Palo Alto Networks, Inc. (PANW)
Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus
Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP) is likely to top fiscal fourth-quarter expectations on remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year-over-year versus consensus, according to Jefferies. Shares have climbed 30% since third-quarter results, well ahead of the 5% gain in the iShares Expanded Tech-Software ETF, raising the bar for this print.
Palo Alto's Rally Has One Big Problem Ahead of Earnings
Palo Alto Networks TodayPANWPalo Alto Networks$371.59 0.00 (0.00%) As of 08/28/2026 04:00 PM Eastern52-Week Range$139.57▼$398.88P/E Ratio304.58Price Target$368.42Add to WatchlistShares in Palo Alto Networks Inc. NASDAQ: PANW may have started the year on the wrong foot, but they have been on a tear ever since. After turning higher back in February, the cybersecurity heavyweight has rallied hard, and a jump of around 20% in just the past few sessions alone has left the stock trading within a few dollars of its all-time high.
Palo Alto Networks: Mismatched AI Cybersecurity Excitement
Palo Alto Networks trades near all-time highs, with the stock valuation far outpacing business fundamentals and organic growth trends. PANW's organic growth slowed to ~14% in the last quarter, while EPS growth is muted due to recent M&A, despite AI sector enthusiasm. Research shows that public mergers don't normally work out to boost shareholder return, and the cybersecurity company appears to be eager to head down that path again.
Here's How Much Traders Expect Palo Alto Networks Stock to Move After Earnings
Palo Alto Networks is scheduled to report earnings after the closing bell Tuesday, with the cybersecurity stock seen potentially climbing to a fresh high in the days that follow.
Palo Alto Networks to Report Q4 Earnings: How to Play the Stock
PANW heads into Q4 earnings with platformization, AI-security adoption and deal wins supporting growth, while acquisition costs pose pressure.
Curious about Palo Alto (PANW) Q4 Performance? Explore Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Palo Alto (PANW) for the quarter ended July 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Cisco Expands Secure AI Factory: Can it Outpace PANW & FTNT?
CSCO expands its Secure AI Factory with NVIDIA, embedding security into AI infrastructure as cyber threats rise and competition intensifies.
Wall Street Analysts See Palo Alto (PANW) as a Buy: Should You Invest?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Palo Alto Networks (PANW) Stock Sinks As Market Gains: Here's Why
In the most recent trading session, Palo Alto Networks (PANW) closed at $339.9, indicating a -3.13% shift from the previous trading day.
Palo Alto Networks: Upcoming Earnings Beat, Valuation Is Crazy
Palo Alto Networks, Inc. is expected to report robust Q4 revenue growth, likely exceeding consensus estimates, driven by strong bookings and Next-Generation Security momentum. Recurring revenue from Next-Generation Security grew 60% last quarter, while remaining performance obligations rose 36%, supporting sustained top-line expansion. Despite consistent earnings beats, EPS growth is constrained by a 15% share count increase, resulting in projected EPS growth of only 5–10%.
Is Palo Alto Networks Priced for Perfection Again as AI Security Demand Accelerates?
Palo Alto Networks TodayPANWPalo Alto Networks$350.29 +0.73 (+0.21%) As of 10:33 AM Eastern52-Week Range$139.57▼$398.88P/E Ratio287.12Price Target$362.67Add to WatchlistPalo Alto Networks NASDAQ: PANW reports fiscal fourth-quarter earnings after the close on Sept. 1. Investors face a familiar question.
Palo Alto Networks (PANW) Stock Declines While Market Improves: Some Information for Investors
Palo Alto Networks (PANW) reached $360.08 at the closing of the latest trading day, reflecting a -3.76% change compared to its last close.
