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 ...

U.S. stock futures were higher this morning, with the Dow futures gaining over 200 points on Wednesday.Palo Alto reported fiscal second-quarter revenue of $2.59 billion, beating analyst estimates of $2.58 billion. The cybersecurity company posted adjusted earnings of $1.03 per share for the quarter, beating analyst estimates of 94 cents per share, according to Benzinga Pro.The company lowered its full-year adjusted earnings guidance from a range of $3.80 to $3.90 per share to a new range of $3.65 to $3.70 p ...

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 ...

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]

Core Insights - The cybersecurity company is positioned to benefit from the emergence of new risks associated with artificial intelligence [1] Group 1 - The company highlights that AI is creating "new classes of risks" which could lead to increased demand for cybersecurity solutions [1]

Core Insights - Palo Alto Networks (PANW) reported revenue of $2.59 billion for the quarter ended January 2026, reflecting a year-over-year increase of 14.9% [1] - The company's earnings per share (EPS) was $1.03, up from $0.81 in the same quarter last year, exceeding the consensus EPS estimate of $0.93 by 10.67% [1] - The reported revenue slightly surpassed the Zacks Consensus Estimate of $2.58 billion, resulting in a revenue surprise of +0.5% [1] Financial Performance Metrics - Remaining Performance Obligation (RPO) stood at $16.00 billion, exceeding the average estimate of $15.81 billion from seven analysts [4] - Product revenue was reported at $514 million, surpassing the average estimate of $493.76 million based on 13 analysts, marking a year-over-year increase of +22% [4] - Subscription and support revenue reached $2.08 billion, slightly below the average estimate of $2.09 billion, with a year-over-year growth of +13.3% [4] - Subscription revenue was $1.4 billion, close to the average estimate of $1.41 billion, reflecting a year-over-year increase of +13.9% [4] - Support revenue was $676 million, marginally below the average estimate of $677.57 million, with a year-over-year change of +12.2% [4] Profitability Metrics - Non-GAAP product gross profit was $402 million, exceeding the average estimate of $387.92 million from 10 analysts [4] - Non-GAAP subscription and support gross profit was reported at $1.57 billion, slightly below the average estimate of $1.59 billion [4] - GAAP product gross profit was $399 million, surpassing the average estimate of $386.91 million from two analysts [4] - GAAP subscription and support gross profit was $1.51 billion, compared to the average estimate of $1.54 billion from two analysts [4] Stock Performance - Over the past month, shares of Palo Alto Networks have returned -11%, while the Zacks S&P 500 composite has changed by -1.4% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Viewpoint - Palo Alto Networks has reduced its annual profit forecast due to increased costs from recent acquisitions aimed at enhancing AI capabilities, resulting in a 7% drop in shares during extended trading [1] Financial Performance - The company reported acquisition-related costs of $24 million in Q2, up from $10 million a year earlier [1] - Revenue for Q2 rose 15% to $2.59 billion, aligning with estimates [1] - Adjusted profit per share for Q2 was $1.03, surpassing estimates of 94 cents [1] Profit Forecast - The adjusted profit per share forecast for fiscal 2026 has been lowered to $3.65 to $3.70, down from the previous forecast of $3.80 to $3.90 [1] Revenue Forecast - Palo Alto raised its annual revenue forecast to between $11.28 billion and $11.31 billion, compared to earlier expectations of $10.50 billion to $10.54 billion [1] - The forecast for Q3 revenue is approximately $2.94 billion to $2.95 billion, exceeding analysts' average estimate of $2.60 billion [1] Acquisitions - The company announced the acquisition of Israeli cybersecurity startup Koi, following the purchase of CyberArk Software and Chronosphere [1] - The acquisitions are intended to expand the total addressable market and address AI-driven cyber threats [1]

Palo Alto Networks (NasdaqGS:PANW) Q2 2026 Earnings call February 17, 2026 04:30 PM ET Company ParticipantsAdam Borg - Managing DirectorAdam Tindle - Managing DirectorBrad Zelnick - Managing DirectorDipak Golechha - CFOGabriela Borges - Managing Director and Head of US Software Equity ResearchGregg Moskowitz - Managing DirectorHamza Fodderwala - SVP of Investor Relations and Strategic FinanceJohn DiFucci - Senior Managing DirectorJosh Tilton - Managing DirectorLee Klarich - Chief Product and Technology Offi ...