Palo Alto Networks — Company

Signals

2 stories (+0%)

Media momentum

As of 2 Nov 2026 · Visible stories in the last 30 days, compared with the 30 days before.

4 sources

Source diversity

As of 2 Nov 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 2 Nov 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 2 Nov 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2026 → Oct 2026

Coverage span

As of 2 Nov 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

PANW · NASDAQ · last close $365.87 (30 Oct 2026)

+0.6% over this window · S&P 500 -2.3% (dashed line)

Price moves around recent events

29 Sep Acquisition: CyberArk Software & Omdia Acquisition

+2.3% next day, +2.5% vs S&P 500 · +8.1% over 5 trading days, +6.2% vs S&P 500
28 Sep Product launch: Agent Identity & Blueprint Alliance Product launch

-0.9% next day, -0.8% vs S&P 500 · +3.7% over 5 trading days, +2.5% vs S&P 500
2 Sep Acquisition: Console & Palo Alto Networks Acquisition

+1.1% next day, +0.0% vs S&P 500 · +3.1% over 5 trading days, +4.0% vs S&P 500

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

PANW · daily closes

$365.87 +67.6% · 12 months 52-week high $432.33 · low $139.57

12-month span · monthly close · 30 Oct 2025–30 Oct 2026

Oct ’25

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close -0.17%

Candlestick · last 30 trading days

Read PANW is up 67.6% over twelve months, trading -15.4% from its 52-week high ($432.33, 6 Oct) — the strongest month was May at +57.1%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

PANW · quarterly EPS

Next report Thu 12 Nov Q1 FY2027 est EPS 0.99 est revenue $3.4B 1 week from now

Q4 2026 latest

1.02 EPS

est 1.00 +2.4%

Q4 2026

1.02 EPS

est 1.00 +2.4%

Q3 2026

0.85 EPS

est 0.81 +4.8%

Q2 2026

1.03 EPS

est 0.96 +7.2%

The TLDRocket take Q4 2026 · written 4 Sep 2026

Palo Alto Networks keeps extending a modest beat streak: the latest reported quarter came in at $1.02 versus $1.00 expected, a 2.4% surprise, after beats of 4.8% and 7.2% in the prior two quarters. That says execution is still ahead of consensus, but the direction of the surprises matters too: they have gotten smaller from Q2 to Q4. The data here is thin beyond EPS, and the table also repeats Q4 2026, so there is not much to say about revenue, margins, or guidance from this set alone.

What we do have fits the recent product-and-M&A story. Palo Alto is paying a reported $500 million for Console, an AI-agent startup for help desk automation, and folding it into Cortex, which points to a broader push from pure security tools toward workflow automation inside the enterprise. That also puts PANW in the middle of a messy competitive landscape where cloud and security are converging: AWS just expanded Security Hub to watch Azure too, a reminder that large customers want cross-cloud coverage rather than one-vendor silos. The obvious open question is whether buying AI-agent capabilities actually moves the business in a material way, because the coverage provided here shows the strategy, not yet the financial proof.

Read alongside: Console Cortex CyberArk Software SailPoint Cortex XCOR

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management records

updated 2 Nov 2026

Observed in public listings; this is not a verified current management roster.

Nikesh Arora LinkedIn Chairman & CEO
Meerah Rajavel LinkedIn Chief Information Officer
Danielle Gonzalez Chief People Officer
Katie Bianchi Chief Customer Officer
BJ Jenkins LinkedIn President
Lee Klarich Chief Product & Technology Officer And Board Member
Yuming Mao Chief Architect & Founder
Helmut Reisinger CEO EMEA & Latam
Sonny Singh President, Idira
Wendi Whitmore LinkedIn Chief Security Intelligence Officer
Kelly Waldher LinkedIn Chief Marketing Officer
Dipak Golechha Chief Financial Officer

+ 14 more tracked

View 12-month management history

Recent source observations

2 Oct Unverified observation Sam Rubin Not found in a partial source snapshot (previously listed as SVP, Unit 42 Consulting and Threat Intelligence); departure unconfirmed. LinkedIn
2 Oct Unverified observation René Bonvanie Not found in a partial source snapshot (previously listed as EVP, Strategic Accounts); departure unconfirmed.
2 Oct Unverified observation Nir Zuk Not found in a partial source snapshot (previously listed as Founder & CTO); departure unconfirmed.
2 Oct Unverified observation Monty Bhatia Not found in a partial source snapshot (previously listed as SVP Partnerships for GSI's); departure unconfirmed.
2 Oct Unverified observation Misti Landtroop Not found in a partial source snapshot (previously listed as Managing Director); departure unconfirmed.
2 Oct Unverified observation Michael Warner Not found in a partial source snapshot (previously listed as RVP America - Strategics - Cortex); departure unconfirmed.