Palo Alto Networks, Inc. is expected to report robust Q4 revenue growth, likely exceeding consensus estimates, driven by strong bookings and Next-Generation Security momentum. Recurring revenue from Next-Generation Security grew 60% last quarter, while remaining performance obligations rose 36%, supporting sustained top-line expansion. Despite consistent earnings beats, EPS growth is constrained by a 15% share count increase, resulting in projected EPS growth of only 5–10%.
The most useful thing said about cybersecurity this week came from Abhijit Dubey, the global CEO of NTT DATA, who told CNBC that “the frontier AI effectively has changed the cybersecurity equation” because attacks are now exponentially more sophisticated, the surface area has grown, and everything is happening at machine speed.
Palo Alto Networks TodayPANWPalo Alto Networks$350.29 +0.73 (+0.21%) As of 10:33 AM Eastern52-Week Range$139.57▼$398.88P/E Ratio287.12Price Target$362.67Add to WatchlistPalo Alto Networks NASDAQ: PANW reports fiscal fourth-quarter earnings after the close on Sept. 1. Investors face a familiar question.
Palo Alto Networks combines accelerating AI-security sales with renewed Big Money demand after a 91% one-year gain, keeping the stock's outlook bullish.
Bank of New York Mellon Corp bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,603,119 shares of the network technology company's stock, valued at approximately $1,569,755,000. Bank
B. Metzler seel. Sohn and Co. AG acquired a new stake in Palo Alto Networks, Inc. (NASDAQ: PANW) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 780,246 shares of the network technology company's stock, valued at approximately $266,079,000. Palo Alto Networks comprises
Allworth Financial LP acquired a new position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 23,837 shares of the network technology company's stock, valued at approximately $8,129,000. Several other hedge funds and other
Advisors Preferred LLC bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,200 shares of the network technology company's stock, valued at approximately $1,114,000. Other large investors also recently
Advisors Capital Management LLC acquired a new stake in Palo Alto Networks, Inc. (NASDAQ: PANW) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 371,240 shares of the network technology company's stock, valued at approximately $126,600,000. Palo Alto Networks accounts
Palo Alto Networks, Inc. (NASDAQ:PANW) shares are down Thursday as the broader market faces a slight downturn with S&P 500 futures down 0.5%.
