Palo Alto Networks stock slips after FY2026 guidance

Published on 09/10/2026 at 13:41 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Palo Alto Networks stock closed at USD 335.10 on September 9, 2026, after revenue of USD 3.41 billion for Q4 FY2026. FY2026 revenue reached USD 11.5 billion and adjusted EPS came in at USD 1.02.

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Palo Alto Networks stock (ISIN US6974351057) closed at USD 335.10 on September 9, 2026, with a market capitalization of USD 273.11 billion and a 52-week range of USD 139.57 to USD 398.88. The market is still digesting Q4 FY2026 revenue of USD 3.41 billion and adjusted EPS of USD 1.02, both reported for the quarter ended July 31, 2026.

Guidance reset matters

According to Fortune on September 9, 2026, Palo Alto Networks guided fiscal 2027 revenue to USD 11.415 billion to USD 11.425 billion, while operating margins are expected at 28.9 percent to 29.2 percent. The same report says diluted non-GAAP EPS is guided to USD 3.77 to USD 3.79.

The numbers explain the stock reaction. Revenue rose 34.0 percent year over year to USD 3.41 billion in Q4 FY2026, but management also pointed to NGS ARR growth slowing to 22 percent to 23 percent in fiscal 2027, down from 63 percent.

Street still sees upside

According to MarketBeat on September 10, 2026, the consensus price target is USD 386.32, with a consensus rating of Moderate Buy. Zacks put the average target at USD 391.19 on September 8, 2026, versus a last close of USD 333.26.

For investors, the gap between the September 9 close of USD 335.10 and the Zacks average target of USD 391.19 is 16.7 percent. The stock also traded below its 52-week high of USD 398.88 and above its 52-week low of USD 139.57.

Stock stays below peak

Palo Alto Networks stock closed at USD 335.10 on September 9, 2026, leaving it 15.9 percent below the 52-week high of USD 398.88 and 139.4 percent above the 52-week low of USD 139.57. The session volume was 4.28 million shares, according to MarketBeat data from September 10, 2026.