DailyIQ
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Last updated 1 minute ago

PANW·Palo Alto Networks, Inc.

$.
+. (+.%)
High
$276.38
Open
$256.31
Market Cap
208.99B
52W High
$261.41
Low
$256.01
P. Close
$257.77
P/E
163.03
52W Low
$139.57
Fwd P/E
313.06
Mean Target
$227.14
Technical Score (1D)
91
BUY
News Sentiment
61
BULLISH
Analysts are raising price targets for Palo Alto Networks, with Morgan Stanley increasing theirs to $253 and Cantor Fitzgerald to $285, driven by channel checks and reseller surveys indicating market share gains across various security segments. This positive sentiment is further supported by an expert identifying PANW as a key AI software opportunity with undervalued potential due to its AI integration. The company also maintains a Strong Buy rating, with significant Annual Recurring Revenue growth underpinning a long-term bullish outlook. However, there is conflicting analysis, as one report assigns PANW a Sell rating, citing concerns that its valuation outpaces fundamentals and that its AI monetization efforts are underperforming. This comes as SentinelOne, a competitor, issued a tepid quarterly forecast and announced job cuts, facing pressure from rivals like PANW, CrowdStrike, and Microsoft. Investors should watch for upcoming fiscal Q3 results, which analysts anticipate will be solid, and monitor how Palo Alto Networks' AI monetization efforts evolve against these mixed analyst views.
Earnings Summary
Palo Alto Networks is a global cybersecurity provider offering comprehensive solutions across network security, cloud security, and AI-driven threat detection, operating within the Technology sector's Software - Infrastructure industry. The company's platform approach aims to deliver advanced security for enterprises, service providers, and government entities. In its most recent reported quarters, Q2 2026 showed actual EPS of $1.03 against an estimate of $0.96, with revenue at $2.59 billion against an estimate of $2.63 billion. This followed Q4 2025, where actual EPS was not available against an estimate of $0.94, with revenue also not available against an estimate of $2.58 billion. Comparing the last two reported quarters (Q2 2026, Q4 2025) to the prior two (Q3 2025, Q2 2025), EPS showed a notable increase in Q2 2026 after a slight decrease in Q3 2025, while revenue in Q2 2026 was slightly below estimates, following a decrease in Q3 2025. Palo Alto Networks has a history of beating EPS estimates in Q4 2024 ($0.81 actual vs $0.78 est), Q1 2025 ($0.80 actual vs $0.77 est), Q2 2025 ($0.95 actual vs $0.89 est), Q2 2026 ($1.03 actual vs $0.96 est), and revenue estimates in Q1 2025 ($2.29B actual vs $2.29B est) and Q2 2025 ($2.54B actual vs $2.54B est). Recent news indicates sector-wide volatility following peer earnings reports, with some analysts expressing concerns about operational costs and sales organization shifts, which has pressured PANW. However, positive analyst sentiment persists, with price target increases and reiterations from Wells Fargo, Cantor Fitzgerald, and Evercore ISI, driven by platformization, deal momentum, and new product launches like Idira. The integration of AI in cybersecurity is a key theme. Investors will be watching for continued revenue and EPS growth in the upcoming earnings report, analyst reactions to new product launches, and how the company navigates competitive pressures and potential valuation concerns.

EPS

EstBeatMiss
$0.73$0.82$0.90$0.98$1.07Q4'24Q1'25Q2'25Q3'25Q2'26Q4'25
QtrEstActual+/−
Q4'25$0.94 - -
Q2'26$0.96$1.03+7.2%
Q3'25$0.89$0.93+4.4%
Q2'25$0.89$0.95+7.3%
Q1'25$0.77$0.80+3.6%
Q4'24$0.78$0.81+3.9%

Revenue

EstBeatMiss
$2.2B$2.3B$2.4B$2.6B$2.7BQ4'24Q1'25Q2'25Q3'25Q2'26Q4'25
QtrEstActual+/−
Q4'25$2.6B - -
Q2'26$2.6B$2.6B-1.5%
Q3'25 - $2.5B -
Q2'25 - $2.5B -
Q1'25 - $2.3B -
Q4'24 - $2.3B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

PANW Stock Snapshot

PANW is currently trading at $275.85, giving Palo Alto Networks, Inc. a market cap of 208.99B and a P/E ratio of 163.0. Today's range spans $256.01–$276.38, with shares opening at $256.31 and moving up $18.08 (7.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 61/100.

Over the past year PANW has traded between $139.57 and $261.41 - the current price is +97.6% off the 52-week low and +5.5% from the high. 65 analysts cover the stock with a Buy consensus and a mean 12-month target of $227.14 (range $114.00–$320.00), implying downside of -17.7%.

The bullish case for PANW is built on complementary signals: 91/100 technical score, BUY designation, and bullish sentiment at 61/100. At $275.85 (near 52-week highs within $139.57–$261.41), the stock is at a capitalization - 208.99B - where active managers can build meaningful positions without moving the market. (P/E: 163.0) That combination of signal quality and position-buildability makes this one of the more actionable large-cap setups in Technology.

The combination of a BUY signal (91/100) and bullish news sentiment (61/100) puts PANW on the screens of active managers who run quality-momentum overlays — a cohort that can build meaningful positions at 208.99B in Technology market cap without immediately moving the stock. At $275.85 (near 52-week highs in the $139.57–$261.41 range), the entry discipline is clean and the potential re-rating if sentiment continues to improve is meaningful.