Últimas noticias sobre Palo Alto Networks (NASDAQ:PANW) Bolsa

PALO ALTO NETWORKS INC

Palo Alto Networks

Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.

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GameStop, Coinbase, Palo Alto, Airbnb, Tesla: 5 acciones que están en el radar de los inversores

Palo Alto Networks Inc

Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) reported third-quarter financial results for fiscal 2025 after the market close on Tuesday. Here&#8217;s a rundown of the <a href="https://www.benzinga.com/pressreleases/25/05/n45529278/palo-alto-networks-reports-fiscal-third-quarter-2025-financial-results">cybersecurity company&#8217;s report</a>.
Q3 Earnings: Palo Alto reported third-quarter revenue of $2.29 billion, beating the&nbsp;<a href="http://benzinga.com/quote/PANW/earnings" target="_blank" rel="noreferrer noopener">consensus estimate</a>&nbsp;of $2.28 billion. The company reported third-quarter adjusted earnings of 80 cents per share, beating analyst estimates of 77 cents per share, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Total revenue was up 15% year-over-year and remaining performance obligations grew 19% year-over-year to $13.5 billion. The cybersecurity company said next-generation security annual recurring revenue increased 34% year-over-year to $5.1 billion.
Palo Alto ended the quarter with approximately $2.38 billion in cash and cash equivalents.
&#8220;In&nbsp;Q3, we continued to make progress on our platformization strategy and achieved an important milestone in crossing&nbsp;$5 billion&nbsp;in Next-Gen Security ARR,&#8221; said&nbsp;Nikesh Arora, chairman and CEO of Palo Alto Networks. &#8220;Our scale and platform breadth makes us a leading consolidator of choice in cybersecurity.&#8221;
Guidance:&nbsp;Palo Alto expects fiscal fourth-quarter revenue to be in the range of $2.49 billion to $2.51 billion versus estimates of $2.5 billion. The company expects fourth-quarter adjusted earnings to be between 87 cents and 89 cents per share versus estimates of 86 cents per share.
Palo Alto also raised its full-year 2025 guidance. The company now expects full-year revenue of $9.17 billion to $9.19 billion, up from prior guidance of $9.14 billion to $9.19 billion. The company now anticipates full-year adjusted earnings of $3.26 to $3.28 per share, up from prior guidance of $3.18 to $3.24 per share, per&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>. Analysts are forecasting full-year revenue of $9.17 billion and full-year adjusted earnings of $3.22 per share.
Palo Alto executives will further discuss the company&#8217;s quarterly performance on a conference call with investors and analysts at 4:30 p.m. ET.
PANW Price Action: <a href="https://www.benzinga.com/quote/PANW" target="_blank" rel="noreferrer noopener">Palo Alto shares</a> were up approximately 6.5% year-to-date heading into the report. The stock was down 3.81% after hours, trading at $187.09 at the time of publication Tuesday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45526658/palo-alto-networks-is-a-top-ai-driven-cybersecurity-play-analyst">Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst</a></li>
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/05/45501031/crowdstrike-announces-integration-in-nvidia-enterprise-ai-factory">CrowdStrike Announces Integration In Nvidia Enterprise AI Factory</a></li>
</ul>
Photo: Shutterstock.

Guidance

Movers

Palo Alto Reports Q3 Earnings, Raises FY25 Guidance, Shares Slide

WIIM

Palo Alto Networks shares are trading lower following Q3 reported financial results.

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) raises FY2025 Adj EPS guidance from $3.18-$3.24 to $3.26-$3.28 vs $3.22 analyst estimate. Raises FY2025 sales outlook from $9.14 billion-$9.19 billion to $9.17 billion-$9.19 billion vs $9.17 billion estimate.

Palo Alto Networks Raises FY2025 Adj EPS Guidance from $3.18-$3.24 to $3.26-$3.28 vs $3.22 Est; Raises FY2025 Sales Guidance from $9.14B-$9.19B to $9.17B-$9.19B vs $9.17B Est

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) is looking for Q4 Adj EPS of $0.87-$0.89 vs $0.86 analyst estimate. sees sales of $2.490 billion-$2.510 billion vs $2.50 billion analyst estimate.

Palo Alto Networks Sees Q4 Adj EPS $0.87-$0.89 vs $0.86 Est; Sees Sales $2.490B-$2.510B vs $2.50B Est

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) reported quarterly earnings of $0.80 per share which beat the analyst consensus estimate of $0.77 by 3.9 percent. This is a 21.21 percent increase over earnings of $0.66 per share from the same period last year. The company reported quarterly sales of $2.29 billion which beat the analyst consensus estimate of $2.28 billion by 0.51 percent. This is a 15.31 percent increase over sales of $1.99 billion the same period last year.

Earnings Beats

Palo Alto Networks Q3 Adj. EPS $0.80 Beats $0.77 Estimate, Sales $2.29B Beat $2.28B Estimate

