Free Trial

Palo Alto Networks (PANW) News Today

Palo Alto Networks logo
$194.48 +0.18 (+0.09%)
As of 05/20/2025 04:00 PM Eastern

Why is Palo Alto Networks Up Today?

Palo Alto Networks (NASDAQ:PANW) shares have been on the move following a flurry of earnings reports, analyst updates and strategic announcements.

  • Strong Q3 results: Fiscal third-quarter revenue rose 15% year-over-year to $2.3 billion, beating the $2.28 billion consensus. EPS came in at $0.80 versus the $0.77 estimate, driven by 34% growth in next-generation security ARR.
  • Guidance and investor reaction: The company’s Q4 and full-year FY25 outlook met Wall Street expectations but showed a slowdown in remaining performance obligations, leading to a roughly 4% post-earnings pullback as investors sought more acceleration.
  • Analyst ratings boost: Rosenblatt Securities reiterated a Buy rating with a $235 price target. Wedbush maintained an Outperform rating and a $225 target, while Cantor Fitzgerald reaffirmed an Overweight rating at $223.
  • Strategic AI focus: CEO Nikesh Arora underscored on ‘Mad Money’ that enterprises not moving data to the cloud risk falling behind in the AI revolution. A new partnership with Glean to secure AI agents further highlights Palo Alto’s push into AI-driven cybersecurity.
  • Market context: Despite a generally quiet news cycle and broader economic concerns over extended deficits and tax-cut proposals, analysts remain largely optimistic about Palo Alto’s long-term platform strategy.

In sum, PANW’s latest earnings and forward guidance have created a near-term tug-of-war between cautious growth execution and bullish sentiment around its AI-centric security roadmap.

