Zacks Investment Research
17 Jun 2026, 14:50 UTC · 2h ago
Is SASE Emerging as a Key Growth Driver for Palo Alto Networks?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Zacks Investment Research
17 Jun 2026, 14:50 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Palo Alto Networks' SASE annual recurring revenue (ARR) reached $1.6 billion in Q3 2026, growing 40% year-over-year. — Strong, above-market growth in a core strategic segment indicates expanding market share and revenue scalability.
+0.60Palo Alto Networks recorded nearly 50 displacement wins totaling $200 million in contract value year-to-date. — Directly winning contracts from competitors validates the company's platform superiority and growth trajectory.
+0.50The company's Secure Browser licenses reached 11 million in Q3, a four-fold increase compared to the prior year. — Rapid adoption of a new security tool suggests a successful expansion of the product ecosystem to capture AI and cloud-app traffic.
+0.40Continue reading
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Zacks Consensus Estimates project Palo Alto Networks' revenues to increase by approximately 23.7% in fiscal 2026 and 20.2% in 2027. — Consistent double-digit revenue growth forecasts provide a positive baseline for valuation and investor expectations.
+0.30Which stocks this story touches
Strong growth in SASE business, significant revenue increases, and successful displacement wins from competitors.
Mentioned as a key rival in a market where PANW is actively gaining market share through displacement wins.
Mentioned as a key rival in a market where PANW is actively gaining market share through displacement wins.
[mutual] Zscaler is identified as a key rival to Palo Alto Networks in the SASE space.
[mutual] Fortinet is identified as a key rival to Palo Alto Networks in the SASE space.
[mutual] Both are listed as key rivals to Palo Alto Networks in the same SASE market.
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