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2026",[],[10,11,12,13,14,11,15,16,17,18,14,19,15,11,20,21,22,13,23,24,25,19,26,27,28,15,29,15,20,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,21,46,20,47,10,48,49,50,10,51,52,53,54,55,56,57,21,58],"https://images.wsj.net/im-72888689?width=700&height=466","https://static.gurufocus.com/logos/0C00009AMV.png?20","https://lefhoaovhyyhpczuprpj.supabase.co/functions/v1/image-proxy?url=https%3A%2F%2Flefhoaovhyyhpczuprpj.supabase.co%2Fstorage%2Fv1%2Fobject%2Fpublic%2Fimported-images%2F1771416764279-palo-alto-networks-ai-2.webp&w=1200&q=70","https://news-assets.stockstory.org/cover-images/fj2W2KD.jpeg","https://news.stocktwits-cdn.com/Getty_Images_2229886652_jpg_a4903ce2cc.webp","https://images.mktw.net/im-58440195?width=1260&height=840","https://dylta6p24nxqg.cloudfront.net/images/1771421507.png","https://www.techzine.eu/wp-content/uploads/2026/02/palo-alto-1.png","https://eand.co/wp-content/uploads/2026/02/Palo-Alto-Networks-Slumps-7-as-Q3-Profit-Guidance-Falls-Short.webp","https://s.tradingview.com/static/images/illustrations/news-story.jpg","https://s.yimg.com/uu/api/res/1.2/vrufDiMUU_RULimM9OfNTQ--~B/Zmk9c3RyaW07aD01MDQ7cT05NTt3PTg5NjthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2023-05/d4fcab10-fa5b-11ed-bfff-35d51c35d274.cf.webp","https://images.barrons.com/im-89394124?width=700&height=466","https://xtb.scdn5.secure.raxcdn.com/postTopImage/0101/48/thumb_10047568_postTopImage_front.jpeg","https://images.wsj.net/im-925349/social","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1456739978/image_1456739978.jpg?io=getty-c-w630","https://invezz.com/cdn-cgi/image/onerror=redirect,width=379,height=205,format=webp,fit=cover,position=center/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/02/ChatGPT-Image-Feb-18-2026-09_00_39-PM.png","https://www.investors.com/wp-content/uploads/2017/10/stock-paloAltoNetworks-03-shutter.jpg","https://image.cnbcfm.com/api/v1/image/108225093-1762984989282-gettyimages-2219672971-_r7a2029_kpvxodus.jpeg?v=1771424223&w=1600&h=900","https://s3.amazonaws.com/wp-uploads-trefis/articles/wp-content/uploads/2025/08/19033650/control-center-8004994_1920-1024x574.jpg","https://imageio.forbes.com/specials-images/imageserve/699575a99e115ea1de7ee6cb/Palo-Alto-Networks---Photo-Illustration/0x0.jpg?format=jpg&width=480","https://static.asianetnews.com/images/w-1280,h-720,format-webp,imgid-external,imgname-image-a7a195a9-0921-4370-979d-1bac0f5c62d9.webp","https://www.filmogaz.com/uploads/images/202602/image_870x_6994de902ae9e.webp","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1420039900/image_1420039900.jpg?io=getty-c-w1280","https://s3.tradingview.com/news/image/stockstory:1e280d532094b-8e29d73164dad6d495da677e896ef44b-resized.webp","https://www.reuters.com/resizer/v2/V5ELFDD6TNI5VIDY73ZVFFPUAY.jpg?auth=dd719bd15afe10470ffcae97d61c7e3f0e02684b23ffa47dc20ebdd8bd95b389&width=1920&quality=80","https://blog-meyka-wordpress.s3.us-east-2.amazonaws.com/wp-content/uploads/2026/02/featured_image-8582.png","https://247wallst.com/wp-content/uploads/2026/02/live-will-palo-alto-panw-beat-q2-earnings-tonight-featured-1771352253458.webp","https://ik.imagekit.io/tp/20241007-palo-alto-networks-logo.png?tr=w-800,h-456","https://finimize-img.imgix.net/https%3A%2F%2Fchivas-assets.s3-eu-west-1.amazonaws.com%2Fstatic%2Fimages%2FM3565993_xml.jpeg?ixlib=python-3.1.2&s=a58ec1bd272c9694558d34cc70662996","https://s.yimg.com/ny/api/res/1.2/GfJUpJ7tP3w_DV1beG0DSQ--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xNjAw/https://media.zenfs.com/en/investopedia_245/15bb88025b5e032d6fd6a961e6115e18","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/ihDqzqJJvsZM/v3/620x-1.jpg","https://images.simplywall.st/asset/company-cover/25460099-main-header/1756256218221","https://www.crn.com/news/security/2026/media_1510707dbf3352ddc54fce899cd8feaf8173d7dec.png?width=1200&format=pjpg&optimize=medium","https://image.cnbcfm.com/api/v1/image/108137406-17458547422025-03-25t214442z_1404614266_rc2jkda1kvqf_rtrmadp_0_paloalto-stocks.jpeg?v=1753825094&w=1600&h=900","https://pro.thestreet.com/.image/ar_1.91%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cg_faces:center%2Cq_auto:good%2Cw_1200/MjIxMzkxNDk1MTM4MTkwNzg1/2-18-26-cybersecurity-shutterstock_2740502651.jpg","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F856585%2Fcopy-of-red-decline-stocks-down-bear-copy.jpg&w=1200&op=resize","https://s.yimg.com/os/en/reuters-finance.com/71e4c2402cf14702f7c8db60aa282e45","https://d5bp8bijhhba2.cloudfront.net/image/cover_image/802b04b50b111014171894d1b3b5e8d9d186c1f912c690515c1cce5b5c1927fe.jpg","https://cloudfront-us-east-1.images.arcpublishing.com/morningstar/XYRNVJTRNFH25JJA7LMQYLERTA.png","https://cdn.benzinga.com/files/images/story/2026/02/18/Q4-Outperformance.jpeg?width=1200&height=800&fit=crop","https://s.yimg.com/ny/api/res/1.2/0g48yFgMzJNtMzxUCuecWw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTE2MDA7aD0xMDY2/https://media.zenfs.com/en/reuters-finance.com/76f77021cf0db89becec69bbd662285b","https://cdn.