Palo Alto Networks (PANW) Projected to Post Earnings on Tuesday

Palo Alto Networks (NASDAQ:PANW) is projected to issue its Q4 2026 results after the market closes on Tuesday, September 1st. Analysts expect the company to announce earnings of $0.9770 per share and revenue of $3.3502 billion for the quarter. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. Interested persons may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Tuesday, September 1, 2026 at 4:30 PM ET.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The business had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The company’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same period last year, the company posted $0.37 earnings per share. On average, analysts expect Palo Alto Networks to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Palo Alto Networks Price Performance

Shares of NASDAQ PANW opened at $371.59 on Monday. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86. The firm has a market capitalization of $302.85 billion, a price-to-earnings ratio of 304.58, a PEG ratio of 11.74 and a beta of 0.91. The stock has a 50 day moving average price of $344.62 and a 200 day moving average price of $249.03. Palo Alto Networks has a 52-week low of $139.57 and a 52-week high of $398.88.

Insider Buying and Selling at Palo Alto Networks

In related news, Director Aparna Bawa sold 290 shares of the company’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares in the company, valued at $2,244,839.38. This represents a 4.31% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total value of $242,795.00. Following the sale, the director directly owned 5,898 shares in the company, valued at approximately $2,045,721.30. The trade was a 10.61% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 37,735 shares of company stock worth $10,814,266. 1.40% of the stock is currently owned by company insiders.

Institutional Trading of Palo Alto Networks

Several hedge funds have recently modified their holdings of PANW. Brighton Jones LLC increased its position in shares of Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after purchasing an additional 4,031 shares in the last quarter. Bison Wealth LLC raised its position in shares of Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after purchasing an additional 3,275 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Palo Alto Networks by 66.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after purchasing an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. boosted its stake in Palo Alto Networks by 11,100.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after purchasing an additional 555 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its position in Palo Alto Networks by 6.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock worth $900,000 after purchasing an additional 249 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. UBS Group reaffirmed a “neutral” rating and set a $390.00 target price (up from $300.00) on shares of Palo Alto Networks in a research report on Wednesday, August 19th. Susquehanna reissued a “positive” rating and set a $350.00 price target (up from $200.00) on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Oppenheimer restated an “outperform” rating and set a $400.00 price target (up from $350.00) on shares of Palo Alto Networks in a research note on Tuesday, August 4th. FBN Securities restated an “outperform” rating on shares of Palo Alto Networks in a report on Wednesday, July 1st. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $320.00 price objective on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $368.42.

Palo Alto Networks Company Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.