<div id="readability-page-1"><div><div><figure><div><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-8e29d73164dad6d495da677e896ef44b-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="900" height="600" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-8e29d73164dad6d495da677e896ef44b-resized.jpeg"/></div></figure>Cybersecurity platform provider Palo Alto Networks will be announcing earnings results this Monday after market hours. Here’s what investors should know. Palo Alto Networks beat analysts’ revenue expectations by 0.5% last quarter, reporting revenues of $2.29 billion, up 15.3% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ EBITDA estimates but full-year revenue guidance meeting analysts’ expectations. Is Palo Alto Networks a buy or sell going into earnings? Read our full analysis here, it’s free.This quarter, analysts are expecting Palo Alto Networks’s revenue to grow 14.2% year on year to $2.50 billion, improving from the 12.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.89 per share. <figure><div><img src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-472b237cc75e4f1fe66f7bd983795224-resized.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="1066" height="600" original-src="https://imageproxy.pbkrs.com/https://s3.tradingview.com/news/image/stockstory:9e544d0dd094b-472b237cc75e4f1fe66f7bd983795224-resized.jpeg"/></div></figure>The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Palo Alto Networks has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 0.8% on average. Looking at Palo Alto Networks’s peers in the cybersecurity segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Varonis Systems delivered year-on-year revenue growth of 16.7%, beating analysts’ expectations by 2.8%, and Qualys reported revenues up 10.3%, topping estimates by 1.7%. Varonis Systems traded up 5.3% following the results while Qualys’s stock price was unchanged. Read our full analysis of Varonis Systems’s results here and Qualys’s results here.The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the cybersecurity stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.5% on average over the last month. Palo Alto Networks is down 9.3% during the same time and is heading into earnings with an average analyst price target of $212.12 (compared to the current share price of $177.48).Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.</div></div></div>

PANW

What To Expect From Palo Alto Networks’s (PANW) Q2 Earnings