PANW News
Latest updates and analysis for Palo Alto Networks, Inc.
February 2026
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.
Palo Alto Networks to Announce Fiscal Second Quarter 2026 Financial Results on February 17
Q2 FY2026 results (ending January 31) to be released after market close on February 17; builds anticipation for revenue, ARR growth, and AI/platform momentum.
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.
Is It Time To Reassess Palo Alto Networks After Recent Share Price Weakness
DCF-based valuation suggests ~32% undervaluation at ~$166-167/share; projects strong FCF growth to $4B+ in 2026; balances recent dips with AI/platform tailwinds.
Palo Alto Networks Q2 Preview: Cautious View on Decelerating ARR
In-depth bearish view: Q1 FY2026 showed solid revenue but slowing ARR/RPO growth; FY2026 guidance implies deceleration; highlights valuation concerns and geopolitical risks.