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	Saved 2026-07-06 18:42 3mo ago Published 2026-07-06 13:25 3mo ago	Palo Alto Networks rekordně roste po zvýšení cílových cen Akcie Palo Alto Networks vyskočily v pondělí až o 5,7 % na rekordních 368,17 USD po zvýšení cílových cen ze strany BTIG a Wells Fargo. Analytici míří na silnou poptávku po AI bezpečnostních řešeních. PANW Palo Alto Networks	FMP Stock News	78
Original source text Shares of Palo Alto Networks Inc. PANW climbed more than 5% on Monday after analysts at BTIG and Wells Fargo raised their price targets on the cybersecurity company. The analysts raised prices citing improving business momentum and continued demand for AI-driven security solutions. The stock rose as much as 5.7% during morning trading to a record high of $368.17 before easing slightly. Shares were last up about 2.7% at $357.50. The gains come as investors continue to focus on artificial intelligence-related cybersecurity spending and the company's recently announced $25 billion acquisition of CyberArk, which is expected to strengthen its position in identity security for human, machine and agentic AI environments. BTIG raised its price target on Palo Alto Networks to $380 from $333 while maintaining a Buy rating. The brokerage described Palo Alto Networks as its “top pick,” citing improving momentum and larger deal sizes. Wells Fargo also increased its price target to $420 from $325, maintaining its Overweight rating and adding the stock to its tactical ideas list due to a “clear catalyst path.” The positive analyst commentary helped push the stock to a fresh all-time high. BTIG also named Palo Alto Networks among its preferred "second-half outperformer" stocks alongside On Holding and Capital One, reinforcing expectations that the cybersecurity company could continue to outperform despite its strong gains over the past year. AI security demand remains a key growth driverInvestor optimism has been supported by expectations that the adoption of AI agents will increase cybersecurity risks and drive higher enterprise spending on security platforms. The company's acquisition of CyberArk has also strengthened that outlook by expanding Palo Alto Networks' exposure to security solutions covering human, machine and agentic AI identities. At the same time, analysts noted two risks facing the stock: its elevated valuation and the possibility that a portion of its growth is being driven by acquisitions rather than organic expansion. The stock has gained about 79% over the past 12 months and is now trading above its previous 52-week high of $358.10, a level that technical analysts often view as potential new support if the breakout is sustained. Palo Alto Technicals Palo Alto Networks is also trading significantly above key moving averages, sitting roughly 40.2% above its 50-day simple moving average of $254.97 and about 76.8% above its 200-day simple moving average of $202.25. Momentum indicators suggest the rally has become extended. The stock's Relative Strength Index (RSI) stands at 80.28, indicating overbought conditions that could leave shares vulnerable to consolidation or a pullback even if the broader uptrend remains intact. The longer-term trend, however, continues to appear positive. The 50-day moving average remains above the 100-day moving average, while a golden cross—formed in May when the 50-day moving average moved above the 200-day moving average—continues to support the bullish technical outlook. Broader market sentiment also provided support, with the Nasdaq-100 rising 1.37% on Monday. However, analysts cautioned that as momentum continues to build, the risk of the stock becoming a "crowded trade" also increases.
