Palo Alto Networks (PANW) Expected to Post Quarterly Earnings on Tuesday

Palo Alto Networks (NASDAQ:PANW) will likely be announcing its Q4 2026 results after the market closes on Tuesday, September 1st. Analysts expect the company to post 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 visit the the company’s upcoming Q4 2026 earning results page 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 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. The firm had revenue of $3 billion during the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s revenue for the quarter was up 31.1% compared to the same quarter last year. During the same period last year, the firm 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

NASDAQ PANW opened at $371.59 on Friday. Palo Alto Networks has a 1 year low of $139.57 and a 1 year high of $398.88. The business’s fifty day moving average is $344.62 and its two-hundred day moving average is $248.45. The stock has a market capitalization of $302.85 billion, a P/E ratio of 304.58, a P/E/G ratio of 11.74 and a beta of 0.91. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Insider Buying and Selling at Palo Alto Networks

In related news, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $279.90, for a total transaction of $5,598,000.00. Following the transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John P. Key sold 7,500 shares of the stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $279.24, for a total value of $2,094,300.00. Following the completion of the sale, the director directly owned 12,500 shares of the company’s stock, valued at approximately $3,490,500. This represents a 37.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 38,835 shares of company stock valued at $11,127,854 in the last ninety days. Company insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Palo Alto Networks

Several hedge funds and other institutional investors have recently added to or reduced their stakes in PANW. Bank of America Corp DE increased its holdings in Palo Alto Networks by 11.9% in the 4th quarter. Bank of America Corp DE now owns 19,375,486 shares of the network technology company’s stock valued at $3,568,964,000 after buying an additional 2,065,776 shares during the period. Renaissance Technologies LLC lifted its holdings in shares of Palo Alto Networks by 1,226.3% during the 4th quarter. Renaissance Technologies LLC now owns 908,500 shares of the network technology company’s stock worth $167,346,000 after acquiring an additional 840,000 shares during the period. Amundi lifted its holdings in shares of Palo Alto Networks by 25.1% during the 3rd quarter. Amundi now owns 3,532,201 shares of the network technology company’s stock worth $750,875,000 after acquiring an additional 708,332 shares during the period. DRW Securities LLC boosted its position in shares of Palo Alto Networks by 100.2% during the 4th quarter. DRW Securities LLC now owns 1,490 shares of the network technology company’s stock valued at $266,000 after acquiring an additional 619,631 shares in the last quarter. Finally, State Street Corp boosted its position in shares of Palo Alto Networks by 1.7% during the 3rd quarter. State Street Corp now owns 29,736,916 shares of the network technology company’s stock valued at $6,055,031,000 after acquiring an additional 505,924 shares in the last quarter. Institutional investors own 79.82% of the company’s stock.

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 Ratings Changes

A number of brokerages have recently issued reports on PANW. Wolfe Research reaffirmed an “outperform” rating and set a $320.00 target price on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. Truist Financial set a $435.00 price target on Palo Alto Networks and gave the company a “buy” rating in a research report on Wednesday, August 19th. Wells Fargo & Company reissued an “overweight” rating and issued a $475.00 price target (up from $420.00) on shares of Palo Alto Networks in a research note on Monday, August 17th. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Finally, UBS Group reaffirmed a “neutral” rating and set a $390.00 price objective (up from $300.00) on shares of Palo Alto Networks in a research note on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target 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.