Company Analysis

Palo Alto Networks, Inc. (PANW)

Nasdaq: PANW · Computer Peripheral Equipment, NEC · Santa Clara, CA · filing with the SEC since 2005
Grade6.5
◀ Past 6.5● Present 6.4▶ Future 6.5
The companyfiscal 2026, as filed
Revenue$11.48B+24.5%
Net income$307M-72.9%
Earnings per share$0.40-75.0%
Operating cash flow$4.55B+22.5%
Cash$2.51B+10.8%
Debtn/a
Shareholders’ equity$27.49B+251.4%
Shares, diluted764.0M+7.8%
Return on equity1.1%
The recordfrom its filings
Filings in 2026100
Newest filingNov 5 · 4
Annual reportSep 10, 2026
Quarterly reportJun 3, 2026
Next report due10-Q by Dec 10
Insider sales, 12 months$127M
Insider buys, 12 months$10.0M
Patents granted741
Filer categoryLarge accelerated filer
Trailing twelve months to Jul 2026Revenue $11.48BNet income $307MCash from operations $4.55Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
17181920212223242526
As filed, in USD. Nothing here is a forecast.

The company now

Palo Alto Networks reported fiscal fourth-quarter revenue of $3.41 billion on 1 September 2026, up 34 percent from a year earlier 2.

Its annual recurring revenue from next-generation products, which the company calls NGS ARR, grew 63 percent to $9.10 billion 2.

For the full year, net income was $307 million on revenue of $11.48 billion, and the Chronosphere and CyberArk purchases added an operating loss of $797 million 1.

Chief executive Nikesh Arora said the latest advances in AI are elevating cybersecurity to the top of the CIO priority list 2.

The company completed the purchase of Console, an AI-native platform for agentic workflows, and expects fiscal 2027 revenue of $14.10 billion to $14.20 billion 2.

Shareholders vote at the virtual annual meeting on 8 December 2026, including on a shareholder proposal asking for a study of broad-based employee ownership 3.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

News

Nov 5, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
Nov 3, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
An outside story is shown by its headline, its source and its link only. The SI reads the page when you ask it to break one down.
SI Assistanton PANW · research, not advice