|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Why Palo Alto Networks Stock Sank Today
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
S&P 500, Dow Rise For Third Straight Day as M...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
US Equity Markets Close Higher as Fed Minutes...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Resets Profit Outlook To B...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Lifts FY2026 Revenue Outlo...
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|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Which S&P500 stocks have an unusual volume on...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto to emerge stronger despite M&A head...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks' Deals Are Dragging on Its...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Shares Fall 5% After EPS F...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Tech, Media & Telecom Roundup: Market Talk
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Why Palo Alto Networks (PANW) Is Really Down ...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Stock Drops After Earnings...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Makes Strong Case for AI a...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Q2 Earnings and Revenues S...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Berkshire reduces Apple stake, FDA to review ...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Investors Await Fed Minutes as US Equity Futu...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Drops on Weaker Profit Outlook
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Exchange-Traded Funds, Equity Futures Higher ...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Jay Clayton
U.S. Attorney for the Southern District of New York / Former SEC Chair
|
"What happens when a bot steals and misuses personal information?... You give it to a bot and the bot sells it to somebody else. The bot uses it against you." Clayton highlights a specific emerging risk: AI Agents (like "Open Claw") acting autonomously with user credentials. This expands the cyber attack surface from simple phishing to automated identity theft and unauthorized transactions. This creates a structural tailwind for Identity Access Management (OKTA) and Endpoint Security (CRWD/PANW) to secure the "human-to-bot" handoff. Long Cybersecurity/Identity infrastructure as the necessary guardrail for Agentic AI. Regulatory delays in defining liability could slow enterprise adoption of AI agents, delaying the security spend cycle. |
CNBC
Watch CNBC’s full interview with U.S. Attorne...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Shares Tank -- Strong Sale...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Stocks Gain Pre-Bell as Investors Await Fed M...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto shares fall as deal costs pile up a...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Stifel (as reported by Benzinga)
|
Stifel maintained a "Buy" rating on PANW while lowering its price target to $185. At the time of the report, the stock had fallen 8.87% to $149.00. The sharp price decline indicates a significant negative market reaction. However, a major analyst firm reiterating a "Buy" rating, even with a reduced target, suggests they believe the sell-off is excessive and that the company's fundamental value is well above the current market price. The new $185 target quantifies this belief, representing a potential 24% upside. This situation presents a potential "buy the dip" opportunity. By going long, a trader aligns with Stifel's assessment that despite near-term challenges that warranted a target adjustment, the stock is now trading at an attractive entry point with significant upside potential. The article provides no context for the stock drop or the analyst's reasoning. The underlying negative catalyst could be more severe than Stifel anticipates, leading to further downside. The trade also carries market risk and sector-specific risk if the entire cybersecurity industry is facing headwinds. |
Finnhub - PANW
Stifel Maintains Buy on Palo Alto Networks, L...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Update: Palo Alto Networks Shares Slump Prema...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Benzinga (reporting on analyst sentiment)
|
Palo Alto Networks beat Q2 estimates and significantly raised its full-year revenue guidance. However, it lowered its full-year EPS guidance, causing the stock to drop 8.9% pre-market to $148.96. Despite the sharp price drop, analysts from Needham, Morgan Stanley, and Scotiabank all maintained their positive ratings (Buy/Overweight). Their new, lowered price targets ($180, $200, $223) still represent substantial upside (21% to 50%) from the pre-market price, indicating they view the sell-off as an overreaction and believe the long-term growth story remains compelling. This trade is a contrarian bet that the market has overly punished the stock for a short-term margin issue while ignoring the strength of the underlying revenue growth and platform adoption. The trade sides with the analysts who see the current price as an attractive entry point for a medium-term recovery. RISKS: The lowered earnings guidance could signal a more persistent trend of margin compression due to competition or high investment costs, which could keep the stock depressed for longer than anticipated. The market may continue to favor profitability over growth, leading to further downside. |
Finnhub - PANW
These Analysts Slash Their Forecasts On Palo ...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
SHORT
|
Benzinga
|
