Palo Alto Networks, Inc. (PANW)
Compared to Estimates, Palo Alto (PANW) Q4 Earnings: A Look at Key Metrics
The headline numbers for Palo Alto (PANW) give insight into how the company performed in the quarter ended July 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Palo Alto Networks (PANW) Tops Q4 Earnings and Revenue Estimates
Palo Alto Networks (PANW) came out with quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.95 per share a year ago.
Palo Alto Networks' stock climbs as demand for AI cybersecurity powers an earnings beat
As artificial-intelligence agents proliferate and cyberthreats grow more widespread, Palo Alto Networks is having a moment in the spotlight as one of the few pure-play cybersecurity companies.
Palo Alto Networks beats Q4 earnings on AI security demand
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) reported fiscal fourth-quarter revenue and profit that topped analyst estimates, as the cybersecurity company closed out its fiscal year with a nearly $1 billion jump in net new next-generation security annual recurring revenue. Revenue came in at $3.41 billion, versus estimates of $3.35 billion, up 34% year over year.
Palo Alto Projects Double-Digit Growth as AI Drives Cybersecurity Spending
The cybersecurity company said it is expecting revenue to rise between 23% and 24% to a range of $14.1 billion to $14.2 billion in fiscal 2027.
Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies. Shares have climbed 30% since third-quarter results, well ahead of the 5% gain in the iShares Expanded Tech-Software ETF, raising the bar for this print.
Palo Alto's Rally Has One Big Problem Ahead of Earnings
Palo Alto Networks TodayPANWPalo Alto Networks$371.59 0.00 (0.00%) As of 08/28/2026 04:00 PM Eastern52-Week Range$139.57▼$398.88P/E Ratio304.58Price Target$368.42Add to WatchlistShares in Palo Alto Networks Inc. NASDAQ: PANW may have started the year on the wrong foot, but they have been on a tear ever since. After turning higher back in February, the cybersecurity heavyweight has rallied hard, and a jump of around 20% in just the past few sessions alone has left the stock trading within a few dollars of its all-time high.
Palo Alto Networks: Mismatched AI Cybersecurity Excitement
Palo Alto Networks trades near all-time highs, with the stock valuation far outpacing business fundamentals and organic growth trends. PANW's organic growth slowed to ~14% in the last quarter, while EPS growth is muted due to recent M&A, despite AI sector enthusiasm. Research shows that public mergers don't normally work out to boost shareholder return, and the cybersecurity company appears to be eager to head down that path again.
Here's How Much Traders Expect Palo Alto Networks Stock to Move After Earnings
Palo Alto Networks is scheduled to report earnings after the closing bell Tuesday, with the cybersecurity stock seen potentially climbing to a fresh high in the days that follow.
Palo Alto Networks to Report Q4 Earnings: How to Play the Stock
PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.
Curious about Palo Alto (PANW) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Palo Alto (PANW) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Cisco Expands Secure AI Factory: Can it Outpace PANW & FTNT?
CSCO expands its Secure AI Factory with NVIDIA, embedding security into AI infrastructure as cyber threats rise and competition intensifies.
