US · Technology · Software - Infrastructure
EPS came in at 0.53 against a street estimate of 0.51 — a beat of 3.9%.
Analysts rate Palo Alto Networks Inc a buy (37 buy, 13 hold, 2 sell out of 52) with an average price target of $393.42.
CONFIDENT PANW delivered record Q4 results with $21.2B RPO (+34% YoY) and $9.1B NGS ARR (+63%), adding nearly $1B net new NGS ARR in the quarter. Platformization momentum accelerated with 220 net new platforms, validating strategy for AI-driven defense. Major acquisitions (CyberArk, Chronosphere) scaling ahead of targets. Q4 FY26 Robust growth delivered across all regions. No analyst Q&A segment transcribed in this earnings call excerpt. 2026-09-01…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.89% |
| Vanguard Capital Management, LLC | 6.47% |
| State Street Corp | 4.35% |
| Morgan Stanley - Brokerage Accounts | 3.97% |
| Amvescap Plc. | 2.94% |
| Bank of America Corp | 2.76% |
| Vanguard Portfolio Management, LLC | 2.41% |
| Geode Capital Management, LLC | 2.37% |
| Document | Date |
|---|---|
| Annual report FY2026 PALO ALTO NETWORKS, INC. – FORM 10-K SUMMARY Fiscal Year Ended July 31, 2026 --- HEADLINE NUMBERS • Market capitalization: $123.4 billion as of Jan | 2026-09-10 |
| Results announced · Q1 FY2027 PALO ALTO NETWORKS FY2026 RESULTS SUMMARY HEADLINE NUMBERS • Q4 FY2026 Total Revenue: $3.41 billion, up 34% year-over-year • FY2026 Total Revenue: $ | 2026-09-01 |
| Board / officer change · Q1 FY2027 PALO ALTO NETWORKS, INC. - 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • This filing is a Current Report (Form 8-K) dated August 20, 2026, announcing | 2026-08-21 |
| Quarterly report · Q3 FY2026 PALO ALTO NETWORKS, INC. — Q3 FY2026 (10-Q) SUMMARY HEADLINE NUMBERS • Total Revenue (9 months): $8,070 million, up 20.7% vs. $6,685 million prior y | 2026-06-03 |
| Results announced · Q4 FY2026 PALO ALTO NETWORKS Q3 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total revenue grew 31% year-over-year to $3.0 billion in Q3 FY2026, including $388 | 2026-06-02 |
| Material agreement · Q3 FY2026 PALO ALTO NETWORKS, INC. - 8-K SUMMARY HEADLINE NUMBERS • Lease Extensions: Company extended leases on four Santa Clara buildings totaling approxima | 2026-04-13 |
| Quarterly report · Q2 FY2026 PALO ALTO NETWORKS, INC. – Q2 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenue (6M ended Jan 31, 2026): $5,068 million, up 15% from $4,396 milli | 2026-02-18 |
| Quarterly report · Q1 FY2026 PALO ALTO NETWORKS, INC. – FORM 10-Q SUMMARY Quarter Ended October 31, 2025 --- HEADLINE NUMBERS • Total Revenue: $2,474 million (Q1 2026), up 15.7 | 2025-11-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 2 : 1 effective Dec 16, 2024 | 2024-12-16 |
| Announcement | Date |
|---|---|
| Board approves additional $1.0 billion share repurchase authorization Palo Alto Networks' Board approved an additional $1.0 billion stock repurchase authorization on March 10, 2026, bringing the total available program to $1.0 billion (the previous $4.1 billio | 2026-03-11 |
| Completed acquisition of CyberArk as wholly owned subsidiary Palo Alto Networks (PANW) completed its acquisition of CyberArk on February 11, 2026. CyberArk is now a wholly owned subsidiary of PANW following the merger that was originally agreed to on | 2026-02-11 |
| Agreement to acquire Chronosphere, a monitoring and observability platform Palo Alto Networks announced Q1 FY2026 results (quarter ended October 31, 2025) and a major strategic acquisition. The company agreed to acquire Chronosphere, Inc., a cloud observability and | 2025-11-19 |
| Merger agreement with CyberArk Software Ltd announced and progressing Palo Alto Networks announced on September 24, 2025 that its proposed acquisition of CyberArk Software Ltd. has cleared a major regulatory hurdle. The companies received early termination of | 2025-09-25 |
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Google PlayApp StoreData updated 2026-09-18.