$PANW delivered π
β’ Sales $2.54B vs Est. $2.50B
β’ EPS $0.95 vs Est. $0.89
β’ RPO: $15.8B -- up 24% YoY
β’ Next-Generation Security ARR: $5.6B -- up 32% YoY
FY26 Guidance
β’ Sales $10.5B vs Est. $10.4B
β’ EPS $3.80 vs Est. $3.68
β’ Next-Generation Security ARR: $7.1B -- up 27% YoY
All eyes on $PANW earnings today.
A strong EPS/revenue beat + confident guidance on margins & CyberArk could lift the stock.
Expecting a potential 5% increase.
On the flip side, any signs of margin pressure or cautious commentary on CyberArk could drag sentiment further.
All eyes on $PANW earnings today.
A strong EPS/revenue beat + confident guidance on margins & CyberArk could lift the stock.
Expecting a potential 5% increase.
On the flip side, any signs of margin pressure or cautious commentary on CyberArk could drag sentiment further.