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The thesis for the stock is the company's shift from its pre-2018 hardware-centric, on-premises Next-Generation Firewall business model to a cloud-based software and platformization model. Palo Alto Networks announced its intention to acquire CyberArk in July 2025 and completed the acquisition of Chronosphere on January 29, 2026. Its latest acquisitions have significant integration risks.
Palo Alto's stock price fell by over 15% in the last 12 months.
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Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Palo Alto (PANW), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended January 2026.
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Palo Alto (PANW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Palo Alto leads in market share and recurring revenue diversification but faces slowing subscription growth amid intensifying competition. Fortinet is favored for robust profitability, strong revenue growth, and a significant hardware refresh cycle opportunity. Both companies face rising competition from Microsoft and CrowdStrike and could see challenges in maintaining market share.
Heavy construction outfit Fluor should experience significant demand for one of its specialties soon, and for a while. Thanks to a record-breaking number of data breaches, Palo Alto Networks continues to grow at a double-digit pace.
Fortinet (FTNT) reported impressive Q4 2025 results, with its stock rising sharply as investors celebrated accelerated billings and a promising full-year outloo
Envestnet Asset Management Inc. grew its position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 8.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,162,652 shares of the network technology company's stock after purchasing an additional 86,427
Palo Alto Networks trades at a premium as slowing revenue and NGS ARR growth, plus large acquisitions, raise concerns about near-term upside.
Evolution shifts focus to "Platformization," rewarding technical expertise and service-led growth SANTA CLARA, Calif., Feb. 5, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced the next generation of its NextWave Partner Program , fundamentally redefining partner profitability for the AI era.
Palo Alto Networks remains a sell as soft guidance, risk factors, and a premium valuation outweigh recent operational strength. Q1 FY 2026 delivered steady 16% YoY revenue growth and robust profitability, but next-gen ARR growth decelerated from 32% to 29%. Guidance for Q2 and FY 2026 signals deceleration in revenue, RPO, and next-gen ARR growth. This hints at potentially weakening demand.
Many growth stocks have pushed higher in price amid the current bull market run. These three industry leaders have shown steady or improving profitability and revenue growth.
Palo Alto Networks (PANW) reached $166.23 at the closing of the latest trading day, reflecting a -5.24% change compared to its last close.