Palo Alto (PANW) Stock: What Wall Street Expects from Earnings Today

TLDR

• PANW stock rose more than 3% on Monday ahead of Q4 FY26 earnings due after market close on September 1.
• Evercore reiterated a Buy rating with a $415 price target, expecting a “solid quarter” from Palo Alto.
• Wall Street expects Q4 revenue of $3.35 billion, up 32% year-over-year, which would be a new company record.
• EPS is forecast at $0.98, up 3.2% year-over-year; Palo Alto has beaten EPS estimates in six straight quarters.
• Wall Street holds a Strong Buy consensus on PANW with 37 Buys and 5 Holds, though the stock has fallen after four of its last five earnings reports.

Palo Alto Networks reports Q4 FY26 earnings after market close on Tuesday, September 1. The stock was trading at $381.65 on Monday, up about 2.7%, within its 52-week range of $139.57 to $398.87.

Palo Alto Networks, Inc., PANW

PANW is up roughly 109% year-to-date in 2026, putting it near all-time highs ahead of the print.

Wall Street expects Q4 revenue of $3.35 billion, up from $2.54 billion in the same quarter last year. That would set a new company record, topping the $3.00 billion reported in Q3.

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