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.
Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.
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 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.
As the sun rises on the first full trading day after the 2026 Presidents' Day long weekend, all eyes on Wall Street are fixed on Palo Alto Networks (NASDAQ:PANW). Scheduled to report its fiscal second-quarter 2026 results after the market closes today, February 17, the cybersecurity titan finds itself
As of February 17, 2026, the cybersecurity landscape has shifted from a battle of "point products" to a war of integrated platforms. At the center of this transformation is Palo Alto Networks (NASDAQ: PANW). Long recognized as the pioneer of the Next-Generation Firewall (NGFW), the company is currently in the spotlight following its fiscal Q2 [...]
