Palo Alto Networks, Inc. - Common Stock (PANW) Stock Analysis — Latest Investor Quotes & Trade Calls

Palo Alto Networks Faces After-Hours Pressure Post-Acquisition

"Well, sticking with technology, Palo Alto Networks PW in the after hours. That's the ticker. Yeah. So, we're seeing this one not have such a good reaction. Shares are down about 3%. It looks like earnings overall sort of beat expectations, but it seems like what investors are probably reacting to here is the company saying that it would buy Chronosphere. This is a next generation observability platform um for three 3.35 billion. And so, this is supposed to boost its AI enabled cyber security offerings. And this is it's pretty typical to see stocks fall after they announce acquisitions. So I think that that's what's happening right right now with PaloAlto."

The commentary explains that Palo Alto Networks is experiencing a roughly 3% drop in after-hours trading following its announcement to acquire Chronosphere, noting that such a reaction is typical after acquisition news.

Take Two's GTA6 Delay Weighs on Stock

"Take 2 Interactive Software, which is ticker TTW. It's down about 7% right now after it had an earnings report, which also included it saying that it's postponing Grand Theft Auto 6 again to November 2026. So, this game is something that's been like highly anticipated by players and Wall Street investors. They've already pushed back the release of it previously, which also had sort of negative implications for the stock. Not surprising to see this sell-off here."

The speaker highlights that Take Two (TTW) is experiencing a roughly 7% decline after postponing GTA6 to November 2026. The delay, in addition to prior postponements, has negatively impacted investor sentiment, despite earnings beat in bookings and adjusted earnings.

Partial Profit Taking on Palo Alto Networks

-8.98%current return

"One of my best decisions lately was I took half of my PaloAlto position because that's bumping right up. And I don't know if you use technical trading at all in your research, but we use momentum indicators which have been very predictive. So far, I think during the time period, PaloAlto Networks is up 5%. You could be upset that I did that, but it's up 240-250% somewhere in that neighborhood."

Steve Crest explains his decision to partially take profits on his Palo Alto Networks holding. He cited technical indicators and momentum as key factors behind the move, noting that despite a modest short-term gain of about 5%, the stock has delivered an impressive overall return of 240-250%.

"PANW (earnings update): Q4 rev $2.5B (+16%), EPS $0.95 (+29%), exceeding expectations. NGS ARR $5.6B (+32%) driving growth. 29% op margin. Platform strategy validated, with high-quality recurring revenue & $15.8B RPO (+24%). Founder Zuk retiring, Klarich takes CTO role to lead AI security. Fair value $158-$203, currently trading at $184.82. Risks: IT spending slowdown, competition from ZS/CRWD."

"PANW (earnings update): Security evolved from perimeter to distributed control planes. PANW's $28B bet coordinates 4 platforms (SASE, Firewalls, XSIAM, CyberArk) against CrowdStrike's unified single-agent approach. At $185 (50x P/E, 14% growth), market assumes perfect execution with only 17% upside but significant downside from integration complexity. Bull case $270-300 (25%), base $205-225 (50%), bear $135-160 (25%)."