Palo Alto Networks reports Q2 revenue up 15% YoY to $2.6B, above $2.58B est., and projects Q3 adjusted EPS below estimates; PANW drops 7%+
Wall Street Journal Elias Schisgall
Related Coverage
- Palo Alto Networks Reports Fiscal Second Quarter 2026 Financial Results Palo Alto Networks
- Palo Alto Networks shares fall after outlook disappoints despite earnings beat SiliconANGLE · Duncan Riley
- Palo Alto Networks' stock slides as underwhelming outlook overshadows AI messaging MarketWatch · Hannah Pedone
- Palo Alto Networks Q2 earnings top estimates, shares fall on weak profit guidance Proactive
- Palo Alto Networks cuts annual profit forecast as deal costs bite, shares fall Reuters
- Stocks making the biggest moves after hours: Palo Alto Networks, Toll Brothers, Caesars Entertainment & more CNBC
- Palo Alto Networks Falls After Disappointing Profit Forecast Bloomberg
- Palo Alto Tops Q2 Estimates On Continued AI Strength, Shares Slide Benzinga · Adam Eckert
- Palo Alto Reports Earnings as the Cyber Threat Landscape Shifts Barron's Online · Adam Levine
- Palo Alto Networks agrees to acquire Israeli endpoint security company Koi Security, sources say for ~$400M; Koi raised $48M across two rounds, per PitchBook Globes · Assaf Gilead
- Palo Alto Networks slumps 6% as third quarter profit guidance falls short CNBC · Samantha Subin
- Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks CNBC · Samantha Subin
Discussion
-
@bloombergtv
@bloombergtv
on x
Palo Alto Networks shares fell more than 5% in extended trading after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated. CEO Nikesh Arora tells @EdLudlow that the market has it wrong https://www.bloomberg.com/... [video]
-
@paloaltontwks
@paloaltontwks
on x
Strong quarter. Strong trajectory. Q2 FY26: • Revenue +15% YoY to $2.6B • Next-Gen Security ARR +33% to $6.3B • RPO +23% to $16.0B • 3rd straight quarter of 30%+ non-GAAP operating margins Platformization is working. Details: https://investors.paloaltonetworks.com/ ... #PANW $PAN…
-
@schwabnetwork
@schwabnetwork
on x
.@MarleyKayden, @sam_vadas and @G_Tsilis break down Palo Alto Networks' (PANW) second-quarter results and what the company expects for the third quarter. “We saw continued strength in platformizations, a trend that is accelerating due to AI - customers are keen to both modernize …
-
@economyapp
@economyapp
on x
$PANW Palo Alto Q2 FY26: • NGS ARR +33% Y/Y to $6.3B. • RPO +23% Y/Y to $16.0B ($B beat). • Revenue +15% Y/Y to $2.6B ($10M beat). • Non-GAAP EPS $1.03 ($0.09 beat). FY26 Guidance: • NGS ARR +54% Y/Y to $8.6B ($1.5B raise) • Revenue +23% Y/Y to $11.3B ($0.8B raise). [image]
-
@divestech
Dan Ives
on x
AI will create major growth opportunities for the cyber security sector over the coming years and Palo Alto and Crowdstrike are poised to benefit as we discuss @CNBCClosingBell 🎯🏆👇