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Core Opportunity for E-Commerce Sellers: Understanding Infrastructure Cost Inflation**\n\nPalo Alto Networks' aggressive AI-driven acquisition strategy—including a $25 billion CyberArk purchase (July 2025), Chronosphere acquisition (November 2025), and Israeli startup Koi acquisition—reveals a critical trend affecting e-commerce infrastructure costs. The company reported Q2 2026 profit of $432 million (up 62% YoY) while simultaneously cutting full-year profit guidance to $3.65-$3.70 per share from $3.80-$3.90, driven by $24 million in acquisition costs (up 140% from $10 million YoY). This paradox—strong revenue growth ($11.28-$11.31B annual guidance, up from $10.50-$10.54B) coupled with margin compression—signals that **enterprise cybersecurity vendors are passing infrastructure cost inflation downstream to platform providers and their customers**.\n\n**Why This Matters for E-Commerce Sellers: The Cost Cascade Effect**\n\nThe news reveals three interconnected trends affecting seller economics: (1) **Rising security infrastructure costs**: Palo Alto cited \"higher costs for memory and storage infrastructure\" as primary headwinds, with the company planning price increases later in fiscal 2026 to offset these expenses. (2) **Consolidation-driven complexity**: Management acknowledged \"challenges in effectively integrating larger acquired companies like CyberArk, which require substantial reengineering and restructuring efforts,\" suggesting potential service disruptions during Q3-Q4 2026. (3) **Competitive AI arms race**: CEO Nikesh Arora emphasized that \"nearly every AI and security product now includes some version of a copilot,\" indicating that security vendors view AI integration as non-negotiable, forcing continuous investment cycles.\n\nFor cross-border e-commerce sellers, this creates a three-phase cost impact: **Phase 1 (Immediate, Q2-Q3 2026)**: Platform providers absorb initial security cost increases while maintaining current fee structures. **Phase 2 (Q3-Q4 2026)**: Palo Alto's announced price increases begin flowing through to enterprise customers, including e-commerce platforms and payment processors. **Phase 3 (Q1 2027)**: E-commerce platforms pass through 3-8% of these costs via increased seller fees, storage charges, or transaction fees. Sellers managing high-volume operations (1,000+ units monthly) should expect $150-400 monthly cost increases on major platforms like Amazon FBA, while mid-market sellers (100-500 units) may see $30-80 increases. The broader software sector decline (iShares Expanded Tech-Software ETF down 23% YTD) reflects investor concerns about software business model disruption, but cybersecurity remains a non-discretionary spend, ensuring these costs flow through regardless of market sentiment.\n\n**AI Automation Opportunity for Sellers: Predictive Cost Modeling**\n\nFrom an AI and automation perspective, this news reveals a critical gap: **sellers lack real-time visibility into platform cost inflation cycles**. Palo Alto's acquisition strategy and infrastructure cost pressures are predictable signals that should trigger automated alerts for sellers. Opportunity: Build AI-powered cost forecasting tools that monitor cybersecurity vendor earnings, acquisition announcements, and infrastructure cost indices to predict platform fee increases 60-90 days in advance. Sellers could use this intelligence to adjust pricing strategies, negotiate volume discounts, or shift inventory allocation before fee increases take effect. Additionally, AI-driven dynamic pricing engines could automatically optimize margins to offset anticipated cost increases, potentially saving sellers 2-4% in margin compression during transition