Deep-pocketed investors have adopted a bullish approach towards Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in PANW usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 59 extraordinary options activities for Palo Alto Networks. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 47% leaning bullish and 44% bearish. Among these notable options, 25 are puts, totaling $1,125,871, and 34 are calls, amounting to $1,804,977.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $25.0 and $260.0 for Palo Alto Networks, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Palo Alto Networks options trades today is 1519.96 with a total volume of 28,664.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Palo Alto Networks's big money trades within a strike price range of $25.0 to $260.0 over the last 30 days.
<h3>Palo Alto Networks 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747767701_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$3.75</td>
<td>$3.65</td>
<td>$3.65</td>
<td>$210.00</td>
<td>$182.5K</td>
<td>4.1K</td>
<td>719</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$2.3</td>
<td>$2.2</td>
<td>$2.3</td>
<td>$180.00</td>
<td>$138.0K</td>
<td>2.0K</td>
<td>4.0K</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$44.95</td>
<td>$44.9</td>
<td>$44.9</td>
<td>$155.00</td>
<td>$116.7K</td>
<td>1.7K</td>
<td>26</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/23/25</td>
<td>$7.2</td>
<td>$7.05</td>
<td>$7.05</td>
<td>$192.50</td>
<td>$116.3K</td>
<td>920</td>
<td>449</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>05/23/25</td>
<td>$7.2</td>
<td>$7.05</td>
<td>$7.13</td>
<td>$195.00</td>
<td>$113.5K</td>
<td>1.4K</td>
<td>1.9K</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Following our analysis of the options activities associated with Palo Alto Networks, we pivot to a closer look at the company's own performance.
<h3>Where Is Palo Alto Networks Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 4,034,187, with PANW's price down by -0.35%, positioned at $193.61.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 0 days.</li>
</ul>
<h3>Expert Opinions on Palo Alto Networks</h3>
Over the past month, 4 industry analysts have shared their insights on this stock, proposing an average target price of $223.25.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Rosenblatt persists with their Buy rating on Palo Alto Networks, maintaining a target price of $235. 
&#x2A; An analyst from Cantor Fitzgerald has revised its rating downward to Overweight, adjusting the price target to $223. 
&#x2A; An analyst from Roth Capital downgraded its action to Neutral with a price target of $210. 
&#x2A; Maintaining their stance, an analyst from Jefferies continues to hold a Buy rating for Palo Alto Networks, targeting a price of $225. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Palo Alto Networks, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Decoding Palo Alto Networks's Options Activity: What's the Big Picture?

In the current market session, Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) stock price is at $193.60, after a 0.36% drop. However, over the past month, the company's stock spiked by 18.33%, and in the past year, by 25.49%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. 

<img src="https://www.benzinga.com/files/images/story/2025/1747767623_0.png" alt="Past Year Chart" />

<h3>Evaluating Palo Alto Networks P/E in Comparison to Its Peers</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Compared to the aggregate P/E ratio of 69.94 in the Software industry, Palo Alto Networks Inc. has a higher P/E ratio of 109.77. Shareholders might be inclined to think that Palo Alto Networks Inc. might perform better than its industry group. It's also possible that the stock is overvalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1747767623_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

A Look Into Palo Alto Networks Inc's Price Over Earnings

Wedbush analyst Daniel Ives maintained an Outperform rating on cybersecurity giant Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a <a target="_blank" href="https://www.benzinga.com/quote/PANW/analyst-ratings" rel="noreferrer noopener">price forecast of $225</a> on Monday. The company will deliver its fiscal third-quarter 2025 results on Tuesday after the bell.
Ives expects to see strong cyber security deal activity across enterprises as the company continues laying the foundation for its platformization approach heading into fiscal 2026.
Palo Alto Networks continues to be one of the analyst&#8217;s favorite cyber security names to own over the next 12-18 months as the company generates a more stable pipeline of platformization deals with cloud penetration, which will still act as a major driver going forward.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45521203" rel="noreferrer noopener">Palo Alto Eyes 15% Revenue Growth In Q3 Report</a>
The analyst noted stronger deal flow in the field over the past few months and believes Palo Alto Networks is generating solid momentum for cybersecurity customer deployments on its platform now front and center. Ives also noted Palo Alto Networks would be a prime beneficiary of AI spending as cyber security is a clear second and third derivative play on the AI Revolution with more workloads and data heading to the cloud.
The Street numbers and the company&#8217;s guidance remain beatable, as per the analyst, as the company accelerates its platformization strategy into the next few years with more customers looking to consolidate vendors. Palo Alto Networks&#8217; Next-Gen Security Annual Recurring Revenue (NGS ARR) will likely be uptick, with the company landing higher ARR deals in the pipeline. Greater platformization sales will act as the general framework for the company to reach its $15 billion NGS ARR target by 2030.
XSIAM and Cortex XDR remain key aspects of driving this platform strategy, with a steady booking pipeline of multi-million deals, as per the analyst.
The analyst believes that while the full impact may take time to materialize, the company is in the driver&#8217;s seat to gain market and mind share in the cyber security landscape. This is especially pertinent as a growing number of companies are expected to adopt artificial intelligence (AI) initiatives over the coming year. 
According to the analyst, cyber security is a direct benefit of the AI Revolution, and Palo Alto Networks is well positioned to see incremental deal flow as more strategic enterprise AI projects take hold over the coming year.
Ives also expects to see further strength of Palo Alto Networks&#8217; AI products with the recent launch of its AI suite, including Access, security posture management (SPM), and runtime, which continues to generate greater scale for its platformization approach in the field.
Ives expects to see further sequential upticks in average ARR per platformized customer as Palo Alto Networks focuses on converting its current customer to its platform while its ARR tied to AI products drives further momentum into the pipeline.
The analyst noted that the key focus of the conference call will be deal metrics and commentary from CEO Nikesh Arora. Ives projected fiscal 2025 revenue of $9.17 billion and EPS of $3.21.
The analyst believes Palo Alto Networks is poised for strong third-quarter 2025 results, driven by increasing cybersecurity deal activity and accelerated adoption of its platformization strategy, particularly benefiting from the AI Revolution&#8217;s impact on cloud workloads.
Palo Alto Networks anticipates NGS ARR to be between $5.03 billion and $5.08 billion, representing a year-over-year increase of 33%-34%. The company also expects its Remaining Performance Obligation (RPO) to reach $13.50 billion to $13.60 billion, indicating a 19% to 20% year-over-year growth. For fiscal year 2025, Palo Alto Networks projects its total revenue to be up 14% year-over-year.
Price Action: PANW is trading lower 0.38% to $193.55 at last check Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com//node/45515520" target="_blank" rel="noreferrer noopener">Palo Alto Networks Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Most Accurate Analysts</a></li>
</ul>
Image via Shutterstock

