Palo Alto Networks Inc (PANW) — the earnings record
As of the 2026-09-01 card — updated after each print. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -23.0% to +4.1% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Window closed 4 September: −8.0% — a seventh straight double beat, a fourth straight punishment, and the third consecutive window between −8% and −9%. Next print mid-November. into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Sep 26 | 2026-09-01 | ✓ beat | ✓ beat |
| Jun 26 | 2026-06-02 | ✓ beat | ✓ beat |
| Feb 26 | 2026-02-17 | ✓ beat | ✓ beat |
| Nov 25 | 2025-11-19 | ✓ beat | ✓ beat |
| Aug 25 | 2025-08-18 | ✓ beat | ✓ beat |
| May 25 | 2025-05-20 | ✓ beat | ✓ beat |
| Feb 25 | 2025-02-13 | ✓ beat | ✓ beat |
| Nov 24 | 2024-11-20 | ✗ miss | ✓ beat |
| Aug 24 | 2024-08-19 | ✗ miss | ✓ beat |
| May 24 | 2024-05-20 | ✗ miss | ✓ beat |
| Feb 24 | 2024-02-20 | ✗ miss | ✓ beat |
The per-print reaction chart, the load-bearing metric and the behavior read live on the full PANW print-record card — free registration.
FAQ · from the current data · as of 2026-09-01
Quick answers
How often does Palo Alto Networks Inc beat earnings estimates?
Across the last 11 covered prints (as of the 2026-09-01 card), Palo Alto Networks Inc beat EPS estimates 7 of 11 times and revenue estimates 11 of 11 times, with 7 double beats.
How does PANW stock react to earnings?
Measured close-of-print-day to the close three sessions later: 1 of the last 11 prints resolved up (beyond +3%), 3 flat, 7 down — reactions spanning -23.0% to +4.1%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was PANW's biggest earnings reaction?
-23% over the three sessions after the Feb 24 print (2024-02-20).
When does Palo Alto Networks Inc report earnings next?
2026-11-18 (Window closed 4 September: −8.0% — a seventh straight double beat, a fourth straight punishment, and the third consecutive window between −8% and −9%. Next print mid-November.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.
Mentioned on Closelooknet
Where PANW appears in the diary — 19 pieces, newest first. Every link is our own writing.
Long reads
- Agentic Application Software: The SaaSpocalypse Map
CrowdStrike (CRWD) · Palo Alto Networks (PANW) · Zscaler (ZS) · Rubrik (RBRK) · SentinelOne (S) Healthcare IT Adapter — regulatory moat buys time Regulatory requirements (FDA, HIPAA, clinical trial compliance) create switching costs that…
101 and glossary
- The Digital Labor Economy: Outcome Credits, Agent Identity, and Value Auditing
Key Companies NET Cloudflare Zero Trust for agent identity management DDOG Datadog Agent observability and performance measurement OKTA Okta IAM — extending to non-human identity PANW Palo Alto Networks Agent security and access governance
Dailies
- S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slide
- Bonds — the long end breaks: 30-year at 5.56%, gold -3.9%; MongoDB sinks 18% as Meta moves in
Cybersecurity up while the market fell: Palo Alto Networks +4.63% to 392.09, CrowdStrike +2.82% to 259.25
- Fair Isaac — sinks 29% as Washington opens mortgages to VantageScore; long-bond fund breaks 78
Large caps lag: Apple $331.69 (-1.98%), Alphabet $338.88 (-1.13%), Tesla $353.57 (-1.09%); Palo Alto Networks $382.41 (-2.47%), MongoDB $328.00 (-2.00%) after its 18% drop
- Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%
Cybersecurity rises while the market falls: Palo Alto Networks $390.12 (+4.10%), Zscaler $200.25 (+3.73%), CrowdStrike $259.69 (+3.00%), Cloudflare $355.13 (+1.75%)
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
- Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
- Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their lines
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