periods.",[61,64,67,70,73,76,79],{"title":62,"answer":63,"author":5,"avatar":5,"time":5},"How will Palo Alto's $25B CyberArk acquisition affect my e-commerce platform fees?","Palo Alto's acquisition spending directly impacts platform costs through infrastructure investments. The company cited rising memory and storage costs as primary headwinds and plans price increases in fiscal 2026. For Amazon FBA sellers, expect 3-8% fee increases by Q3-Q4 2026 as platforms absorb higher security infrastructure costs. Mid-market sellers (100-500 units monthly) should budget $30-80 additional monthly costs, while high-volume sellers (1,000+ units) may see $150-400 increases. Monitor your platform's cost structure announcements starting March 2026, as this is when major platforms typically announce fee changes to offset vendor price increases.",{"title":65,"answer":66,"author":5,"avatar":5,"time":5},"When should I expect platform fee increases from these security infrastructure costs?","Based on Palo Alto's timeline, expect a three-phase impact: Phase 1 (Q2-Q3 2026) - platforms absorb costs while maintaining current fees; Phase 2 (Q3-Q4 2026) - Palo Alto's announced price increases take effect; Phase 3 (Q1 2027) - platforms pass through 3-8% of costs via seller fees. Amazon typically announces FBA fee changes in Q4 for Q1 implementation, so watch for announcements starting October 2026. Shopify and other platforms may implement increases earlier (Q3 2026). Proactively review your platform cost structure by August 2026 and adjust pricing strategies to maintain margins before increases take effect.",{"title":68,"answer":69,"author":5,"avatar":5,"time":5},"What does Palo Alto's profit guidance cut mean for cybersecurity spending trends?","Despite cutting profit guidance to $3.65-$3.70 per share (from $3.80-$3.90), Palo Alto raised revenue guidance to $11.28-$11.31B, indicating strong customer demand for security services. This paradox shows that enterprises view cybersecurity as non-negotiable spending, even during economic uncertainty. For sellers, this means platform providers will prioritize security investments over cost reduction, ensuring that infrastructure expenses flow through to seller fees. The company's aggressive acquisition strategy (Chronosphere, Koi, CyberArk) signals that security vendors are consolidating to build comprehensive AI-driven platforms, which historically leads to 5-12% cost increases for downstream customers within 12-18 months.",{"title":71,"answer":72,"author":5,"avatar":5,"time":5},"What's the difference between Palo Alto's revenue growth and profit decline?","Palo Alto's Q2 revenue beat ($2.59B vs. $2.60B estimate) and full-year guidance increase ($11.28-$11.31B vs. $10.50-$10.54B) show strong customer demand, but profit guidance declined due to $24M in acquisition costs (up 140% YoY) and infrastructure expenses. This reveals that security vendors are investing heavily in AI capabilities and consolidation, which increases their costs faster than revenue growth. For sellers, this pattern indicates that platform providers will face similar cost-revenue mismatches, forcing them to increase fees to maintain margins. Expect platforms to announce 5-8% fee increases by Q4 2026 as they absorb these infrastructure costs.",{"title":74,"answer":75,"author":5,"avatar":5,"time":5},"How can AI tools help me forecast and prepare for platform cost increases?","AI-powered cost forecasting tools can monitor cybersecurity vendor earnings reports, acquisition announcements, and infrastructure cost indices to predict platform fee increases 60-90 days in advance. By tracking Palo Alto's quarterly earnings, you can identify cost pressure signals (like their current infrastructure cost headwinds) and anticipate platform responses. Dynamic pricing AI engines can automatically adjust product margins to offset anticipated cost increases, potentially saving 2-4% in margin compression. Additionally, AI-driven inventory allocation tools can shift stock to lower-cost fulfillment channels before fee increases take effect. Implement monitoring by March 2026 to capture Q2 earnings signals that predict Q3-Q4 fee changes.",{"title":77,"answer":78,"author":5,"avatar":5,"time":5},"How does Palo Alto's AI security strategy affect data protection compliance for sellers?","Palo Alto's AI-powered security investments enhance threat detection and response capabilities, which benefits