Palo Alto Earnings Preview: New Kid On The Block Is AI & I'm Buying

Palo Alto Networks (NASDAQ: PANW ) is set to report 3Q25 on May 20th. The company expects NGS ARR in the range of $5.03 billion–$5.08 billion, an increase of 33%–34% year over year, while RPO is expected at $13.5I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d li ...