PA
Palo Alto Networks Inc.
PANW · Palo Alto Networks Inc. · IT
Up next day
3/12
25%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±5.8%
typical swing on earnings
Price when beating
-5.0%
avg over 12 beats
Biggest single move
-28.4%
'24.1 · largest reaction
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Tends to run up in the week before earnings
Rose beforehand 8 of last 12 · avg +3.1% · expectations build early
Even strong results barely move the stock
Up the next day 3 of 12 beats (25%)
Tends to keep drifting the same way for days
Day-one direction continued · 55% of last 11
vs IT sector avg (177 peers)
This
-5.0%
Sector
+0.8%
Avg next-day reaction
Earnings number vs guidance — which drives it?
How often the beat/miss matched the actual price move
This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
8xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Earnings timeline · tap a bar for that quarter
Sep 1After close
'26.7 expectedEst. EPS $0.98
Quarter ended 4/2026
Reported 2026-06-02
Next-day move
-5.6%
After 5 days -12.3%
vs Consensus$0.80→$0.85+6.6% beat
Beat by +6.6% but stock -5.6%
EPS
$0.85
YoY +6%
Revenue
$3.0B
YoY +31%
Next-Q guidance
—
N/A
Price around earnings
vs market -4.9%p+90% run-up before
Earnings trend · last 12 quarters
EPS$0.85YoY +6%
'23.7'26.4
Revenue$3.0BYoY +31%
'23.7'26.4
Price vs earnings · last 12 quarters
↑Up↓Down
Bad news out
weak · up ↑
0x
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
0x
Good earnings ignored
good · down ↓
9x75%
← ← Weak earningsStrong earnings → →
Even on good earnings, the price often fell — earnings poorly reflected · 9 of 12q (75%)
Community · PANW
What do you think of this stock's earnings pattern?
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