Consensus for Q4 sits at $0.9777 EPS on $3.35 billion in revenue, essentially matching management’s own range. The real event is the first FY27 outlook.
Wall Street currently models $13.84 billion in FY27 revenue, with EPS estimates trimmed to $1.9418 from $2.3309 ninety days ago on 7 downward revisions.
CEO Nikesh Arora has beaten and raised for five straight quarters, so a conservative guide is baked in.
Bullish scenario: FY27 revenue above $14B, NGS ARR growth above 40%, and FCF margin tracking toward the 40% fiscal 2028 target early.
Bearish scenario: revenue below $13.5B, Q1 EPS under $0.4375 consensus, or FCF margin stalling at 37.5%. With shares already off 5.79% intraday, the guide dictates the next leg.
Contact [email protected] for any questions or corrections.
That wraps up our initial coverage of Palo Alto’s Q4 results. Thank you for stopping by!
Palo Alto Networks just reported earnings with shares initially up 6% following the report. Here are the key numbers:
Guidance:
Quick Read:
Palo Alto Networks reports Q4 FY26 earnings after the bell, with Wall Street focused on $3.35 billion in revenue and adjusted EPS guidance of $0.96-$0.98.
The bigger number may be Next-Generation Security ARR. Management guided for $8.90 billion to $8.95 billion, representing 59-60% growth, with investors watching closely for CyberArk’s contribution.
Expectations are high. Palo Alto shares have roughly doubled year to date as investors bet on platformization, AI security demand, and a longer-term path toward 40% free cash flow margins. Yet each of the company’s last three earnings beats was followed by a negative day-of stock reaction.
A clean beat and strong FY27 outlook could validate the rally. Any softness in NGS ARR or cautious forward guidance could quickly put the stock’s premium valuation under pressure.
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