High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
On Sept. 24, 2026, the security software maker beat Q2 estimates and raised its full-year outlook, citing automotive design wins and 26% revenue growth.
Palo Alto Networks has completed its US$3.14 billion share repurchase program begun in 2019, reported a shift from quarterly profit to loss despite higher revenue, filed a US$2.74 billion ESOP-related shelf registration, and issued new fiscal 2027 revenue guidance, all against a backdrop of rising AI-related cybersecurity demand. AI safety warnings from leading technology executives have pushed cybersecurity into focus for enterprises and investors, with Palo Alto Networks’ Frontier AI...
Arora discusses platformization strategy as RPO hits $21.2 billion milestone.
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
Zscaler posted a clean earnings beat and still sent the whole cybersecurity sector into retreat, raising an uncomfortable question about whether even the strongest growth numbers can justify where these stocks are priced right now.
ZS' Q4 earnings and revenues top estimates as rising platform adoption, AI demand and broad geographic growth drive 25% revenue growth and stronger ARR.
The cybersecurity company posted adjusted earnings of $1.19 a share on revenue of $898.2 million, beating Wall Street expectations.
Palo Alto Networks, Inc. (NASDAQ:PANW) delivered strong fiscal fourth-quarter 2026 results, but the stock’s reaction shows that investors are demanding more than an earnings beat from one of the market’s biggest cybersecurity winners. During the September 1 episode of Mad Money, Jim Cramer said: The cybersecurity stocks have been climbing steadily higher for months now, […]
Palo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.
Palo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus
Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Palo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.
Adjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
CEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry
The cybersecurity company posted $3.41 billion in revenue and $1.02 adjusted EPS, both above estimates, but its stock fell in after-hours trading
Cybersecurity leader delivers a record fiscal Q4 with platformization momentum accelerating, while guiding to a more normalized growth trajectory in fiscal 2027.
Palo Alto Networks (NASDAQ:PANW) said it exceeded its guidance across financial metrics in the fiscal fourth quarter, closing fiscal 2026 with accelerating bookings growth, record remaining performance obligations and continued expansion in its next-generation security businesses. Chairman and Chie
The headline numbers for Palo Alto (PANW) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Palo Alto Networks beat quarterly earnings and revenue expectations, while Next-Generation Security ARR jumped 63% year over year.
Palo Alto (PANW) delivered earnings and revenue surprises of +4.08% and +1.78%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at...
Palo Alto Networks is scheduled to report its fourth-quarter earnings following a volatile year for its stock price.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).
High expectations leave little room for an ordinary quarter.
ZS heads into Q4'26 earnings with 22% revenue growth expected, as AI security demand, Zero Trust momentum and Z-Flex deals support growth.
The company continues to benefit from higher cybersecurity priority as enterprises deploy AI.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.