Palo Alto Networks (PANW) Tops Q4 Earnings and Revenue Estimates

Palo Alto Networks (PANW) reported quarterly earnings of $1.02 per share, beating the Zacks Consensus Estimate of $0.98 per share and up from $0.95 per share a year ago. These figures are adjusted for non-recurring items and represent an earnings surprise of +4.08%.

The security software maker posted revenues of $3.41 billion for the quarter ended July 2026, topping the Zacks Consensus Estimate by 1.78% and up from $2.54 billion a year earlier. Over the last four quarters, the company has surpassed consensus EPS and revenue estimates four times each.

Palo Alto shares have added about 107.5% since the start of the year, versus a 12.3% gain for the S&P 500. According to Zacks, the current consensus EPS estimate is $0.93 on $3.19 billion in revenues for the coming quarter, and $4.11 on $13.76 billion in revenues for the current fiscal year.

Zacks notes that the sustainability of the stock's immediate price movement will mostly depend on management's commentary on the earnings call. The stock currently carries a Zacks Rank #2 (Buy). Another company in the same Zacks Security industry, Zscaler (ZS), is expected to report results for the quarter ended July 2026 on September 3.