Palo Alto Shares Fall on Expense Concerns
Palo Alto Networks revenue grew 15%, but expenses came in higher than expected
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Palo Alto Networks shares rise 10% after fiscal Q3 earnings beat, driven by AI threat demand
The beat comes on lowered expectations, after the company gave disappointing guidance in February that fell short of analyst estimates.
Why Did Palo Alto Networks Stock Drop Today?
First, Palo Alto stock got a price target hike -- then it's stock dropped.
Palo Alto Networks Reports Strong Q3 2026 Results with 60% Growth in Next-Gen Security ARR to $8.1B
Next-gen security ARR grew 60% to $8.1B and remaining performance obligation reached $18.4B as Palo Alto Networks projected FY26 revenue aro

Palo Alto CEO Arora says AI pricing needs to fall 90% as token costs skyrocket
Palo Alto Networks CEO Nikesh Arora said high token costs could prevent businesses from adopting artificial intelligence at scale.
Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet?
Shares of Palo Alto Networks (NASDAQ:PANW) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector

'We need to see the pricing for AI come down': Palo Alto Networks CEO Nikesh Arora says AI is too expensive — and needs to fall 90% to become affordable
Demand for AI is there, and performance is no longer an issue – Palo Alto CEO believes pricing needs to come down by as much as 90%.

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