PALO ALTO NETWORKS WKN: A1JZ0Q ISIN: US6974351057 Kürzel: PANW Forum: Aktien Thema: Hauptdiskussion

https://seekingalpha.com/news/4553190-palo-altos-recent-acquisitions-improves-ai-positioning-but-also-drags-on-near-term-eps

'Wedbush Securities said the reduced EPS was related to its recent acquisitions of Chronosphere and CyberArk, which led to a sizable increase in shares. The firm reiterated its Outperform rating and $225 price target, adding, "We would be strong buyers in knee-jerk weakness of shares tomorrow at the open." Meanwhile, Morgan Stanley retained its Overweight rating but reduced its price target to $223 from $245. "With FQ2 results, the company was able to give guidance for CyberArk and Chronosphere impacts, removing an overhang that has been in the stock since last summer," said Morgan Stanley analysts, led by Meta Marshall, in a Wednesday investor note. "Many investors we talked to had wanted to get past the reset, particularly on CyberArk, to feel comfortable stepping into the name. While we still need more evidence of CyberArk's trajectory and synergy realization, we at least have baselines to measure against with the $200mm ARR starting point for Chronosphere in FQ2 and the >$1.2bn ARR for CyberArk for FQ3." Needham reiterated its Buy rating but also lowered its price target to $200 from $230. "Management's updated 3QFY26 & FY26 outlook was in line with consensus estimates for NGS ARR, RPO, and Revenue on an organic basis, while Operating Margin, EPS, and Free Cash Flow Margin were lowered to account for the carrying cost of the Chronosphere and CyberArk acquisitions," said Needham analysts, led by Mike Cikos, in a note. "While management did not specify the acquired cost base, the company reaffirmed an Adjusted Free Cash Flow Target of 40% in FY28, with 37% in FY26 & FY27, and FY30 NGS ARR of $20 Billion. Palo Alto has already set CyberArk integration plans in motion, supporting management commentary for a swift integration timeline." Jefferies also retained its Buy rating but reduced its price target to $215 from $250. "CYBR's CY25 FCF margin was only 19% (23% adjusted), meaning that PANW has to approximately double this to reach its target of 40% FCF margins for the combined business," said Jefferies analysts, led by Joseph Gallo, in a note. "PANW also expects 37% adj. FCF margins in FY27 and reaffirmed its previous target of 40% in FY28. Cost synergies, including lower cloud hosting costs, close to double-digit percentage job cuts for the CYBR business, and other efficiencies, should help it reach its target." Koi acquisition to boost agentic AI capabilities Before releasing its earnings, Palo Alto announced it was acquiring the Israel-based Koi. Palo Alto CEO Nikesh Arora discussed the acquisition during the earnings call but did not provide financial details of the deal. Some reports indicated the acquisition costs approximately $400M. "We are witnessing a dramatic shift in how software now lives on the endpoint; traditional security tools are often blind to the new AI layer of software," Arora said. "The massive rise of MCP servers, browser extensions, plug-ins, and ephemeral code that bypasses standard security controls. This represents a significant unmanaged attack surface." "We identified this new threat vector early, and Palo Alto Networks has been a customer of Koi since the summer of 2025," he added. "On my recent trip to Israel in December, Lee Klarich and I met with the Koi team and were immediately impressed by their foresight into the next generation of endpoint threats. Since then, we've seen the risk pattern intensify, including security concerns that have been recently popularized by the widespread adoption of open cloud. We believe this is the latest example of what the future of an AI attack surface will look like, and Koi will help our XDR platform remain well positioned to provide the most innovative security solutions to our customers." '

Das wird wieder auf 180 Dollar steigen. Ganz sicher.

February 18, 2026 9:22 AM These Analysts Slash Their Forecasts On Palo Alto Following Q2 Results by Avi Kapoor Benzinga Staff Writer Palo Alto Networks Inc (NASDAQ:PANW) reported upbeat financial results for the second quarter of fiscal 2026 after the market close on Tuesday. Palo Alto reported fiscal second-quarter revenue of $2.59 billion, beating analyst estimates of $2.58 billion. The cybersecurity company posted adjusted earnings of $1.03 per share for the quarter, beating analyst estimates of 94 cents per share, according to Benzinga Pro. "We saw continued strength in platformizations, a trend that is accelerating due to AI – customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach. We also saw steady and strong adoption of AI security, which we expect will be a long term trend," said Nikesh Arora, chairman and CEO of Palo Alto Networks. Palo Alto expects fiscal third-quarter revenue to be in the range of $2.941 billion to $2.945 billion versus estimates of $2.60 billion. The company anticipates third-quarter adjusted earnings between 78 cents and 80 cents per share versus estimates of 92 cents per share. Palo Alto also raised its fiscal 2026 revenue guidance. The company now expects full-year revenue of $11.28 billion to $11.31 billion, up from prior guidance of $10.50 billion to $10.54 billion. Analysts are expecting full-year revenue of $10.55 billion. Meanwhile, the company lowered its full-year adjusted earnings guidance from a range of $3.80 to $3.90 per share to a new range of $3.65 to $3.70 per share, versus estimates of $3.86 per share. Palo Alto shares fell 8.9% to $148.96 in pre-market trading. These analysts made changes to their price targets on Palo Alto following earnings announcement. Needham analyst Mike Cikos maintained Palo Alto Networks with a Buy and lowered the price target from $230 to $200. Morgan Stanley analyst Hamza Fodderwala maintained the stock with an Overweight rating and lowered the price target from $245 to $223. Scotiabank analyst Patrick Colville maintained Palo Alto with a Sector Outperform and lowered the price target from $228 to $180.

