FY2026 EPS Estimates for PANW Lifted by Cantor Fitzgerald

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at Cantor Fitzgerald raised their FY2026 earnings per share estimates for shares of Palo Alto Networks in a research note issued on Tuesday, August 19th. Cantor Fitzgerald analyst J. Ruykhaver now anticipates that the network technology company will post earnings of $2.24 per share for the year, up from their prior estimate of $2.01. Cantor Fitzgerald currently has a “Overweight” rating and a $223.00 target price on the stock. The consensus estimate for Palo Alto Networks’ current full-year earnings is $1.76 per share.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, beating the consensus estimate of $0.89 by $0.06. The firm had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 17.66%. Palo Alto Networks’s revenue for the quarter was up 15.8% compared to the same quarter last year. During the same quarter last year, the firm posted $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS.

Several other analysts also recently issued reports on PANW. Royal Bank Of Canada reiterated an “outperform” rating and issued a $232.00 price target on shares of Palo Alto Networks in a report on Tuesday. TD Securities reaffirmed a “buy” rating and issued a $230.00 target price on shares of Palo Alto Networks in a research report on Wednesday, May 21st. Wedbush reiterated an “outperform” rating and set a $225.00 target price on shares of Palo Alto Networks in a report on Tuesday. Guggenheim upped their price target on Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a report on Tuesday. Finally, Scotiabank increased their price objective on shares of Palo Alto Networks from $225.00 to $228.00 and gave the company a “sector outperform” rating in a research report on Tuesday. Twenty-eight investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $211.52.

Palo Alto Networks Stock Down 0.6%

Palo Alto Networks stock opened at $183.32 on Thursday. The firm has a fifty day moving average of $190.82 and a 200-day moving average of $186.31. Palo Alto Networks has a 52-week low of $144.15 and a 52-week high of $210.39. The firm has a market capitalization of $122.24 billion, a P/E ratio of 114.22, a PEG ratio of 4.50 and a beta of 0.94.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Palo Alto Networks by 147.7% during the 4th quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after acquiring an additional 4,031 shares in the last quarter. Bank Pictet & Cie Europe AG increased its stake in Palo Alto Networks by 115.6% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 43,985 shares of the network technology company’s stock valued at $8,004,000 after purchasing an additional 23,586 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Palo Alto Networks by 93.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,160,308 shares of the network technology company’s stock worth $211,150,000 after purchasing an additional 560,973 shares during the period. Kayne Anderson Rudnick Investment Management LLC lifted its position in shares of Palo Alto Networks by 170.5% in the 4th quarter. Kayne Anderson Rudnick Investment Management LLC now owns 890 shares of the network technology company’s stock worth $162,000 after buying an additional 561 shares during the last quarter. Finally, Transce3nd LLC acquired a new position in shares of Palo Alto Networks in the 4th quarter valued at about $25,000. Institutional investors own 79.82% of the company’s stock.

Insider Activity at Palo Alto Networks

In related news, Director Aparna Bawa sold 526 shares of Palo Alto Networks stock in a transaction on Friday, May 30th. The shares were sold at an average price of $190.00, for a total value of $99,940.00. Following the completion of the sale, the director owned 8,632 shares in the company, valued at approximately $1,640,080. The trade was a 5.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh D. Paul sold 800 shares of the stock in a transaction on Friday, June 20th. The shares were sold at an average price of $201.05, for a total transaction of $160,840.00. Following the transaction, the chief accounting officer owned 42,033 shares in the company, valued at $8,450,734.65. This trade represents a 1.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 669,248 shares of company stock worth $126,423,337. 2.50% of the stock is currently owned by insiders.

About Palo Alto Networks

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.