Analyst Color

Price Target

Reiteration

Analyst Ratings

Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst

U.S. stocks pulled back Tuesday morning as Wall Street recalibrated expectations on growth and inflation amid rising fiscal risks tied to President Donald <a href="https://www.benzinga.com/topic/donald-trump">Trump's sweeping tax proposal.</a>
The S&amp;P 500 declined 0.4% to 5,935, potentially ending its six-day rally, while tech shares showed parallel losses. Small-cap equities held their ground, with the Russell 2000 trading flat.
Tensions are mounting in the U.S. House of Representatives, where lawmakers are locked in heated debates over Trump's proposed "One Big Beautiful Bill." The bill seeks to extend 2017 tax cuts, expand exemptions and overhaul federal spending, effectively tying tax relief to a reshaping of government priorities.
Trump has personally urged GOP lawmakers to back the bill, which he considers central to his second-term agenda.
&#8220;Alternative to not passing tax bill is massive tax hikes,&#8221; Trump said on Tuesday. 
Markets responded swiftly to the possibility of higher long-term government borrowing. The yield on the 30-year Treasury note rose seven basis points to 4.98%, a level not seen since March. As a result, the iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) fell 0.9%.
Despite rising yields, gold rallied sharply by 1.8% to $3,280 per ounce, reversing nearly all of last week's losses. The safe-haven demand may reflect investor concern over mounting deficits and inflationary spillovers.
In energy markets, Henry Hub natural gas prices spiked over 9% to $3.39 per million British thermal units. Traders are betting on a demand rebound in case of an early summer heatwave, which could sharply increase air conditioning usage.
Meanwhile, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) eased 0.4% to $105,000. 
<h1 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S., Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg. %</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,103.06</td>
<td>-0.1 %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,669.90</td>
<td>-0.3%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,943.01</td>
<td>-0.3%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,364.43</td>
<td>-0.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:20 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) edged 0.4% down to $592.44.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased 0.3% to $426.57.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;fell 0.5% to $519.28.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.11% up to $209.20.</li>
<li>The&nbsp;Utilities&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) was down 0.032%; the&nbsp;Real Estate&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLRE#NYSE">XLRE</a>) lagged, down 0.8%.</li>
</ul>
<h1 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h1>
<ul class="wp-block-list">
<li>Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) slipped 0.5%, even as <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45519467/microsofts-4-trillion-moment-is-now-in-sight-goldman-sachs">Goldman Sachs lifted</a> its price target from $480 to $550.</li>
<li>Amer Sports Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) soared 17% in reaction to quarterly earnings. </li>
<li>Home Depot Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) inched 0.5% after marginally missing Street&#8217;s estimates. </li>
<li>Stocks slated to report earnings after the close include Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and Keysight Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEYS#NYSE">KEYS</a>) Read Now: • <a href="https://www.benzinga.com/25/05/45517783/magnificent-7-stun-the-street-with-the-best-earnings-beat-since-2021">Magnificent 7 Stun The Street With Best Earnings Beat Since 2021</a> Photo: Shutterstock<a href="https://www.benzinga.com/25/05/45517783/magnificent-7-stun-the-street-with-the-best-earnings-beat-since-2021"> </a> </li>
</ul>

Government

Large Cap

Regulations

Broad U.S. Equity ETFs

SPDR Dow Jones Industrial Average ETF Trust

KEYS

MSFT

iShares Trust Barclays 20+ Year Treasury Bond Fund

XLRE

Select Sector SPDR-Consumer Discretionary

Wall Street Falls As 30-Year Treasury Flirts With 5% Yield: What's Driving Markets Tuesday?

Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) is in the spotlight ahead of earnings Tuesday after the market closes. Here&#8217;s what you need to know.
What To Know: Analysts estimate earnings per share of 77 cents and revenue of $2.28 billion, according to data from <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
In its last earnings report, the company projected revenue from $2.26 billion to $2.29 billion, representing a year-over-year growth between 14% and 15%. 
Furthermore, the company anticipated Next-Generation Security annual reoccurring revenue from $5.03 billion to $5.08 billion. This would represent a year-over-year increase from 33% to 34%.
The cybersecurity firm also forecasted remaining performance obligations from $13.5 billion to $13.6 billion, which would mean year-over-year growth between 19% and 20%.
Related Link: <a href="https://www.benzinga.com/news/earnings/25/05/45518559/home-depot-flags-tariff-and-supply-chain-risks-in-risk-statement-but-does-not-revise-outlook">Home Depot Flags Tariff And Supply Chain Risks In Risk Statement But Does Not Revise Outlook</a>
PANW Price Action: At the time of writing, Palo Alto stock is trading 0.41% lower at $193.56, according to data from <a href="https://pro.benzinga.com/">Benzinga Pro</a>.
Image: via Shutterstock