sellers by improving platform security and data protection. The company's emphasis on 'consistent security stacks' and 'agentic tools' means platforms will have better AI-driven compliance monitoring, reducing seller risk of data breaches. However, these enhanced capabilities come at a cost—platforms will pass through infrastructure expenses via higher fees. For cross-border sellers, improved security infrastructure is critical for GDPR, CCPA, and other data protection compliance. Budget for 5-8% fee increases by Q1 2027, but recognize that these investments reduce your compliance risk and potential liability from data breaches, which can cost $100K-$1M+ in remediation and fines.",{"title":80,"answer":81,"author":5,"avatar":5,"time":5},"Should I diversify to other platforms to avoid fee increases?","All major e-commerce platforms (Amazon, Shopify, eBay, Walmart) rely on similar cybersecurity infrastructure providers, so fee increases will be industry-wide. However, diversification can reduce exposure to any single platform's cost structure. Platforms with lower security infrastructure investments (smaller marketplaces, niche platforms) may have lower fee increases, but they also have smaller customer bases. A strategic approach: maintain 60-70% of inventory on primary platforms (Amazon, Shopify) while allocating 20-30% to secondary platforms (eBay, Walmart, niche marketplaces) that may have different cost structures. This hedges against platform-specific fee increases while maintaining reach. Evaluate platform fee structures by June 2026 to make allocation decisions before Q3-Q4 increases take effect.",[83,88,92,96,100,104,109,113,117,121,125,128,132,136,140,144,148,152,156,160,164,168,172,176,180,184,188,192,196,200,204,208,212,216,220,224,228,232,235,239,243,246,249,253,256,259,262,266,270,273,277,281,285,288,292,296,300,304,308,312,316,320,323,327,331,334,338,342,346,349,353,357,361,364,367,371],{"id":84,"title":85,"source":86,"logo":14,"time":87},441907,"Why Did Palo Alto Networks Stock Tumble Over 8% In After-Hours Trading?","https://stocktwits.com/news-articles/markets/equity/why-did-palo-alto-networks-stock-tumble-over-8-in-after-hours-trading/cZR0BwdR4H9","2天前",{"id":89,"title":90,"source":91,"logo":32,"time":87},441906,"Palo Alto's recent acquisitions improve AI positioning but also drag on near-term EPS: analysts","https://seekingalpha.com/news/4553190-palo-altos-recent-acquisitions-improves-ai-positioning-but-also-drags-on-near-term-eps",{"id":93,"title":94,"source":95,"logo":5,"time":87},441905,"Palo Alto CEO says AI adoption is still an ongoing process for many firms","https://www.techradar.com/pro/consumers-are-far-outstripping-enterprise-for-the-moment-but-we-expect-enterprise-will-surely-and-slowly-get-on-that-bandwagon-palo-alto-ceo-says-adoption-of-ai-is-still-an-ongoing-process-for-many-firms",{"id":97,"title":98,"source":99,"logo":20,"time":87},441904,"Earnings live: Palo Alto Networks stock sinks after company cuts full-year forecast","https://finance.yahoo.com/news/live/earnings-live-palo-alto-networks-stock-sinks-after-company-cuts-full-year-forecast-221504665.html",{"id":101,"title":102,"source":103,"logo":5,"time":87},441903,"Palo Alto Networks to Benefit From Cyber Consolidation, AI Security Tailwind, RBC says","https://www.marketscreener.com/news/palo-alto-networks-to-benefit-from-cyber-consolidation-ai-security-tailwind-rbc-says-ce7e5dded089f223",{"id":105,"title":106,"source":107,"logo":40,"time":108},440857,"Palo Alto Networks Falls After Disappointing Profit Forecast","https://www.bloomberg.com/news/articles/2026-02-17/palo-alto-networks-falls-after-disappointing-profit-forecast","3天前",{"id":110,"title":111,"source":112,"logo":55,"time":87},441902,"Palo Alto Networks Stock Slides on Dismal Guidance","https://www.schaeffersresearch.com/content/news/2026/02/18/palo-alto-networks-stock-slides-on-dismal-guidance",{"id":114,"title":115,"source":116,"logo":14,"time":87},440779,"Dan Ives Sees Palo Alto Networks Well Positioned As AI Drives Cyber Spending","https://stocktwits.com/news-articles/markets/equity/dan-ives-sees-palo-alto-networks-well-positioned-as-ai-drives-cyber-spending/cZR0o0fR4vb",{"id":118,"title":119,"source":120,"logo":10,"time":108},440856,"Palo Alto Networks Lifts Revenue Outlook as Second-Quarter Profit