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Ask About This Stock Analyze with Claude Latest Earnings AnalysisQ4 FY2026

Palo Alto Networks Inc

PANWInformation Technology

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Latest Earnings AnalysisQ4 FY2026 Ask About This Stock

$396.36

+ 1.51%+ 5.90

Alpaca · SIPUpdated 10:34 NY15 Minutes DelayedMay Be Out Of Date

52-Week Range88% Into the Band

Low: $139.57; 184% Above the Low
High: $432.33; 8% Below the High

Company Profile

FinnhubUpdated October 26 16:37 NY

Market Cap: $324 B; At the Live Price; 0.46% of the S&P 500 Total
Market Cap Rank: 32.; Of 499 S&P 500 Companies

PANWLargest: NVDA · $5.24 T31. CAT · $1.75 B Ahead33. DELL · $4.58 B Behind

The largest cybersecurity platform company — network firewalls, cloud security (Prisma) and security operations (Cortex) under one roof.

Country: United States
Exchange: Nasdaq
IPO Date: Jul 20, 2012

52-Week Range88% Into the Band

Low: $139.57; 184% Above the Low
High: $432.33; 8% Below the High

Company Profile

Company Analysis

Tool: Claude

Claude reads this company in two focuses: technical (1⁠–⁠2 weeks) and stock picking (3⁠–⁠6 months). While the market is open it takes the live price.

Company Summary

Index Membership: S&P 500 · Nasdaq 100
Sector: Information Technology
Sub-Industry: Systems Software
Next Earnings: Thursday, November 12; Time TBA
Same Sub-Industry: 5 Index Companies

Why It Moved This Week

Last 5 Sessions · October 20-26

Over Five Sessions

+ 12.54%

S&P 500 − 0.14%12.69 Points Above the Market

Tue− 1.9%
Wed+ 2.0%
Thu+ 2.2%
Fri+ 7.2%
Mon+ 2.6%

Claude is preparing the note…

Valuation

Key Metrics

Rule Check

P/E Ratio: 773.39
Forward P/E: 87.60
P/B: 11.75
Earnings per Share: $0.51
Dividend Yield: –
Beta: 0.97
Net Margin: 2.7%
Debt / Equity: 0.06
Volume: 929,083

How to Read

The lane spans the 5th to 95th percentile of 81 companies in the same GICS sector: the line is the sector median, the dot is the company. Same source as the Stock Scorecard; measures without sector data get no lane. Position is not a grade: being high or low is not good or bad on its own.

Moving Averages

Latest Price: $396.36
50-Day: $370.87+ 6.87%
100-Day: $349.56+ 13.39%
200-Day: $266.93

Analyst Ratings

77%Lean Buy

Strong Buy: 15; 24%
Buy: 33; 53%
Hold: 13; 21%
Sell: 1; 2%
Strong Sell: 0; 0%

Average Price Target$375.00− 5.39%Upside

42 Analysts · From Q4 FY2026 Analysis · Sep 1, 2026

12-Month Recommendation Mix62 Analysts · October 2026

These five buckets are the 12-month ratings of the analysts covering the stock. They are not a price target and they say nothing about timing. Ratings move slowly and in step, so the distribution usually turns after the price rather than before it.

Sharia Screening

Passes the Screen

Interest-Bearing Debt / Market Cap: 0.5%; 0Limit 33%
Cash and Interest-Bearing Assets / Market Cap: 1.0%; 0Limit 33%

This Is Not a Religious Ruling

It is an automated pre-screen based on the line of business and AAOIFI's widely used financial thresholds; a final judgement rests with your own school of thought and the certification boards that audit the filings.

The interest-income test (5% of revenue) needs a revenue breakdown our free data source doesn't provide, so that criterion isn't screened.

Stock Scorecard

Information Technology · 81 Companies

Valuation8%Cheaper than 8% of its sector · Earnings Yield, Sales Yield
Growth32%Growing faster than 32% of its sector · Revenue Growth, EPS Growth
Profitability10%More profitable than 10% of its sector · Operating Margin, Net Margin, Return on Equity

Analyst Distribution Change

The buy-side share fell 2 points in 3 months: 79% → 77%.

Buy-Side ShareStrong Buy 15Buy 33Hold 13Sell 1Strong Sell 0

Table With Numbers

Analyst Ratings	Jul 26	Aug 26	Sep 26	Oct 26	Change
Strong Buy	16	16	16	15	−1
Buy	34	34	33	33	−1
Hold	12	12	13	13	+1
Sell	1	1	1	1	0
Strong Sell

How to Read

Net change in the monthly distribution: a rise in a bucket can come from an analyst changing their rating or a new one joining. Individual rating changes and price targets are not in the source.

FinnhubUpdated October 26 16:37 NY

Technical Snapshot

Oct 26, 2026 Close

20-Day Average: $384.17
RSI (14): 55.3
MACD: −2.82
Signal: −0.87
Histogram: −1.95Crossed 9 Sessions Ago
Daily Range (ATR 14): $18.64
Volume · Last Session: 5,138,617Versus Average 0.96x
Volume · 20-Day Average: 5,325,079

Pivot Levels

Support 2: 373.00
Support 1: 381.73
Pivot: 388.21
Resistance 1: 396.95
Resistance 2: 403.43

How to Read

Indicators are computed from the last completed session's close and carry no opinion; the same calculation feeds the stocks on the Technical Analysis page. The 50, 100 and 200-day averages are in the Valuation section.

