, S&P, and Nasdaq all up by 0.4% to 0.5%, while crude oil prices increased by 1.9% to $63.41 [9]

Markets have been volatile, with the S&P 500 ending 0.1 per cent higher on Tuesday after falling as much ‌as 0.9 per cent ⁠early in the ⁠session. The Nasdaq and the Dow also saw similar reversals. Wall Street's main indexes have been rocked this month by worries of disruption ​from rapidly improving AI tools that hit sectors from software to trucking.Broader AI-linked and megacap technology stocks had also lost ​ground as investors looked for stronger evidence the heavy investments in the technology were t ...

In this articleNVDAPANWSPXSNDKPLTRA trader working at the New York Stock Exchange. (Courtesy NYSE)Stock futures were rising Wednesday as investors snapped up tech shares, buying the dip following a recent selloff. ...

Palo Alto's Guidance Overshadows Strong Earnings. Its Stock Is Down. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Palo Alto's Guidance Overshadows Strong Earnings. Its Stock Is Down.By [Adam Levine]ShareResize---ReprintsIn this article[P ...

Palo Alto Networks (PANW.US)公布了好于预期的2026财年第二季度业绩，但由于对第三季度及全年 的盈利指引不及预期，截至发稿，这家网络安全公司周二美股盘后跌超8%。 Q2下一代安全年度经常性收入(ARR)同比增长33%，达到63亿美元。剩余履约义务同比增长 23%，达到160亿美元。 财报显示，Palo Alto Networks Q2营收同比增长15%至25.9亿美元，好于分析师普遍预期的 25.8亿美元。其中，产品销售额为5.14亿美元，较上年同期的4.21亿美元增长22%;订阅及支持 收入为20.80亿美元，较上年同期的18.36亿美元增长13%。Non-GAAP净利润为7.32亿美元， 较上年同期的5.66亿美元增长29%;调整后每股收益为1.03美元，好于分析师普遍预期的0.94美 元，上年同期为0.81美元。 该公司正将自己定位为一个整合平台，旨在通过将云安全、端点保护和安全操作打包成单一供应 商关系，替代现有的点对点解决方案。此策略瞄准的是那些面临攻击愈加复杂且安全预算接受更 严格审查的大型企业。 Palo Alto Networks还在周二宣布收购了以色列的网络安全公 ...

Market Overview - Major U.S. benchmarks finished higher, with the Dow Jones Industrial Average up 0.07% to 49,533.19, the S&P 500 up 0.1% to 6,843.22, and the Nasdaq up 0.14% to 22,578.38 [1] Palo Alto Networks Inc. (NASDAQ:PANW) - Palo Alto Networks' stock declined by 2.07%, closing at $163.50, with an intraday high of $166.01 and a low of $160.08; in after-hours trading, the stock fell 8.4% to $149.75 [1] - The company guided fiscal third-quarter adjusted EPS of 78–80 cents, below the 92-cent consensus, despite revenue guidance of approximately $2.94 billion exceeding estimates; full-year revenue outlook was raised to $11.28–$11.31 billion, but full-year adjusted EPS guidance was lowered to $3.65–$3.70, impacting investor sentiment [2] - Benzinga Edge Stock Rankings indicate Palo Alto Networks stock has a Momentum in the 16th percentile and Value in the 5th percentile [7] Advanced Micro Devices Inc. (NASDAQ:AMD) - Advanced Micro Devices' stock fell by 2.05%, closing at $203.08, with an intraday high of $205.30 and a low of $194.83; in after-hours trading, the stock fell 2.3% to $198.36 [3] - Investors are rotating out of semiconductor stocks due to high valuations and demand cycles, leading to caution despite strong earnings [3] Nvidia (NASDAQ:NVDA) - Nvidia's stock rose by 1.20%, ending at $184.97, with a high of $187.15 and a low of $179.18 during the day [4] OLB Group Inc. (NASDAQ:OLB) - OLB Group's stock skyrocketed by 256.54%, closing at $1.48, with an intraday high of $1.80 and a low of $0.66; in after-hours trading, the stock fell 32.92% to $0.99 [5] Meta Platforms Inc. (NASDAQ:META) - Meta Platforms' stock slightly dipped by 0.075%, closing at $639.29, with an intraday high of $642.60 and a low of $628.80; in extended trading, the stock gained 0.66% to $643.50 [6] - Meta's shares moved higher in extended trading after announcing a long-term AI infrastructure partnership with Nvidia to enhance its data centers for AI training and inference [6]