Jumps","https://www.wsj.com/business/earnings/palo-alto-networks-lifts-revenue-outlook-as-second-quarter-profit-jumps-420bcff9?gaa_at=eafs&gaa_n=AWEtsqepiHOWEwqRvtqG_wfMw2WpF-RHAqoxiWp6LJsUkwN2P-n2VjjmOCyL&gaa_ts=6995e787&gaa_sig=d7_G_R4iddAWgs1UT-LCpE6W8U76w2hdMwpmE4TWrViuP4efRa3J0JXwdnUnLuQ_asclVh4sYXOvj4MAiU3icA%3D%3D",{"id":122,"title":123,"source":124,"logo":19,"time":87},441901,"PANW stock dubbed 'double table pounder' despite muted outlook","https://www.tradingview.com/news/invezz:ccf01a017094b:0-panw-stock-dubbed-double-table-pounder-despite-muted-outlook/",{"id":126,"title":85,"source":127,"logo":30,"time":87},440778,"https://newsable.asianetnews.com/markets/why-did-palo-alto-networks-stock-tumble-over-8-in-after-hours-trading-articleshow-7vw48i6",{"id":129,"title":130,"source":131,"logo":25,"time":87},441900,"PANW stock dubbed ‘double table pounder’ despite muted outlook","https://invezz.com/news/2026/02/18/panw-stock-dubbed-double-table-pounder-despite-muted-outlook/",{"id":133,"title":134,"source":135,"logo":47,"time":87},440777,"Cybersecurity Firm Lowers Earnings Guidance Amid Optimism","https://intellectia.ai/news/stock/cybersecurity-firm-lowers-earnings-guidance-amid-optimism",{"id":137,"title":138,"source":139,"logo":22,"time":87},440776,"Palo Alto earnings: Is security cheap now?","https://www.xtb.com/int/market-analysis/news-and-research/palo-alto-earnings-is-security-cheap-now",{"id":141,"title":142,"source":143,"logo":38,"time":87},440775,"Morgan Stanley Still Likes Palo Alto Networks’ AI Cybersecurity Case","https://finimize.com/content/morgan-stanley-still-likes-palo-alto-networks-ai-cybersecurity-case",{"id":145,"title":146,"source":147,"logo":5,"time":87},440774,"Earnings live: Wingstop stock surges on Q4 earnings beat, Garmin spikes, Analog Devices rises","https://finance.yahoo.com/news/live/earnings-live-amd-chipotle-stocks-fall-mondelez-profits-hit-by-high-cocoa-prices-215027935.html",{"id":149,"title":150,"source":151,"logo":52,"time":87},440773,"AI-Focused Acquisitions and Guidance Beat Could Be A Game Changer For Palo Alto Networks (PANW)","https://finance.yahoo.com/news/ai-focused-acquisitions-guidance-beat-051008848.html",{"id":153,"title":154,"source":155,"logo":5,"time":87},440772,"Palo Alto Networks targets $11.3B revenue and 53% NGS ARR growth for FY 2026 as AI and identity security drive strategy","https://www.msn.com/en-us/money/companies/palo-alto-networks-targets-11-3b-revenue-and-53-ngs-arr-growth-for-fy-2026-as-ai-and-identity-security-drive-strategy/ar-AA1WyiH7",{"id":157,"title":158,"source":159,"logo":18,"time":87},440771,"Palo Alto Networks Slumps 7% as Q3 Profit Guidance Falls Short","https://eand.co/palo-alto-networks-slumps-7-as-q3-profit-guidance-falls-short",{"id":161,"title":162,"source":163,"logo":28,"time":87},440770,"Palo Alto Networks: Buying the Guidance Panic","https://www.trefis.com/stock/panw/articles/590870/palo-alto-networks-buying-the-guidance-panic/2026-02-18",{"id":165,"title":166,"source":167,"logo":58,"time":87},440780,"Palo Alto Networks cuts FY forecast as acquisition costs jump","https://www.techinasia.com/news/palo-alto-networks-cuts-fy-forecast-as-acquisition-costs-jump",{"id":169,"title":170,"source":171,"logo":15,"time":87},443685,"Palo Alto Networks’ stock slides as underwhelming outlook overshadows AI messaging","https://www.marketwatch.com/story/palo-alto-networks-stock-slides-as-underwhelming-outlook-overshadows-ai-messaging-7bb6ad12?gaa_at=eafs&gaa_n=AWEtsqcXf-c3t3kwpBQEa_AMf-84hgPrCBA2G9q79Hjdo2tEH1fa3bwvdtuB&gaa_ts=69968f9f&gaa_sig=plz_FQl-yUF4ih0BDBS4_fJIkDAHR_7yPgr5WuMmMysIsCPwn9ZYHzz1wQFKS09ebmu8M7WUIhdygdWPkcrGGw%3D%3D",{"id":173,"title":174,"source":175,"logo":34,"time":87},443686,"Palo Alto shares fall as deal costs pile up amid AI security push","https://www.reuters.com/business/palo-alto-shares-fall-deal-costs-pile-up-amid-ai-security-push-2026-02-18/",{"id":177,"title":178,"source":179,"logo":21,"time":87},443687,"Palo Alto’s Guidance Overshadows Strong Earnings. Its Stock Is Down.","https://www.barrons.com/articles/palo-alto-earnings-stock-price-ad0014c0?gaa_at=eafs&gaa_n=AWEtsqfgDvwFVNxyvOEKi7ofPBDpAkT6LwEF46K5PD5qzBE_5D-DSAp6s28N&gaa_ts=69968f9f&gaa_sig=byO9jX-tIGI9pLKCcOEG__MnCF--yuK7F6MwgqBWXwoZ-A6fZdINbIQYJVUdACEhOyWRrlfFDsoHRaEIuv6G1Q%3D%3D",{"id":181,"title":182,"source":183,"logo":20,"time":87},443688,"Earnings live: Carvana stock plunges after profit miss, DoorDash slides amid mixed