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Palo Alto Networks

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Earnings data Q2 2021

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Earnings data Q1 2025

Palo Alto Networks reports robust Q3 performance amidst industry challenges

PANW's Q3 performance reflects strong financial growth and sustained demand for its cybersecurity solutions. The company is navigating challenges posed by the supply chain crisis and increased regulatory interest while focusing on driving efficiency and leveraging AI for innovation. PANW's strategic approach to M&A and commitment to product capability position it for continued growth and transformation.

Palo Alto Networks (PANW) excels in Q2, eyes sustained growth

Palo Alto Networks (PANW) reports robust Q2 performance, focusing on profitability enhancements and strategic growth initiatives amidst market challenges. The company aims for sustained top-line growth through outcome-based products and efficient operations.

Palo Alto Networks excels in Q3, eyes generative AI opportunities

Palo Alto Networks delivered a robust performance in Q3 2023, showcasing strong financial growth, operational efficiency, and strategic advancements across key business segments.
While facing challenges related to data security risks, competitive landscape shifts, and industry dynamics, the company remains well-positioned to capitalize on opportunities in generative AI, strategic acquisitions, and cloud security innovation.
With a focus on innovation, market leadership, and financial resilience, Palo Alto Networks continues to drive growth, efficiency, and product differentiation in the dynamic cybersecurity market landscape.

Palo Alto Networks excels in Q4, eyes growth amid challenges

Palo Alto Networks delivered strong results and provided robust guidance for fiscal year 2024.
The company's focus on innovation, platformization, and strategic partnerships positions it well for future growth.
Challenges in cash flow management and hardware demand require careful navigation.
Opportunities lie in the growing cloud security market, IoT, and network security evolution.

Palo Alto Networks excels in Q1, faces rising cyber threats

Palo Alto Networks reported robust financial results, highlighted by strong revenue growth, expanded margins, and strategic acquisitions. Despite challenges from cyber threats and billing variability, the company remains confident in its demand outlook and growth trajectory.

Palo Alto Networks reports solid Q2, eyes $15B ARR by 2030

Palo Alto Networks delivered strong financials but faces challenges in federal market and customer fatigue.
Platformization strategy driving growth and consolidation, aiming for $15 billion in ARR by 2030.
Initiatives to accelerate platformization and maintain financial prudence for long-term profitability.

Palo Alto Networks posts robust Q3 results, eyes sustained growth

Palo Alto Networks (PANW) reported strong Q3 performance with revenue and billings growth, driven by next-generation security solutions and platformization strategy.
The company's partnerships with IBM and Accenture, focus on AI security, and customer-centric approach position it well for sustained growth and market leadership.
Challenges in managing financial metrics and educating stakeholders on key distinctions require strategic attention to ensure continued profitability and cash flow margins.
Opportunities lie in expanding market presence, leveraging AI capabilities for revenue growth, and strategic acquisitions to drive long-term value creation and competitive advantage.

Palo Alto Networks excels in Q4, poised for cybersecurity leadership

Palo Alto Networks delivered strong Q4 results, exceeding guidance and showcasing growth in NGS ARR, reflecting successful execution of their cybersecurity strategy.
The company's emphasis on platformization, AI initiatives, and financial discipline positions them well for sustained growth and innovation in the cybersecurity market.
While challenges like customer transitions and market dynamics exist, Palo Alto Networks' strategic focus and industry alignment present opportunities for continued success.
Gratitude towards stakeholders and a proactive approach to customer needs underscore a foundation for growth and partnership development in the future.

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Zscaler

The world is rapidly shifting to the cloud, with businesses migrating critical data and operations to virtual environments. This shift, while transformative, has brought a wave of new security challenges.

Cloud Security Stocks Face Off: Find Out Who's Leading the Market

Palo Alto Networks, Inc. (NASDAQ:PANW ) Citi 2024 Global TMT Results Conference September 4, 2024 9:10 AM ET Company Participants Nikesh Arora - Chairman & Chief Executive Officer Conference Call Participants Fatima Boolani - Citi Fatima Boolani Good morning, everybody. I'd like to welcome you all to day one of Citi's Global TMT conference.

Palo Alto Networks, Inc. (PANW) Citi 2024 Global TMT Conference (Transcript)

Strengthened partnership with IBM paves the way for more customers to benefit from next-gen SOC Innovation and AI-powered security solutions SANTA CLARA, Calif. , Sept. 4, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced that it has completed the acquisition of IBM's QRadar Software as a Service (SaaS) assets.

Palo Alto Networks® Closes Acquisition of IBM's QRadar SaaS Assets

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Dominion Energy

Deere & Company

Marathon Digital Holdings

Palo Alto Networks is well positioned to thrive from higher cybersecurity spending. Marathon Digital could benefit from a rally in Bitcoin and an increasingly sophisticated cryptocurrency market.

5 Top Stocks to Buy in September

Given Palo Alto's strong fundamentals and promising long-term growth prospects, it would be wise for existing shareholders to hold on to their PANW shares.

Palo Alto Shares Gain 23% in a Month: Is the Stock Still Worth Buying?

Palantir Technologies

Demand for AI-powered cybersecurity is soaring. Top-tier data analytics have never been more valuable.

2 Artificial Intelligence (AI) Stocks to Buy Now That Could Make You a Millionaire

Palo Alto Networks' platformization strategy is driving significant growth, with a notable shift from single-point solutions to total platform adoption, bolstering margins through customer expansion. Launched Prisma Access Browser in Q4'24, providing a strong cost-savings opportunity for customers to secure endpoints through the use of their internet browser. The strategic acquisition of QRadar will bring in a new customer base. This pairs with a strong technology partnership with IBM that can drive revenue growth going forward.