	Saved 2026-07-02 18:53 3mo ago Published 2026-07-02 12:30 3mo ago	Palo Alto Networks překonala odhady a zvýšila výhled tržeb Palo Alto Networks ve 3. fiskálním čtvrtletí překonala odhady: upravený zisk činil 85 centů na akcii a tržby 3 miliardy USD. Firma zároveň zvýšila výhled tržeb na 11,41–11,42 miliardy USD. PANW Palo Alto Networks	FMP Stock News	78
Original source text It has been about a month since the last earnings report for Palo Alto Networks (PANW - Free Report) . Shares have added about 25.5% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Palo Alto Networks Q3 Earnings and Revenues Surpass EstimatesPalo Alto Networks delivered third-quarter fiscal 2026 non-GAAP earnings of 85 cents per share, which beat the Zacks Consensus Estimate of 81 cents by 4.9%. The figure improved 6.3% year over year. Palo Alto Networks’ earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 7.03%. PANW reported third-quarter fiscal 2026 revenues of $3 billion, which topped the Zacks Consensus Estimate of $2.92 billion by 2%. Revenues increased 31% year over year from $2.29 billion in the year-ago quarter. Management attributed the quarter’s strength to accelerating organic bookings momentum as customers turned to the company to secure AI deployments at scale. PANW’s Q3 in DetailProduct revenues increased to $594 million from $453 million in the year-ago quarter, accounting for 19.8% of total revenues. Subscription and support revenues, which represented 80.2% of total revenues, rose to $2.41 billion from $1.84 billion, reflecting the company’s continued shift toward recurring revenues. Remaining performance obligation (RPO) rose to $18.4 billion, up 36% year over year, including contributions from CyberArk and Chronosphere. Next-Generation Security ARR climbed to $8.13 billion, up 60% year over year, supported by platform adoption and growth across the company’s next-generation portfolio. Non-GAAP gross profit grew to $2.27 billion compared to a non-GAAP gross margin at 75.8%. Non-GAAP operating income increased to $814 million, while the non-GAAP operating margin remained strong at 27.1%, reflecting continued profitability strength. PANW’s Balance Sheet & Cash FlowAs of April 30, 2026, Palo Alto Networks had $3.11 billion in cash and cash equivalents and short-term investments. Cash generation strengthened year over year. Net cash provided by operating activities was $871 million, up from $554 million in the prior quarter. Adjusted free cash flow was $910 million compared with $502 million in the prior quarter, while the trailing 12-month adjusted free cash flow margin was 38.5%, up 430 basis points year over year. PANW’s FY26 GuidanceFor fiscal 2026, Palo Alto Networks now expects revenues in the range of $11.41 billion to $11.42 billion, suggesting year-over-year growth of 24%. RPO is projected to be in the range of $20.9-$21.0 billion, while Next-Gen Security ARR is forecasted between $8.9 billion and $8.95 billion, implying 59-60% annual growth. The company projects a non-GAAP operating margin in the range of 28.9% to 29.2% and an adjusted free cash flow margin of 37.5%. PANW’s non-GAAP earnings per share (EPS) are expected in the band of $3.77 to $3.79. For the fiscal fourth quarter of 2026, Palo Alto Networks expects revenues in the range of $3.34 billion to $3.35 billion, indicating year-over-year growth of 32%. The company also guided Next-Generation Security ARR to $8.90 billion to $8.95 billion, suggesting growth of 59% to 60%, and RPO in the range of $20.9 billion to $21.0 billion. Non-GAAP EPS for the fiscal fourth quarter are projected in the range of 96 cents to 98 cents. How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in estimates review. The consensus estimate has shifted -7.87% due to these changes. VGM ScoresAt this time, Palo Alto has a average Growth Score of C, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock was allocated a grade of F on the value side, putting it in the fifth quintile for value investors. Overall, the stock has an aggregate VGM Score of F. If you aren't focused on one strategy, this score is the one you should be interested in. OutlookEstimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Palo Alto has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Performance of an Industry PlayerPalo Alto belongs to the Zacks Security industry. Another stock from the same industry, SentinelOne (S - Free Report) , has gained 7.9% over the past month. More than a month has passed since the company reported results for the quarter ended April 2026. SentinelOne reported revenues of $276.66 million in the last reported quarter, representing a year-over-year change of +20.8%. EPS of $0.04 for the same period compares with $0.02 a year ago. SentinelOne is expected to post earnings of $0.07 per share for the current quarter, representing a year-over-year change of +75%. Over the last 30 days, the Zacks Consensus Estimate has changed +2.4%. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #2 (Buy) for SentinelOne. Also, the stock has a VGM Score of F.
