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PANW

Palo Alto Networks, Inc

NasdaqResearch view

Palo Alto Networks, Inc operates in the Computer Peripheral Equipment, Nec industry.

$403.24+1.76%

Oct 2 close · 1D EOD · Databento

TechnologyComputer Peripheral Equipment, NecMega-capSEC EDGAR FY 2026-07-31

What happened

Daily closes · dots are Wire stories

After a story on PANW, the first close moved a median −9.28%. Up 1 of 3; over the three sessions after that, a median +2.59%.

DateEventSourceNext close

Sep 10Palo Alto (PANW) Reports 63% NGS ARR Growth but a $282M GAAP Net Loss. Can Platform Expansion Absorb Acquisition Costs?Yahoo FinanceYahoo Finance+1.01%
Sep 2Earnings call transcript: Palo Alto Networks beats Q4 2026 estimates, shares fallInvesting.comInvesting.com−9.28%
Sep 2Dow Jones Futures: Market Breaks Key Levels As Oil Prices Jump; Dell, Credo, Palo Alto Are Earnings MoversInvestor's Business DailyInvestor's Business Daily−9.28%
Sep 1Earnings release, after the close · 8-KSEC EDGARSEC EDGAR ↗−9.28%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

27 big days in a year, and what we hold on each

A big day is a close more than 4.77% from the one before, three times PANW’s median day (1.59%). On 9 of the 27, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±4.77%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayPANWWhat we hold that dayGroup (median of 4) · each

