Palo Alto Networks, Inc.
380.55USD
+25.6300 (+7.22%)
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.97▲ | $0.94 | 32 | 5 |
| Next quarter | $0.43▼ | $0.47 | 2 | 3 |
| Current year | $4.19▲ | $4.13 | 37 | 10 |
| Next year | $2.21▼ | $2.29 | 6 | 5 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-07-31 | $0.98 | $1.02 | +0.04 (+4.4%) |
| 2026-04-30 | $0.8 | $0.85 | +0.05 (+6.6%) |
| 2026-01-31 | $0.94 | $1.03 | +0.09 (+9.9%) |
| 2025-10-31 | $0.89 | $0.93 | +0.04 (+4.4%) |
936 ratings from 78 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Citigroup | Maintained | Buy | $410 $440 | Oct 15, 2026 |
| Wells Fargo | Maintained | Overweight | $475 $525 | Oct 13, 2026 |
| Amerx | Initiated | Hold | — | Oct 8, 2026 |
| TD Cowen | Maintained | Buy | $400 $440 | Oct 2, 2026 |
| BTIG | Maintained | Buy | $404 $425 | Sep 28, 2026 |
| Morgan Stanley | Maintained | Overweight | $394 $410 | Sep 21, 2026 |
| Bernstein | Downgraded from Outperform | Market Perform | $253 $351 | Sep 17, 2026 |
| Argus Research | Reiterated | Buy | $425 | Sep 3, 2026 |
| Citigroup | Maintained | Buy | $400 $410 | Sep 2, 2026 |
| Roth Capital | Maintained | Neutral | $210 $300 | Sep 2, 2026 |
| Oppenheimer | Maintained | Outperform | $400 $450 | Sep 2, 2026 |
| Piper Sandler | Reiterated | Overweight | $345 $410 | Sep 2, 2026 |
| DA Davidson | Maintained | Buy | $345 $420 | Sep 2, 2026 |
| Barclays | Maintained | Overweight | $370 $375 | Sep 2, 2026 |
| RBC Capital | Maintained | Outperform | $434 $475 | Sep 2, 2026 |
| Guggenheim | Reiterated | Neutral | — | Sep 2, 2026 |
| Susquehanna | Maintained | Positive | $350 $415 | Sep 2, 2026 |
| Morgan Stanley | Maintained | Overweight | $387 $394 | Sep 2, 2026 |
| Rosenblatt | Maintained | Buy | $355 $415 | Sep 2, 2026 |
| Needham | Reiterated | Buy | $425 | Sep 2, 2026 |
| Cantor Fitzgerald | Reiterated | Overweight | $425 | Sep 2, 2026 |
| BTIG | Maintained | Buy | $380 $404 | Sep 2, 2026 |
| Scotiabank | Maintained | Sector Outperform | $320 $430 | Aug 31, 2026 |
| Jefferies | Maintained | Buy | $335 $450 | Aug 28, 2026 |
| BTIG | Reiterated | Buy | $380 | Aug 26, 2026 |
181 filings from 25 insiders · 2 buy / 20 sell over 6m
Officers and directors of PANW, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Arora NikeshDirector; Officer, Chief Executive Officer | OtherindirectVariable Prepaid Forward (obligation to sell) | 500.0k | — | — | Oct 12, 2026 |
| Bawa AparnaDirector | Sellindirect | 80 | $417.13 | $33k | Oct 9, 2026 |
| Bawa AparnaDirector | Sellindirect | 170 | $410.00 | $70k | Oct 9, 2026 |
| Klarich LeeDirector; Officer, EVP Chief Product & Tech Ofcr | Giftindirect | 60.0k | — | — | Oct 8, 2026 |
| Paul Josh D.Officer, Chief Accounting Officer | Tax | 1.3k | $397.31 | $520k | Oct 1, 2026 |
| Paul Josh D.Officer, Chief Accounting Officer | Sell | 400 | $395.70 | $158k | Oct 1, 2026 |
| Klarich LeeDirector; Officer, EVP Chief Product & Tech Ofcr | Giftindirect | 25.0k | — | — | Sep 30, 2026 |
| Bawa AparnaDirector | Sellindirect | 260 | $392.69 | $102k | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 900 | $388.69 | $350k | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 2.2k | $389.85 | $842k | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 9.5k | $390.65 | $3.73M | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 5.3k | $391.71 | $2.08M | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 6.4k | $392.71 | $2.51M | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 2.2k | $393.58 | $866k | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 900 | $394.98 | $355k | Sep 24, 2026 |
| Golechha DipakOfficer, EVP, Chief Financial Officer | Sell | 100 | $396.21 | $40k | Sep 24, 2026 |
| Paul Josh D.Officer, Chief Accounting Officer | Grant | 7.2k | — | — | Sep 18, 2026 |
| GOETZ JAMES JDirector | Sellindirect | 900 | $372.51 | $335k | Sep 17, 2026 |
| GOETZ JAMES JDirector | Sellindirect | 910 | $373.53 | $340k | Sep 17, 2026 |
| GOETZ JAMES JDirector | Sellindirect | 3.3k | $374.72 | $1.25M | Sep 17, 2026 |
No analyst notes on PANW yet.
Analyst Ratings
50 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 10 | 32 | 12 | 1 | 0 | Buy2.07 |
| 1 mo ago | 10 | 32 | 11 | 1 | 1 | Buy2.11 |
| 2 mo ago | 11 | 33 | 9 | 1 | 1 | Buy2.05 |
| 3 mo ago | 11 | 34 | 9 | 1 | 0 | Buy2.00 |
Members whose judged calls on PANW have played out most reliably.
No settled calls on PANW yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
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A member’s prediction, judged on price history · not investment advice