PANW Palo Alto Networks
Network, cloud and identity security platform
Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.
PANW · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-09-01EarningsBeat / raise
Reported EPS 1.02 vs 0.98 expected (+4.3% surprise).
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7
2026-06-02EarningsBeat / raise
Reported EPS 0.85 vs 0.8 expected (+6.6% surprise).
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6
2026-02-17EarningsBeat / raise
Reported EPS 1.03 vs 0.94 expected (+9.9% surprise).
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5
2025-11-19EarningsBeat / raise
Reported EPS 0.93 vs 0.89 expected (+4.4% surprise).
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4
2025-08-18EarningsBeat / raise
Reported EPS 0.95 vs 0.89 expected (+7.3% surprise).
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3
2025-05-20EarningsBeat / raise
Reported EPS 0.8 vs 0.77 expected (+3.6% surprise).
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2
2025-02-13EarningsBeat / raise
Reported EPS 0.81 vs 0.78 expected (+3.9% surprise).
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1
2024-11-20EarningsBeat / raise
Reported EPS 0.78 vs 0.74 expected (+5.8% surprise).
Latest headlines
Auto-updated daily- Datadog Sinks 12%, CrowdStrike Falls 4% Despite $6.3 Billion Binance Hack Spotlighting Cyber Defense; Palo Alto and Fortinet Slide 3%2026-10-30
- Jim Cramer Says Sell Fortinet and Buy Palo Alto and CrowdStrike Instead2026-10-30
- Palo Alto Networks Recommends Stockholders Reject Mini-Tender Offer by Tutanota LLC2026-10-30
- Zacks Investment Ideas feature highlights: Fortinet, Palo Alto Networks and CrowdStrike2026-10-30
- Palo Alto Soars 14% in a Week as CEO Warns of AI’s “Nuclear Sort of Bomb”2026-10-29
- Fortinet Tumbles 20% as Service Revenue Forecast Cut Overshadows Beat; Palo Alto Drops 5%, CrowdStrike Falls 4%2026-10-29
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-09-01 | 0.98 | 1.02 | +4.3% |
| 2026-06-02 | 0.8 | 0.85 | +6.6% |
| 2026-02-17 | 0.94 | 1.03 | +9.9% |
| 2025-11-19 | 0.89 | 0.93 | +4.4% |
| 2025-08-18 | 0.89 | 0.95 | +7.3% |
| 2025-05-20 | 0.77 | 0.8 | +3.6% |
| 2025-02-13 | 0.78 | 0.81 | +3.9% |
| 2024-11-20 | 0.74 | 0.78 | +5.8% |
| 2024-08-19 | 0.71 | 0.76 | +7.0% |
| 2024-05-20 | 0.62 | 0.66 | +5.6% |
| 2024-02-20 | 0.65 | 0.73 | +12.2% |
| 2023-11-15 | 0.58 | 0.69 | +18.6% |
| 2023-08-18 | 0.64 | 0.72 | +12.0% |
| 2023-05-23 | 0.46 | 0.52 | +12.6% |
| 2023-02-21 | 0.39 | 0.53 | +35.4% |
| 2022-11-17 | 0.34 | 0.42 | +20.4% |
| 2022-08-22 | 0.38 | 0.4 | +4.9% |
| 2022-05-19 | 0.28 | 0.3 | +6.7% |
| 2022-02-22 | 0.27 | 0.29 | +5.6% |
| 2021-11-18 | 0.26 | 0.27 | +4.5% |
| 2021-08-23 | 0.24 | 0.27 | +11.3% |
| 2021-05-20 | 0.21 | 0.23 | +7.3% |
| 2021-02-22 | 0.24 | 0.26 | +8.0% |
| 2020-11-16 | 0.22 | 0.27 | +21.7% |
About Palo Alto Networks
Website ↗Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers' entire AI ecosystem. It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments. It provides security operation solutions through the Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform; Cortex XDR to prevent, detect, and respond to cybersecurity attacks; and Cortex XSOAR for security orchestration, automation, and response; and Cortex Xpanse for attack surface management, as well as offers …
AI agents and AI-written attacks expand the attack surface faster than security teams can hire. Spend shifts to platforms that use AI to defend AI workloads.
What would prove us wrong. Weakens if net-new ARR decelerates across the group while breach activity stays high.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| CRWD CrowdStrike | Endpoint and cloud security platform | $250.4 | −4.10% | −5.9% | +113.7% | |
| ZS Zscaler | Zero-trust security for AI traffic | $237.8 | −4.03% | +19.6% | +5.7% | |
| FTNT Fortinet | Firewalls and secure networking | $136.1 | −2.17% | −23.9% | +71.4% | |
| NET Cloudflare | Edge network, AI inference and bot defence | $280.7 | −9.54% | −20.0% | +42.4% | |
| S SentinelOne | AI-native endpoint security | $25.15 | −2.18% | +1.9% | +67.7% | |
| OKTA Okta | Identity for people and AI agents | $208.2 | −6.14% | −2.1% | +140.8% | |
| CHKP Check Point Software | Network and cloud security | $152.1 | −0.91% | +16.4% | −18.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.