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Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Saket Kalia | Barclays | 6 | 0% |
| Matt Hedberg | RBC Capital Markets | 5 | 0% |
| Brian Essex | JPMorgan | 5 | 0% |
| Brad Zelnick | Deutsche Bank | 4 | 0% |
| Gabriela Borges | Goldman Sachs | 4 | 0% |
| Joe Gallo | Jefferies | 4 | 0% |
| Robbie Owens | Piper Sandler | 4 | 0% |
| Shaul Eyal | TD Cowen | 3 | 0% |
| Andy Nowinski | Wells Fargo | 3 | 33% |
| Gregg Moskowitz | Mizuho Securities | 3 | 33% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 6 | 0% |
| Morgan Stanley | 3 | 5 | 0% |
| JPMorgan | 1 | 5 | 0% |
| RBC Capital Markets | 1 |
| 5 |
| 0% |
| Jefferies | 1 | 4 | 0% |
| Deutsche Bank | 1 | 4 | 0% |
| Goldman Sachs | 1 | 4 | 0% |
| Piper Sandler | 1 | 4 | 0% |
Palo Alto Networks posted Q2 revenue of $2.59 billion, up 15%, with NGS ARR growing 33% to $6.33 billion including $200 million from Chronosphere. Record platformizations showed broad-based organic strength, with SASE surpassing $1.5 billion ARR and XSIAM exceeding $500 million ARR. The CyberArk and Chronosphere acquisitions closed with strong early momentum. However, FY2026 EPS guidance was lowered to $3.65-$3.70 due entirely to M&A dilution from the CyberArk 112 million share issuance.
Cloud & AI | Competitive Dynamics | Revenue Growth | M&A | Innovation & R&D | Demand | Margin | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 2 | 7 | 2 | 2 | 1 | 2 | 1 | 2 |
| 2025Q2 | 5 | 4 | 4 | 1 | 1 | 2 | 2 | |
| 2025Q3 | 6 | 2 | 4 | 2 | 3 | 1 | ||
| 2025Q4 | 2 | 4 | 3 | 1 | 1 | 1 | ||
| 2026Q1 | 6 | 3 | 3 | 5 | 3 | 2 | 1 | 1 |
| 2026Q2 | 5 | 3 | 4 | 5 | 1 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 2 | 5 | 6 | 2 | 6 | 5 |
| Competitive Dynamics | 7 | 4 | 2 | 4 | 3 | 3 |
| Revenue Growth | 2 | 4 | 4 | 3 | 3 | 4 |
| M&A | 2 | 1 | 2 | 1 | 5 | 5 |
| Innovation & R&D | 1 | 1 | 3 | 3 | 1 | |
| Demand | 2 | 2 | 2 | 2 | ||
| Margin | 1 | 2 | 1 | 1 | ||
| Product Launch | 2 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
PANW Palo Alto Networks | 6 | +14.9% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 8 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +41.9% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.4% |