	Saved 2026-06-30 16:38 3mo ago Published 2026-06-30 11:16 3mo ago	Akcie Palo Alto Networks rekordně rostou, ale jsou drahé Akcie Palo Alto Networks letos vystřelily na rekordních 332 USD díky očekávání silnější poptávky po kybernetické bezpečnosti v éře AI. Firma ale čelí varování před vysokým oceněním a překoupeností. PANW Palo Alto Networks	FMP Stock News	78
Original source text Palo Alto Network stock has gone parabolic this year, helped by the belief that the ongoing AI boom will lead to more demand for cybersecurity tools. PANW jumped to a record high of $332, up by 137% from its lowest level this year. Its market capitalization has jumped to over $270 billion. Palo Alto Networks and other cybersecurity stocks have been in a strong bull run this year. Fortinet stock jumped to a high of $157, up by over 97% this year, while CrowdStrike has jumped by 62%. Other similar companies like Okta and SentinelOne have soared. The surge is happening as investors remain optimistic about its prospects. Arete Research hiked its target from $185 to $433, while William Blair reiterated the rating to outperform. Some of the other top investment banks, like Goldman Sachs, Susquehanna, and Piper Sandler, have all maintained a bullish outlook. The average target among analysts is $311, down slightly from the current level. The general view among analysts is that the company’s tools will see more demand in the AI era. This urgency jumped after Anthropic released Mythos, its most advanced model. The most recent earnings report showed that Palo Alto’s revenue jumped by 31% in the third quarter to $3 billion. This revenue growth included $388 million from CyberArk, the company it acquired in a $25 billion deal. A look beneath the surface shows that the next-generation security ARR jumped by 60% YoY to $8.1 billion, while the Remaining performance obligation (RPO) soared by 36% to $18.4 billion. Palo Alto Networks now expects that its next-generation ARR will jump to between $8.9 billion and $8.95 billion this year, an increase of 60%. Its revenue is expected to grow by 25% this year. While this double-digit growth rate is impressive, the main challenge is that it is boosted by CyberArk, a sign that the organic revenue growth is not all that strong. Valuation concerns remainThere is no doubt that demand for cybersecurity solutions is rising and that Palo Alto Networks will continue being the most dominant player. However, there are now concerns about its valuation. Data shows that the forward price-to-earnings ratio of 80, much higher than the sector median of 23. It is also higher than the five-year average of 23. Notably, the company’s rule-of-40 shows that it is a bit overvalued. It has a net profit margin of 8% and a forward revenue growth of 24%, giving it a multiple of 33%. This is notable because its revenue growth estimate includes CyberArk, its recent buyout. READ MORE: PANW stock dubbed 'double table pounder' despite muted outlook The daily chart shows that the PANW stock has been in a strong bull run in the past few months. It recently crossed the important resistance level of $302, the highest swing on June 1. Moving above that level invalidated the double-top pattern. The risk, however, is that it has become highly overbought as the Relative Strength Index (RSI) has moved to 77.62. Also, the Stochastic Oscillator and other oscillators have continued rising. The stock remains above all moving average, with the 100-day EMA being at $223. Therefore, there is a risk that the overbought stock will suffer a mean reversion. If this happens, it will drop to the key support level of $300.
	Saved 2026-06-29 18:59 3mo ago Published 2026-06-29 12:40 3mo ago	Palo Alto Networks posiluje AI bezpečnost s IBM a Deutsche Telekom Palo Alto Networks spojila síly s IBM, Red Hat a Deutsche Telekom, aby posílila AI bezpečnostní platformu a rychleji chránila před zranitelnostmi. Nové řešení Sovereign Cortex míří na regulovaná odvětví v Evropě. PANW Palo Alto Networks	FMP Stock News	78
Original source text Key Takeaways Palo Alto Networks partnered with IBM and Red Hat to speed protection against software vulnerabilities.PANW teamed up with Deutsche Telekom to launch Sovereign Cortex for regulated European industries.PANW's partnerships expand AI security capabilities and support broader enterprise customer opportunities. Palo Alto Networks (PANW - Free Report) is using strategic partnerships to expand its AI security platform and address new cybersecurity challenges. Rapid adoption of AI by enterprises requires the need for better protection against cyber threats and solutions that meet regulatory requirements. The company's recent partnerships with IBM, Red Hat and Deutsche Telekom support the above-mentioned goals as they expand PANW's security capabilities, while helping the company reach new customer segments. PANW's partnership with IBM and Red Hat focuses on reducing the time between vulnerability discovery and protection. AI has made it possible to identify software vulnerabilities much faster, giving attackers less time to exploit them before organizations apply software patches. Under the partnership, PANW's Virtual Patching technology can immediately block attacks at the network level, while IBM and Red Hat's Project Lightwell provide software fixes that customers can test and deploy later. The solution also expands protection across open-source software, commercial applications, operational technology and healthcare systems. The partnership with Deutsche Telekom is aimed at regulated industries in Europe. The companies launched Sovereign Cortex with T Security, an AI-driven security