Security hardware and software firm Palo Alto Networks (PANW - Get Report) is trading lower Thursday (May 30) after delivering a mixed set of numbers in its April quarter earnings report.

The company beat sales and earnings estimates, and issued solid sales guidance. However, it also reported weaker-than-expected billings, and its earnings guidance was lighter than expected due to the impact of recent acquisitions and (to a lesser extent) tariffs.

Eric Jhonsa, TheStreet's tech columnist, and Kevin Curran, a reporter for RealMoney, offered some thoughts on Palo Alto's report and why its selloff might be excessive.

Related. Palo Alto Networks Slumps as Cloud Shift Hits Q3 Billings, Tariffs Trim Outlook

Want to know what Jim Cramer has to say about (PANW - Get Report) ? Click here to sign up for Action Alerts PLUS and get exclusive member access.

Trending Videos on TheStreet