LoadingLoadingLoadingNet selling: insiders sold $20.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $3K to $45K in total in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsEach bar is 100% of that source’s money. The notch marks an even split.
Lean is the direction of the latest moves. Descriptive, not advice.
Buys/Adds (2)
Susquehanna
$177.6M
added
Millennium
$103.7M
added
Sells/Trims (1)
Tremblant Capital
$80.9M
sold
Sells (1)
No tracked top-trader positions in PANW as of Oct 21, 19:23 UTC.
Hyperliquid positioning - not every stock is covered
Last report
Sep 1, 2026
Financial period
Q4 FY2026
Earnings per share
$0.98 expected
Revenue
$3.35B expected
Q1 FY2027 guidance
$3.30B to $3.31B
$3.22B expected+2.5%at the midpoint
Estimates as of Oct 21, 2026
EPS expected
$0.95 to $1.01
Revenue expected
45 analysts
Last 30 days
Analysts raising estimates
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / income | Surprise |
|---|---|---|---|---|---|
| Jul 31, 2026 | Sep 1, 2026 | $1.02 / $0.98Yahoo Finance | +4.35% beat | $3.41B $3.35B expected | +1.73% beat |
| Apr 30, 2026 | Jun 2, 2026 | $0.85 / $0.80Yahoo Finance | +6.62% beat | $3.00B No estimate | Unavailable |
| Jan 31, 2026 | Feb 17, 2026 | $1.03 / $0.94Yahoo Finance | +9.88% beat | $2.59B No estimate | Unavailable |
| Oct 31, 2025 | Nov 19, 2025 | $0.93 / $0.89Yahoo Finance | +4.36% beat | $2.47B No estimate | Unavailable |
| Jul 31, 2025 | Aug 18, 2025 | $0.42 / $0.50Alpha Vantage | -16.00% miss | $2.54B No estimate | Unavailable |
| Apr 30, 2025 | May 20, 2025 | $0.80 / $0.77Alpha Vantage | +3.90% beat | $2.29B No estimate | Unavailable |
| Jan 31, 2025 | Feb 13, 2025 | $0.81 / $0.78Alpha Vantage | +3.85% beat | $2.26B No estimate | Unavailable |
| Oct 31, 2024 | Nov 20, 2024 | $0.78 / $0.74Alpha Vantage | +5.41% beat | $2.14B No estimate | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue and income use company releases, SEC filings, Alpha Vantage or Yahoo Finance. Non-USD revenue carries its currency code. Comparisons require a paired release estimate.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.47B | $2.59B | $3.00B | $3.41B |
| Cost of what it sold | $638.0M | $685.0M | $974.0M | $1.11B |
| Gross profit | $1.84B | $1.91B | $2.03B | $2.30B |
| What it spent | ||||
| Research and development | $528.0M | $511.0M | $734.0M | $779.0M |
| Sales and admin | $179.0M | $178.0M | $316.0M | $226.0M |
| Other operating costs | $820.0M | $823.0M | $1.16B | $1.13B |
| Total operating expenses | $1.53B | $1.51B | $2.21B | $2.13B |
| What was left | ||||
| Operating profit | $309.0M | $400.0M | -$183.0M | $169.0M |
| Interest on debt | $0 | $0 | $0 | $0 |
| Profit before tax | $412.0M | $549.0M | -$156.0M | -$269.0M |
| Tax | $78.0M | $117.0M | $21.0M | $13.0M |
| Net profit | $334.0M | $432.0M | -$177.0M | -$282.0M |
| EBITDA | $501.0M | $775.0M | $327.0M | -$1.07B |
This stock is under pressure.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage leans bullish
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BearishOct 21
