BORSA · TICKER INTELLIGENCE

$PANW

Palo Alto Networks

NASDAQTECHNOLOGYSOFTWARE - INFRASTRUCTURE

CANONICAL $PANW FLOW

What changed

Duplicate source posts collapse into one event. Only direct subject-company stories are included in this public hub.

earnings · Impact 75

Dell Beats Q2 Estimates, lifts FY Guidance; Palo Alto Networks Also Tops

Dell Technologies reported Q2 revenue of $46.97B (est. $44.78B) and adjusted EPS of $7.04 (est. $4.90). It raised FY revenue guidance to $192B and AI server revenue outlook to $74B. Palo Alto Networks reported Q4 revenue of $3.41B (est. $3.35B) and adjusted EPS of $1.02 (est. $0.98), with FY27 guidance above estimates.

analyst action · Impact 40

Evercore ISI previews PANW earnings, PT $415, sees AI security demand

Evercore ISI previews PANW earnings, PT $415, sees AI security demand.

corporate action · Impact 30

Palo Alto Networks explored acquiring Datadog and Okta

CEO Nikesh Arora met with Datadog's CEO in 2025 and floated a deal when Datadog was worth $40B+; Pomel was not receptive. Talks with Okta progressed to product integration but failed on price. Palo Alto later bought CyberArk and Chronosphere and continues evaluating AI security deals. It also has an unannounced AI security product used by 600+ customers.

BORSA PLUS · TICKER INTELLIGENCE

News tells you what happened. The tape shows whether it mattered.

Explore the exact intelligence modules available on every supported company page.

BORSAPLUSUnlock the intelligence behind the signal.

Create free account · 3 views/day