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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