P PANW

Palo Alto Networks Inc

SOFTWARE - INFRASTRUCTURE · TECHNOLOGY

Palo Alto Networks, Inc. (PANW) is a frontrunner in the cybersecurity sector, headquartered in Santa Clara, California. The company delivers an extensive range of security solutions, including advanced firewall technologies, cloud security, and AI-enhanced threat intelligence, designed to safeguard ...

$163.21

+1.58% (+$2.54)

Volume 4.35M

52W High $223.61

52W Low $139.57

Market Cap $134.91B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.43

Whisper EPS

$0.45

5.0% above consensus

Last Quarter

$1.03

Current Streak

7 Beats

Avg Surprise (4Q)

+9.76%

Next Earnings Report

Reports in 42 days

Report Date May 19, 2026

Whisper Spread +4.98%

Consensus Estimate

$0.43

Official analyst average

Whisper Number

$0.45

What traders expect

Bullish Sentiment: The whisper number is 5.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 11 quarters

Price Movement Around Earnings

Q1 2026 Feb 18, 2026

1-Day: -0.89%

5-Day: -5.39%

Q2 2026 Feb 17, 2026

1-Day: -6.82%

Q1 2026 Feb 17, 2026

1-Day: -6.82%

Q1 2026 Feb 12, 2026

1-Day: +2.54%

5-Day: +0.42%

Revenue & Financial Performance

Revenue Whisper

$2.66B

TWN Proprietary Estimate

Last Quarter Revenue

$2.59B

+14.9% YoY

Gross Margin

73.6%

Net Margin: 16.7%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q1'26	$2.59B	+14.9%	73.6%	15.4%	$432.0M
Q4'25	$2.47B	+15.7%	74.2%	12.5%	$334.0M
Q3'25	$2.54B	+15.8%	73.2%	19.6%	$253.8M
Q2'25	$2.29B	+15.3%	72.9%	9.6%	$262.1M
Q1'25	$2.26B	+14.3%	73.5%	10.7%	$267.3M
Q4'24	$2.14B	+13.9%	74.1%	13.4%	$351.0M
Q3'24	$2.19B	+12.1%	73.8%	10.9%	$357.7M
Q2'24	$1.98B	+15.3%	74.1%	8.9%	$278.8M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q1 2026	Feb 18, 2026	$0.94	$0.99	$1.03	+9.95%	Beat
Q2 2026	Feb 17, 2026	$0.94	$0.99	$1.03	+9.57%	Beat
Q1 2026	Feb 17, 2026	$0.94	$0.98	$1.03	+9.57%	Beat
Q1 2026	Feb 12, 2026	$0.49	$0.51	--	--	--
Q1 2026	Jan 31, 2026	$0.94	$0.97	$1.03	+9.95%	Beat
Q4 2025	Nov 20, 2025	$0.89	$0.93	$0.93	+4.49%	Met
Q4 2025	Nov 19, 2025	$0.89	$0.92	$0.93	+4.49%	Beat
Q3 2025	Aug 18, 2025	$0.89	$0.93	$0.95	+6.74%	Beat
Q2 2025	May 20, 2025	$0.77	$0.80	$0.80	+3.90%	Met
Q1 2025	Feb 13, 2025	$0.38	$0.82	$0.38	+0.00%	Missed
Q4 2024	Nov 20, 2024	$0.74	$0.78	$0.78	+5.41%	Met
Q3 2024	Aug 19, 2024	$0.71	$1.51	$0.76	+7.04%	Missed