PANW Stock Recent News

AI-driven security offerings, platform consolidation, Big Money have shares of cybersecurity leader Palo Alto Networks, Inc. (PANW) rising.

Palo Alto Networks (PANW -3.91%) has a ton going for it right now. It enacted a 2-for-1 stock split in December and recently notched a new all-time high after reporting strong Q2 FY 2025 (ending Jan. 31) results.

Palo Alto Networks (PANW -3.91%) released its fiscal 2025 second-quarter results (for the three months ended Jan. 31, 2025) on Feb. 13. Investors' initial reaction to the report was a negative one as the company's earnings outlook fell below expectations.

PANW's platformization strategy has delivered the new growth opportunity as intended, thanks to the free extended rollout period. These have already been accretive to its top/ bottom-lines and multi-year remaining performance obligations, providing great insights to its long-term prospects. Combined with the generative AI boom, multi-year cloud super cycle, and the growing enterprise need for cybersecurity offerings, we can understand the stocks' recent outperformance.

Palo Alto Networks' growth has reaccelerated in recent quarters, supported by improved hardware demand and continued strength from its next-gen portfolio. While growth is likely to improve again in the third quarter, I expect Palo Alto's growth to stabilize in the mid-teens. This growth must also be viewed in light of Palo Alto's platformization strategy and heavy use of incentives to create growth, which is impacting the company's profitability and cash flows.

Palo Alto Networks' (PANW -3.91%) 2025 has started out better than its 2024, when the stock plunged following its fiscal second-quarter 2024 results. A year ago, the company commenced its new "platformization" strategy to move customers to one of its three cybersecurity platforms and away from point solutions.

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Despite near-term challenges, PANW is worth holding due to its leadership in cybersecurity, AI-driven innovation and strategic shift toward a platform-based model.

Good companies tend to create lots of value over the long term, which can drive their stock price into the hundreds or even thousands of dollars. That makes it difficult for retail investors to buy into the story unless they use a broker which offers fractional shares.