Palo Alto Networks Advances In The Platformization Race

Cybersecurity giant Palo Alto Networks Inc  (NASDAQ:PANW) stock is up 2.3% to trade at $358.50 at last check, as investors unpack earnings results from sector peers Okta (OKTA) and CrowdStrike (CRWD).

Cybersecurity Stock Among Best to Own in September

CrowdStrike

Cybersecurity stocks for your September 2024 watchlist.

2 Cybersecurity Stocks To Watch In September 2024

Walmart

Earnings results from the Q2 reporting cycle are mixed. Some are good, and some are bad.

Analysts Upgrade These 3 Hot Buy-and-Hold Stocks

PANW's platformization strategy is driving growth, as evidenced by the Q4 top- and bottom-lines beating analyst estimates and significant increases in NGS ARRs. The changing cybersecurity landscape and rising AI-driven cyberattacks position PANW as a major beneficiary, boosting demand for its AI-related security offerings. Despite the stock's current valuation showing little-to-no upside at current levels, the long-term growth story remains intact, making pullbacks a buying opportunity.

Palo Alto Networks Can Be A Major Beneficiary Of The Dramatically Evolving Landscape

Palo Alto (PANW) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Palo Alto (PANW) Upgraded to Buy: Here's Why

Oddity Tech Ltd

Investors interested in stocks from the Internet - Software sector have probably already heard of Oddity Tech (ODD) and Palo Alto Networks (PANW). But which of these two stocks offers value investors a better bang for their buck right now?

ODD vs. PANW: Which Stock Is the Better Value Option?

Palo Alto delivered an in-line revenue while beating profitability in the quarter. FY4Q24 results exceeded expectations, with revenue growth, adjusted EPS, and NGS ARR showing positive signs. Management reiterated their goal to achieve NGS ARR of $15 billion by FY2030, and that FY2025 NGS ARR is expected to grow 28%.

Palo Alto Networks: Why I Choose To Remain On The Sidelines

Cincinnati, Ohio--(Newsfile Corp. - August 27, 2024) - CBTS, a global provider of IT solutions and services—including Application Modernization , Digital Workplace , Managed Hybrid Cloud , Cybersecurity , and Infrastructure Solutions— has received four Palo Alto Networks NextWave specializations including Prisma SASE, Cortex XDR, Hardware Firewall, and Software Firewall. CBTS is a NextWave Managed Security Services Provider (MSSP) Innovator and Solution Provider in addition to being a Diamond Innovator Solution Provider, which empowers them with the expertise to help customers improve their security postures.

CBTS Receives Four Palo Alto Networks NextWave Specializations

Artificial intelligence (AI) is being harnessed by malicious actors to mount sophisticated attacks on businesses. Palo Alto Networks is one of the world's largest providers of cybersecurity software, and it's using AI to deliver advanced protection.

1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $370 and Hold for 10 Years

Palo Alto Networks reported its 4Q24 earnings, in my opinion, positioning itself for outperformance in the cybersecurity market into 2025. Palo Alto's commentary and outlook lead me to believe the company has more upside surprises in terms of ARR growth from its platformization progress. Management is guiding for revenue in the range of $2.10 billion to $2.13 billion next quarter, a 12% to 13% increase year over year versus consensus at $2.10 billion.

Palo Alto Networks: A Lot In Its Favor For 2025 - Initiating With A Buy

Palo Alto Networks' latest earnings report topped analysts' expectations. But it expects its slowdown to continue in fiscal 2025.

Does Palo Alto Networks Deserve Its Premium Valuation?

Palo Alto Networks' latest earnings report exceeded expectations. The stock's valuation may be a concern for some investors.

Is It Too Late to Buy Palo Alto Networks Stock?

Palo Alto stock has rallied back to where it was before it sank after management lowered guidance and changed strategies earlier this year. The company's platformization strategy is showing early signs of success.

With Momentum Returning, Is Now the Time to Buy Palo Alto Stock?

PALO ALTO, Calif.--(BUSINESS WIRE)-- #AI--AiDash, an enterprise SaaS company making critical infrastructure industries climate-resilient and sustainable with satellites and AI, today announced the opening of its new global headquarters, located at 575 High Street in downtown Palo Alto. This strategic expansion will help foster innovation by enhancing collaboration with Silicon Valley's tech ecosystem. The opening of the new space will also support widespread, long-term growth as AiDash seeks to hire.

AiDash Opens New Global Headquarters in Palo Alto to Drive Innovation in Climate Adaptation Technology

SANTA CLARA, Calif. , Aug. 23, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that members of its management team will be presenting at the following financial community events: Citi 2024 Global TMT Conference Wednesday, September 4, 2024 9:10 a.m.

Palo Alto Networks to Present at Upcoming Investor Events

The cybersecurity company reported excellent quarterly financial results that sent the stock higher.

Massive News for Palo Alto Stock Investors

Operational quality and business trends are why Palo Alto Network's NASDAQ: PANW stock price will soon hit a new all-time high. The latest report shows that business strength persists despite the company's leaning toward free and reduced services intended to boost total business.

Palo Alto Networks Stock Can Set a New All-Time High Soon

CrowdStrike's stock has been struggling since it was involved in a massive outage that took place in July. Rival Palo Alto Networks may provide investors with a better buying opportunity.

News for Palo Alto Networks Stock (PANW)