Palo Alto Networks lowered its adjusted earnings guidance for both the upcoming quarter (Q3) and the full fiscal year 2026, missing analyst estimates. The stock reacted by falling 8.9% to $148.96 in pre-market trading. The market's severe negative reaction demonstrates that profitability is the key metric for investors right now. A guidance cut on earnings is a significant negative catalyst that breaks momentum and forces a fundamental re-rating of the stock's valuation, as evidenced by the immediate price target cuts from Wall Street. This trade is based on the expectation that the negative momentum will continue in the short term. The broken trust from the earnings guidance cut could lead to further selling pressure as investors digest the new, lower profitability profile of the company. RISKS: The sell-off could be a one-day overreaction. Strong underlying revenue growth and positive commentary from the CEO on AI and platformization could attract dip-buyers, causing a sharp price reversal and squeezing short positions. |
Finnhub - PANW
These Analysts Slash Their Forecasts On Palo ...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Benzinga
|
Citizens reiterated a "Market Outperform" rating on Palo Alto Networks and maintained a $250 price target. The analyst's reaffirmation of their bullish stance, especially when the stock is trading at $150.90, signals a belief that the current price represents a significant discount to its intrinsic value. This action suggests the analyst sees the recent weakness as a buying opportunity. This is a potential long trade based on the conviction of a Wall Street analyst. The trade assumes the market will eventually come to agree with the analyst's valuation, leading the stock to appreciate towards the $250 target. The article is extremely brief and provides no supporting arguments for the rating. The stock is experiencing significant negative momentum (-7.71%), indicating a powerful headwind that this low-impact reiteration may not be able to reverse. The reason for the stock's decline is unknown from this text and could be a fundamental issue (e.g., poor earnings/guidance) that invalidates the analyst's thesis. |
Finnhub - PANW
Citizens Reiterates Market Outperform on Palo...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Benzinga (reporting on Scotiabank)
|
Scotiabank maintained a "Sector Outperform" rating on Palo Alto Networks but lowered its price target to $180. The stock was reported to be trading at $151.50. While a price target reduction is typically bearish, the maintained "Sector Outperform" rating signals underlying conviction in the company's relative strength. The new $180 target still represents significant potential upside of ~18.8% from the reported price, suggesting the analyst views the recent sell-off as excessive. This trade is based on the analyst's view that despite near-term concerns that prompted the target reduction, PANW remains a best-in-class name that is now trading at a more attractive valuation. The trade seeks to capitalize on the potential rebound as the market digests the nuance of the analyst's position beyond the negative headline. The reason for the price target cut is unknown and could stem from a fundamental deterioration in the business outlook. The cybersecurity sector could face continued spending pressures, preventing PANW from reaching the price target. The stock's negative momentum could continue in the short term. |
Finnhub - PANW
Scotiabank Maintains Sector Outperform on Pal...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Stocks to Watch Wednesday: Palo Alto Networks...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
SHORT
|
Benzinga
|
Palo Alto Networks issued below-estimate guidance for both its upcoming third quarter (Q3) and its full fiscal year 2026 (FY26) adjusted EPS. The stock is down over 7% as a result. A guidance cut for a future fiscal year is a major red flag that suggests fundamental, longer-term problems, not just a temporary hiccup. For a premium-valued growth stock, this type of news can trigger a significant and sustained re-evaluation by the market, leading to further downside beyond the initial drop as large investors re-assess their positions. The combination of a near-term and a long-term guidance miss provides a powerful bearish catalyst. The initial sell-off is justified, and further selling pressure is likely as the market digests the severity of the company's revised outlook. The market reaction could be an over-exaggeration, leading to a sharp rebound (a "dead cat bounce"). Management might provide a compelling turnaround strategy on an earnings call that reassures investors. A broad market rally could also lift the stock irrespective of its fundamental news. |
Finnhub - PANW
Palo Alto Networks shares are trading lower a...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
SHORT
|
CNBC
|
PANW stock dropped 7% after the company issued third-quarter earnings guidance that fell short of Wall Street expectations. In the current market environment, which is already punishing software stocks, weak forward guidance is a powerful negative catalyst that often leads to continued downward momentum. The broader sector weakness (software ETF down 23% YTD) provides a strong headwind. A short-term trade to capitalize on the negative sentiment and post-earnings price drift following the weak guidance. The market is focused on the near-term miss, not the long-term story. The 7% drop could be an overreaction, leading to a "buy the dip" rally. If investors begin to believe the CEO's argument that cybersecurity is a safe haven from AI disruption, sentiment could reverse quickly. |
Finnhub - PANW
Palo Alto shares sink 7%, CEO defends cyberse...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
WATCH
|
CNBC
|
PANW is making significant strategic investments in AI, including the massive $25 billion acquisition of CyberArk, the purchase of Chronosphere, and the development of its own agentic AI tools. There is a major divergence between the market's short-term reaction to guidance and the company's long-term strategic positioning to become a leader in AI-powered cybersecurity. If the CEO's thesis that AI is a net positive for security proves correct, the current depressed stock price could represent a significant long-term entry point. Avoid taking a position now due to negative momentum, but add PANW to a watchlist. The key is to monitor for evidence that their M&A and AI strategy is successfully integrating and driving new growth, which could signal a long-term buying opportunity. Execution risk is high; integrating a $25 billion acquisition is challenging and could fail to deliver expected synergies. The company may have overpaid for assets, destroying shareholder value. The fundamental AI threat to software could be more profound than the CEO anticipates. |
