Palo Alto Networks (PANW) Stock: Q4 Earnings Beat Sends Stock Higher After Hours

TLDR

• Palo Alto Networks reported Q4 adjusted EPS of $1.02, beating Wall Street’s estimate of $0.98.
• Revenue came in at $3.41 billion, up 34% year-over-year, topping forecasts of $3.35 billion.
• The stock rose around 5% in after-hours trading after falling 5.2% during the regular session.
• Q1 fiscal 2027 guidance came in nearly $100 million above analyst consensus; full-year guidance beat by $300 million.
• Bernstein reiterated an Outperform rating and a $253 price target following the results.

Palo Alto Networks posted fourth-quarter results after the bell on Tuesday that topped Wall Street expectations on both earnings and revenue.

PALO ALTO NETWORKS $PANW Q4’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $3.41B (Est. $3.35B) 🟢; +34% YoY
🔹 Adj. EPS: $1.02 (Est. $0.98) 🟢; +7% YoY
🔹 NGS ARR: $9.1B; +63% YoY

FY27 Guide:
🔹 NGS ARR: $11.08B-$11.18B (Est. $10.9B) 🟢
🔹 Revenue: $14.10B-$14.20B (Est. $13.79B) 🟢
🔹… pic.twitter.com/l69DN3M64B

- Wall St Engine (@wallstengine) September 1, 2026

Adjusted earnings per share came in at $1.02, up from $0.95 a year ago and ahead of the $0.98 consensus estimate. Revenue reached $3.41 billion, a 34% jump year-over-year and above the $3.35 billion analysts had expected.

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