Tag: PANW

Just to clear the record: Palo Alto did NOT miss the high expectations. Stock up tremendously ahead of the report, was up huge then gave it. Usual pattern for this one…

— Jim Cramer (@jimcramer) June 3, 2026

To be clear, $PANW traded +$35 after the EPS release and is now -$50/share lower.

I thought Jim’s dismissal of the reversal was symptomatic of how speculative the market has become — in a “heads I win, tails I win” backdrop.

So I see a different message…. and a more punitive outcome (for the Nasdaq). 

Position: None