PANW: Analyst Reiterates Market Outperform with Stable Target Price | PANW Stock News GuruFocus News 02/18/2026 15:35 On February 18, 2026, Citizens analyst Trevor Walsh reiterated a "Market Outperform" rating for Palo Alto Networks (PANW) while maintaining the target price at $250.00 USD. This reflects the analyst's consistent outlook on the company's performance, with no changes in the price target or rating.

Ich habe alle Salesforce-Aktien mit Verlust verkauft und 150 Einheiten von Palo Alto gekauft. Ich sehe hier mehr Möglichkeiten und habe den CEO immer sehr geschätzt (viel mehr als Benioff von Salesforce).

Palo Alto erhöht Umsatzprognose ABM Financial News Von ABM Financial News am Mittwoch, 18. Februar 2026 (ABM FN-Dow Jones) Palo Alto Networks hat seine Umsatzprognose für das laufende Geschäftsjahr angehoben, jedoch die Gewinnerwartung gesenkt. Dies trotz eines Gewinnanstiegs im zweiten Quartal dank der anhaltenden Nachfrage nach Cybersicherheit. Dies geht aus den Zahlen des US-amerikanischen Technologieunternehmens hervor. Palo Alto erwartet für dieses Jahr einen Umsatz zwischen 11,28 und 11,31 Milliarden US-Dollar, verglichen mit der vorherigen Prognose von 10,5 bis 10,54 Milliarden US-Dollar. Die Prognose für den bereinigten Gewinn je Aktie wurde auf 3,65 bis 3,70 US-Dollar gesenkt. Zuvor wurde ein Bereich von 3,80 bis 3,90 US-Dollar je Aktie erwartet. Da 63 bis 68 Millionen weitere Aktien im Umlauf sind, drückt dies den Gewinn je Aktie. Im zweiten Quartal erzielte Palo Alto einen Gewinn von 432 Millionen US-Dollar bzw. 0,61 US-Dollar je Aktie. Im Vorjahresquartal lag der Gewinn bei 267 Millionen US-Dollar bzw. 0,38 US-Dollar je Aktie.

Die Palo Alto-Aktie setzt am Mittwochmorgen ihren Abwärtstrend fort und ist der schwächste Wert im Nasdaq 100. Nachdem der Kurs des Cybersicherheitsunternehmens bereits in den letzten drei Monaten um -20% eingebrochen ist, geht es zum Handelsstart in Europa um weitere -7% nach unten. Was drückt auf den Kurs von Palo Alto und können Anleger hier ein Schnäppchen machen? https://www.wallstreet-online.de/nachricht/20511459-palo-alto-aktie-ki-gewinner

Palo Alto Networks (PANW): New Buy Recommendation for This Technology Giant TipRanks Auto-Generated Intelligence Newsdesk Feb 18, 2026, 09:49 AM Palo Alto Networks (PANW): New Buy Recommendation for This Technology Giant In a report released today, Shaul Eyal from TD Cowen reiterated a Buy rating on Palo Alto Networks, with a price target of $255.00. Eyal covers the Technology sector, focusing on stocks such as Palo Alto Networks, Check Point, and Cloudflare. According to TipRanks, Eyal has an average return of 19.3% and a 57.66% success rate on recommended stocks.

Meine Meinung: Das wird heute wieder anziehen. Die Gewinne allein sagen nicht alles. Insgesamt sieht es für Palo Alto sehr gut aus. Schauen Sie sich die hohen Auftragseingänge an.

De-Risked Growth and Upside Potential Drive Buy Rating on Next-Gen Security Leader TipRanks Auto-Generated Intelligence Newsdesk Feb 18, 2026, 06:55 AM Robert W. Baird analyst Shrenik Kothari has maintained their bullish stance on PANW stock, giving a Buy rating yesterday. Shrenik Kothari has given his Buy rating due to a combination of factors, including stronger-than-expected results and a more optimistic full-year outlook that still embeds conservative assumptions. He highlights that core next-generation security ARR continues to expand at a robust organic pace, supported by rising RPO and stable net-new trends, even after adjusting for recent acquisitions. Kothari also points to disciplined integration of M&A, limited margin drag from memory, and reaffirmed long-term free cash flow targets as reasons the risk/reward skews favorably. With management guiding prudently for the second half while still implying room for upside and beat-and-raise potential, he views the current setup as de-risked and supportive of continued share appreciation. In another report released yesterday, Evercore ISI also maintained a Buy rating on the stock with a $250.00 price target.

Trotzdem geht es runter

Umsatz: leicht höher als erwartet (~2,6 Mrd. vs. 2,58–2,63 Mrd.).  - Non‑GAAP EPS: klar über den Erwartungen (ca. 1,03 USD statt ~0,94 USD).  - Annual Recurring Revenue (ARR): ebenfalls etwas besser als Prognose

Alles wurde übertroffen, trotzdem scheint die Bewertung im Moment noch zu hoch. Könnte mir vorstellen, dass sie aber noch etwas zurückkommt heute Nacht.

Non-GAAP 1,03$

• Umsatz: 2,6 Mrd. USD (+15 % YoY) • Non-GAAP Gewinn: 732 Mio. USD • Next-Generation Security ARR: 6,3 Mrd. USD (+33 % YoY) • Ausblick Q3: Umsatz ~2,94 Mrd. USD, NGS ARR ~8 Mrd. USD • Strategie: Fokus auf AI, Security-Plattformen und Akquisitionen (z. B. CyberArk, Chronosphere)