Palo Alto Networks Aktie News

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

Palo Alto shares fell 6% in pre-market trading on Wednesday after the cybersecurity firm lowered its annual profit forecast on higher integration costs related to recent acquisitions, including its $25 billion CyberArk deal.

Palo Alto Networks (NASDAQ: PANW) reported a significant earnings surprise on February 17, 2026 – revenue increased 15.7% compared to the previous year, reaching $2.5 billion, cash flow stayed strong, and the company updated its full-year revenue forecast upwards. So, why is the stock down 8% in after-hours trading?

Palo Alto Networks, Inc. (PANW) Q2 2026 Earnings Call Transcript

The cybersecurity company says it's poised to benefit as AI creates “new classes of risks.”

Palo Alto Networks trimmed its annual profit forecast on Tuesday, signaling rising costs from recent acquisitions to enhance AI capabilities, sending the cybersecurity company's shares down around 7% in extended trading.

Palo Alto Networks topped Wall Street's fiscal second-quarter estimates. The cybersecurity company's fiscal third-quarter earnings forecast fell short of expectations.

The company said it now expects full-year revenue to come in between $11.28 billion and $11.31 billion, up from a range of $10.5 billion to $10.54 billion.