+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
$375.06+84.6% · 12 months52-week high $398.88 · low $139.57
Read
PANW is up 84.6% over twelve months,
trading -6.0% from its 52-week high
($398.88, 13 Aug) — 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It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security,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 reportQ1 FY2027est EPS 0.99est revenue $3.4B1 month 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.
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.
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