Alpaca · SIPUpdated 10:49 NY15 Minutes DelayedMay Be Out Of Date

Company Analysis

Tool: Claude

Technical FocusNo report for this focus yet.
Analyse with Claude
Stock Selection FocusNo report for this focus yet.
Analyse with Claude

Claude writes a second opinion independent of the site's own analysis; while the market is open it reads the live price.

Earnings

Next Earnings

Thursday, November 12

Time TBA

Add to Calendar Earnings Page

EPS Estimate: $0.99
Revenue Estimate: $3.37 B

Beat Record

Beat estimates in all of the last 4 quarters

Expected Move

Thursday, November 12 · Time TBA

Priced by Options: Option quotes for this expiry could not be loaded.
Average Absolute Move: At least 2 measured reports are needed for an average.

After Past Reports

Report · Timing	Move
Sep 1, 2026After Close	No Price –

How It's Calculated

The at-the-money call and put mid prices added together, divided by the share price. It prices the whole move until expiry, not only the earnings. Quotes come from the derived indicative feed, not OPRA itself.

Measured from the previous close to the report day's close for reports before the open, and from the report day's close to the next session's close for reports after the close. Reports with unknown timing are left out of the average. Report dates come from the site's own calendar; the list grows to eight reports as the calendar accumulates.

Earnings Analyses

All Analyses →

83
BUYQ4 FY2026Tuesday, September 1Palo Alto Networks closed its fiscal year with a record quarter: revenue rose 34% to $3.41 billion, and next-generation security annual recurring revenue (NGS ARR) jumped 63% to $9.1 billion. Nearly $1 billion of net new ARR was added in a single quarter, and both the quarterly and full-year FY2027 outlook came in above market expectations. Yet a 1-point contraction in gross margin and rising cloud costs unsettled investors; after a 90% gain over the past year, the high bar left shares slightly lower after hours.

Past Earnings

ForecastActual

Q1 FY26
Q2 FY26
Q3 FY26
Q4 FY26

Period	Report Date	Surprise	EPS · Forecast	EPS · Actual	Revenue · Forecast	Revenue · Actual
Q4 FY2026Sep 1, 2026	Sep 1, 2026	+ 2.4%	$1.00	$1.02	$3.42 B	$3.41 B
Q3 FY2026	No Data	+ 4.8%	$0.81	$0.85	No Data

EPS (Earnings Per Share)

Dividends

No Data

This data isn't available right now.

In Context

Insider Transactions

Last 90 Days

Open-Market Buys: $0.00; 0 People
Open-Market Sales: $20.8 M; 5 People
Net: −$20.8 M

Buy and Sell BalanceBuy 0% · Sell 100%

Monthly Share Purchase Ratio (MSPR)

Latest (Oct 26): −100

Nov 25Oct 26

Insider	Date	Transaction	Shares	Price	Value
Nikesh Arora	Oct 12	OtherDerivative	−500,000	–	–
Aparna Bawa	Oct 9	Sell	−250	$412.28	$103 K
Lee Klarich	Oct 8	Gift	−60,000	–	–

How to Read

Colored chips are open-market decisions; dimmed rows are grants, tax withholding, gifts or option exercises, which are not trading decisions.

Rows come from SEC Form 4 filings; parts of the same filing are merged into one transaction. The summary counts only open-market buys and sales: grants, tax withholding, gifts and option exercises are not trading decisions. Pre-planned (10b5-1) sales are not flagged separately by the source.

MSPR runs from −100 to 100: 100 means only buying that month, −100 only selling. An empty month means the source has no computed value for it; recent months can reach the source late.

FinnhubUpdated 11:37 NY

Famous Investors

See All

The bar is the stock's share of the investor's portfolio; the scale is the largest share in the list (0.91%). Share is relative to the total value of long positions in the latest 13F filing.

Congressional Trades

Nancy PelosiDec 20, 2024Buy$1 M - $5 M

A 13F only shows long positions and options traded in the US; short sales, cash and foreign shares are not visible. The filing can come up to 45 days after quarter end.

Companies in the Same Sector

Systems SoftwareCompare →

MSFTMicrosoft$3.96 T$532.83+ 0.04%
PANWPalo Alto Networks Inc$324 B$395.99+ 1.42%

Company News

Show All

No Data

This data isn't available right now.

To Understand This

Earnings Reports: What to Read, HowThe book opens once a quarter — and the market really only reads three lines.P/E and the Valuation RatiosYou can't tell whether a stock is cheap or expensive by looking at its price.Market Cap, Float and SplitsA company's real size is not the share price — it's the price times the share count.

Overview

Company Profile

Company Profile

Company Analysis

Company Summary

Why It Moved This Week

Valuation

Key Metrics

Moving Averages

Analyst Ratings

Sharia Screening

Stock Scorecard

Analyst Distribution Change

Technical Snapshot

Company Analysis

Earnings

Next Earnings

Expected Move

Earnings Analyses

Past Earnings

Dividends

In Context

Insider Transactions

Famous Investors

Congressional Trades

Companies in the Same Sector

Company News

Company Summary

Company Analysis

Company Analysis

Next Earnings

Analyst Distribution Change

Companies in the Same Sector

Why It Moved This Week

Ask About This Stock

Analyst Ratings

Sharia Screening

Dividends

Expected Move

Company Profile

Stock Scorecard

Technical Snapshot

Insider Transactions