1 Nov 20, 2025−7.42%
Resultsgroup −2.1%, did not move with it
1Nov 20, 2025−7.42%
ResultsFirst close after the Nov 19 results filing
−2.1% did not move with itEVLV −4.4 · FTNT −2.1 · CRSR −2.0 · LOGI −0.2
2 Feb 3, 2026−5.23%
Before our storiesgroup −3.5%, moved with PANW
2Feb 3, 2026−5.23%
Before our stories
−3.5% moved with PANWEVLV −4.7 · CRSR −4.5 · FTNT −2.5 · LOGI −0.2
3 Feb 5, 2026−7.17%
Before our storiesgroup −2.8%, did not move with it
3Feb 5, 2026−7.17%
Before our stories
−2.8% did not move with itCRSR −3.5 · EVLV −2.9 · FTNT −2.7 · LOGI −2.6
4 Feb 18, 2026−6.82%
Resultsgroup −1.2%, did not move with it
4Feb 18, 2026−6.82%
ResultsFirst close after the Feb 17 results filing
−1.2% did not move with itEVLV −2.9 · FTNT −1.2 · LOGI −1.1 · CRSR +0.4
5 Mar 27, 2026−5.97%
Before our storiesgroup −3.5%, moved with PANW
5Mar 27, 2026−5.97%
Before our stories
−3.5% moved with PANWCRSR −3.8 · EVLV −3.5 · FTNT −3.5 · LOGI −2.7
6 Mar 30, 2026+4.99%
Before our storiesgroup +0.2%, did not move with it
6Mar 30, 2026+4.99%
Before our stories
+0.2% did not move with itFTNT +1.1 · CRSR +0.4 · LOGI −0.0 · EVLV −1.2
7 Apr 7, 2026+4.89%
Before our storiesgroup +0.2%, did not move with it
7Apr 7, 2026+4.89%
Before our stories
+0.2% did not move with itFTNT +1.7 · LOGI +0.4 · EVLV 0.0 · CRSR −0.7
8 Apr 10, 2026−6.74%
Before our storiesgroup −1.0%, did not move with it
8Apr 10, 2026−6.74%
Before our stories
−1.0% did not move with itFTNT −4.9 · EVLV −2.3 · LOGI +0.2 · CRSR +1.8
9 May 7, 2026+7.00%
Before our storiesgroup +0.0%, did not move with it
9May 7, 2026+7.00%
Before our stories
+0.0% did not move with itFTNT +20.0 · EVLV +0.3 · LOGI −0.2 · CRSR −2.3
10 May 8, 2026+5.78%
Before our storiesgroup +5.8%, moved with PANW
10May 8, 2026+5.78%
Before our stories
+5.8% moved with PANWCRSR +11.1 · LOGI +6.0 · FTNT +5.7 · EVLV −1.1
11 May 13, 2026+5.65%
Before our storiesgroup −0.3%, did not move with it
11May 13, 2026+5.65%
Before our stories
−0.3% did not move with itFTNT +3.4 · LOGI +0.4 · CRSR −1.1 · EVLV −13.5
12 May 29, 2026+9.28%
Before our storiesgroup +4.0%, did not move with it
12May 29, 2026+9.28%
Before our stories
+4.0% did not move with itLOGI +9.1 · FTNT +6.4 · CRSR +1.6 · EVLV −0.9
13 Jun 1, 2026+6.67%
Before our storiesgroup +4.6%, moved with PANW
13Jun 1, 2026+6.67%
Before our stories
+4.6% moved with PANWFTNT +6.7 · EVLV +5.3 · LOGI +3.9 · CRSR −5.4
14 Jun 3, 2026−5.64%
Resultsgroup −5.4%, moved with PANW
14Jun 3, 2026−5.64%
ResultsFirst close after the Jun 2 results filing
−5.4% moved with PANWCRSR −9.2 · LOGI −6.0 · EVLV −4.8 · FTNT −1.6
15 Jun 11, 2026+6.20%
Nothing on PANWgroup +4.1%, moved with PANW
15Jun 11, 2026+6.20%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+4.1% moved with PANWEVLV +5.1 · FTNT +4.5 · CRSR +3.7 · LOGI +0.7
16 Jun 29, 2026+9.14%
Nothing on PANWgroup +2.9%, did not move with it
16Jun 29, 2026+9.14%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+2.9% did not move with itCRSR +7.4 · EVLV +3.1 · FTNT +2.7 · LOGI +1.3
17 Jul 7, 2026−5.73%
Nothing on PANWgroup −2.1%, did not move with it
17Jul 7, 2026−5.73%
Nothing on PANWNo PANW story, brief or results filing in our record that day
−2.1% did not move with itEVLV −3.8 · FTNT −2.3 · CRSR −2.0 · LOGI −0.3
18 Jul 8, 2026−4.88%
Nothing on PANWgroup −0.8%, did not move with it
18Jul 8, 2026−4.88%
Nothing on PANWNo PANW story, brief or results filing in our record that day
−0.8% did not move with itEVLV −1.5 · FTNT −1.2 · CRSR −0.3 · LOGI +0.8
19 Jul 9, 2026+5.53%
Nothing on PANWgroup +4.2%, moved with PANW
19Jul 9, 2026+5.53%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+4.2% moved with PANWCRSR +7.8 · FTNT +4.5 · LOGI +3.9 · EVLV −0.3
20 Jul 14, 2026+6.84%
Nothing on PANWgroup +1.2%, did not move with it
20Jul 14, 2026+6.84%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+1.2% did not move with itFTNT +3.9 · CRSR +1.9 · EVLV +0.5 · LOGI −1.6
21 Aug 4, 2026+5.53%
Nothing on PANWgroup +4.5%, moved with PANW
21Aug 4, 2026+5.53%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+4.5% moved with PANWEVLV +5.6 · CRSR +5.3 · LOGI +3.6 · FTNT +3.1
22 Aug 10, 2026+5.82%
Nothing on PANWgroup −2.9%, did not move with it
22Aug 10, 2026+5.82%
Nothing on PANWNo PANW story, brief or results filing in our record that day
−2.9% did not move with itFTNT +2.9 · LOGI −1.4 · EVLV −4.4 · CRSR −4.5
23 Aug 27, 2026+12.83%
Nothing on PANWgroup +1.8%, did not move with it
23Aug 27, 2026+12.83%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+1.8% did not move with itFTNT +9.7 · EVLV +2.3 · CRSR +1.2 · LOGI −2.2
24 Sep 1, 2026−5.24%
Nothing on PANWgroup −3.6%, moved with PANW
24Sep 1, 2026−5.24%
Nothing on PANWNo PANW story, brief or results filing in our record that day
−3.6% moved with PANWFTNT −5.3 · CRSR −4.4 · EVLV −2.9 · LOGI −0.6
25 Sep 2, 2026−9.28%
Results · 2 storiesgroup +0.9%, did not move with it
25Sep 2, 2026−9.28%
Results · 2 storiesFirst close after the Sep 1 results filing
+0.9% did not move with itFTNT −4.5 · EVLV +0.8 · LOGI +1.1 · CRSR +4.1
26 Sep 14, 2026+13.09%
Nothing on PANWgroup +1.0%, did not move with it
26Sep 14, 2026+13.09%
Nothing on PANWNo PANW story, brief or results filing in our record that day
+1.0% did not move with itFTNT +9.0 · EVLV +4.2 · LOGI −2.3 · CRSR −3.8
27 Sep 23, 2026+5.00%
Nothing on PANWgroup −0.5%, did not move with it
27Sep 23, 2026+5.00%
Nothing on PANWNo PANW story, brief or results filing in our record that day
−0.5% did not move with itFTNT +2.6 · CRSR −0.4 · EVLV −0.6 · LOGI −1.1

A story on the same day is not a cause, and a group move is not proof either. Group: the median of FTNT, LOGI, CRSR and EVLV that day, the largest companies in PANW’s SEC industry; “moved with PANW” means the same direction and at least half the size.

