PANWPalo Alto Networks, Inc.
- Next report
- Nov 18
- Wednesday, in 6 days · after the market closes
- EPS expected
- $0.52
- quarter ending Oct 31, 2026
- Last result
- $0.85Beat
- vs $0.43 expected on Jun 2
- Stock move on it
- −5.64%
- one session
- Price
- $322.60
- −3.55% today · $256B cap
Past and upcoming reports
2
| Nov 18, 2026 | Oct 31, 2026 | After the market closes | $0.52 | not yet | |
| Jun 2, 2026 | Apr 30, 2026 | After the market closes | $0.43 | Beat$0.85 | −5.64% |
Pre-earnings read
We have a note ready for the Nov 18, 2026 report: what we expect it to earn per share, how the stock may react and what to watch. It is part of the full report, which a free account gets on three stocks you pick and Pro gets on every stock. See both plans
After the report
Jun 2, 2026 report
Palo Alto Networks Q2 EPS beats by 6.25%, shares rally 6.2% on AI-driven growth optimism
Palo Alto Networks reported Q2 EPS of $0.85 versus $0.80 estimate, a 6.25% beat, with shares rising 6.2% post-earnings. Revenue grew 15% YoY to $2.6 billion, supported by AI-related demand. Despite premium valuation, management raised guidance, signaling confidence in growth sustainability.
Reported against expected
BeatReported EPS of $0.85 beat consensus estimate of $0.80 by 6.25%.
Guidance
RaisedManagement raised guidance reflecting confidence in AI-driven demand momentum.
How the stock reacted
Shares increased 6.2% on the day of the earnings release, closing at $279.53.
What changed
Q2 EPS beat by 6.25% with 15% revenue growth and raised guidance on AI demand.
What the price now assumes
Stock rallied 6.2% post-earnings, reflecting optimism on AI-driven growth prospects.
What it means for the business
Upgrade bias. monitor next-quarter guidance for growth sustainability confirmation.
The next one to three months, as we saw it then
Better case40%
AI-driven demand sustains above 15% revenue growth, driving multiple expansion and earnings upside.
Base case40%
Growth moderates but remains solid near 10-15%, supporting current valuation with limited upside.
Worse case20%
Growth disappoints below 10%, leading to multiple contraction given premium valuation and margin pressure.
If you hold it
Hold unless next-quarter revenue growth falls below 10% or guidance is cut.
If you are watching
Add only if next-quarter guidance is raised and revenue growth exceeds 15%. avoid if guidance is flat or lowered.
Scenario odds are a judgement, not measured.