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

Palo Alto Networks (NASDAQ:PANW) is projected to release 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. Individuals may review the information on the company’s upcoming Q2 2026 earning report 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 EPS for the quarter, beating the consensus estimate of $0.89 by $0.04. The company had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.46 billion. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. Palo Alto Networks’s revenue for the quarter was up 15.7% on a year-over-year basis. During the same period in the prior year, the firm posted $1.56 EPS. 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. The stock has a market capitalization of $115.70 billion, a PE ratio of 105.06, a price-to-earnings-growth ratio of 3.80 and a beta of 0.75. Palo Alto Networks has a 52-week low of $144.15 and a 52-week high of $223.61. The company has a 50-day simple moving average of $184.61 and a two-hundred day simple moving average of $193.20.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Piper Sandler restated an “overweight” rating and issued a $265.00 price objective (up from $230.00) on shares of Palo Alto Networks in a report on Monday, January 5th. Royal Bank Of Canada lifted their target price on Palo Alto Networks from $232.00 to $250.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Citigroup restated a “buy” rating on shares of Palo Alto Networks in a research note on Monday, January 12th. Rosenblatt Securities upped their price target on Palo Alto Networks from $225.00 to $250.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Finally, JMP Securities lifted their price objective on Palo Alto Networks from $212.00 to $250.00 and gave the stock a “market outperform” rating in a report on Monday, October 27th. Thirty-one investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average price target of $228.32.

Insider Transactions at Palo Alto Networks

In other news, CAO Josh D. Paul sold 800 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $184.81, for a total value of $147,848.00. Following the transaction, the chief accounting officer owned 46,005 shares in the company, valued at $8,502,184.05. This represents a 1.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director James J. Goetz sold 12,500 shares of the firm’s stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $195.33, for a total transaction of $2,441,625.00. Following the completion of the transaction, the director directly owned 75,184 shares in the company, valued at approximately $14,685,690.72. The trade was a 14.26% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 260,542 shares of company stock worth $49,910,995 in the last three months. 1.40% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. Sunbelt Securities Inc. grew its holdings in Palo Alto Networks by 21.0% during the third quarter. Sunbelt Securities Inc. now owns 5,009 shares of the network technology company’s stock valued at $1,020,000 after purchasing an additional 869 shares during the period. San Luis Wealth Advisors LLC bought a new position in shares of Palo Alto Networks during the 3rd quarter valued at approximately $467,000. Tcfg Wealth Management LLC increased its holdings in Palo Alto Networks by 15.4% in the 3rd quarter. Tcfg Wealth Management LLC now owns 2,086 shares of the network technology company’s stock worth $425,000 after acquiring an additional 278 shares in the last quarter. Apexium Financial LP raised its stake in Palo Alto Networks by 10.0% during the 3rd quarter. Apexium Financial LP now owns 2,450 shares of the network technology company’s stock worth $499,000 after acquiring an additional 222 shares during the period. Finally, Aureus Asset Management LLC lifted its holdings in Palo Alto Networks by 9.1% during the third quarter. Aureus Asset Management LLC now owns 2,498 shares of the network technology company’s stock valued at $509,000 after purchasing an additional 208 shares in the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

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.