Palo Alto Networks Stock Rises on Strong Q4 Earnings and Upbeat Guidance

Palo Alto Networks (PANW) shares climbed after the cybersecurity firm delivered fourth-quarter results that surpassed Wall Street estimates. Earnings per share reached $0.95, beating the $0.88 consensus, while revenue hit $2.54 billion, exceeding the $2.50 billion forecast. The company's bullish outlook for Fiscal 2026—projecting EPS of $3.75 to $3.85 and revenue of $10.47 billion to $10.52 billion—further fueled investor optimism.

Analysts were quick to reinforce their confidence. Truist Securities' Junaid Siddiqui lifted his price target to $220, citing strength in cloud security (SASE), threat detection (XSIAM), and enterprise platform deals. 'The guidance for FY26 came in better than expected,' he noted, underscoring the firm's long-term growth trajectory.