PANW
Palo Alto Networks, Inc. · Technology · Software - Infrastructure
TECHStrong BuyZACKSHold
R500#76 today
$403.24
+1.76% today · +7.61% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- PANW +1.76% on the last session vs SPY +0.74%: +1.0 pts of stock-specific move.
- Aftermath, 52-week high (Sep 30): After its 12 new 52-week highs in the past 5 years, PANW typically gained 3.8% over the next week (median) and was higher 75% of the time; half the outcomes fell between +0.2% and +6.7%. An ordinary week: +0.8%. Among S&P 500 stocks after new 52-week highs, that ranks #66 of 482.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 19
In 46 days
estimated date
EPS estimate
$0.97
$0.95 to $1.01 · 45 analysts
Revenue estimate
$3.3B
$3.3B to $3.4B
Track record
8/8 beats
last 8 reports · moved ±5.1% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Sep 1, 2026 AMC | 4Q2026 | $0.98 | $1.02 | +$0.04 (+4.4%) beat | — | -9.3% -9.7 vs SPY | -4.4% | -7.5% |
| Jun 2, 2026 AMC | 3Q2026 | $0.80 | $0.85 | +$0.05 (+6.6%) beat | $3.0B | -5.6% -4.9 vs SPY | -4.1% | -12.3% |
| Feb 17, 2026 AMC | 2Q2026 | $0.94 | $1.03 | +$0.09 (+9.9%) beat | $2.6B | -6.8% -7.3 vs SPY | -8.5% | -13.3% |
| Nov 19, 2025 AMC | 1Q2026 | $0.89 | $0.93 | +$0.04 (+4.4%) beat | $2.5B | -7.4% -5.9 vs SPY | -0.9% | -7.3% |
| Aug 18, 2025 AMC | $0.89 | $0.95 | +$0.06 (+6.7%) beat | — | +3.1% +3.6 vs SPY | +6.6% | +4.8% | |
| May 20, 2025 AMC | $0.77 | $0.80 | +$0.03 (+3.9%) beat | — | -6.8% -5.1 vs SPY | -5.0% | -3.4% | |
| Feb 13, 2025 AMC | $0.78 | $0.81 | +$0.03 (+3.8%) beat | — | -0.9% -0.9 vs SPY | -4.9% | -5.4% | |
| Nov 20, 2024 AMC | $0.74 | $0.78 | +$0.04 (+5.4%) beat | — | +1.2% +0.7 vs SPY | -1.7% | -2.2% | |
| Aug 19, 2024 AMC | $0.71 | $0.76 | +$0.05 (+7.0%) beat | — | +7.2% +7.3 vs SPY | +1.6% | +1.1% | |
| May 20, 2024 AMC | $0.62 | $0.66 | +$0.04 (+6.5%) beat | — | -3.7% -4.0 vs SPY | -7.0% | -4.9% | |
| Feb 20, 2024 AMC | $0.65 | $0.73 | +$0.08 (+12.3%) beat | — | -28.4% -28.5 vs SPY | -24.8% | -14.0% | |
| Nov 15, 2023 AMC | $0.58 | $0.69 | +$0.11 (+19.0%) beat | — | -5.4% -5.5 vs SPY | -6.3% | +2.7% | |
| Aug 18, 2023 AMC | $0.64 | $0.72 | +$0.08 (+12.5%) beat | — | +14.8% +14.2 vs SPY | +12.8% | +10.1% | |
| May 23, 2023 AMC | $0.46 | $0.52 | +$0.06 (+13.0%) beat | — | +7.7% +8.4 vs SPY | +3.4% | +12.5% | |
| Feb 21, 2023 AMC | $0.39 | $0.53 | +$0.14 (+35.9%) beat | — | +12.5% +12.6 vs SPY | +9.3% | +12.9% | |
| Nov 17, 2022 AMC | $0.34 | $0.42 | +$0.08 (+23.5%) beat | — | +7.0% +6.5 vs SPY | +9.4% | +10.3% | |
| Aug 22, 2022 AMC | $0.38 | $0.40 | +$0.02 (+5.3%) beat | — | +12.1% +12.3 vs SPY | +10.1% | +10.0% | |
| May 19, 2022 AMC | $0.28 | $0.30 | +$0.02 (+7.1%) beat | — | +9.7% +9.7 vs SPY | +11.8% | +15.1% | |
| Feb 22, 2022 AMC | $0.27 | $0.29 | +$0.02 (+7.4%) beat | — | +0.4% +2.2 vs SPY | +6.5% | +21.3% | |
| Nov 18, 2021 AMC | $0.26 | $0.27 | +$0.01 (+3.8%) beat | — | +2.0% +2.2 vs SPY | +3.3% | +2.5% | |
| Aug 23, 2021 AMC | $0.24 | $0.27 | +$0.03 (+12.5%) beat | — | — | — | — | |
| May 20, 2021 AMC | $0.21 | $0.23 | +$0.02 (+9.5%) beat | — | — | — | — | |
| Feb 22, 2021 AMC | $0.24 | $0.26 | +$0.02 (+8.3%) beat | — | — | — | — | |
| Nov 16, 2020 BMO | $0.22 | $0.27 | +$0.05 (+22.7%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Oct 31, 2026 | $0.97 (45) | $0.95 – $1.01 | +4% | +3.7% | ▲32 ▼5 | $3.3B | +34% |
| Next quarter · Jan 31, 2027 | $0.43 (16) | $0.24 – $0.99 | -29% | -8.7% | ▲2 ▼2 | $3.4B | +32% |
| Current year · Jul 31, 2027 | $4.19 (53) | $4.15 – $4.57 | +9% | +1.7% | ▲36 ▼10 | $14.2B | +23% |
| Next year · Jul 31, 2028 | $2.21 (18) | $1.32 – $3.03 | +40% | -3.3% | ▲6 ▼5 | $16.2B | +14% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.