Palo Alto Networks just reported earnings with shares initially up 6% following the report. Here are the key numbers:
Guidance:
Quick Read:
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That wraps up our initial coverage of Palo Alto’s Q4 results. Thank you for stopping by!
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.
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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