PANW News
5 R40 articles on Palo Alto Networks, Inc. (PANW). Latest, Sep 2, 2026: PANW Q4 FY2026 reported earnings analysis.
R40 Coverage
PANW Q4 FY2026 reported earnings analysis
Palo Alto Networks added nearly $1B of net new security ARR; its fiscal 2027 guide targets $2B as operating income grows 24%.
PANW Q4 FY2026 earnings preview
Palo Alto Networks guides to 32% revenue growth, versus 14% organic growth last quarter after excluding two acquisitions.
Nebius Sold Stock at $223.60 and Its Newest Converts Strike From $313.46. The Shares Sit Between Them.
Nebius sold $2.8bn of shares at $223.60 and struck $3.45bn of converts at $313.46. IREN trades 36% below NVIDIA's $70 rights; CoreWeave publishes no mark.
Our Own Explainer Says the Rule of 40 Captures Stock Compensation 'Not Perfectly'. Here Is How Imperfectly.
The four companies our Rule of 40 explainer praises pay 14.5-21.5% of revenue in stock compensation. Subtract it and two fall below 40. How big the gap is.
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.