XNAS · Technology · Software - Infrastructure
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three-fourths of the Global 2000.
Palo Alto delivered a solid but not blowout quarter: **EPS $1.02 beat by $0.14** on **$3.4B revenue**, with 12.3% operating margin and implied durable demand in cybersecurity. Guidance of **$0.96-$0.98 EPS** and **$3.3B-$3.4B revenue** signals steady execution, though growth remains mature.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | Q4 2026 | 0.88 | 1.02 | +15.91% | $3.41B | ✅ Beat | — | — | — |
| 2026-06-02 | Q3 2026 | 0.72 | 0.85 | +18.06% | $3.00B | ✅ Beat | -3.17% | -12.34% | +17.12% |
| 2026-02-17 |
| Q2 2026 |
| 0.76 |
| 1.03 |
| +35.53% |
| $2.59B |
| ✅ Beat |
| -8.41% |
| -13.35% |
| +3.82% |
| 2025-11-19 | Q1 2026 | 0.73 | 0.93 | +27.40% | $2.47B | ✅ Beat | — | — | — |
| 2025-08-18 | Q4 2025 | 0.73 | 0.95 | +30.14% | $2.54B | ✅ Beat | — | — | — |
| 2025-05-20 | Q3 2025 | 0.77 | 0.80 | +3.90% | $2.29B | ✅ Beat | — | — | — |
| 2025-02-13 | Q2 2025 | 0.78 | 0.81 | +3.85% | $2.26B | ✅ Beat | — | — | — |
| 2024-11-20 | Q1 2025 | 0.74 | 0.78 | +5.41% | $2.14B | ✅ Beat | — | — | — |
Showing last 8 quarters.