Palo Alto Networks (PANW) to Release Earnings on Tuesday

Palo Alto Networks (NASDAQ:PANW) is expected to be announcing its Q2 2026 results after the market closes on Tuesday, February 17th. Analysts expect the company to announce earnings of $0.93 per share and revenue of $2.5823 billion for the quarter. Parties are encouraged to explore the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Tuesday, February 17, 2026 at 4:30 PM ET.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Thursday, November 20th. The network technology company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.04. The business had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.46 billion. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same period in the previous year, the business posted $1.56 EPS. 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 Stock Up 2.5%

PANW opened at $166.95 on Monday. The company has a market capitalization of $116.36 billion, a price-to-earnings ratio of 105.66, a PEG ratio of 3.99 and a beta of 0.75. The firm has a 50-day moving average price of $182.26 and a 200-day moving average price of $192.32. Palo Alto Networks has a twelve month low of $144.15 and a twelve month high of $223.61.

Trending Headlines about Palo Alto Networks

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

• Positive Sentiment: Long-term bull case highlighted — several analyst/commentary pieces argue PANW remains a structural growth name in cybersecurity and a smart buy for long-term investors. Read More.
• Positive Sentiment: Company growth deals and product momentum are cited as offsets to recent analyst cuts, reinforcing the view that near-term analyst noise may not derail multi-year growth. Read More.
• Neutral Sentiment: Q2 preview: Zacks notes PANW is entering Q2 with mid‑teen revenue growth expectations but flags decelerating ARR momentum and a premium valuation — a key focus for the upcoming print. Read More.
• Neutral Sentiment: Market commentary: PANW recently dropped more than the broader market in intraday moves, reflecting short-term volatility ahead of earnings. Read More.
• Negative Sentiment: Analyst price-target cuts: JPMorgan lowered its PANW target to $225, and other firms (Rosenblatt, BTIG) trimmed targets (Rosenblatt to $225; BTIG to $200), which reduces near-term upside expectations despite some firms maintaining “buy” ratings. Read More. Read More. Read More.
• Negative Sentiment: Deal and listing risk: reports say PANW plans a dual listing on the Tel‑Aviv Stock Exchange after closing the ~$25B CyberArk acquisition — there’s short‑term investor concern about integration complexity and political/geographic exposure. Read More.
• Negative Sentiment: Geopolitical/reputational risk: Reuters reports PANW opted not to publicly tie China to a recent global hacking campaign it exposed, citing fears of retaliation — this raises potential client, regulatory and reputation considerations. Read More.

Analysts Set New Price Targets

A number of research analysts recently weighed in on PANW shares. TD Cowen lifted their price objective on shares of Palo Alto Networks from $230.00 to $255.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. BMO Capital Markets lifted their price target on Palo Alto Networks from $225.00 to $230.00 and gave the company an “outperform” rating in a research report on Monday, November 17th. DA Davidson cut their target price on Palo Alto Networks from $240.00 to $210.00 and set a “buy” rating for the company in a research note on Wednesday, February 11th. UBS Group set a $215.00 price target on Palo Alto Networks and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Finally, Evercore increased their price target on shares of Palo Alto Networks from $220.00 to $250.00 and gave the stock an “outperform” rating in a report on Thursday, November 13th. Thirty-one investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $223.97.

Insider Activity at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Wednesday, December 3rd. The shares were sold at an average price of $191.91, for a total transaction of $23,177,738.34. Following the completion of the sale, the executive vice president directly owned 327,645 shares of the company’s stock, valued at approximately $62,878,351.95. The trade was a 26.93% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director James J. Goetz sold 12,500 shares of the stock in a transaction on Monday, December 8th. The shares were sold at an average price of $195.33, for a total value of $2,441,625.00. Following the completion of the transaction, the director directly owned 75,184 shares in the company, valued at approximately $14,685,690.72. This represents a 14.26% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 260,542 shares of company stock worth $49,910,995 in the last 90 days. 1.40% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Palo Alto Networks

Several institutional investors have recently modified their holdings of PANW. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks in the 2nd quarter worth approximately $25,000. Palisade Asset Management LLC purchased a new position in shares of Palo Alto Networks during the third quarter worth approximately $33,000. JPL Wealth Management LLC bought a new stake in shares of Palo Alto Networks in the 3rd quarter worth approximately $35,000. J.Safra Asset Management Corp bought a new stake in shares of Palo Alto Networks in the 4th quarter worth approximately $40,000. Finally, Ankerstar Wealth LLC purchased a new stake in shares of Palo Alto Networks in the 4th quarter valued at $42,000. 79.82% of the stock is currently owned by institutional investors.

About Palo Alto Networks

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.