Posted 3h agoAI generated

PANW Latest News

Palo Alto outperforms estimates for fiscal third quarter
Palo Alto Networks (PANW): Q3 FY25 Earnings LIVE
Palo Alto Networks, Inc. stock logo
Temasek Holdings Private Ltd Buys New Shares in Palo Alto Networks, Inc. (NASDAQ:PANW)
Temasek Holdings Private Ltd purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 24,850 shares of the network techn
Palo Alto Networks, Inc. stock logo
Texas Bank & Trust Co Takes Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
Texas Bank & Trust Co purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,209 shares of the network technology company's stock,
Palo Alto Networks, Inc. stock logo
Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Acquired by TrinityPoint Wealth LLC
TrinityPoint Wealth LLC lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 101.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 20,382 shares of the network t
Palo Alto Networks, Inc. stock logo
Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Acquired by Stony Point Capital LLC
Stony Point Capital LLC grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 86.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 129,994 shares of the network technology company's stock after purchasing an a
Palo Alto Networks, Inc. stock logo
Strategic Global Advisors LLC Reduces Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
Strategic Global Advisors LLC trimmed its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 9.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,064 shares of the network technology company's stock after selling 1
Palo Alto Networks, Inc. stock logo
Strategic Wealth Partners Ltd. Purchases 5,509 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
Strategic Wealth Partners Ltd. boosted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 73.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,026 shares of the network technology company's stock afte
Palo Alto Networks, Inc. stock logo
Strive Asset Management LLC Purchases New Shares in Palo Alto Networks, Inc. (NASDAQ:PANW)
Strive Asset Management LLC acquired a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,800 shares of the network technology company's st
Palo Alto Networks, Inc. stock logo
Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Bought by Toronto Dominion Bank
Toronto Dominion Bank lifted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 86.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 227,913 shares of the network technology company's stock
What is Roth Capital's Estimate for PANW Q3 Earnings?
Palo Alto Networks, Inc. stock logo
Q3 Earnings Estimate for PANW Issued By Roth Capital
Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) - Equities researchers at Roth Capital issued their Q3 2025 earnings per share estimates for Palo Alto Networks in a research note issued to investors on Wednesday, May 14th. Roth Capital analyst I. Koujalgi anticipates that the network technol
Palo Alto Networks, Inc. stock logo
Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Acquired by Scientech Research LLC
Scientech Research LLC lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 85.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,928 shares of the network technology company's stock after buying an
How To Trade PANW Stock Ahead Of Its Earnings?
Palo Alto Networks, Inc. stock logo
SGL Investment Advisors Inc. Has $5.60 Million Holdings in Palo Alto Networks, Inc. (NASDAQ:PANW)
SGL Investment Advisors Inc. lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 103.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,480 shares of the network technology company's stock after
Palo Alto Networks, Inc. stock logo
Shell Asset Management Co. Has $7.08 Million Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
Shell Asset Management Co. raised its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 94.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 38,922 shares of the network technol
Palo Alto Networks, Inc. stock logo
Pathstone Holdings LLC Has $12.63 Million Stock Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
Pathstone Holdings LLC boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 97.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 69,439 shares of the network technology company's stock after buying an additional 34,270
Palo Alto Networks, Inc. stock logo
Man Group plc Acquires 41,066 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
Man Group plc boosted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 34.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 159,455 shares of the network technology company's stock after acquiring an additional 41,066 shares
Roth Capital Begins Coverage on Palo Alto Networks (NASDAQ:PANW)
Palo Alto Networks, Inc. stock logo
Polar Capital Holdings Plc Purchases 197,724 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
Polar Capital Holdings Plc boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 65.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 497,776 shares of the network technology
Palo Alto Networks, Inc. stock logo
ProShare Advisors LLC Boosts Stock Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
ProShare Advisors LLC increased its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 141.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 879,418 shares of the ne
Palo Alto Networks, Inc. stock logo
NorthRock Partners LLC Acquires 7,577 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
NorthRock Partners LLC lifted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 415.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,401 shares of the
Palo Alto Networks, Inc. stock logo
4,546 Shares in Palo Alto Networks, Inc. (NASDAQ:PANW) Bought by Numerai GP LLC
Numerai GP LLC purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 4,546 shares of the network technology company's stock
Palo Alto Networks, Inc. stock logo
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Makes New Investment in Palo Alto Networks, Inc. (NASDAQ:PANW)
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,412 shares
Palo Alto Networks, Inc. stock logo
Quantinno Capital Management LP Grows Holdings in Palo Alto Networks, Inc. (NASDAQ:PANW)
Quantinno Capital Management LP boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 209.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 136,230 shares of the network technology company's stock after buying
Palo Alto Networks, Inc. stock logo
Mufg Securities Americas Inc. Invests $1.76 Million in Palo Alto Networks, Inc. (NASDAQ:PANW)
Mufg Securities Americas Inc. acquired a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 9,663 shares of the network tech
Palo Alto Networks, Inc. stock logo
MainStreet Investment Advisors LLC Purchases 9,087 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
MainStreet Investment Advisors LLC boosted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 97.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 18,447 shares of the network technology comp
Palo Alto Networks, Inc. stock logo
Palo Alto Networks, Inc. (NASDAQ:PANW) is Nia Impact Advisors LLC's 10th Largest Position
Nia Impact Advisors LLC raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 84.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 40,226 shares of the network technology company's stock
Palo Alto Networks, Inc. stock logo
Nissay Asset Management Corp Japan ADV Purchases 78,081 Shares of Palo Alto Networks, Inc. (NASDAQ:PANW)
Nissay Asset Management Corp Japan ADV lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 111.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 148,395 shares of the network
Palo Alto Networks, Inc. stock logo
Palo Alto Networks, Inc. (NASDAQ:PANW) Stock Holdings Increased by NWI Management LP
NWI Management LP lifted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 100.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 125,000 shares of the network technology company's stock after purchasin
Palo Alto Networks, Inc. stock logo
Nicholas Investment Partners LP Has $1.54 Million Holdings in Palo Alto Networks, Inc. (NASDAQ:PANW)
Nicholas Investment Partners LP lifted its stake in Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 100.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,440 shares of the network technology c
Get Palo Alto Networks News Delivered to You Automatically

Sign up to receive the latest news and ratings for PANW and its competitors with MarketBeat's FREE daily newsletter.

Related Videos

7 Cybersecurity Stocks Outperforming the Market Right Now
Google’s $32B Move: 3 Cybersecurity Stocks to Watch

PANW Media Mentions By Week

PANW Media Sentiment

Each headline receives a score ranging from 2 (good news) to -2 (bad news). Our company news sentiment scores track the average news sentiment of articles about each company over the most recent 7 days in order to identify companies that are receiving positive press.

PANW
News Sentiment

1.26

0.75

Average
Computer and Technology
News Sentiment

PANW News Coverage

We track news headlines from hundreds of news outlets and tag them by company. This chart compares the number of articles about this company in the last seven days compared with the average number of articles about this company on a typical week.

PANW Articles
This Week

77

35

PANW Articles
Average Week

Get Palo Alto Networks News Delivered to You Automatically

Sign up to receive the latest news and ratings for PANW and its competitors with MarketBeat's FREE daily newsletter.


Related Companies and Tools


This page (NASDAQ:PANW) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners