Palo Alto Networks’ quarterly profit jumps as AI security demand accelerates
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TD Cowen on Palo Alto Networks (PANW): 'Strong Q'
September 2, 2026 6:22 AM EDTTD Cowen analyst Shaul Eyal reiterated a Buy rating and $400.00 price target on Palo Alto Networks (NASDAQ: PANW).
The analyst comments "Strong Results: For F4Q26, NGS ARR rose 63% y/y to $9.1B. Revs rose 34% y/y to $3.41B, beating the Street's +32% to $3.35B. Non-GAAP EPS came in at $1.02, beating the St.'s. $0.98. PANW introduced new revenue disclosures by platform definition & classification.
Platformization Accelerating: PANW platformized 220 net new customers, surpassing its prior record. Net Rev Retention for the platformized... More
Evercore ISI Reiterates Outperform Rating on Palo Alto Networks (PANW)
September 2, 2026 6:21 AM EDTEvercore ISI analyst Peter Levine reiterated an Outperform rating and $415.00 price target on Palo Alto Networks (NASDAQ: PANW).
The analyst comments "PANW delivered a solid F4Q, with results exceeding expectations across the board. F4Q NGS net new ARR came in well ahead of the $830mn bogey at $970mn. However, the stock came under pressure after-hours, likely reflecting a softer-than-expected FY27 outlook and investor concerns around the organic growth trajectory. The initial FY27 NNARR guide came in at ~$2.03bn (vs. bogey of ~$2.08bn), with mgmt expecting 60-61% of FY27 NNARR... More
