Palo Alto Networks (PANW) Q3 earnings 2026
Nikesh Arora, CEO of Palo Alto Networks Inc., during the Raise summit in Paris, France, on Tuesday, July 8, 2025.
Nathan Laine | Bloomberg | Getty Images
Palo Alto Networks surpassed Wall Street fiscal third quarter results like this artificial intelligence Threats are increasing the demand for advanced cybersecurity tools.
Shares increased by 10 percent
The company’s performance according to LSEG forecasts is as follows:
- Earnings per share: 85 cents corrected, 80 cents expected
- Revenues: $3.00 billion, expected $2.94 billion
The cybersecurity company said revenue was up 31% from a year ago, including $388 million from the recent acquisitions of CyberArk and Chronosphere. The company reported a net loss of $177 million, a loss of 22 cents per share, down from net income of $262 million, or 37 cents per share, a year earlier.
The rise comes as expectations faded after the company gave disappointing guidance in February that fell short of analyst forecasts.
Palo Alto issued stronger-than-expected guidance for the fourth quarter. The company expects revenue to range between $3.35 billion and $3.36 billion, versus the $3.28 billion forecast. The full year forecast was also removed, increasing from $11.42 billion to $11.43 billion.
“The latest advancements at the AI frontier have increased the level of urgency around cybersecurity and redefined the shape of the industry in the coming years,” CEO Nikesh Arora said in a statement. he said.
Palo Alto shares have gained more than 60% this year and more than 80% this quarter as advanced cyber tools that can reveal software flaws have forced companies to invest in cyber tools.
Earlier in the year, the industry lost sales due to concerns that AI would massively disrupt software, including cybersecurity.
As the agent revolution paves the way for attackers to launch ever-faster cyberattacks, both Palo Alto and its rivals are turning to more AI acquisitions to strengthen their tool suites. Last year, the company acquired Israeli identity security platform CyberArk for $25 billion.
Other notable acquisitions include KOI Security, AI observability platform Chronosphere, and Protection AI.
Palo Alto is an early participant in Project Glasswing, which aims to test the potential cybersecurity implications of Anthropic’s powerful Mythos model.
The model, which raised concerns that hackers could use the tool to accelerate attacks, was opened to 150 more partners for testing on Tuesday.
Palo Alto Networks’ annual stock chart.
