What changed
PANW printed Q4 FY26 adjusted EPS of $1.02, beating the Street’s $0.98 by $0.04 (+4.3%). Revenue rose 34.4% YoY to $3.41B. Guidance calls for Q1 FY27 adjusted EPS of $0.96–$0.98 and FY2027 adjusted EPS of $4.16–$4.19. Strength was fueled by Network AI Security, Cortex, and Idira platforms.
Why it matters
PANW printed Q4 FY26 adjusted EPS of $1.02, beating the Street’s $0.98 by $0.04 (+4.3%). Revenue rose 34.4% YoY to $3.41B. Guidance calls for Q1 FY27 adjusted EPS of $0.96–$0.98 and FY2027 adjusted EPS of $4.16–$4.19. Strength was fueled by Network AI Security, Cortex, and Idira platforms.