Palo Alto Eyes 15% Revenue Growth In Q3 Report

Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) will release its third-quarter earnings results after the <a href="https://www.benzinga.com/quote/PANW/earnings">closing bell on Tuesday, May 20.</a>
Analysts expect the Santa Clara, California-based company to report quarterly earnings at 77 cents per share. That's up from 66 cents per share in the year-ago period. According to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>, Palo Alto Networks projects to report quarterly revenue at $2.28 billion, compared to $1.98 billion a year earlier.
On April 28, Palo Alto Networks entered into a definitive agreement to acquire Protect AI.
Palo Alto Networks shares gained 0.7% to close at $194.30 on Monday.
Benzinga readers can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let's have a look at how Benzinga's most-accurate <a href="https://www.benzinga.com/quote/GBX/analyst-ratings">analysts have rated the company</a> in the recent period.
<ul class="wp-block-list">
<li>Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an Overweight rating with a price target of $223 on May 19, 2025. This analyst has an accuracy rate of 73%.</li>
<li>Jefferies analyst Joseph Gallo maintained a Buy rating and raised the price target from $215 to $225 on May 16, 2025. This analyst has an accuracy rate of 74%.</li>
<li>Roth Capital analyst Taz Koujalgi initiated coverage on the stock with a Neutral rating and a price target of $210 on May 15, 2025. This analyst has an accuracy rate of 81%.</li>
<li>Morgan Stanley analyst Hamza Fodderwala maintained an Overweight rating and slashed the price target from $230 to $205 on April 16, 2025. This analyst has an accuracy rate of 76%.</li>
<li>Stephens &amp; Co. analyst Todd Weller initiated coverage on the stock with an Equal-Weight rating and a price target of $205 on April 1, 2025. This analyst has an accuracy rate of 68%</li>
</ul>
Considering buying PANW stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="626" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20033653/image-234-1024x626.png" alt="" class="wp-image-920809" style="width:581px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20033653/image-234-1024x626.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20033653/image-234-300x183.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20033653/image-234-768x469.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/20033653/image-234.png 1105w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Palo Alto Networks Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

Rosenblatt analyst Catharine Trebnick maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Buy and maintains $235 price target.

