Palo Alto Networks (PANW) Stock Fell Hard This Week. Here’s Why
TLDR
- PANW dropped 10.3% this week despite beating Q4 revenue and EPS estimates
- Revenue rose 34.5% year over year to $3.41 billion in fiscal Q4
- Full-year FY2027 guidance of $14.1B-$14.2B topped Wall Street estimates
- Palo Alto acquired AI platform Console for around $500 million in cash and stock
- Stock is still up roughly 81% year to date despite this week’s pullback
Palo Alto Networks (PANW) stock dropped 10.3% this week even after the company posted a strong fiscal Q4 earnings report. The stock opened Friday at $333.26.
Palo Alto Networks, Inc., PANW
The results beat on both the top and bottom lines. Revenue came in at $3.41 billion, up 34.5% year over year, topping the average analyst estimate by $60 million. Adjusted EPS hit $1.02, above the $0.98 consensus and up from $0.95 in the same quarter last year.
The sell-off came down to expectations. PANW had already surged more than 80% in 2026 heading into the print, leaving little room for anything less than a blowout.
Annualized recurring revenue for the next-generation security segment jumped 63% year over year to $9.1 billion. Remaining performance obligations rose 34% to $21.2 billion.
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