Palo Alto Networks, Inc. - Common Stock (PANW)

Palo Alto Networks (NASDAQ: PANW) reported its fiscal second-quarter 2026 results on February 17, delivering a robust 15% revenue increase to $2.6 billion. While the top-line performance exceeded Wall Street expectations, the cybersecurity giant saw its stock price tumble in after-hours trading. The catalyst for the sell-off was not

The financial world was jolted this February as Goldman Sachs (NYSE:GS) issued a stark warning regarding a widening "inflation disconnect" that could derail market hopes for an early 2026 interest rate pivot. Despite a seemingly cooling Consumer Price Index (CPI) report that suggested inflation was drifting toward 2.4%

The Federal Reserve released the minutes from its January 27–28, 2026, policy meeting today, revealing a central bank that is increasingly confident in its ability to navigate a "soft landing" for the U.S. economy. According to the documents released on February 18, 2026, the Federal Open Market Committee

The managing director at Wedbush Securities said in a note posted on X that investors risk missing the next wave of tech winners amid a growing fear of the unknown.

Palo Alto Networks shares declined after Q2 results. Analysts maintained Buy ratings with reduced price targets due to acquisitions.

Shares of Cloudflare (NYSE:NET) experienced a powerful 16% surge in mid-February 2026, as investors aggressively bought into the company’s vision of an "Agentic Internet." The rally followed a blockbuster fourth-quarter earnings report that saw revenue climb 34% year-over-year to $614.5 million, comfortably beating analyst estimates. More importantly,

Palo Alto Networks stock is falling after the company cut full-year adjusted earnings guidance, even as CEO Nikesh Arora argued investors are misreading the outlook following recent acquisitions and an AI-driven expansion deal.

Ives called Palo Alto Networks’ quarter a win, citing improving growth metrics.

Data from Stocktwits indicated retail sentiment was stabilizing for SPY and QQQ.

Analysts argue AI disruption fears are driving multiple compressions across software, even while CrowdStrike’s business checks remain solid.

DJT shares are down 25% year-to-date and have erased gains from a recent nuclear energy deal, as fundamentals turn weaker.

The cybersecurity firm’s stock extended losses from prior weeks amid the broader tech selloff.

Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.

Major U.S. benchmarks finished Monday higher, as the Dow Jones Industrial Average edged up 0.07% to 49,533.19.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.9% year on year to $2.59 billion. The company expects next quarter’s revenue to be around $2.94 billion, coming in 13.1% above analysts’ estimates. Its GAAP profit of $0.61 per share was 32.2% above analysts’ consensus estimates.

Palo Alto Networks Inc (NASDAQ:PANW) reported financial results for the second quarter of fiscal 2026 after the market close on Tuesday.

Palo Alto Networks shares slipped Tuesday after the company agreed to buy Koi to bolster agentic endpoint security, with investors also positioned ahead of its earnings release after the close.