{"id":216395,"date":"2026-02-22T16:45:00","date_gmt":"2026-02-22T21:45:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/02\/22\/is-it-time-to-buy-palo-alto-networks-stock-on-the-dip\/"},"modified":"2026-02-22T18:15:10","modified_gmt":"2026-02-22T23:15:10","slug":"is-it-time-to-buy-palo-alto-networks-stock-on-the-dip","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/02\/22\/is-it-time-to-buy-palo-alto-networks-stock-on-the-dip\/","title":{"rendered":"Is It Time to Buy Palo Alto Networks Stock on the Dip?"},"content":{"rendered":"

Is It Time to Buy Palo Alto Networks Stock on the Dip?<\/a><\/p>\n

https:\/\/www.fool.com\/investing\/2026\/02\/22\/time-buy-palo-alto-networks-stock-on-dip\/<\/a><\/p>\n

Publish Date: 2026-02-22 16:45:00<\/a><\/p>\n

Source Domain: www.fool.com<\/a><\/p>\n

The stock is trading down about 25% over the past year.<\/p>\n

It’s been a tough past year for the stock of Palo Alto Networks<\/strong> (PANW 1.52%<\/span>)<\/span>, with the stock down more than 25% as of this writing. Meanwhile, the stock sank further following the announcement last week of its fiscal 2026 second-quarter (Q2) earnings results.<\/p>\n

Let’s delve into the cybersecurity company’s latest report and prospects to see if the stock’s recent weakness is a buying opportunity.<\/p>\n

Image source: Getty Images.<\/p>\n

On an acquisition spree<\/h2>\n

As Palo Alto has embarked on its platformization strategy (selling its solutions as one of three cybersecurity platforms instead of as point solutions), the company has become aggressive on the acquisition front to add new cybersecurity solutions. In January, it closed its acquisition of real-time data monitoring company Chronosphere, while earlier this month, it completed its acquisition of privileged access company CyberArk. Meanwhile, along with its earnings report, it also announced that it will acquire Koi, which provides agentic artificial intelligence (AI) enterprise endpoint security solutions.<\/p>\n

While these deals strengthen Palo Alto’s positioning in the cybersecurity space and expand on its platformization strategy, they will also weigh on its earnings per share (EPS) in the near term. This is chiefly due to the stock component of the large CyberArk deal.<\/p>\n

For Palo Alto’s fiscal 2026 Q2, ended Jan. 31, revenue jumped 15% year over year to $2.59 billion, which was at the high end of its previous forecast for revenue of between $2.57 billion and $2.59 billion. Service revenue increased by 13% to $2.08 billion, with subscription revenue climbing by 14% and support revenue up 12%. Product revenue climbed by 22% to $514 million, led by growth in software firewalls. <\/p>\n

Next-generation security once again powered Palo Alto’s growth, with next-generation security annual recurring revenue (ARR) surging by 33%, or 28% excluding acquisitions, to $6.33 billion. Its largest…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Is It Time to Buy Palo Alto Networks Stock on the Dip? https:\/\/www.fool.com\/investing\/2026\/02\/22\/time-buy-palo-alto-networks-stock-on-dip\/ Publish Date:…<\/p>\n","protected":false},"author":1,"featured_media":216396,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F856819%2Fcybersecurity-protection-lock-key.jpg&w=1200&op=resize","fifu_image_alt":"","footnotes":""},"categories":[15],"tags":[20,57],"class_list":["post-216395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cybersecurity","tag-artificial-intelligence","tag-security"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/216395"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=216395"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/216395\/revisions"}],"predecessor-version":[{"id":216397,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/216395\/revisions\/216397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/216396"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=216395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=216395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=216395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}