Noise in Palo Alto's Print Doesn't Change Long-Term Story, Stifel Says -- Market Talk

Dow Jones

02/19

1237 ET - Palo Alto Networks' F2Q results were made noisy by earlier-than-anticipated closures of the Chronosphere and CyberArk acquisitions, Stifel says in a note. While Palo Alto shares are sliding, the analysts say that stripping out the noise they remain bullish on both the acquisitions and the strength of the company's core portfolio. "Net/net, when taking a step back on the print, we come away confident in our broader thesis around Palo being a well-positioned cybersecurity platform consolidator with a number of drivers to sustain double-digit organic top-line growth and improving profitability in the coming years." Palo Alto sinks 5.4%.(elias.schisgall@wsj.com)

(END) Dow Jones Newswires

February 18, 2026 12:37 ET (17:37 GMT)

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While Palo Alto shares are sliding, the analysts say that stripping out the noise they remain bullish on both the acquisitions and the strength of the company's core portfolio. \"Net/net, when taking a step back on the print, we come away confident in our broader thesis around Palo being a well-positioned cybersecurity platform consolidator with a number of drivers to sustain double-digit organic top-line growth and improving profitability in the coming years.\" Palo Alto sinks 5.4%.(elias.schisgall@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 18, 2026 12:37 ET (17:37 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2612440769","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2612440769","pubTimestamp":1771436220,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1237 ET - Palo Alto Networks' F2Q results were made noisy by earlier-than-anticipated closures of the Chronosphere and CyberArk acquisitions, Stifel says in a note. 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