Rosenblatt Maintains Buy on Palo Alto Networks, Maintains $235 Price Target

U.S. stock futures were slightly lower on Tuesday after ending largely flat on Monday. Futures of major benchmark indices were trading lower in premarket.
The S&amp;P 500 index recorded its <a href="https://www.benzinga.com/25/05/45511478/dow-surges-over-100-points-despite-moodys-us-downgrade-investor-sentiment-decreases-fear-greed-index-remains-in-greed-zone">sixth session of advance</a> by ending marginally higher, shrugging off the <a href="https://www.benzinga.com/news/econ-s/25/05/45479078/moodys-downgrades-us-credit-rating-over-debt-deficit-concerns">Moody&#8217;s downgrade</a> from the weekend.
Experts were assessing the impact of President Donald Trump&#8216;s tax cuts via the proposed &#8216;<a href="https://www.benzinga.com/government/regulations/25/05/45506863/trumps-big-beautiful-bill-advances-heres-who-wins-and-loses">Big, Beautiful Bill</a>,&#8217; as Moody&#8217;s also highlighted the impact of the tax cuts from 2017, and underscored it as a key reason for its decision to downgrade the U.S. credit rating from Aaa to Aa1 on May 16, 2025.
Meanwhile, the 10-year Treasury bond yielded 4.45% and the two-year bond was at 3.96%. The CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing a 91.4% likelihood of the Federal Reserve keeping the current interest rates unchanged in its June meeting. 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Futures</td>
<td>Change (+/-)</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>-0.20%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>-0.37%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>-0.45%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.36%</td>
</tr>
</tbody>
</table>
</figure>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, fell in premarket on Tuesday. The SPY was down 0.29% to $593.14, while the QQQ declined 0.39% to $519.99, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro </a>data.
Cues From Last Session:
Healthcare, consumer staples, and industrials led the S&amp;P 500&#8217;s Monday gains as U.S. stocks mostly climbed, with the Dow Jones adding over 100 points.
However, energy and consumer discretionary stocks bucked the upward trend, closing lower.
This positive momentum followed a strong prior week where the S&amp;P 500 rose 5.3%, the Dow increased 3.4%, and the Nasdaq Composite surged 7.2%.
Despite Moody&#8217;s downgrading U.S. sovereign credit from Aaa to Aa1, investors showed limited concern. Notably, UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares jumped over 8% on Monday, extending Friday&#8217;s 6% surge, after executives purchased shares during a recent dip.
Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) also soared 15% following FDA approval for its Nuvaxovid COVID-19 vaccine for high-risk individuals.
On the economic front, the CB Leading Index saw a 1% monthly decline in April.
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Index</td>
<td>Performance (+/-)</td>
<td>Value</td>
</tr>
<tr>
<td>Nasdaq Composite</td>
<td>0.023%</td>
<td>19,215.46</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>0.088%</td>
<td>5,963.60</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>0.32%</td>
<td>42,792.07</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>-0.42%</td>
<td>2,104.43</td>
</tr>
</tbody>
</table>
</figure>
Insights From Analysts:
As the S&amp;P 500 index recovered and it was just 2.99% lower than its all-time high of 6,147.43 points, Subu Trade shares data in an X post suggesting that the index tends to rally for 2-12 months after notching such &#8220;quick recoveries.&#8221;
Last time the S&amp;P 500 recovered from -18% to -3% within 50 days, it returned 20.43% on average after one year and 4.86% after three months.
Also, the data shows that the index was higher than 100% of the time after nine months and a year.
&#8220;These quick recoveries tend to see stocks rally more over the next 3-12 months. Momentum is strong,&#8221; the X post stated.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The S&amp;P 500 is now -3% below its all-time high. Last month it was -18% below its all-time high. These quick recoveries tend to see stocks rally more over the next 3-12 months. Momentum is strong. <a href="https://t.co/rYzFp9IhSQ">pic.twitter.com/rYzFp9IhSQ</a>
&mdash; Subu Trade (@SubuTrade) <a href="https://twitter.com/SubuTrade/status/1924556261581787515?ref_src=twsrc%5Etfw">May 19, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Meanwhile, analysts at BlackRock <a href="https://www.benzinga.com/general/market-summary/25/05/45512310/blackrock-bets-on-inflation-goes-overweight-inflation-linked-bonds-amid-us-fiscal-sustainability-challenge-heres-a-list-of-etfs-investors-can-consider">bet on rising inflation</a> by being "overweight" on the inflation-linked bonds. 
This strategic shift is to mitigate risks stemming from "persistent inflation pressure" and growing concerns over the sustainability of U.S. government finances.
The note also highlighted how the U.S. debt sustainability relies on large and steady funding by foreign investors.
"The downgrade reinforces the U.S. fiscal sustainability challenge that we've long flagged, especially persistent U.S. budget deficits at a time when higher interest rates are boosting debt servicing costs. If these dynamics dent the confidence of foreign bond holders, rising term premium could push up bond yields and debt servicing costs even more," explained BlackRock in its note.
As a result, BlackRock&#8217;s current strategy now anticipates higher term premiums for U.S. Treasuries and ongoing inflation.
"That&#8217;s why our starting point also includes our expectation of rising term premium for U.S. Treasuries and persistent inflation pressure. We go overweight inflation-linked bonds and neutral global investment grade credit given wider spreads," the note stated.
Even though U.S. assets are still core to their portfolios, BlackRock&#8217;s shift into inflation-linked bonds highlights their proactive approach to counter looming fiscal and inflationary challenges.
See Also:<a href="https://www.benzinga.com/money/how-to-trade-futures"> How to Trade Futures</a>
Upcoming Economic Data
Here&#8217;s what investors will keep an eye on Tuesday:
<ul class="wp-block-list">
<li>Richmond Fed President Tom Barkin will speak at 9:00 a.m. ET.</li>
<li>Boston Fed President Susan Collins will participate in the &#8216;Fed Listens&#8217; event at 9:30 a.m. ET.</li>
<li>St. Louis Fed President Alberto Musalem will speak at 1:00 p.m., and Federal Reserve Governor Adriana Kugler will speak at 5:00 p.m. ET.</li>
</ul>
Stocks In Focus:
<ul class="wp-block-list">
<li>Home Depot Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) was 0.36% higher in premarket on Tuesday as analysts expect it to report quarterly earnings of $3.60 per share on revenue of $39.33, before the opening bell.</li>
<li>Toll Brothers Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) was up 0.75% as Wall Street expects it to report earnings after the closing bell. It is expected to post earnings of $2.83 per share on revenue of $2.48 billion.</li>
<li>Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) was 0.026% above the flatline as analysts expect it to report quarterly earnings of 77 cents per share on revenue of $2.28 billion, after the closing bell.</li>
<li>Ekso Bionics Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EKSO#NASDAQ">EKSO</a>) dropped 19.34% after announcing a 1-for-15 reverse stock split.</li>
<li>8&#215;8 Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EGHT#NASDAQ">EGHT</a>) jumped 5% and posted in-line earnings for the fourth quarter on Monday.</li>
<li>DigiAsia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FAAS#NASDAQ">FAAS</a>) fell 15.56% after announcing that it will allocate up to 50% of net profits for Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) acquisition as part of a new strategic treasury reserve. The company also aims to raise upto $100 million to establish its initial BTC holdings and plans to generate yield through regulated institutional lending and staking.</li>
<li>Lyra Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LYRA#NASDAQ">LYRA</a>) dropped 20.21% after announcing a reverse stock split, at 1-for-50, effective from May 27, 2025.</li>
<li>Yalla Group Ltd. ADR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YALA#NYSE">YALA</a>) slumped 9.08% after the first quarter showed an 8% year-over-year decline in paying users to 11.8 million.</li>
<li>ASP Isotopes Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASPI#NASDAQ">ASPI</a>) zoomed 14.49% after announcing multiple deals with TerraPower involving financial support and future HALEU supply.</li>
</ul>
Commodities, Gold, And Global Equity Markets:
Crude oil futures were trading lower in the early New York session by 0.19% to hover around $62.02 per barrel.
Gold Spot US Dollar rose 0.24% to hover around $3,238.07 per ounce. Its last record high stood at $3,500.33 per ounce. The U.S. Dollar Index spot was lower by 0.22% at the 100.2010 level.
Asian markets ended higher on Tuesday except South Korea's Kospi and India's S&amp;P BSE Sensex index. Australia's ASX 200, Japan's Nikkei 225, Hong Kong's Hang Seng, and China&#8217;s CSI 300 indices advanced. European markets were higher in early trade.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45510990/federal-reserve-should-do-nothing-at-all-about-the-rising-yields-says-craig-shapiro-let-the-bond-vigilantes-eat">Federal Reserve Should Do &#8216;Nothing At All&#8217; About The Rising Yields, Says Craig Shapiro: &#8216;Let The Bond Vigilantes Eat&#8217; </a></li>
</ul>
Photo courtesy: Shutterstock

Market Summary

Futures

Economics

ASPI

FAAS

LYRA

NVAX

YALA

US Stocks Likely To Open Lower After S&P 500's Six-Day Streak: 'Quick Recoveries Tend To See Stocks Rally More Over The Next 3-12 Months,' Says Expert

