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Palo Alto Networks' Dip Might Be a Gift if This One Thing Holds
Author: Thomas Hughes. Published: 2/19/2026.
Key Points
- Analysts largely view Palo Alto’s guidance-driven dip as temporary, with integration costs pressuring near-term margins but supporting long-term positioning.
- Institutional ownership and recent buying activity are presented as key supports, with price action holding near a stated critical level.
- Core business momentum—especially Next-Gen Security ARR and rising RPO—supports the case for re-acceleration once costs normalize.
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Palo Alto Networks’ (NASDAQ: PANW) February guidance update created a buy-the-dip opportunity, at least according to several analysts who point to the company’s growth trajectory and cash flow while downplaying near-term weakness. Although the 2026 earnings outlook was trimmed, there are mitigating factors—accelerating and sustainable outperformance and a clear cause for the short-term weakness. That cause is integration costs: Palo Alto’s recent acquisitions are pressuring margins now but should cement its position in the cybersecurity ecosystem.
Responses tracked by MarketBeat are mixed. Within 12 hours of the release the site recorded 14 revisions, including eight reduced price targets. Those reductions largely reflect the consensus view; the remaining revisions reiterated ratings and price targets. The takeaway: 42 analysts rate the stock as a consensus Moderate Buy, implying more than 40% upside from the identified support level.
Palo Alto Well Supported at Critical Levels: Institutions Accumulate in 2026
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The critical support target lines up with long-term lows set in 2024 and 2025 and looks unlikely to be breached. The market sold off on the guidance news but never reached that level before a rebound began. Early price action suggests support is solid near the $150 area, which may act as the launchpad for a recovery.
Institutions appear to be buyers of the dip. MarketBeat’s data shows institutions sold aggressively in Q2 and Q3 2025—roughly $4.25 sold for every $1 purchased—but they returned to net buying in Q4 and maintained that trend into early Q1 of fiscal 2026 (FY2026). Institutions now own about 80% of the shares, providing a deep support base and a potential tailwind for the stock. While renewed selling would be a risk, the Q2 FY2026 results offer no sign the company is failing, suggesting a bottom and reversal could materialize in the coming months.
Platformization Drives Palo Alto Results; Guides for Acceleration
Palo Alto delivered a solid quarter, with revenue up 15% to $2.59 billion. Growth has moderated from prior peaks but remains slightly ahead of expectations. The strength is driven by Next-Gen Security, which saw a 33% year-over-year increase in annual recurring revenue, along with client wins and deeper penetration shown in remaining performance obligations (RPO). RPO rose 23%, supporting the view that revenue growth can remain strong or accelerate in coming quarters. Subscription and services revenue—Palo Alto’s primary reporting segments—grew 13% and 15%, respectively.
Margins also showed improvement and operational quality remains high. GAAP and adjusted earnings grew at accelerated double-digit rates, beating consensus by roughly 1,000 basis points. The company raised its revenue guidance (the low end at $2.94 billion), comfortably above the $2.60 billion consensus, though management expects integration costs to pressure near-term profits. The company guided EPS to about $0.79, below the $0.92 consensus estimate.
Palo Alto’s Balance Sheet Is a Fortress
Palo Alto’s balance sheet remains strong, with no immediate red flags. That said, the company’s aggressive acquisition strategy—recent purchases such as CyberArk, Chronosphere, and Koi Security—will strain resources and dilute shares in the near term.
Highlights from the quarter-ending period include increases in cash and assets, declining liabilities, and no significant new debt. Equity rose about 20% and is likely to continue improving over the next several quarters.
Key opportunities for investors include margin recovery and the potential resumption of value-building share buybacks, possibly as soon as late 2026 or early 2027. Catalysts for Palo Alto include ongoing digitization and cybersecurity demand, continued rollout of its platform strategy, and successful integration of recent acquisitions.
Near-term hurdles from integration costs are likely to fade, leaving a more robust outlook for future profitability. Additional opportunities include securing the rise of the agentic enterprise and expanding the company’s platform footprint.
From a Dividend King to FinTech, These 3 Large Caps Just Reported
Reported by Jordan Chussler. First Published: 2/12/2026.
Key Points
- After mixed Q4 results, Coca-Cola maintained its 2026 guidance, including EPS growth of 7% to 8%.
- Robinhood has prioritized prediction markets, despite a short-term stock dip following a Q4 revenue miss.