operations platform with additional data sovereignty controls. The solution provides European data residency, Europe-based support, encryption key controls and audited access logs to help organizations comply with regulations such as GDPR, NIS2 and DORA. The solution is scheduled to be released in the third quarter of fiscal 2026 and is initially targeted at customers in healthcare, financial services, the public sector and critical infrastructure. The above-mentioned strategic partnerships strengthen different parts of PANW's business. The IBM and Red Hat partnership strengthens PANW's vulnerability management capabilities, while the Deutsche Telekom partnership expands PANW's presence in regulated European markets. Together, these partnerships should strengthen PANW's AI security platform, while creating additional opportunities for the company to win enterprise customers as AI adoption continues to grow. How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation. CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model. Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI. PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 65.1% in the year-to-date period compared with the Zacks Security industry’s return of 49.8%. PANW’s YTD Price Return Performance Image Source: Zacks Investment Research From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 18.35X compared with the industry’s average of 16.34X. The Zacks Value Score of F also suggests that PANW stock is overvalued. PANW Forward 12-Month P/S Ratio Image Source: Zacks Investment Research The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 12.9% and 8.1%, respectively. The estimates for fiscal 2026 and 2027 have been revised up by 6 cents and 8 cents, respectively, over the past 30 days. Image Source: Zacks Investment Research Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
	Saved 2026-06-25 16:55 3mo ago Published 2026-06-25 10:31 4mo ago	Palo Alto Networks zvýšila ARR u XSIAM na více než 600 milionů USD Palo Alto Networks zvýšila ARR u XSIAM na více než 600 milionů USD, meziročně o 100 %. Platforma měla na konci čtvrtletí přes 740 zákazníků. PANW Palo Alto Networks	FMP Stock News	78
Original source text Key Takeaways Palo Alto Networks grew XSIAM ARR to more than $600M, up 100% year over year in Q3 fiscal 2026.PANW ended Q3 fiscal 2026 with more than 740 XSIAM customers amid strong adoption.XSIAM processes more than 17 petabytes daily, helping most customers respond to threats in under 10 minutes. Palo Alto Networks (PANW - Free Report) is seeing strong growth in XSIAM, its security operations platform. In the third quarter of fiscal 2026, XSIAM annual recurring revenue (ARR) exceeded $600 million, up 100% from the year-ago quarter. PANW's XSIAM had more than 740 customers at the end of the third quarter. XSIAM is becoming an important part of Palo Alto Networks’ business as companies look for better ways to detect, investigate and respond to cyber threats. The company believes artificial intelligence is changing the threat landscape. According to management, attackers can now use advanced AI models to find vulnerabilities and launch attacks much faster than before. Earlier in 2026, PANW's Unit 42 team demonstrated a ransomware attack that moved from initial access to data theft in only 25 minutes. At the same time, many organizations still take days to identify a security breach. This gap is increasing demand for automated security operations platforms such as XSIAM. XSIAM processes more than 17 petabytes of telemetry data every day and helps customers manage large volumes of security data and automate threat response. As a result, most XSIAM customers are now able to respond to threats in less than 10 minutes. This gives XSIAM a significant edge over traditional security operations tools that often require more manual work and longer investigation times. PANW is also benefiting from its broader platform strategy. XSIAM works with the company's network security, AI security, identity security and observability products. This allows customers to manage more of their security operations through a single platform. With XSIAM ARR growing 100%, strong customer adoption and rising demand for automated security operations, XSIAM is becoming one of Palo Alto Networks' fastest-growing businesses and an important contributor to future growth. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of around 23.7% and 20.2%, respectively. How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation. CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model. Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI. PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 53.3% in the year-to-date period compared with the Zacks Security industry’s return of 44.3%. PANW’s YTD Price Return Performance Image Source: Zacks Investment Research From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 17.25X compared with the industry’s average of 15.77X. The Zacks Value Score of F also suggests that PANW stock is overvalued. PANW Forward 12-Month P/S Ratio Image Source: Zacks Investment Research The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 12.9% and 8.1%, respectively. The estimates for fiscal 2026 and 2027 have been revised up by 6 cents and 8 cents, respectively, over the past 30 days. Image Source: Zacks Investment Research Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
	Saved 2026-06-24 18:58 4mo ago Published 2026-06-24 11:30 4mo ago	Palo Alto Networks zvýšila výnosy i výhled růstu Palo Alto Networks ve fiskálním 3Q zvýšila výnosy o 31 % na 3 miliardy USD a RPO o 36 % na 18,4 miliardy USD. Firma zároveň zvýšila výhled růstu výnosů pro fiskální rok 2026 na 24 %. PANW Palo Alto Networks	FMP Stock News	78
