Palo Alto Networks (PANW) Expected to Announce Earnings on Tuesday

Palo Alto Networks (NASDAQ:PANW) is expected to issue its Q2 2026 results after the market closes on Tuesday, February 17th. Analysts expect Palo Alto Networks to post earnings of $0.93 per share and revenue of $2.5823 billion for the quarter. Investors may visit the the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Tuesday, February 17, 2026 at 4:30 PM ET.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Thursday, November 20th. The network technology company reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.89 by $0.04. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The firm had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same period in the previous year, the business posted $1.56 EPS. The business’s quarterly revenue was up 15.7% on a year-over-year basis. 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 Performance

Shares of Palo Alto Networks stock opened at $166.00 on Tuesday. Palo Alto Networks has a 52-week low of $144.15 and a 52-week high of $223.61. The company has a fifty day moving average of $184.61 and a 200-day moving average of $193.20. The stock has a market capitalization of $115.70 billion, a price-to-earnings ratio of 105.06, a price-to-earnings-growth ratio of 3.80 and a beta of 0.75.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on PANW shares. BMO Capital Markets raised their price objective on Palo Alto Networks from $225.00 to $230.00 and gave the company an “outperform” rating in a research note on Monday, November 17th. Robert W. Baird increased their target price on Palo Alto Networks from $230.00 to $240.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Piper Sandler restated an “overweight” rating and set a $265.00 price target (up from $230.00) on shares of Palo Alto Networks in a research report on Monday, January 5th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Palo Alto Networks in a research note on Monday, November 24th. Finally, Barclays set a $200.00 price objective on Palo Alto Networks and gave the company an “overweight” rating in a research report on Monday. Thirty-one equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and a consensus price target of $228.32.

Insiders Place Their Bets

In other news, EVP Lee Klarich sold 120,768 shares of the firm’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $191.03, for a total value of $23,070,311.04. Following the completion of the sale, the executive vice president directly owned 298,887 shares of the company’s stock, valued at approximately $57,096,383.61. This trade represents a 28.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Dipak Golechha sold 5,000 shares of the business’s stock in a transaction dated Tuesday, December 23rd. The shares were sold at an average price of $188.18, for a total transaction of $940,900.00. Following the transaction, the executive vice president owned 155,119 shares in the company, valued at $29,190,293.42. This represents a 3.12% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 260,542 shares of company stock worth $49,910,995. Insiders own 1.40% of the company’s stock.

Institutional Trading of Palo Alto Networks

Several large investors have recently bought and sold shares of the company. Sivia Capital Partners LLC lifted its position in Palo Alto Networks by 66.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock valued at $713,000 after acquiring an additional 1,389 shares during the period. Bison Wealth LLC increased its stake in shares of Palo Alto Networks by 169.1% during the fourth quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after purchasing an additional 3,275 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of Palo Alto Networks during the third quarter valued at approximately $213,000. Kestra Investment Management LLC boosted its position in shares of Palo Alto Networks by 312.1% in the 2nd quarter. Kestra Investment Management LLC now owns 989 shares of the network technology company’s stock worth $202,000 after purchasing an additional 749 shares in the last quarter. Finally, Talisman Wealth Advisors LLC bought a new stake in shares of Palo Alto Networks in the 2nd quarter worth approximately $329,000. 79.82% of the stock is owned by institutional investors.

About Palo Alto Networks

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.