Taking a lot at Palo Alto Networks' Q2 2026 results, the $25B CyberArk deal, and its shift to an AI-first security platform.

Palo Alto Networks’ fourth quarter was notable for strong top-line growth and a solid beat on non-GAAP profit, but the market ...

Both CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same AI-driven demand tailwind, and have each pulled back sharply in ...

The stock is trading down about 25% over the past year.

Forbes contributors publish independent expert analyses and insights. Chief Analyst & CEO, NAND Research. When Palo Alto Networks first announced its shift to a “platformization strategy” in late 2023 ...

Monday - Friday, 6:00 - 7:00 PM ET After Palo Alto Networks reported an earnings beat on Monday, CEO Nikesh Arora told CNBC's Jim Cramer about his company's "platformization" strategy, saying it's ...

State and local governments are firmly in the crosshairs of bad actors. From ransomware shutting down schools to sophisticated phishing campaigns targeting public employees, the attacks are relentless ...

Global survey reveals 75% of surveyed organizations pursuing a consolidated approach to security agree better integration across security, hybrid cloud, AI and other technology platforms is crucial In ...

Palo Alto Networks' "platformization" strategy in the earnings spotlight. Investors are looking for updates on Palo Alto’s NGS ARR and AI ARR. The market’s back, and these 3 income stocks are thriving ...

Palo Alto Networks PANW is gaining strong traction with its platformization strategy, which involves getting customers to adopt multiple PANW products across network, cloud, and security operations.