Original source text The advent of artificial intelligence (AI) is turning out to be a tailwind for the global cybersecurity industry. Cyberattacks are becoming more sophisticated, as bad actors now have access to advanced AI tools which help them find targets easily and scale up attacks rapidly. This explains why companies and governments are poised to spend heavily on shoring up their cyber defenses. Market research firm IDC estimates that global cybersecurity spending could reach $308 billion in 2026 and $430 billion in 2029. Not surprisingly, the demand for AI-powered cybersecurity tools will play a central role in boosting this market's size. Fortune Business Insights estimates that the AI-focused cybersecurity market could grow from $44 billion this year to $213 billion in 2034. Palo Alto Networks (PANW 1.66%) is already capitalizing on this terrific opportunity. The company released its fiscal 2026 third-quarter results (for the quarter ended April 30) on June 2, and its numbers and guidance clearly indicate that it is making the most of the AI-driven growth in the cybersecurity market. Let's take a closer look at Palo Alto's performance and check why this cybersecurity stock can be a long-term winner. Image source: Getty Images. Palo Alto Networks' AI-focused cybersecurity tools will accelerate growth Palo Alto's fiscal Q3 revenue increased 31% year over year to $3 billion. This included $388 million in revenue from the acquisitions of Chronosphere and CyberArk, which were completed in January and February this year. However, the more important metric to note here is that the company's remaining performance obligations (RPO) increased by 36% year over year to $18.4 billion. Chronosphere and CyberArk contributed $1.8 billion to Palo Alto's RPO last quarter. Today's Change ( -1.66 %) $ -4.83 Current Price $ 286.09 RPO is the total value of a company's contracts that are yet to be fulfilled at the end of a quarter. As Palo Alto's RPO increased faster than its revenue, this suggests the company is getting more business than it can fulfill right now. One of the reasons this is happening is the terrific demand for Palo Alto's AI solutions. More than 300 customers were using its Prisma AIRS platform in the previous quarter, a massive increase of 10x from the year-ago period. That's not surprising, as Prisma AIRS is designed to provide end-to-end security to an organization's AI assets, including AI apps, AI agents, AI models, data, endpoints, and browsers. Palo Alto management notes that Prisma AIRS is the "fastest scaling product in our history." This platform is helping the company land sizable deals, such as a $20 million contract with a global consulting firm. Meanwhile, Palo Alto's network security business is also getting a big boost due to AI. This is the company's largest business segment, producing 70% of its top line. Palo Alto points out that it witnessed a 40% year-over-year increase in bookings for its next-generation firewall hardware, which is experiencing healthy demand from AI data centers. Additionally, sales of firewall software to secure AI applications increased by 25% from the year-ago period. Also, Palo Alto's platformization strategy is gaining favor among customers. The company has consolidated multiple cybersecurity tools and processes into a single platform to provide comprehensive security, greater efficiency, and reduced complexity in performing cybersecurity tasks. Palo Alto ended fiscal Q3 with 2,280 platformizations, up significantly from 1,250 platformization customers in the year-ago period. The company aims to achieve more than 4,000 platformizations by fiscal 2030, helping it reach $20 billion in annual recurring revenue (ARR) from its next-generation security (NGS) solutions. Palo Alto's NGS ARR jumped by 60% year over year in the previous quarter to $8.1 billion, with 65% coming from platformized customers. All this suggests that Palo Alto is growing faster than the cybersecurity market, which is why it won't be surprising to see it exceed Wall Street's growth expectations in the long run. The stock is expensive, but the company's growth potential indicates more upside Palo Alto stock trades at 20 times sales, well above the tech-focused Nasdaq Composite's sales multiple of 5.3. However, the company's improving pipeline will give it a nice shot in the arm. Palo Alto has increased its fiscal 2026 revenue growth guidance to 24%, well above the 14% growth it was anticipating at the beginning of the fiscal year. What's more, it anticipates a 32%-33% increase in its RPO in fiscal 2026, nearly double the 17%-18% growth it was forecasting when the fiscal year started. This is probably why analysts have increased their revenue growth expectations for Palo Alto. Data by YCharts However, the pace of growth in Palo Alto's RPO and the healthy jump in demand for its AI-focused offerings should ideally lead to a much stronger increase. This potential outperformance could pave the way for further upside in this AI stock, which currently has a 12-month median price target of $330, according to 56 analysts covering it. That suggests a potential 13% jump, though there is a strong likelihood it will do much better over the long run. Also, 79% of analysts rate Palo Alto a buy, and it is easy to see why, given the points discussed above. In all, Palo Alto's position as one of the top cybersecurity companies makes it one of the best ways to capitalize on the AI boom in this niche.

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