Palo Alto Networks reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year and above the $3.35 billion consensus, while…

A 6% drop to $359 lands hours before Palo Alto Networks reports earnings today, so the risk is already repriced going in. Anyone holding through the numbers is doing so from a lower base.

Q4FY26 revenue rose 34% YoY to $3.41 billion, beating estimates of $3.35 billion. Adjusted EPS of $1.02 surpassed consensus of $0.98; free cash flow reached $1.3 billion. Next-generation security ARR jumped 63% YoY to $9.1 billion, adding nearly $1 billion net new. Full-year FY27 revenue guidance of $14.10-$14.20 billion exceeds estimates of $13.79 billion. Company announces acquisition of AI-native platform Console to enhance agentic capabilities.

Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 34.4% year on year to $3.41 billion. Guidance for next quarter’s revenue was optimistic at $3.31 billion at the midpoint, 2.9% above analysts’ estimates. Its non-GAAP profit of $1.02 per share was 4.4% above analysts’ consensus estimates.

Palo Alto Networks reported fiscal 2026 revenue of $11.48 billion, higher security ARR, strong cash flow, and FY2027 guidance.