Palo Alto Networks' (PANW) fiscal Q3 results indicated increasing customer demand for platform-based
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Palo Alto just published a strong quarterly report. So why is the stock falling?
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...
The cybersecurity giant is riding the AI wave for all its worth, but the real question is whether this is a new growth era or just a temporary hardware high.
Stock Market Today: The Dow Jones index dropped Wednesday after Trump's latest U.S.-Iran comments. Palo Alto stock sold off on earnings.
Revenue tops $3 billion for the first time as CEO Arora declares the "SaaSpocalypse" for cyber dead
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 31.1% year on year to $3.00 billion. Guidance for next quarter’s revenue was optimistic at $3.35 billion at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.85 per share was 6.6% above analysts’ consensus estimates.
US equity futures were mixed pre-bell Wednesday as the US and Iran continued to exchange attacks in
Palo Alto CEO stated that frontier AI development has reached a critical inflection point, and models like Mythos now possess the autonomous capability to execute comprehensive cyberattacks from start to finish, in minutes rather than months.
Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.
Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.
↗️ Marvell Technology (MRVL): The semiconductor firm's stock soared another 12% in premarket trading, a day after Nvidia CEO Jensen Huang said Marvell could be the next trillion-dollar chip stock. Marvell shares rose 32% yesterday.
Palo Alto Networks Inc (PANW) reports a stellar Q3 with 60% growth in Next Generation Security ARR and significant advancements in AI-driven network security solutions.
U.S. President Donald Trump said in a post on Truth Social on Tuesday that the U.S. and Iran deal negotiations are ongoing, dismissing reports of strained relations between the two countries.
Moby summary of Palo Alto Networks, Inc.'s Q3 2026 earnings call
PANW expects FY26 revenue at $11.42billion to $11.43 billion, representing year-over-year growth of 24%.
Palo Alto Networks (NASDAQ:PANW) reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence securi
Hamza Fodderwala: I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. With me on today's call to discuss our fiscal third quarter results are Nikesh Arora, our Chairman and Chief Executive Officer and Dipak Golechha, our chief financial officer, Following our prepared remarks, Lee Klarich, our chief product and technology officer and board member, will join us for the question and answer portion. While there, please click on the link for quarterly results to find the Q3 26 supplemental financials information and Q3 26 earnings presentation, During the course of today's call, we will be making forward looking statements and projections regarding the company's business operations, and financial performance as well as the company's recent acquisitions.
While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Palo Alto (PANW) delivered earnings and revenue surprises of +5.29% and +2.00%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.