<h3>Companies Reporting Before The Bell</h3>
• DouYu Intl Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOYU#NASDAQ">DOYU</a>) is estimated to report earnings for its first quarter. 
• Freightos (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRGO#NASDAQ">CRGO</a>) is projected to report quarterly loss at $0.10 per share on revenue of $6.78 million. 
• Eagle Materials (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EXP#NYSE">EXP</a>) is likely to report quarterly earnings at $2.43 per share on revenue of $478.95 million. 
• Canaan (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAN#NASDAQ">CAN</a>) is likely to report quarterly loss at $0.15 per share on revenue of $89.12 million. 
• IHS Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHS#NYSE">IHS</a>) is estimated to report quarterly earnings at $0.17 per share on revenue of $421.26 million. 
• Nebius Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NBIS#NASDAQ">NBIS</a>) is projected to report quarterly loss at $0.44 per share on revenue of $57.73 million. 
• Vipshop Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIPS#NYSE">VIPS</a>) is expected to report quarterly earnings at $0.66 per share on revenue of $3.62 billion. 
• GDS Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDS#NASDAQ">GDS</a>) is estimated to report quarterly loss at $0.22 per share on revenue of $374.51 million. 
• Viking Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VIK#NYSE">VIK</a>) is likely to report quarterly loss at $0.27 per share on revenue of $841.18 million. 
• H World Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HTHT#NASDAQ">HTHT</a>) is projected to report quarterly earnings at $0.42 per share on revenue of $754.09 million. 
• Home Depot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) is likely to report quarterly earnings at $3.59 per share on revenue of $39.25 billion. 
• Amer Sports (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AS#NYSE">AS</a>) is projected to report quarterly earnings at $0.16 per share on revenue of $1.39 billion. 
• Bilibili (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BILI#NASDAQ">BILI</a>) is estimated to report quarterly earnings at $0.06 per share on revenue of $947.72 million. 
• Elbit Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ESLT#NASDAQ">ESLT</a>) is likely to report quarterly earnings at $2.30 per share on revenue of $1.69 billion. 
• ATRenew (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RERE#NYSE">RERE</a>) is estimated to report quarterly earnings at $0.05 per share on revenue of $636.00 million. 
• BW LPG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BWLP#NYSE">BWLP</a>) is likely to report earnings for its first quarter. 
• ProPhase Labs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PRPH#NASDAQ">PRPH</a>) is estimated to report quarterly loss at $0.18 per share on revenue of $2.45 million. 
• Eltek (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ELTK#NASDAQ">ELTK</a>) is estimated to report earnings for its first quarter. 
• NexGen Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NXE#NYSE">NXE</a>) is projected to report earnings for its first quarter. 
• ZKH Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZKH#NYSE">ZKH</a>) is expected to report earnings for its first quarter. 
• Pony AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>) is estimated to report earnings for its first quarter. 
• Arbe Robotics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARBE#NASDAQ">ARBE</a>) is projected to report quarterly earnings at $0.08 per share on revenue of $100 thousand. 
<h3>Companies Reporting After The Bell</h3>
• James Hardie Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHX#NYSE">JHX</a>) is estimated to report earnings for its fourth quarter. 
• Beeline Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BLNE#NASDAQ">BLNE</a>) is expected to report earnings for its first quarter. 
• CXApp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CXAI#NASDAQ">CXAI</a>) is projected to report earnings for its first quarter. 
• Viasat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VSAT#NASDAQ">VSAT</a>) is expected to report quarterly earnings at $0.17 per share on revenue of $1.14 billion. 
• Tuya (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TUYA#NYSE">TUYA</a>) is projected to report earnings for its first quarter. 
• Bioceres Crop Solutions (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIOX#NASDAQ">BIOX</a>) is likely to report quarterly loss at $0.10 per share on revenue of $61.87 million. 
• FinVolution Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FINV#NYSE">FINV</a>) is estimated to report earnings for its first quarter. 
• Ellington Credit (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EARN#NYSE">EARN</a>) is estimated to report earnings for its first quarter. 
• Modine Manufacturing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOD#NYSE">MOD</a>) is likely to report quarterly earnings at $0.96 per share on revenue of $633.13 million. 
• Evolv Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EVLV#NASDAQ">EVLV</a>) is likely to report earnings for its first quarter. 
• Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) is expected to report quarterly earnings at $0.77 per share on revenue of $2.28 billion. 
• Keysight Techs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KEYS#NYSE">KEYS</a>) is projected to report quarterly earnings at $1.65 per share on revenue of $1.28 billion. 
• Toll Brothers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) is estimated to report quarterly earnings at $2.88 per share on revenue of $2.51 billion. 
• ZTO Express (Cayman) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZTO#NYSE">ZTO</a>) is expected to report earnings for its first quarter. 
• KNOT Offshore Partners (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KNOP#NYSE">KNOP</a>) is likely to report quarterly earnings at $0.18 per share on revenue of $79.73 million. 
• Auna (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AUNA#NYSE">AUNA</a>) is projected to report quarterly earnings at $0.16 per share on revenue of $305.60 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

