Nikesh Arora
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Palo Alto CEO’s Pay, Now Nearly $100 Million, Is Most Rejected in Corporate America
Nikesh Arora, chief executive officer at Palo Alto Networks Inc., during the Raise summit in Paris in 2025.
Palo Alto CEO says customer meeting requests have surged amid AI security concerns
Palo Alto Networks CEO Nikesh Arora said artificial intelligence is making cybersecurity more important as increasingly sophisticated AI-powered attacks force companies to strengthen their defenses. "I think we declared the 'SaaSpocalypse' dead for cybersecurity officially," Arora said on CNBC's "Mad Money" on Tuesday, referencing investor concerns earlier this year that software-as-a-service, or SaaS, companies would be disrupted by AI models. Palo Alto reported stronger-than-expected...
What's behind Palo Alto's earnings sell-off — and how to proceed
Shares of Palo Alto Networks are down over 4% Wednesday, despite the cybersecurity provider delivering strong quarterly results the prior evening. This next-day move may seem a bit odd, given the company not only exceeded expectations for the reported quarter, but also issued guidance ahead of expectations for the current three-month period. So, what is the culprit?
Tech company whose CEO’s pay has been rejected the most number of times in Corporate America
Palo Alto Networks' shareholders have reportedly rejected its CEO's pay package more times than investors at any other company in Corporate America. According to a report by Bloomberg, shareholders of the cybersecurity company have voted against executive compensation proposals seven times since 2015, the highest number of failed "say-on-pay" votes among companies in the S&P 500 Index. In December 2025, less than half of Palo Alto shareholders voted in favour of compensation packages for...
Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test
Anthropic's Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial intelligence. Yet, this week's cybersecurity earnings offered a brutal reminder that even with tailwinds, sometimes good just isn't good enough as shares of CrowdStrike and Palo Alto Networks lost 8% and 3%, respectively. "People probably got a little over their skis," said Joseph Gallo, a software analyst at Jefferies.
Jim Cramer's top 10 things to watch in the stock market Wednesday
My top 10 things to watch Wednesday, June 3 1. Stocks are little changed this morning after the S & P 500 's record high yesterday. The market is being held back by Iran and tariff uncertainties.
We're upping our Palo Alto price target after strong earnings vanquish AI disruption fears
Palo Alto Networks reported a strong beat-and-raise quarter Tuesday night, putting to rest any lingering doubt that it will be disrupted by artificial intelligence. The stock was volatile in after-hours trading, but considering its blistering rally into earnings, it's not surprising to see this kind of reaction. Revenue for the company's fiscal 2026 third quarter increased 31% year over year to $3 billion, exceeding the Wall Street consensus estimate of $2.94 billion, according to LSEG.
How Jim Cramer would approach Palo Alto's stock heading into earnings
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Here's a recap of Tuesday's key moments. The S & P 500 touched fresh record highs on Tuesday, driven by Nvidia and other chipmakers.
Palo Alto Networks pops 12% on earnings beat as AI fuels cybersecurity urgency
Palo Alto Networks surpassed Wall Street's fiscal third-quarter results as artificial intelligence threats drive demand for sophisticated cybersecurity tools. Here's how the company did versus LSEG estimates: - Earnings per share: 85 cents adjusted vs. 80 cents expected - Revenue: $3.00 billion vs. $2.94 billion expected Revenue grew 31% from a year ago, including $388 million from its recent CyberArk and Chronosphere acquisitions, the cybersecurity company said. The company reported a net...