Palo Alto Networks (PANW) Projected to Announce Quarterly Earnings on Monday

Key Points

• Palo Alto Networks is expected to report Q4 fiscal 2026 results after the market close on August 17. Analysts forecast adjusted earnings of $0.976 per share and revenue of $3.35 billion, compared with company guidance of $0.96–$0.98 EPS.
• The company’s latest quarter exceeded expectations, with EPS of $0.85 versus the $0.79 consensus and revenue of $3.0 billion versus $2.94 billion; revenue increased 31.1% year over year.
• Wall Street remains broadly positive, with 40 Buy ratings and an average “Moderate Buy” rating, though the $333.76 consensus price target is below the stock’s reported $363.86 price. Insiders have sold more than $27 million of shares over the past three months.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) is projected to release its Q4 2026 results after the market closes on Monday, August 17th. Analysts expect the company to announce earnings of $0.9760 per share and revenue of $3.3501 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 are encouraged to explore the company's upcoming Q4 2026 earning overview page for the latest details on the call scheduled for Tuesday, September 1, 2026 at 4:30 PM ET.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last posted its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business's revenue was up 31.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.37 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 Price Performance

Shares of PANW opened at $363.86 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 company has a 50-day simple moving average of $317.88 and a 200-day simple moving average of $228.49. Palo Alto Networks has a 52 week low of $139.57 and a 52 week high of $376.98. The firm has a market capitalization of $296.55 billion, a P/E ratio of 298.25, a P/E/G ratio of 12.21 and a beta of 0.91.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. BNP Paribas Exane boosted their price target on Palo Alto Networks from $330.00 to $380.00 and gave the company an "outperform" rating in a research note on Wednesday, July 1st. Robert W. Baird set a $320.00 price objective on Palo Alto Networks in a research report on Wednesday, June 3rd. Stephens lifted their price objective on Palo Alto Networks from $180.00 to $300.00 and gave the stock an "equal weight" rating in a report on Wednesday, June 3rd. JPMorgan Chase & Co. boosted their price objective on Palo Alto Networks from $200.00 to $300.00 and gave the company an "overweight" rating in a research report on Monday, June 1st. Finally, Mizuho upped their target price on Palo Alto Networks from $265.00 to $305.00 and gave the company an "outperform" rating in a research note on Wednesday, June 3rd. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $333.76.

Insider Transactions at Palo Alto Networks

In other news, EVP Lee Klarich sold 62,904 shares of the company's stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $258.65, for a total value of $16,270,119.60. Following the sale, the executive vice president directly owned 235,983 shares in the company, valued at approximately $61,037,002.95. This represents a 21.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Josh D. Paul sold 1,100 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $285.08, for a total value of $313,588.00. Following the completion of the transaction, the chief accounting officer directly owned 81,636 shares of the company's stock, valued at approximately $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 101,239 shares of company stock valued at $27,174,360. Corporate insiders own 1.40% of the company's stock.

Institutional Trading of Palo Alto Networks

Several institutional investors have recently bought and sold shares of PANW. PGIM Custom Harvest LLC grew its holdings in Palo Alto Networks by 1.4% during the 3rd quarter. PGIM Custom Harvest LLC now owns 3,859 shares of the network technology company's stock worth $786,000 after acquiring an additional 55 shares during the period. Ancora Advisors LLC lifted its stake in shares of Palo Alto Networks by 2.4% in the 3rd quarter. Ancora Advisors LLC now owns 2,312 shares of the network technology company's stock valued at $471,000 after purchasing an additional 55 shares during the period. CYBER HORNET ETFs LLC lifted its stake in shares of Palo Alto Networks by 3.4% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 1,739 shares of the network technology company's stock valued at $354,000 after purchasing an additional 57 shares during the period. GWN Securities Inc. boosted its position in shares of Palo Alto Networks by 6.1% during the 4th quarter. GWN Securities Inc. now owns 1,224 shares of the network technology company's stock valued at $226,000 after purchasing an additional 70 shares in the last quarter. Finally, Williams Jones Wealth Management LLC. grew its stake in Palo Alto Networks by 3.7% during the fourth quarter. Williams Jones Wealth Management LLC. now owns 2,237 shares of the network technology company's stock worth $412,000 after purchasing an additional 80 shares during the period. Institutional investors and hedge funds own 79.82% of the company's stock.

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.

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