Palo Alto Networks stock gains 2.73 percent on earnings growth

Published on 10/06/2026 at 18:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Palo Alto Networks stock gained 2.73 percent to USD 417.85 on October 6, 2026, as fiscal Q4 revenue rose 34 percent. The latest consensus target is USD 391.32.

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Palo Alto Networks stock was trading at USD 417.85 on Nasdaq on October 6, 2026, up 2.73 percent from the previous close. The move followed a fiscal fourth-quarter report showing revenue growth, higher adjusted earnings and a stronger security platform pipeline.

Revenue rises 34 percent

According to Last10K on September 1, 2026, Palo Alto Networks reported fiscal fourth-quarter revenue of USD 3.41 billion, up 34 percent from the year-earlier quarter. Next-Generation Security ARR grew 63 percent to USD 9.10 billion, making recurring platform adoption the clearest operating driver.

The company also reported non-GAAP diluted EPS of USD 1.02 for fiscal Q4 2026, compared with USD 0.95 in the prior-year quarter. GAAP results were weaker, with a quarterly net loss of USD 282 million, or USD 0.35 per diluted share, compared with GAAP net income of USD 254 million a year earlier.

Fiscal 2027 starts with high growth

Zacks reported on October 1, 2026, that fiscal Q4 adjusted EPS beat consensus by 4.1 percent and revenue exceeded consensus by 1.8 percent. The comparison matters because Palo Alto Networks enters fiscal 2027 with growth expectations that remain above the pace of its established software base.

For fiscal first-quarter 2027, company guidance calls for revenue of USD 3.300 billion to USD 3.310 billion, Next-Generation Security ARR of USD 9.54 billion to USD 9.56 billion and non-GAAP EPS of USD 0.96 to USD 0.98. Fiscal-year 2027 revenue guidance stands at USD 14.10 billion to USD 14.20 billion, with a non-GAAP operating margin target of 29.5 percent, as reported in the filed earnings release.

Consensus target trails the quote

The analyst picture is positive but more restrained than the live quote. According to MarketBeat on October 6, 2026, 38 analysts rated the stock Buy and 12 rated it Hold, producing a Moderate Buy consensus and an average target of USD 391.32.

Stock trades at USD 417.85

Palo Alto Networks stock was last at USD 417.85 on Nasdaq on October 6, 2026 at 12:26 p.m. ET, with a session range of USD 412.00 to USD 432.32 and a market capitalization of USD 340.5 billion.