PANW Palo Alto Networks, Inc.

PANW Palo Alto Networks, Inc.

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry the lane's strongest structure (-2.7% from its 52-week high, +83% on the year); first pullback that holds the 20-day ($327.50) after this +10% week — not entered
Basis Open desk call ·Logged decision ·Entry target
Updated

Market read

Scan convergence 5 scans as of 2026-10-16 5 neutral converging

POC $170.07 · VWAP $235.53 · +45.2% vs 12m avg buyer

pullback vol: expandingchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster CFO, Director + 2 others sold $19.9M, Sep 16–28

Coverage

PANW Price Structure

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Peers

Every watchlist PANW belongs to, members best 30-day change first — PANW highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cybersec
@cloud-etf-holdings
@nvidia-open-agent-ecosystem
@tech-insider-buys
@insider-universe
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MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target +25.1% complete

Desk commentary

Authored analysis and challenge notes tied to PANW.

1

Next earnings PANW reports in 33 days Nov 19

Last report Sep 1

Palo Alto Networks reported fiscal fourth-quarter 2026 results: revenue of **$3.41 billion, up 34.5% year over year** and above a $3.35 billion consensus, with **adjusted (non-GAAP) EPS of $1.02** beating estimates, per Yahoo Finance, Benzinga, and CNBC's coverage of the print.

full note →

Against street estimates

How PANW's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Sep 1 · projection Oct 16

Result
Sep 1 0.981.02+4.3%Beat
Jun 2 0.800.85 GAAP ≠ +6.6%Beat
Feb 17 0.941.03 GAAP ≠ +9.9%Beat
Nov 19 '25 0.890.93 GAAP ≠ +4.4%Beat
Aug 18 '25 0.890.95+7.3%Beat
May 20 '25 0.770.80 GAAP ≠ +3.6%Beat
Feb 13 '25 0.780.81 GAAP ≠ +3.9%Beat
Nov 20 '24 0.740.78 GAAP ≠ +5.8%Beat

Recent news

Headlines about PANW from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 17

Types
Sep 1 Catalyst PANW earnings
Aug 18 Catalyst PANW earnings
Jun 2 Catalyst PANW earnings
May 29 Scan AI Scan
May 20 Catalyst PANW earnings
Feb 11 Article Daily Actions