FY2027 Earnings Estimate for PANW Issued By Scotiabank

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at Scotiabank issued their FY2027 earnings per share (EPS) estimates for Palo Alto Networks in a note issued to investors on Thursday, March 19th. Scotiabank analyst P. Colville forecasts that the network technology company will earn $2.10 per share for the year. Scotiabank currently has a “Outperform” rating on the stock. The consensus estimate for Palo Alto Networks’ current full-year earnings is $1.76 per share.

Other analysts have also issued research reports about the stock. Cantor Fitzgerald reiterated an “overweight” rating on shares of Palo Alto Networks in a research note on Wednesday, February 18th. Mizuho set a $200.00 price target on shares of Palo Alto Networks in a research report on Wednesday, February 18th. Wells Fargo & Company initiated coverage on shares of Palo Alto Networks in a report on Tuesday, March 3rd. They set an “overweight” rating and a $200.00 price target on the stock. Barclays set a $200.00 price objective on shares of Palo Alto Networks and gave the stock an “overweight” rating in a research report on Monday, February 9th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Palo Alto Networks in a research note on Wednesday, February 4th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus price target of $210.19.

Palo Alto Networks Trading Down 4.2%

NASDAQ PANW opened at $157.21 on Monday. The business has a fifty day simple moving average of $166.60 and a 200 day simple moving average of $188.24. Palo Alto Networks has a 12 month low of $139.57 and a 12 month high of $223.61. The firm has a market capitalization of $128.28 billion, a P/E ratio of 86.86, a PEG ratio of 5.92 and a beta of 0.78.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Wednesday, February 18th. The network technology company reported $1.03 earnings per share for the quarter, beating analysts’ consensus estimates of $0.94 by $0.09. Palo Alto Networks had a return on equity of 17.60% and a net margin of 12.96%.The company had revenue of $2.59 billion for the quarter, compared to analyst estimates of $2.58 billion. During the same quarter last year, the company earned $0.81 earnings per share. The company’s revenue for the quarter was up 14.9% on a year-over-year basis.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,768 shares of the stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $191.03, for a total transaction of $23,070,311.04. Following the completion of the transaction, the executive vice president directly owned 298,887 shares of the company’s stock, valued at approximately $57,096,383.61. This represents a 28.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director James J. Goetz sold 22,684 shares of the firm’s stock in a transaction on Friday, March 6th. The stock was sold at an average price of $164.41, for a total value of $3,729,476.44. Following the completion of the sale, the director directly owned 52,500 shares of the company’s stock, valued at $8,631,525. This represents a 30.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 144,252 shares of company stock worth $26,947,635. Insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

Several large investors have recently added to or reduced their stakes in PANW. Klingman & Associates LLC increased its stake in shares of Palo Alto Networks by 2.2% in the third quarter. Klingman & Associates LLC now owns 2,131 shares of the network technology company’s stock worth $434,000 after purchasing an additional 46 shares in the last quarter. Contravisory Investment Management Inc. lifted its stake in shares of Palo Alto Networks by 1.8% during the 3rd quarter. Contravisory Investment Management Inc. now owns 2,742 shares of the network technology company’s stock valued at $558,000 after buying an additional 48 shares in the last quarter. Mattern Wealth Management LLC boosted its holdings in Palo Alto Networks by 2.9% in the 3rd quarter. Mattern Wealth Management LLC now owns 1,692 shares of the network technology company’s stock worth $345,000 after buying an additional 48 shares during the period. PTM Wealth Management LLC boosted its holdings in Palo Alto Networks by 4.0% in the 3rd quarter. PTM Wealth Management LLC now owns 1,300 shares of the network technology company’s stock worth $276,000 after buying an additional 50 shares during the period. Finally, Arlington Trust Co LLC grew its stake in Palo Alto Networks by 4.8% in the 3rd quarter. Arlington Trust Co LLC now owns 1,088 shares of the network technology company’s stock valued at $222,000 after buying an additional 50 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

Key Headlines Impacting Palo Alto Networks

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

• Positive Sentiment: Company rolled out Prisma AIRS 3.0, positioning PANW to secure “agentic” / autonomous AI agents across discovery, risk assessment and protection — a direct product play into the growing AI‑security spending cycle that could drive upsells and stickier enterprise relationships. Read More.
• Positive Sentiment: Multiple simultaneous launches (Next‑Generation Trust Security for certificate lifecycle automation, an industry‑focused secure browser for agentic AI, and Prisma Browser for Business for SMBs) broaden PANW’s platform coverage — reinforcing the company’s “platform consolidation” thesis that supports long‑term ARR and margin expansion. Read More.
• Positive Sentiment: Market commentary highlights PANW as a leading beneficiary of the shift to autonomous security (alongside CRWD), framing recent product launches as durable growth catalysts that strengthen investor case for platform incumbents. Read More.
• Neutral Sentiment: Analyst activity: Freedom Capital maintained a Buy rating but lowered the price target (from $230 to $210), signaling continued confidence in demand yet a slightly reduced near‑term valuation outlook. Read More.
• Neutral Sentiment: Scotiabank posted an FY2027 earnings estimate for PANW — an incremental data point for modeling but not a clear directional catalyst by itself. Read More.
• Neutral Sentiment: Several outlets (PR Newswire, MSN) amplified the new product releases — positive PR flow that supports awareness but may take quarters to translate into material ARR upside. Read More.
• Negative Sentiment: Datafeed entries show a large increase in “short interest” but report zero shares / NaN values — indicating a likely reporting error. Still, any perceived rise in short activity or noisy headlines can pressure the stock short‑term if investors interpret the data as negative. (No reliable link available.)

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.