results","https://finance.yahoo.com/news/live/earnings-live-amazon-reddit-stocks-sink-to-cap-jam-packed-earnings-week-213155571.html",{"id":185,"title":186,"source":187,"logo":5,"time":87},443689,"EBay options imply 8.0% move in share price post-earnings","https://www.tipranks.com/news/the-fly/ebay-options-imply-8-0-move-in-share-price-post-earnings-thefly-news",{"id":189,"title":190,"source":191,"logo":13,"time":108},441909,"Palo Alto Networks (NASDAQ:PANW) Reports Q4 CY2025 In Line With Expectations But Stock Drops","https://www.theglobeandmail.com/investing/markets/stocks/PANW/pressreleases/266628/palo-alto-networks-nasdaqpanw-reports-q4-cy2025-in-line-with-expectations-but-stock-drops/",{"id":193,"title":194,"source":195,"logo":11,"time":108},441908,"PANW Projects Strong Growth in Next-Generation Security ARR by F","https://www.gurufocus.com/news/8624982/panw-projects-strong-growth-in-nextgeneration-security-arr-by-fy26",{"id":197,"title":198,"source":199,"logo":23,"time":87},440769,"Palo Alto Networks Stock Drops After Earnings; CEO Questions AI Fears","https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-18-2026/card/palo-alto-networks-stock-drops-after-earnings-ceo-questions-ai-fears-Zbh2TAoRo0jimeJMwe84?gaa_at=eafs&gaa_n=AWEtsqdCjZNSNw_971ok0j44oMMO3YTOgsGpa9vblmtKqey_wERWV3BF_14K&gaa_ts=6995e787&gaa_sig=yhdTWPBhYrnDms0qu-B8fCcLe25UykBnkyAPP8DpDvBbOiXAVSgoqnyqF_9hbZBKCVsPmO2q_CU1PHWLgKrsKQ%3D%3D",{"id":201,"title":202,"source":203,"logo":5,"time":87},440768,"Palo Alto warns on earnings as guidance disappoints","https://itbrief.com.au/story/palo-alto-warns-on-earnings-as-guidance-disappoints",{"id":205,"title":206,"source":207,"logo":29,"time":87},440767,"PANW Stock: Time To Buy The Dip?","https://www.forbes.com/sites/greatspeculations/2026/02/18/panw-stock-time-to-buy-the-dip/",{"id":209,"title":210,"source":211,"logo":36,"time":108},440800,"Does the Stock Reaction Make Sense?","https://247wallst.com/investing/2026/02/17/live-will-palo-alto-panw-beat-q2-earnings-tonight/liveupdates/7/",{"id":213,"title":214,"source":215,"logo":5,"time":87},440766,"Palo Alto Networks slips premarket following soft annual profit guidance","https://www.investing.com/news/earnings/palo-alto-stock-slips-after-hours-on-soft-profit-guidance-4509685",{"id":217,"title":218,"source":219,"logo":57,"time":87},441899,"Why Palo Alto Networks (PANW) Is Really Down 6.5% This Morning","https://www.aol.com/articles/why-palo-alto-networks-panw-165056091.html",{"id":221,"title":222,"source":223,"logo":5,"time":87},440765,"DA Davidson Adjusts Price Target on Palo Alto Networks to $190 From $210, Maintains Buy Rating","https://www.marketscreener.com/news/da-davidson-adjusts-price-target-on-palo-alto-networks-to-190-from-210-maintains-buy-rating-ce7e5ddedd88f72d",{"id":225,"title":226,"source":227,"logo":39,"time":87},441898,"Palo Alto Networks' Deals Are Dragging on Its Profit Outlook. The Stock Is Falling","https://finance.yahoo.com/news/palo-alto-networks-deals-dragging-174502721.html",{"id":229,"title":230,"source":231,"logo":12,"time":87},440764,"Palo Alto Is Getting Bigger. Is It Growing Faster?","https://aimmediahouse.com/enterprise-ai/palo-alto-is-getting-bigger-is-it-growing-faster",{"id":233,"title":226,"source":234,"logo":5,"time":87},441897,"https://www.investopedia.com/palo-alto-networks-deals-are-dragging-on-its-profit-outlook-the-stock-is-falling-panw-11908523",{"id":236,"title":237,"source":238,"logo":35,"time":87},440763,"PANW Stock Today: Q3 EPS Guide Miss Weighs on Rally – February 18","https://meyka.com/blog/panw-stock-today-q3-eps-guide-miss-weighs-on-rally-february-18-1802/",{"id":240,"title":241,"source":242,"logo":5,"time":87},441896,"Palo Alto to emerge stronger despite M&A headwinds, Jefferies analysts say","https://www.proactiveinvestors.com/companies/news/1087573/palo-alto-to-emerge-stronger-despite-m-a-headwinds-jefferies-analysts-say-1087573.html",{"id":244,"title":170,"source":245,"logo":15,"time":87},440762,"https://www.marketwatch.com/story/palo-alto-networks-stock-slides-as-underwhelming-outlook-overshadows-ai-messaging-7bb6ad12?gaa_at=eafs&gaa_n=AWEtsqdQhYi0ILmhRw84yICLPE3lqf0yExZ0izoQrt1fUhLIH4pkojq8FNZa&gaa_ts=6995e787&gaa_sig=JB46ZOcKK_GmC-zdkKK8K46RRkKngkDt3E0gkr5kBk6UYFmUfKtVmOqDqQOGRPDS9Na0VAj4wLN2W9ovOLbNkw%3D%3D",{"id":247,"title":178,"source":248,"logo":21,"time":87},441895,"https://www.barrons.com/articles/palo-alto-earnings-stock-price-ad0014c0?gaa_at=eafs&gaa_n=AWEtsqeLDlIszxKz37jjtg8XKRS9NKu3b98rflsjzKaKRmCJkzlN6dEGcbS6&gaa_ts=69961fec&gaa_sig=Gy7g4LgeR8f6IaXZePhOhG54P1P0LnLi05KIFazvYOE2C5oQrapQd_6GXPgWhw_xksfNauxAhaEFrgJ-m_q0nQ%3D%3D",{"id":250,"title":251,"source":252,"logo":37,"time":87},440761,"Palo