- Duke Energy beat on the top and bottom lines, with the utility company extending its long-term growth projections, fueled by a massive five-year capital investment plan.
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With earnings season in full swing, investors are counting on companies' full-year and Q4 2025 financials to provide impetus for the S&P 500, which so far has mustered a gain of just 1.22%.
More importantly, shareholders are watching guidance for clues about how their portfolios may perform through the remainder of the year.
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A notable number of large-cap companies have already reported or will report earnings this week, including four household names on Feb. 9.
From a Dividend King to a fintech pioneer and a 122-year-old electric utility, these companies' results offered insights into their stocks, sectors and industries.
Despite Coca-Cola's Mixed Results, Guidance Remains Steady
Coca-Cola (NYSE: KO) reported full-year and Q4 2025 results before the market opened on Feb. 10. By the close, the consumer staples giant had slipped 1.47% after delivering mixed results.
The company beat analyst expectations for earnings per share (EPS) by $0.02 but missed the consensus revenue estimate by nearly 2%. Quarterly revenue rose 2.2% year-over-year (YOY).
The soft-drink maker has not missed on earnings since Q1 2017, and its dividend—which Coca-Cola has increased for 64 consecutive years—has an annualized five-year growth rate of 3.93% and a dividend payout ratio of nearly 66%.
For 2026 the company expects organic revenue growth of 4% to 5%—stronger than Q4's YOY growth—alongside EPS growth of 7% to 8% and free cash flow of approximately $12.2 billion.
On the earnings call, management noted that over the past 50 years Coca-Cola's annual volume declined only once, during the pandemic, and investors should have confidence the blue-chip stock can deliver again in 2026.
The Market Overlooks Robinhood's Enormous Annual Revenue Growth
After an outsized gain of more than 185% in 2025, shares of mobile-first brokerage platform Robinhood (NASDAQ: HOOD) fell by more than 7% in after-hours trading on Feb. 10 after the company beat on EPS but missed on revenue.
Robinhood's Q4 2025 EPS came in at $0.66, topping analyst expectations of $0.58. Revenue of $1.28 billion fell short of estimates of $1.32 billion.
The market's negative reaction, however, may be short-sighted. While quarterly revenue missed, annual revenue of $4.47 billion represented a 52% YOY increase. And based on this year's Super Bowl ads, prediction markets and sports-betting-related activity are returning to the spotlight in the United States.
That trend is underscored by Robinhood's recent push into prediction markets, which could become a significant revenue generator as the company positions itself to compete with Kalshi and Polymarket while continuing to serve equity and crypto customers.
Industry consultancy Grand View Research forecasts the global predictive analytics market to grow at a compound annual growth rate (CAGR) of 28.3% from 2025 to 2030, rising from $18.89 billion to $82.35 billion.
That growth should help Robinhood's top line—prediction markets were listed as the number-one priority in the company's earnings presentation.
Meanwhile, of the 24 analysts covering HOOD, 17 assign it a Buy rating, and the stock's average 12-month price target implies nearly 54% potential upside.
Duke Beats on Top and Bottom Lines, Extends Its Long-Term EPS Growth Projections
Over the past six months, the utilities sector has trailed all 11 S&P 500 sectors with a modest gain of just 0.91%. But over the past month, driven by natural gas inflation and higher winter electricity demand, the sector's 1.85% gain has outpaced the broader market.
Duke Energy (NYSE: DUK), which grew through decades of mergers and acquisitions to become one of the largest U.S. utilities, reported Q4 2025 financials on Feb. 10 and beat expectations on both the top and bottom lines.
Duke's EPS was $1.50, while revenue of $7.94 billion comfortably surpassed analyst expectations of $7.57 billion. With a forward price-to-earnings (P/E) ratio of 19.62, the company's earnings are projected to grow about 6.32% this year, from $6.33 per share to $6.73 per share.
Notably, Duke's five‑year capital plan increased by $16 billion to $103 billion, funding roughly 14 GW of incremental generation over five years and supporting a projected 9.6% earnings‑based growth rate. Management added that the company is "also extending our 5%–7% long-term EPS growth rate through 2030."
Eleven of the 18 analysts covering DUK assign it a Buy rating, and the stock's average 12-month price target implies about 8.69% potential upside. Meanwhile, Duke's dividend, which yields 3.44%, continues to reward patient shareholders with an annualized five-year growth rate of 2% and 20 consecutive years of increases.
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