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Palo Alto Networks, Earnings Call

Palo Alto Networks, Inc. (NASDAQ:PANW) Q4 2025 Earnings Call Transcript

August 18, 2025Palo Alto Networks, Inc. beats earnings expectations. Reported EPS is $0.95, expectations were $0.88. Hamza Fodderwala: [Audio Gap] August 18 at 1:30 p.m. Pacific Time. With me on today's call to discuss fourth quarter results,

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Palo Alto Networks: Way Too Early To Conclude That CyberArk Was A Bad Acquisition

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Palo Alto Networks' growth, outlook in AI earn plaudits from veteran trader, analysts

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Palo Alto Networks (PANW) Rating Reaffirmed: Cantor Fitzgerald Sees $223 Target Ahead of Earnings

Cantor Fitzgerald reiterated its “Overweight” rating on the stock with a $223.00 price target.

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Palo Alto Networks Inc (PANW) Q4 2025 Earnings Call Highlights: Surpassing $10 Billion Revenue ...

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Rosenblatt Trims Palo Alto Networks (PANW) Price Target to $215, Keeps Buy Rating

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Palo Alto Networks Revenue Jumps in Q4

Despite strong sales growth, GAAP net income decreased to $253.8 million from $357.7 million compared to Q4 FY2024, share-based compensation, and a notable tax provision adjustment.

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Palo Alto Networks Sales Rise 16 Percent

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Palo Alto Networks (PANW) Beats Q4 Earnings and Revenue Estimates

Palo Alto Networks Completes Its Platform Play With CyberArk Deal

The proposed $25 billion acquisition reflects the growing importance of identity management — and would fill a crucial gap in the Palo Alto Networks portfolio.

12h

Palo Alto Stock Pops As Analysts Say Strong Growth, CyberArk Deal Could Power Next Leg Higher

Palo Alto Networks (NASDAQ:PANW) shares are trading higher after the company beat fourth-quarter estimates and issued strong guidance. Following the earnings release, several Wall Street analysts reiterated their positive outlook on the stock.

CyberArk Stock Is Rising After Hours: Here's Why

CyberArk Software shares are trading higher in Monday's after-hours session after Palo Alto Networks shares popped on better-than-expected earnings.

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Palo Alto Networks Q4 2025 Earnings: CEO Arora Credits Platform Strategy With Growth, Says To Watch Enterprise Browsers

Palo Alto Networks CEO Nikesh Arora talked about growth in security, enterprise browsers and more as adoption of cloud and AI positions the cybersecurity vendor well.

Palo Alto Networks stock: is federal business a real risk or red herring?

Evercore ISI analyst explains why federal spending cuts aren't a risk for Palo Alto Networks federal business.

20h

Palo Alto Networks shares surge after company releases strong annual forecast

The cybersecurity firm said its “platformization” strategy is beginning to pay dividends as more large customers consolidate their spending on its offerings.