Palo Alto Networks (PANW) Beats Q4 Earnings and Revenue Estimates

Core Viewpoint - Palo Alto Networks reported quarterly earnings of $0.95 per share, exceeding the Zacks Consensus Estimate of $0.88 per share, and showing an increase from $0.75 per share a year ago, representing an earnings surprise of +7.95% [1][2] Financial Performance - The company achieved revenues of $2.54 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.46%, and up from $2.19 billion year-over-year [2] - Over the last four quarters, Palo Alto has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance and Outlook - Palo Alto shares have declined approximately 2.7% since the beginning of the year, while the S&P 500 has gained 9.7% [3] - The company's current Zacks Rank is 4 (Sell), indicating expectations of underperformance in the near future [6] Future Earnings Expectations - The current consensus EPS estimate for the upcoming quarter is $0.84 on revenues of $2.44 billion, and for the current fiscal year, it is $3.65 on revenues of $10.43 billion [7] - The outlook for the industry, particularly the Security sector, is currently in the bottom 28% of Zacks industries, which may impact stock performance [8]