Alto profit soars more than 60 percent in fiscal Q2, company agrees to acquire Israeli AI security outfit","https://www.telecompaper.com/news/palo-alto-profit-soars-more-than-60-percent-in-fiscal-q2-company-agrees-to-acquire-israeli-ai-security-outfit--1562698",{"id":254,"title":170,"source":255,"logo":15,"time":87},441894,"https://www.marketwatch.com/story/palo-alto-networks-stock-slides-as-underwhelming-outlook-overshadows-ai-messaging-7bb6ad12?gaa_at=eafs&gaa_n=AWEtsqd3EBGo-1dii6lNn1X8SkcKe-eivkc3dyMhBRA0xX_6WulHXtUXKIQ2&gaa_ts=69961fec&gaa_sig=R2Qu8N1JY_Cqizi1Es03IAzpqZ9XN2Z0YcTzI646jZo5E89Ob-h92Jy14WZGxC6IQUASo115ubdM0TUcYsa1Ug%3D%3D",{"id":257,"title":241,"source":258,"logo":5,"time":87},443684,"https://www.proactiveinvestors.com.au/companies/news/1087573/palo-alto-to-emerge-stronger-despite-m-a-headwinds-jefferies-analysts-say-1087573.html",{"id":260,"title":146,"source":261,"logo":20,"time":87},442783,"https://finance.yahoo.com/news/live/earnings-live-rivian-stock-surges-on-earnings-beat-pinterest-plunges-crocs-soars-131119592.html",{"id":263,"title":264,"source":265,"logo":44,"time":87},442784,"Is Palo Alto Networks a Buy After Getting a Cybersecurity Gut Punch?","https://pro.thestreet.com/trade-ideas/is-palo-alto-networks-a-buy-after-getting-a-cybersecurity-gut-punch",{"id":267,"title":268,"source":269,"logo":51,"time":87},442785,"Palo Alto Networks Makes Strong Case for AI as Tailwind for Security Vendors, Morgan Stanley Says","https://www.marketscreener.com/news/palo-alto-networks-makes-strong-case-for-ai-as-tailwind-for-security-vendors-morgan-stanley-says-ce7e5dded18ef024",{"id":271,"title":119,"source":272,"logo":10,"time":108},443717,"https://www.wsj.com/business/earnings/palo-alto-networks-lifts-revenue-outlook-as-second-quarter-profit-jumps-420bcff9?gaa_at=eafs&gaa_n=AWEtsqd4Zr0vi1JcmuL3ZfnnlOGugfVQAyJlEvueXEVB45O0rBUHTtvY2HHf&gaa_ts=69968f9f&gaa_sig=UCNPUZ9YhI1gSbHj8I7d2A9dmDwUXZS9n8isQ9frJoo1NWghf8MfNsbfy0oRJ2FVdHU8d_lCS_mv-X6oY1qG7g%3D%3D",{"id":274,"title":275,"source":276,"logo":56,"time":108},443718,"Palo Alto Networks cuts annual profit forecast as deal costs bite, shares fall","https://www.reuters.com/business/palo-alto-networks-cuts-annual-profit-forecast-deal-costs-bite-shares-fall-2026-02-17/",{"id":278,"title":279,"source":280,"logo":24,"time":108},440799,"Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS","https://seekingalpha.com/news/4552800-palo-alto-declines-after-guidance-reveals-revenue-surge-but-lower-than-expected-eps",{"id":282,"title":283,"source":284,"logo":26,"time":108},440798,"Palo Alto Falls As Fiscal Q2 Beat, Guidance Underwhelms","https://www.investors.com/news/technology/palo-alto-stock-panw-palo-alto-earnings-news-q42025/",{"id":286,"title":190,"source":287,"logo":33,"time":108},440797,"https://www.tradingview.com/news/stockstory:1e280d532094b:0-palo-alto-networks-nasdaq-panw-reports-q4-cy2025-in-line-with-expectations-but-stock-drops/",{"id":289,"title":290,"source":291,"logo":31,"time":108},440796,"panw stock jumps on stronger-than-expected security subscription growth","https://www.filmogaz.com/154760",{"id":293,"title":294,"source":295,"logo":54,"time":108},440795,"Palo Alto Networks Q2 earnings top estimates, shares fall on weak profit guidance","https://finance.yahoo.com/news/palo-alto-networks-q2-earnings-213500511.html",{"id":297,"title":298,"source":299,"logo":53,"time":108},440794,"Palo Alto shares slide despite beat on revenue and earnings","https://www.cnbc.com/video/2026/02/17/palo-alto-shares-slide-despite-beat-on-revenue-and-earnings.html",{"id":301,"title":302,"source":303,"logo":41,"time":87},442780,"Palo Alto Networks’ Acquisition-Driven Margin Squeeze Could Be A Game Changer For Palo Alto Networks (PANW)","https://simplywall.st/stocks/us/software/nasdaq-panw/palo-alto-networks/news/palo-alto-networks-acquisition-driven-margin-squeeze-could-b",{"id":305,"title":306,"source":307,"logo":5,"time":108},440793,"Palo Alto Networks (PANW) delivers impressive earnings beat","https://rollingout.com/2026/02/17/palo-alto-networks-panw-earnings-beat/",{"id":309,"title":310,"source":311,"logo":48,"time":87},442781,"Palo Alto Earnings: We See Continued