Palo Alto Networks Q2 Preview: Why I Remain Cautious And Reaffirm My Sell Rating [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
Q1 FY 2026 delivered steady 16% YoY revenue growth and robust profitability, but next-gen ARR growth decelerated from 32% to 29%. Guidance for Q2 and FY 2026 signals deceleration in revenue, RPO, and next-gen ARR growth. This hints at potentially weakening demand. DRAM prices and a China ban present near-term headwinds, while U.S. Government tailwinds are longer term and unlikely to impact Q2 results. Sundry Photography/iStock Editorial via Getty Images As you can see in the chart below, I have not been at all bullish on Palo Alto Networks, Inc. ( PANW ) in 2025. In my latest article back in July, I This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship
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PANW
News
- PANW Trades at Premium Valuation: Buy, Sell or Hold the Stock? [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Palo Alto Networks NextWave Program Accelerates Partner Profitability and AI-Driven Security OutcomesPR Newswire
- Palo Alto Networks (NASDAQ:PANW) had its "buy" rating reaffirmed by analysts at Jefferies Financial Group Inc..MarketBeat
- Kleiner Perkins's Leigh Marie Braswell learned about risk from playing poker: “If the odds are in your favor, you push your chips to the center” [Yahoo! Finance]Yahoo! Finance
- 3 No-Brainer Growth Stocks to Buy With $250 Right Now [Yahoo! Finance]Yahoo! Finance
PANW
Earnings
- 11/19/25 - Beat
PANW
Sec Filings
- 1/29/26 - Form 8-K
- 1/27/26 - Form 4
- 1/12/26 - Form 4
- PANW's page on the SEC website