PANW · News · 20261016N

Revenue Performance and Mix

Palo Alto Networks Inc · 2026-10-16 · Importance 57 · Surprise 38 · No source text

Palo Alto Networks reported quarterly revenue of $3.41 billion, representing 34.5% year-over-year growth. The company exceeded analysts’ revenue expectations for the quarter. Quarterly earnings were $1.02 per share, also above expectations. The reported results indicate continued growth in Palo Alto Networks’ cybersecurity business, although the digest provides no segment or geographic revenue breakdown.

Key facts

• Palo Alto Networks reported $1.02 EPS and $3.41 billion in revenue, a 34.5% year-over-year increase. source
• Curated Wealth Partners LLC sold 1,071,898 Palo Alto Networks shares, decreasing its holdings by 99.8% to 1,983 shares valued at $788,000. source
• Davidson Capital Management Inc. reduced its stake in Palo Alto Networks by 27.3% in the third quarter, selling 8,027 shares and retaining 21,408 shares valued at $8.5 million. source
• Assenagon Asset Management S.A. reduced its stake in Palo Alto Networks by 10.5% in the third quarter, selling 95,066 shares and retaining 806,195 shares valued at $320.3 million. source
• Community Trust & Investment Co. reduced its stake in Palo Alto Networks by 19% in the third quarter, selling 21,863 shares but retaining 92,964 shares valued at $36.9 million. source
• The Citigroup note stated insider stock sales totaling over $20 million in the past 90 days for Palo Alto Networks. source
• Palo Alto Networks stock fell 7% amid the sector selloff tied to AI financing concerns. source
• GuruFocus reported Palo Alto Networks experienced a 7.6% stock price decline, bringing its current price to $342.00. source

Impact estimates