ARBE

AUNA

BILI

BIOX

BLNE

BWLP

CRGO

CXAI

DOYU

EARN

ELTK

ESLT

EVLV

FINV

HTHT

KNOP

NBIS

Nuveen Arizona Dividend Advantage Municipal Funds 3

PONY

PRPH

RERE

TUYA

VIPS

VSAT

Earnings Scheduled For May 20, 2025

The CNN Money Fear and Greed index showed some decline in the overall market sentiment, while the index remained in the &#8220;Greed&#8221; zone on Monday.
U.S. stocks settled mostly higher on Monday, with the Dow Jones index gaining more than 100 points during the session. Major indices recorded gains last week. For the week, the S&amp;P 500 gained 5.3%, while the Dow added 3.4%. The Nasdaq Composite was the standout performer, surging 7.2% last week.
Investors showed limited concern after <a href="https://www.benzinga.com/news/econ-s/25/05/45479078/moodys-downgrades-us-credit-rating-over-debt-deficit-concerns">Moody&#8217;s downgraded U.S. sovereign credit</a> from Aaa to Aa1, effectively stripping the world&#8217;s largest economy of its last top-tier credit rating.
UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares jumped more than 8% on Monday, extending Friday&#8217;s 6% surge, after several company executives bought shares during the recent selloff. Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) surged 15% after the FDA approved its Nuvaxovid COVID-19 vaccine for high-risk individuals, including seniors over 65 and those aged 12–64 with underlying health conditions.
On the economic data front, the CB Leading Index fell 1% month-over-month in April.
Most sectors on the S&amp;P 500 closed on a positive note, with health care, consumer staples, and industrials stocks recording the biggest gains on Monday. However, energy and consumer discretionary stocks bucked the overall market trend, closing the session lower.
The Dow Jones closed higher by around 137 points to 42,792.07 on Monday. The S&amp;P 500 gained 0.09% to 5,963.60, while the Nasdaq Composite rose 0.02% to 19,215.46 during Monday's session.
Investors are awaiting earnings results from The Home Depot, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>), Toll Brothers Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>), and Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) today.
What is CNN Business Fear &amp; Greed Index?
At a current reading of 69.6, the index remained in the &#8220;Greed&#8221; zone on Monday, versus a prior reading of 70.4.
The Fear &amp; Greed Index is a measure of the current market sentiment. It is based on the premise that higher fear exerts pressure on stock prices, while higher greed has the opposite effect. The index is calculated based on seven equal-weighted indicators. The index ranges from 0 to 100, where 0 represents maximum fear and 100 signals maximum greediness.
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Dow Surges Over 100 Points Despite Moody's US Downgrade: Fear Index Remains In 'Greed' Zone

With U.S. stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:
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<li>Wall Street expects The Home Depot Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HD#NYSE">HD</a>) to report quarterly earnings at $3.60 per share on revenue of $39.33 billion before the opening bell, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. Home Depot shares rose 0.4% to $381.00 in after-hours trading.</li>
<li>Ekso Bionics Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EKSO#NASDAQ">EKSO</a>) reported a 1-for-15 reverse stock split. Ekso Bionics shares dipped 18.8% to $0.2688 in the after-hours trading session.</li>
<li>Analysts are expecting Toll Brothers Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOL#NYSE">TOL</a>) to post quarterly earnings at $2.83 per share on revenue of $2.48 billion. The company will release earnings after the markets close. Toll Brothers shares rose 0.8% to $106.85 in after-hours trading.</li>
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<li>Analysts expect Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) to report quarterly earnings at 77 cents per share on revenue of $2.28 billion after the closing bell. Palo Alto shares rose 0.7% to $195.69 in after-hours trading.</li>
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Home Depot, Toll Brothers And 3 Stocks To Watch Heading Into Tuesday

Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) is scheduled to report its fiscal third-quarter results on Tuesday, May 20.
The announcement will come amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst previews.
<h1 class="wp-block-heading">Cantor Fitzgerald On Palo Alto Networks</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58d11d3db85e93000188d7b9/jonathan-ruykhaver">Analyst Jonathan Ruykhaver</a> reiterated an Overweight rating and price target of $223.
Checks indicate that Palo Alto Networks will report mixed result for the fiscal third quarter, Ruykhaver said in a note. The consensus estimates for NNARR (net new annual recurring revenue) of around $260 million implies a 6% year-on-year decline, "which we view as conservative despite the mixed checks," he added.
The analyst expects Palo Alto Networks to report revenues at $2.285 and earnings of 79 cents per share, higher than consensus of $2.279 billion and 77 cents per share, respectively. "Partner feedback on large deal momentum is largely consistent with last quarter, which should support at least an in-line 4Q25 guide for RPO, which currently stands at 19%-20%," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
<h1 class="wp-block-heading">Roth Capital Partners On Palo Alto Networks</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58ad8d48b85e930001f97170/robert-ohmes">Analyst</a><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/58ad8d48b85e930001f97170/robert-ohmes"> Taz Koujalgi</a> maintained a Neutral rating and price target of $210.
Palo Alto Networks' revenues could fall short of the high end of the guidance range and management may not raise full-year NGS ARR (next-generation security annual recurring revenue) and RPO (remaining performance obligation) guidance, Koujalgi said.
"PANW's feedback improved from the end of March but was consistent with the end of January," the analyst wrote. Although feedback indicates large deals during the quarter, some of the pipeline deals that were expected to close in the fiscal fourth quarter could be pushed out to fiscal 2026, he further stated.
<h1 class="wp-block-heading">DA Davidson On Palo Alto Networks</h1>
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/61152e71b4035700018afbc0/rudy-kessinger">Analyst Rudy Kessinger</a> reaffirmed a Buy rating and price target of $225.
Palo Alto Networks is likely to report "in-line to modestly ahead" quarterly results and reiterate its full-year guidance, Kessinger said. Although checks indicate weaker third-quarter sales, the company had "the strongest feedback out of all vendors," which are likely to report significant sequential declines, he added.
Although Palo Alto Networks may report a strong quarter, the upside could be less than in previous quarters and fail to drive the share price in the near term, the analyst stated. "Total RPO growth &amp; CRPO growth could actually result in a negative near-term reaction in our view," he further wrote.
PANW Price Action: Shares of Palo Alto Networks had declined slightly by 0.021% to $192.94 at the time of publication on Monday.
Read More: • <a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45262278/under-armour-faces-tough-road-ahead-says-analyst">T-Mobile, Palo Alto Partner To Enhance 5G Cybersecurity For US Businesses</a>

