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Catalysts

PANW Stock Catalysts

Earnings · Growth Drivers · Events · AIQ Catalyst

TechnologySoftware - InfrastructureScore data as of Sep 1, 2026

PANW

Catalysts
Palo Alto Networks, Inc.
Technology· Software - Infrastructure
AIQ Score
NeutralAIQ Edge 4/10
Low Priority
In Line With Peers
Score data as of Sep 1, 2026
Last price
$326.95
-$35.14 (-9.70%)
Latest market quote
Momentum51
Value24
Quality65
Risk Resilience44
Sentiment74
View financial data

Stock Catalyst Board

Earnings timing, analyst expectations, news pressure, growth drivers, events, and AIQ Catalyst context.

Next earnings
Nov 18, 2026

Upcoming reporting date available for this company.

AIQ Catalyst
AIQ 46/100

Momentum 51/100 and sentiment 74/100 before the next covered event.

Recent coverage
4 articles

Updated Sep 2, 2026 · Sentiment 38.67%

Earnings History And Surprises

See whether reported EPS and revenue have consistently exceeded or missed analyst expectations.

Earnings Expectations And Results

Compare what analysts expected with what the company reported across recent quarters.

Momentum 51/100AIQ Edge 4/10 In Line With Peers
Beat rate
100%
7 of 7 reported periods
Average surprise
+5.8%
Across covered historical reports
Latest result
+4.3%
Sep 2, 2026
EPS estimate versus actual
Actual bars are colored by beat, inline result, or miss.
Earnings history
Report dateFiscal periodEPS estimateEPS actualEPS surpriseRevenue estimateRevenue actual
Sep 2, 2026$0.98$1.02+4.3%$3.35B$3.41B
Sep 1, 2026$0.98$3.35B
Jun 2, 2026$0.79$0.85+7.2%$2.94B$3B
Feb 17, 2026$0.94$1.03+9.7%$2.58B$2.59B
Nov 19, 2025$0.89$0.93+4.4%$2.46B$2.47B
Aug 18, 2025$0.89$0.95+7.3%$2.5B$2.54B
May 20, 2025$0.77$0.80+3.6%$2.28B$2.29B
Feb 13, 2025$0.78$0.81+4.0%$2.24B$2.26B

Analyst Forecast And Price Targets

Wall Street consensus, rating distribution, and the current 12-month target range.

Analyst ratings
Buy
45
Buy
10
Hold
1
Sell
12-month analyst target
$344.13
+5.25% versus current price
Based on 32 analyst observations. Targets are estimates, not predictions.
Low target
$215.00
-34.24% vs latest price
Average target
$344.13
+5.25% vs latest price
High target
$475.00
+45.28% vs latest price

Event Read

Catalysts should explain what can change the setup, when it might happen, and which AIQ component would move first.

Current event setup

Event dateNov 18, 2026

Next known earnings or reporting date.

EPS estimate$0.93

Current analyst expectation for the upcoming report.

Revenue estimate$3.22B

Current analyst expectation for the upcoming report.

Sentiment score74

News pressure around the setup.

Momentum score51

Where event reaction would show up first.

AIQ score46/100

Composite decision read before event confirmation.

Analyst context

Consensus
Buy
Analysts
32
Average target
$344.13
Target upside
5.25%
Target range
$215.00 - $475.00
90-day revisions
7

News And Sentiment

Recent company coverage, scored where source sentiment is available.

Positive
3
Neutral
1
Negative
0
seekingalpha.com · Sep 1, 2026

Palo Alto Networks, Inc. 2026 Q4 - Results - Earnings Call Presentation (NASDAQ:PANW) 2026-09-01

2026-09-01. The following slide deck was published by Palo Alto Networks, Inc.

cnbc.com · Sep 1, 2026

Palo Alto Networks beats quarterly estimates on AI demand, continues acquisition spree

Palo Alto Networks' stock has nearly doubled this year as AI boosts demand for security detection and response tools

gurufocus.com · Aug 31, 2026

PANW Maintained by Scotiabank -- Price Target Raised to $430

Palo Alto Networks Analyst Rating Update On August 31, 2026, Palo Alto Networks (PANW) received a notable update from Scotiabank, which maintained its rating

gurufocus.com · Aug 31, 2026

PANW Looks 77.1% Overvalued on GF Value™ as Earnings Loom

On August 31, 2026, Palo Alto Networks Inc (PANW) prepares to report its fiscal fourth-quarter 2026 earnings on September 1, amid heightened investor attention

Open full news and sentiment

PANW Catalysts FAQ

What are the next catalysts for PANW stock?

PANW's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.

What upcoming events could move PANW stock?

Upcoming events that could move PANW include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.

How could PANW's next earnings report affect the stock?

PANW's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.

What could drive PANW stock higher?

PANW could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.

What events could hurt PANW stock?

PANW could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.