Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Palo Alto Networks (NASDAQ:PANW) delivered stronger-than-expected fiscal third-quarter 2026 results and increased its full-year earnings guidance, supported by growing demand for artificial intelligence-focused cybersecurity products and the integration of recently acquired businesses. Despite the earnings beat and improved outlook, the stock reversed early gains and was down 4.
Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.
↗️ Marvell Technology (MRVL): The semiconductor firm's stock soared another 12% in premarket trading, a day after Nvidia CEO Jensen Huang said Marvell could be the next trillion-dollar chip stock. Marvell shares rose 32% yesterday.
Palo Alto Networks Inc (PANW) reports a stellar Q3 with 60% growth in Next Generation Security ARR and significant advancements in AI-driven network security solutions.
U.S. President Donald Trump said in a post on Truth Social on Tuesday that the U.S. and Iran deal negotiations are ongoing, dismissing reports of strained relations between the two countries.
Moby summary of Palo Alto Networks, Inc.'s Q3 2026 earnings call
PANW expects FY26 revenue at $11.42billion to $11.43 billion, representing year-over-year growth of 24%.
Palo Alto Networks (NASDAQ:PANW) reported what executives described as a record fiscal third quarter, with results exceeding guidance across key metrics as the company cited stronger organic bookings, momentum from its platformization strategy and rising demand tied to artificial intelligence securi
Hamza Fodderwala: I am Hamza Fodderwala, Senior Vice President of Investor Relations and Strategic Finance. With me on today's call to discuss our fiscal third quarter results are Nikesh Arora, our Chairman and Chief Executive Officer and Dipak Golechha, our chief financial officer, Following our prepared remarks, Lee Klarich, our chief product and technology officer and board member, will join us for the question and answer portion. While there, please click on the link for quarterly results to find the Q3 26 supplemental financials information and Q3 26 earnings presentation, During the course of today's call, we will be making forward looking statements and projections regarding the company's business operations, and financial performance as well as the company's recent acquisitions.
While the top- and bottom-line numbers for Palo Alto (PANW) give a sense of how the business performed in the quarter ended April 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Palo Alto (PANW) delivered earnings and revenue surprises of +5.29% and +2.00%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
The stock market hit new highs amid a win streak. AI and metals led while Google tested support. Palo Alto jumped late on earnings.
Investing.com -- Cybersecurity giant Palo Alto Networks reported upbeat fiscal third-quarter 2026 results, driven by surging demand for AI-focused security solutions and contributions from recent acquisitions.
Palo Alto Networks raised its annual revenue and profit forecast on Tuesday, as enterprises increased spending on cloud, identity and AI-driven cybersecurity products amid a rising threat landscape, sending shares up 7.4% in extended trading. Here are some details on the results: • Santa Clara, California-based Palo Alto expects revenue of $11.415 billion to $11.425 billion for fiscal 2026, above its prior projection of $11.28 billion to $11.31 billion. AI has emerged as a major growth driver for the company, with rising AI-driven cyber threats expected to accelerate enterprise cybersecurity spending and strengthen demand for platform-based vendors such as Palo Alto Networks.
Palo Alto stock popped amid fiscal Q3 earnings and revenue that beat Wall Street targets as key financial metrics also topped expectations.
Watch the interview below, or Click HERE: Tech Edge hosted a fireside chat on June 1 at Nasdaq MarketSite with Vincenzo Iozzo, Chief Executive Officer and Co-Founder at SlashID. The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed why identity-based attacks have become a key cybersecurity risk, along with the importance of managing […] The post Identity-Based AI Attacks: SlashID CEO & Co-Founder Vincenzo Iozzo, Live at Nasdaq appeared first on ExecEdge.
Palo Alto Networks (PANW) late Tuesday reported stronger-than-expected fiscal third-quarter results
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares rose more than 10% in after-hours trading on Tuesday after the cybersecurity company reported fiscal third quarter results that exceeded Wall Street expectations and issued stronger-than-expected earnings guidance for the current...
Chief Executive Officer Nikesh Arora said the results should demonstrate that fears of a so-called “SaaS-Pocalypse,” in which AI-native firms will come to displace legacy software incumbents, are misplaced as applied to the cybersecurity industry.
Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) announced better-than-expected revenue in Q1 CY2026, with sales up 31.1% year on year to $3.00 billion. Guidance for next quarter’s revenue was optimistic at $3.35 billion at the midpoint, 2.1% above analysts’ estimates. Its non-GAAP profit of $0.85 per share was 6.7% above analysts’ consensus estimates.
Shares of Cisco Systems (NASDAQ:CSCO) are up 5% in midday trading on Tuesday, June 2, changing hands at $127 and change after a Monday close of $121.33. Cisco stock is printing fresh all-time highs as the company unveiled a sweeping AI cybersecurity and unified management push at its annual Cisco Live U.S. conference. The networking ... Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
President Trump had delayed the release of the order two weeks ago amid concerns that it was too stringent.
The Mairs & Power, an investment firm, released the first-quarter 2026 investor letter for the “Mairs & Power Balanced Fund.” A copy of the letter can be downloaded here. The fund returned -1.77% in the first quarter of 2026, outperforming its benchmark composite index decline of -2.68% as strong stock selection and exposure to Utilities […]
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