What’s next · results

Before the next report: what the first day after the last four did

Six trading days after each results filing (SEC 8-K, Item 2.02). PANW reports after the close, so day 1 is the next close. Each time, day 6 ended on the same side as day 1.

Reported Nov 19, 2025

day 1−7.42%day 6−4.89%

Reported Feb 17, 2026

day 1−6.82%day 6−11.41%

Reported Jun 2, 2026

day 1−5.64%day 6−11.43%

Reported Sep 1, 2026

day 1−9.28%day 6−6.52%

Next report: expected mid November to early DecemberEstimated from the dates of its last four results filings. Not announced. Since the Sep 1 report: +11.36%. Four reports is a small sample.

Every report since 2022 →

Each line is PANW’s close against its close before the filing, on licensed end-of-day closes. What happened after each report, not a forecast; a move on the day is not a cause.

The numbers · FY2026, filed

SEC EDGAR

Market cap$328.6B

Revenue$11.5B+24.50%

Net income$307.0M

EPS, diluted$0.40−75.00%

Gross margin70.4%

Operating margin6.1%

Return on equity1.1%

Debt / equity0.07

All filed figures

Snapshot

SEC EDGAR · FY 2026-07-31

SectorTechnology

Market Cap$328.6B

Enterprise Value$328.1B

Income$307.0M

Sales$11.5B

Book/sh$33.61

Cash/sh$3.08

Dividend TTM—

Payout—

Employees—

IPO—

Quick Ratio0.86

Current Ratio0.87

Debt/Eq0.07

EPS (ttm)$0.40

EPS this Y-75.0%

EPS past 3/5Y-14.5%

Sales past 3/5Y18.5%

EPS Y/Y TTM-75.0%

Sales Y/Y TTM24.5%

Shs Outstand818.00M

ROA0.6%

ROE1.1%

ROIC1.5%

Gross Margin70.4%

Oper. Margin6.1%

Profit Margin2.7%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$5.5B

FY22

$6.9B

FY23

$8.0B

FY24

$9.2B

FY25

$11.5B

FY26

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2022	FY2023	FY2024	FY2025	FY2026
Revenue	$5.5B	$6.9B	$8.0B	$9.2B	$11.5B
Gross Profit	$3.8B	$5.0B	$6.0B	$6.8B	$8.1B
Operating Income	$-188.8M	$387.3M	$684.0M	$1.2B	$695.0M
Net Income	$-267.0M	$439.7M	$2.6B	$1.1B	$307.0M
Diluted EPS	$-0.90	$0.64	$3.64	$1.60	$0.40
Operating Cash Flow	$2.0B	$2.8B	$3.3B	$3.7B	$4.6B
Free Cash Flow	—	—	—	—	—

Same industry

PANW against four same-industry peers, a year at 100

PANW is up 94.6% in a year. Fortinet is up 2.1 times. Of these four, Corsair Gaming (+71.7%), Logitech International (−7.7%) and Evolv Technologies (−38.7%) did less. Weekly closes, Oct 3, 2025 = 100, on a log scale so a twofold rise and a 38.7% fall both read honestly.

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PANW +94.6%. Fortinet ×2.1, Corsair Gaming +71.7%, Logitech International −7.7%, Evolv Technologies −38.7%. Weekly closes, Oct 3, 2025 = 100, log scale.

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End-of-day closes (Databento EOD), the last close of each week. The four peers are the largest US-listed companies by market value in PANW’s SEC industry (Computer Peripheral Equipment, Nec) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

FTNT$132.8B LOGI$14.9B CRSR$1.5B EVLV$828M MITK$801M SSYS$749M XRX$397M IMMR$245M

Build basket with PANW Screener

Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.

PANW

What happened

27 big days in a year, and what we hold on each

Before the next report: what the first day after the last four did

The numbers · FY2026, filed

Snapshot

Revenue by fiscal year

Operating leverage — margins

Financials — annual

PANW against four same-industry peers, a year at 100

Same industry

What happened

What’s next

27 big days in a year, and what we hold on each

Before the next report: what the first day after the last four did

PANW against four same-industry peers, a year at 100

What’s next

The record, by topic · 90 days

What’s next