PANW Stock Recent News

Recent S&P 500 laggards like Intel, Palo Alto Networks, and Twilio are seeing bottom-fishing interest after sharp declines, but growth remains limited. Intel is rated 'Hold' due to cost-cutting, restructuring, and lagging behind AMD and Nvidia in key markets, despite some innovation in GPUs. Palo Alto Networks also gets a neutral rating; its CyberArk acquisition adds risk but could boost results if integration succeeds.

Evaluate the expected performance of Palo Alto (PANW) for the quarter ended July 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Jim Cramer breaks down why he's keeping an eye on shares of Palo Alto Networks.

Palo Alto Networks (PANW 4.33%) is the world's largest cybersecurity vendor, but with competitors like CrowdStrike (CRWD 2.23%) nipping at its heels, the company is investing heavily in innovations like artificial intelligence (AI) to deliver the best possible protection for its 70,000 enterprise customers and maintain its position at the top.

Palo Alto Networks Inc (NYSE:PANW, ETR:5AP) will report its fiscal fourth quarter earnings next week, with analysts focused on how management will frame its outlook for fiscal 2026 against a mixed backdrop for the cybersecurity sector. Jefferies analysts expect the company to meet Q4 targets of $2.5 billion in revenue, 19% to 20% growth in remaining performance obligations (RPO), and $5.5 billion annual recurring revenue (ARR), but believes the market's attention will be on the fiscal 2026 forecast.

Cybersecurity name Palo Alto Networks Inc (NASDAQ:PANW) is gearing up for its latest quarterly earnings report, due out after the close on Monday, August 18.

Piper Sandler upgrades the stock to Overweight from Neutral ahead of the company's Aug. 18 earnings report.

Cybersecurity has evolved from a niche idea to a popular tech-investing angle as companies in the space have grown and the need for online security has become ubiquitous. Many leading cybersecurity companies are also deeply invested in artificial intelligence (AI), utilizing the latest models to identify, detect, and eliminate threats more quickly than ever.

Palo Alto Networks faces slowing growth but stays a long-term hold, backed by AI innovation, platform expansion, and discounted valuation.

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.