Previews

Palo Alto Networks Q3 Preview: Modest Upside Likely, Market Reaction May Remain Subdued, Analysts Say

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) is gearing up to announce its quarterly earnings on Tuesday, 2025-05-20. Here's a quick overview of what investors should know before the release.
Analysts are estimating that Palo Alto Networks will report an earnings per share (EPS) of $0.77.
The announcement from Palo Alto Networks is eagerly anticipated, with investors seeking news of surpassing estimates and favorable guidance for the next quarter.
It's worth noting for new investors that guidance can be a key determinant of stock price movements.
<h3>Performance in Previous Earnings</h3>
The company's EPS beat by $0.03 in the last quarter, leading to a 0.92% drop in the share price on the following day.
Here's a look at Palo Alto Networks's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2025</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.78</td>
<td>0.74</td>
<td>0.71</td>
<td>0.63</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.81</td>
<td>0.78</td>
<td>0.76</td>
<td>0.66</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-1.0%</td>
<td>1.0%</td>
<td>7.000000000000001%</td>
<td>-4.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1747666836_0.png" alt="eps graph" />
<h3>Market Performance of Palo Alto Networks's Stock</h3>
Shares of Palo Alto Networks were trading at $192.98 as of May 16. Over the last 52-week period, shares are up 24.11%. Given that these returns are generally positive, long-term shareholders should be satisfied going into this earnings release. 
<h3>Analysts' Take on Palo Alto Networks</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Palo Alto Networks.
The consensus rating for Palo Alto Networks is Buy, based on 12 analyst ratings. With an average one-year price target of $211.17, there's a potential 9.43% upside.
<h3>Comparing Ratings with Competitors</h3>
The analysis below examines the analyst ratings and average 1-year price targets of CrowdStrike Holdings, Fortinet and ServiceNow, three significant industry players, providing valuable insights into their relative performance expectations and market positioning.
<ul>
<li>Analysts currently favor an Outperform trajectory for CrowdStrike Holdings, with an average 1-year price target of $433.74, suggesting a potential 124.76% upside.</li>
<li>Analysts currently favor an Neutral trajectory for Fortinet, with an average 1-year price target of $106.79, suggesting a potential 44.66% downside.</li>
<li>Analysts currently favor an Outperform trajectory for ServiceNow, with an average 1-year price target of $1047.62, suggesting a potential 442.86% upside.</li>
</ul>
<h3>Key Findings: Peer Analysis Summary</h3>
The peer analysis summary presents essential metrics for CrowdStrike Holdings, Fortinet and ServiceNow, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Palo Alto Networks</td>
<td>Buy</td>
<td>14.29%</td>
<td>$1.66B</td>
<td>4.35%</td>
</tr>
<tr>
<td>CrowdStrike Holdings</td>
<td>Outperform</td>
<td>25.22%</td>
<td>$784.55M</td>
<td>-2.91%</td>
</tr>
<tr>
<td>Fortinet</td>
<td>Neutral</td>
<td>13.77%</td>
<td>$1.25B</td>
<td>25.08%</td>
</tr>
<tr>
<td>ServiceNow</td>
<td>Outperform</td>
<td>18.63%</td>
<td>$2.44B</td>
<td>4.66%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Palo Alto Networks ranks highest in Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
<h3>Delving into Palo Alto Networks's Background</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
<h3>Unraveling the Financial Story of Palo Alto Networks</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Palo Alto Networks displayed positive results in 3 months. As of 31 January, 2025, the company achieved a solid revenue growth rate of approximately 14.29%. This indicates a notable increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Palo Alto Networks's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 11.84%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): Palo Alto Networks's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 4.35%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.29%, the company showcases effective utilization of assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.14.
<a href="https://www.benzinga.com/quote/PANW/earnings">To track all earnings releases for Palo Alto Networks visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

A Look at Palo Alto Networks's Upcoming Earnings Report

Cantor Fitzgerald analyst Jonathan Ruykhaver reiterates Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Overweight and maintains $223 price target.

Cantor Fitzgerald Reiterates Overweight on Palo Alto Networks, Maintains $223 Price Target

Jefferies analyst Joseph Gallo maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Buy and raises the price target from $215 to $225.

Jefferies Maintains Buy on Palo Alto Networks, Raises Price Target to $225

Press Releases

Palo Alto Networks and NHL Announce Multiyear North American Partnership

Palo Alto Networks Surpasses $1.5 Billion in Sales on Google Cloud Marketplace

Palo Alto Networks Announces Intent to Acquire Protect AI, a Game-Changing Security for AI Company

Palo Alto Networks Introduces Prisma AIRS: the Foundation on which AI Security Thrives

Palo Alto Networks Bolsters SASE Capabilities for Modern Workplace

Palo Alto Networks Cortex XSIAM Delivers Industry's First AI-Driven SecOps Platform to Span Proactive and Reactive Security

Palo Alto Networks to Announce Fiscal Third Quarter 2025 Financial Results on Tuesday, May 20, 2025

Growing Prevalence of Cyber Threats Causing Tech Companies to Invest Heavily in AI-Powered Cybersecurity Solutions

T-Mobile and Palo Alto Networks to Launch Managed SASE Offering for Wireless Devices

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