Traction on Platformization","https://www.morningstar.com/stocks/palo-alto-earnings-we-see-continued-traction-platformization",{"id":313,"title":314,"source":315,"logo":11,"time":108},440792,"Palo Alto Networks (PANW) Sees Significant Boost in Security ARR","https://www.gurufocus.com/news/8624654/palo-alto-networks-panw-sees-significant-boost-in-security-arr",{"id":317,"title":318,"source":319,"logo":5,"time":87},442782,"PANW Q4 Deep Dive: Market Reacts to Margin Trade-Offs and Major M&A Integration","https://finviz.com/news/314827/panw-q4-deep-dive-market-reacts-to-margin-trade-offs-and-major-ma-integration",{"id":321,"title":170,"source":322,"logo":15,"time":87},442776,"https://www.marketwatch.com/story/palo-alto-networks-stock-slides-as-underwhelming-outlook-overshadows-ai-messaging-7bb6ad12?gaa_at=eafs&gaa_n=AWEtsqc4Yw3YeKFbUrTg7FaA9Dtu_es4N1p0fTRiih_fq6vIZXTreqAHTy6a&gaa_ts=69965815&gaa_sig=P2-4oA6TmG07mYI4r_ARqLunB6hndbV5JYeKIv7vdk7az1zgw1Ruc1t0MGHm5To_O_HSrhU7e2bOCVYp6C6F4Q%3D%3D",{"id":324,"title":325,"source":326,"logo":19,"time":87},442777,"Palo Alto Networks Inc SEC 10-Q Report","https://www.tradingview.com/news/tradingview:223dbccd0a771:0-palo-alto-networks-inc-sec-10-q-report/",{"id":328,"title":329,"source":330,"logo":45,"time":87},442778,"Why Palo Alto Networks Stock Sank Today","https://www.fool.com/investing/2026/02/18/why-palo-alto-networks-stock-sank-today/",{"id":332,"title":178,"source":333,"logo":21,"time":87},442779,"https://www.barrons.com/articles/palo-alto-earnings-stock-price-ad0014c0?gaa_at=eafs&gaa_n=AWEtsqc1oKnqYCFML33Cs3RhJsZ3_pUo2qJJXnrHTp4FxoVdbguvblTGs1El&gaa_ts=69965815&gaa_sig=I-tOSbBuOliGIwzbhbAQDvTZxtTC4AZWvHPAe9mi44EyMno_wjY_1ot9_7szd-1H7gqbsiZhG-XFqe3wlHaTHA%3D%3D",{"id":335,"title":336,"source":337,"logo":42,"time":108},440789,"Palo Alto Networks CEO: AI Won’t Replace Security Tools ‘Any Time Soon’","https://www.crn.com/news/security/2026/palo-alto-networks-ceo-ai-won-t-replace-security-tools-any-time-soon",{"id":339,"title":340,"source":341,"logo":49,"time":87},440788,"Palo Alto, Fiverr International, Axcelis Technologies And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session","https://www.benzinga.com/trading-ideas/movers/26/02/50683133/palo-alto-fiverr-international-axcelis-technologies-and-other-big-stocks-moving-lower-in-wednesdays-pre-market-session",{"id":343,"title":344,"source":345,"logo":27,"time":87},440787,"Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks","https://www.cnbc.com/2026/02/18/palo-alto-stock-cybersecurity-ai-earnings.html",{"id":347,"title":174,"source":348,"logo":50,"time":87},440786,"https://finance.yahoo.com/news/palo-alto-shares-fall-deal-121933246.html",{"id":350,"title":351,"source":352,"logo":16,"time":87},440782,"Palo Alto price shows more signs of weakness - Forecast today - 18-02-2026","https://www.economies.com/stocks/united-states-analysis/palo-alto-price-shows-more-signs-of-weakness---forecast-today---18-02-2026-124953",{"id":354,"title":355,"source":356,"logo":17,"time":87},440781,"Palo Alto lowers profit forecast after CyberArk deal","https://www.techzine.eu/news/security/138898/palo-alto-lowers-profit-forecast-after-cyberark-deal/",{"id":358,"title":359,"source":360,"logo":43,"time":108},440791,"Palo Alto Networks slumps 7% as third-quarter profit guidance falls short","https://www.cnbc.com/2026/02/17/palo-alto-networks-panw-q2-2026-earnings.html",{"id":362,"title":275,"source":363,"logo":46,"time":108},440790,"https://finance.yahoo.com/news/palo-alto-networks-cuts-annual-223552934.html",{"id":365,"title":119,"source":366,"logo":10,"time":108},442806,"https://www.wsj.com/business/earnings/palo-alto-networks-lifts-revenue-outlook-as-second-quarter-profit-jumps-420bcff9?gaa_at=eafs&gaa_n=AWEtsqesUaeKopZoy8MIOw2BDH8jx7mAEkkSDaZbLuI8S4s-J3JUVTGd3D11&gaa_ts=69965815&gaa_sig=nD8DBg7i-FZ22ymzWCOALNoxUhkGOjLABGpldxDuJQB-QFlySElfjd1Xl8JUHzYQnKZ95hqayLEeDnn7tyiO9g%3D%3D",{"id":368,"title":369,"source":370,"logo":11,"time":108},442807,"Palo Alto Networks (PANW) Projects Robust Q3 Growth in Next-Gen Security ARR","https://www.gurufocus.com/news/8624630/palo-alto-networks-panw-projects-robust-q3-growth-in-nextgen-security-arr",{"id":372,"title":190,"source":373,"logo":13,"time":108},442808,"https://www.barchart.com/story/news/266627/palo-alto-networks-nasdaqpanw-reports-q4-cy2025-in-line-with-expectations-but-stock-drops","#88378dff","#88378d4d",1771651887091]