Palo Alto Networks (PANW) to Release Quarterly Earnings on Tuesday

Key Points

• Palo Alto Networks is scheduled to report fiscal fourth-quarter 2026 results after market close on September 1. Analysts expect $0.977 in EPS and $3.35 billion in revenue, compared with company guidance of $0.960–$0.980 EPS.
• The company’s previous quarter exceeded expectations, with EPS of $0.85 versus a $0.79 consensus and revenue of $3.0 billion versus $2.94 billion. Revenue increased 31.1% year over year.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $364, while insiders sold roughly $10.8 million of shares during the past quarter.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) is expected to be releasing 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 are encouraged to explore the company's upcoming Q4 2026 earning summary 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 released its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts' consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the prior year, the company posted $0.37 EPS. The company's revenue was up 31.1% compared to the same quarter last year. 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 Down 1.9%

Shares of NASDAQ PANW opened at $350.90 on Tuesday. The stock has a market capitalization of $285.98 billion, a P/E ratio of 287.62, a PEG ratio of 12.00 and a beta of 0.91. The stock's fifty day moving average is $338.70 and its 200 day moving average is $243.49. Palo Alto Networks has a 52 week low of $139.57 and a 52 week high of $398.88. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on PANW shares. Jefferies Financial Group set a $335.00 price target on shares of Palo Alto Networks and gave the stock a "buy" rating in a report on Wednesday, June 3rd. Wedbush lifted their target price on Palo Alto Networks from $300.00 to $340.00 and gave the company an "outperform" rating in a research report on Wednesday, June 3rd. Northland Securities boosted their target price on Palo Alto Networks from $190.00 to $302.00 and gave the stock a "market perform" rating in a research note on Wednesday, June 3rd. Argus set a $425.00 target price on shares of Palo Alto Networks in a report on Tuesday, July 21st. Finally, Cantor Fitzgerald raised their price target on shares of Palo Alto Networks from $340.00 to $425.00 and gave the company an "overweight" rating in a research note on Wednesday, August 19th. One investment analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Palo Alto Networks currently has an average rating of "Moderate Buy" and an average target price of $364.00.

Insiders Place Their Bets

In related news, CAO Josh D. Paul sold 1,100 shares of the business's stock in a transaction on Monday, June 1st. The shares were sold at an average price of $285.08, for a total value of $313,588.00. Following the sale, the chief accounting officer owned 81,636 shares of the company's stock, valued at $23,272,790.88. The trade was a 1.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the company's stock in a transaction dated Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the completion of the sale, the director owned 20,000 shares in the company, valued at $5,598,000. This trade represents a 50.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 37,935 shares of company stock worth $10,809,461. Company insiders own 1.40% of the company's stock.

Institutional Trading of Palo Alto Networks

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in Palo Alto Networks by 147.7% in 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 boosted its holdings in Palo Alto Networks by 169.1% in the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company's stock worth $948,000 after acquiring an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Palo Alto Networks by 66.3% in the second quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company's stock worth $713,000 after acquiring an additional 1,389 shares in the last quarter. Osterweis Capital Management Inc. grew its stake in Palo Alto Networks by 11,100.0% in the second quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company's stock valued at $115,000 after acquiring an additional 555 shares during the period. Finally, Main Street Financial Solutions LLC grew its stake in Palo Alto Networks by 6.0% in the second quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company's stock valued at $900,000 after acquiring an additional 249 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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