PANW
Palo Alto Networks, Inc.
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Palo Alto Networks, Inc..
Palo Alto Networks is executing on 'platformization' — consolidating customers onto its integrated AI-driven security platform. The $3.35B Chronosphere acquisition adds observability for unified threat detection. CyberArk deal (~$25B) pending for April 2026. NextWave partner program revamped for AI-era rewards. Q1 FY2026 delivered 16% revenue growth but ARR deceleration (29%) concerns some analysts. Q2 earnings due February 17. DCF analysis suggests 32% undervaluation despite premium multiples.
Latest Coverage
Palo Alto Beat on Everything. The Stock Dropped 6%.
Palo Alto Networks crushed Q2 estimates with $2.6B revenue, 33% NGS ARR growth, and $25B in acquisitions. Wall Street punished weak Q3 EPS guidance — but the revenue acceleration tells a different story.
Palo Alto Networks NextWave Program Accelerates Partner Profitability and AI-Driven Security
Revamped NextWave Partner Program shifts from volume-based rewards to 'platformization,' prioritizing AI-driven security outcomes and technical expertise.
Palo Alto Networks Ties Chronosphere Deal And Partner Shift To Valuation
Completed $3.35B acquisition of Chronosphere (observability platform); integrates monitoring data with security for AI-driven threat detection.
Palo Alto Networks Revamps NextWave Program: 5 Biggest Updates
Major channel updates include new incentives, AI training tools, and focus on platform adoption; Chronosphere close and upcoming CyberArk acquisition (April 2026).
Palo Alto Networks Q2 Preview: Why I Remain Cautious And Reaffirm My Sell Rating
Analyst caution on decelerating next-gen ARR (29% in Q1 FY2026 vs. prior), soft guidance signals, China risks, and premium valuation ahead of February 17 earnings.
NextWave Program Accelerates Partner Profitability and AI-Driven Security Outcomes
Comprehensive program evolution: rewards shift to platform-centric outcomes; new training, tools, and incentives; Global Path for system integrators coming later in 2026.
Earnings release dates
| Quarter | End date | Publication date | Source |
|---|---|---|---|
| 2026 Q2 | 2026-01-31 | 2026-02-17 | Link |
| 2026 Q1 | 2025-10-31 | 2025-11-19 | Link |
| 2025 Q4 | 2025-07-31 | 2025-08-18 | Link |
| 2025 Q3 | 2025-04-30 | 2025-05-20 | Link |
| 2025 Q2 | 2025-01-31 | 2025-02-13 | Link |
| 2025 Q1 | 2024-10-31 | 2024-11-20 | Link |
| 2024 Q4 | 2024-07-31 | 2024-08-19 | Link |
| 2024 Q3 | 2024-04-30 | 2024-05-20 | Link |
| 2024 Q2 | 2024-01-31 | 2024-02-20 | Link |
Company History
Key Players
Short interest data unavailable for PANW.
