Palo Alto Networks (PANW) Stock Soars 5.53% on Strong Earnings, Guidance

On August 19, 2025, Palo Alto Networks' stock surged by 5.53% in pre-market trading, driven by strong fiscal 2026 guidance and robust quarterly earnings.

Palo Alto Networks reported fiscal fourth-quarter earnings that exceeded estimates, with revenue meeting Wall Street targets. The company's fiscal 2026 guidance for Palo Alto stock came in above expectations, contributing to the positive market sentiment. In the fiscal Q4 earnings report, adjusted profit rose 27% to 95 cents per share, while revenue climbed 16% to $2.5 billion, including acquisitions. Annual recurring revenue (ARR) from subscription-based cloud computing products rose 32% to $5.6 billion, surpassing estimates.

For fiscal 2026, Palo Alto Networks expects revenue in the range of $10.47 billion to $10.52 billion, higher than consensus estimates. The company also expects subscription ARR of over $7 billion in fiscal 2026, indicating sustained growth. Palo Alto Networks has expanded its offerings through acquisitions, building a broad cloud-based security platform that includes security operations center management, endpoint security tools, and Secure Access Service Edge (SASE). The company's recent acquisition of CyberArk, valued at $25 billion, is expected to close in 2026, adding an identity security platform to its portfolio.