Palo Alto Networks Inc. (PANW) Q2 2026 (USD): Adj. EPS 1.03 (exp. 0.94), Revenue 2.594bln (exp. 2.58bln)
Newsquawk Staff ·
Guidance
- Q3 adj. EPS 0.78-0.80 (exp. 0.92).
- Q3 revenue 2.941-2.945bln (exp. 2.60bln).
What it means
Palo Alto Networks exceeded expectations for Q2 2026 with an adjusted EPS of 1.03 compared to the forecasted 0.94, but just slightly beat revenue expectations. However, their guidance for Q3 suggests a significant miss on EPS and only modest revenue growth, which may raise concerns about future performance and investor sentiment. Watch for potential market reactions in the software sector and broader tech indices as these mixed signals play out.
Sources
- Senior US Treasury trade official Eric Ettorre will leave to join Netflix (NFLX), reports Axios
- Ukrainian President Zelensky says negotiations between Ukraine, Russia and the US could take place as early as November 10th
- US Midterms (6 days out): Florida flips to a Republican early-vote lead and Kansas narrows further; Crystal Ball shifts House and Senate races towards Democrats
- Israeli election results show Netanyahu's bloc with 53 seats, Eisenkot's bloc with 47 and Arab parties with 19, following the counting of all votes excluding double-envelope ballots, i24 reports
- Atomic Energy Organization of Iran Spokesman says protocol for building small reactors with Russia is being finalized
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