Latest Earnings Results: Q4 '26
Estimated EPS
$0.98
Reported EPS
$1.02
Surprise
+4.34%
Estimated Rev
$3.35B
Reported Rev
$3.41B
Surprise
+1.74%
• Reported GAAP EPS of $1.02 up 7.37% YoY • Reported revenue of $3.41B up 34.44% YoY • For fiscal year 2027, Palo Alto Networks expects total revenue of $14.1B to $14.2B, diluted non-GAAP net income per share of $4.16 to $4.19, and non-GAAP operating margin of 29.5%.
Bullish Takeaway
Palo Alto Networks delivered 34% revenue growth to $3.41B, expanded Next-Generation Security ARR 63% to $9.1B, generated $1.3B in adjusted free cash flow, and acquired AI-native platform Console.
Bearish Takeaway
Palo Alto Networks swung to a GAAP net loss of -$282M, experienced declining GAAP operating income, guided to decelerating FY2027 revenue growth, and highlighted competitive pressures from cloud infrastructure providers.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $0.94 | -- | -- | N/A |
Q4 '26 | $0.98 | $1.02 | 4.34% | BEAT |
Q3 '26 | $0.79 | $0.85 | 7.21% | BEAT |
Q2 '26 | $0.94 | $1.03 | 9.69% | BEAT |
Q1 '26 | $0.89 | $0.93 | 4.34% | BEAT |