Finnhub - PANW
Palo Alto shares sink 7%, CEO defends cyberse...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Wedbush (as reported by Benzinga)
|
Wedbush reiterated its "Outperform" rating on Palo Alto Networks and maintained a $225 price target. The $225 price target represents a significant ~48% premium over the reported price of $151.63. An analyst reaffirming a bullish stance, particularly on a day of market weakness for the stock, can signal a strong conviction that the current price does not reflect the company's fundamental value. This can attract investors looking for a discounted entry point. This is a long trade based on the thesis that Wedbush's analysis is correct and the stock is currently undervalued. The significant gap between the market price and the analyst target provides a clear potential return profile for investors who share the analyst's conviction. The article lacks any new commentary or justification for the rating, meaning the thesis behind it is unknown and could be based on outdated information. The stock's sharp daily decline (-7.26%) suggests a strong negative catalyst or sentiment in the market that may be more powerful than this single analyst's opinion. |
Finnhub - PANW
Wedbush Reiterates Outperform on Palo Alto Ne...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Why Is Palo Alto Networks Stock Falling Today...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto, Fiverr International, Axcelis Tech...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Market-Moving News for February 18th
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Louise Dudley
Portfolio Manager, Federated Hermes
|
While broader tech is volatile, Dudley notes that for "Cyber securities... the backlog [is] very secure. These companies are going to be only more in demand." Unlike discretionary software which faces the "SaaS apocalypse," security is non-discretionary. As AI threats rise, corporate spend on defense (Cybersecurity) becomes sticky and essential, decoupling it from the general tech rotation. LONG Cybersecurity leaders (implied tickers CRWD / PANW) as a defensive growth play. High valuations in the sector leave little room for earnings misses. |
Bloomberg Markets
US-Iran Talks 'Progress' & Lagarde Reported t...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Morgan Stanley Maintains Overweight on Palo A...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
BTIG Reiterates Buy on Palo Alto Networks, Ma...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Needham Maintains Buy on Palo Alto Networks, ...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Why Pitney Bowes Shares Are Trading Higher By...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
AI-Focused Acquisitions and Guidance Beat Cou...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Inc (PANW) Q2 2026 Earning...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
@seekingalpha
|
Palo Alto Networks set strong FY 2026 targets, including $11.3B revenue and 53% NGS ARR growth, driven by AI and identity security, suggesting significant future upside. |
@seekingalpha
Palo Alto Networks targets $11.3B revenue and...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks Q2 Earnings Call Highlight...
|
|
Feb 18
|
|
$152.35
$152.35
+0.0%
|
LONG
|
Nikesh Arora
CEO, Palo Alto Networks
|
Palo Alto Networks stock fell on earnings/guidance. However, CEO Arora states they beat consensus metrics and argues the market "hasn't figured out" their guidance model, specifically regarding the integration of "CyberArk" and new acquisitions like "Chromosphere" (AI observability). The market is punishing the stock based on a misunderstanding of ARR (Annual Recurring Revenue) calculation conservatism compared to peers. The acquisition of an "observability" platform for LLMs positions them to capture the "Agentic AI" security market, a critical next step for hyperscalers. LONG. The sell-off presents a buying opportunity if the CEO's claim about the "misunderstood guidance" proves true and the AI security thesis plays out. Continued market skepticism regarding software spending; failure to integrate new acquisitions effectively. |
Bloomberg Markets
Partial Shutdown Drags on Over DHS Funding | ...
|
|
Feb 17
|
|
$163.50
$152.35
-6.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto’s Guidance Overshadows Strong Earni...
|
|
Feb 17
|
|
$163.50
$152.35
-6.8%
|
LONG
|
Nikesh Arora
CEO, Palo Alto Networks
|
Arora states, "The market is not paying attention to our numbers carefully... The market hasn't understood the dilution of shares... If you take that out and add it back, we're actually doing better collectively." The market sold off the stock based on headline EPS guidance. However, the CEO clarifies that this drop is purely due to acquisition accounting (stripping out acquired ARR to align with conservative metrics) and share dilution. The organic growth remains near 20%, and the "combined" entity is guiding above consensus. LONG. The sell-off is an arbitrage opportunity between "headline guidance" and "actual operational performance." The market may not accept the "adjusted" math; integration of the large acquisition could take longer than expected. |
Bloomberg Markets
Palo Alto Networks CEO Says Markets 'Have It ...
|
|
Feb 17
|
|
$163.50
$152.35
-6.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Palo Alto Networks (NASDAQ:PANW) Stock Falls ...
|
|
Feb 17
|
|
$163.50
$152.35
-6.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - PANW
Compared to Estimates, Palo Alto (PANW) Q2 Ea...
|