Palo Alto Networks: AI Means Business, And The Valuation Isn't Low Enough Yet [Seeking Alpha]
Palo Alto Networks, Inc. (PANW)
Last palo alto networks, inc. earnings: 2/24 04:15 pm
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US:NYSE Investor Relations:
investors.paloaltonetworks.com/investor-overview
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Source: Seeking Alpha
PANW delivered solid Q2 results with 15% revenue growth and 33% NGS ARR growth, but guidance was lukewarm and sentiment remains cautious. Valuation remains premium, with shares trading above historical price-to-sales and a mid-40s P/E multiple justified only by moderate EPS growth expectations. Technical signals are mixed; support at $140 is critical, and bulls must overcome a declining 200-day moving average for sustained upside. J Studios/DigitalVision via Getty Images Cybersecurity stocks have gotten caught up in the software selloff. Shares of Palo Alto Networks ( PANW ) plunged nearly 40% from their October 2025 high to the “Citrini Research” February 2026 low under $140. Ahead of earnings due out in May, I reiterate a hold rating.
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PANW
News
- Google Is Getting a Screaming Bargain on Its New Anthropic Investment. Here's Why. [Yahoo! Finance]Yahoo! Finance
- Palo Alto Networks (PANW) Acquires Koi to Launch New Agentic Endpoint Security Category [Yahoo! Finance]Yahoo! Finance
- Anthropic's Project Glasswing Could Crown This Cybersecurity Stock as Champion [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Anthropic's Project Glasswing Could Crown This Cybersecurity Stock as Champion [Yahoo! Finance]Yahoo! Finance
- Assessing Palo Alto Networks (PANW) Valuation After Its Recent 16.5% One Month Share Price Gain [Yahoo! Finance]Yahoo! Finance
PANW
Earnings
- 2/17/26 - Beat
PANW
Sec Filings
- 4/13/26 - Form 8-K
- 4/10/26 - Form 4
- 4/8/26 - Form 144
- PANW's page on the SEC website