Palo Alto Networks (NASDAQ:PANW) Updates FY 2027 Earnings Guidance

Posted by Francis Steltz on Sep 1st, 2026

Palo Alto Networks (NASDAQ:PANW – Get Free Report) issued an update on its FY 2027 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.160-4.190 for the period, compared to the consensus estimate of 2.010. The company issued revenue guidance of $14.1 billion-$14.2 billion, compared to the consensus revenue estimate of $13.8 billion. Palo Alto Networks also updated its Q1 2027 guidance to 0.960-0.980 EPS.

Palo Alto Networks Price Performance

Shares of NASDAQ:PANW traded down $20.04 on Tuesday, hitting $362.09. The company had a trading volume of 8,363,757 shares, compared to its average volume of 8,557,258. Palo Alto Networks has a 52-week low of $139.57 and a 52-week high of $398.88. The business has a 50 day moving average of $346.54 and a 200 day moving average of $250.56. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $295.10 billion, a PE ratio of 296.80, a PEG ratio of 11.74 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Tuesday, September 1st. The network technology company reported $0.53 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.98 by ($0.45). Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.Palo Alto Networks has set its FY 2027 guidance at 4.160-4.190 EPS and its Q1 2027 guidance at 0.960-0.980 EPS. As a group, equities analysts anticipate that Palo Alto Networks will post 2.01 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on PANW shares. Wolfe Research reissued an “outperform” rating and issued a $320.00 price target on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft boosted their price objective on Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. Loop Capital increased their price target on Palo Alto Networks from $160.00 to $290.00 and gave the stock a “hold” rating in a report on Wednesday, June 3rd. Argus set a $425.00 price objective on shares of Palo Alto Networks in a report on Tuesday, July 21st. Finally, Needham & Company LLC boosted their price objective on shares of Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a research note on Tuesday, July 7th. One research analyst has rated the stock with a Strong Buy rating, forty have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $370.87.

Get Our Latest Report on Palo Alto Networks

Insider Transactions at Palo Alto Networks

In other news, Director Helle Thorning-Schmidt sold 700 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the sale, the director owned 5,898 shares in the company, valued at $2,045,721.30. The trade was a 10.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Josh D. Paul sold 900 shares of the company’s stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $353.77, for a total value of $318,393.00. Following the transaction, the chief accounting officer directly owned 73,354 shares in the company, valued at $25,950,444.58. The trade was a 1.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 37,735 shares of company stock valued at $10,814,266. Company insiders own 1.40% of the company’s stock.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

Positive Sentiment: Jefferies expects Palo Alto Networks to exceed consensus forecasts for remaining performance obligations, annual recurring revenue and total revenue, with product growth potentially reaching 18% year over year. Palo Alto Networks set to beat fiscal Q4 metrics, guide above consensus
Positive Sentiment: Scotiabank raised its price target to $430 from $320 and maintained a “sector outperform” rating, implying continued upside based on its outlook for the cybersecurity provider.
Positive Sentiment: Longer term, rising cyber threats and increasing adoption of artificial intelligence support demand for Palo Alto Networks’ AI-enabled security platforms. Top AI-Powered Security Stocks Worth Buying Amid Rising Cyber Threats
Neutral Sentiment: PANW has climbed about 30% since its prior quarterly results, substantially outperforming the broader software sector. That momentum reflects optimism but also sets a high bar for the upcoming report. Big Software Names Bounced Back in August
Negative Sentiment: A broad software-stock selloff is pressuring Palo Alto Networks despite favorable company-specific developments, suggesting investors are focusing on high valuation multiples and macroeconomic risks rather than fundamentals. CrowdStrike Falls Despite Optiv Milestone, Palo Alto Drops
Negative Sentiment: Investors are also contending with higher oil prices, inflation concerns and rising Treasury yields, all of which can weigh on growth-stock valuations. The company’s results and guidance after the close may therefore determine whether the recent rally can continue. Market Open: Inflation and Treasury Yields

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock worth $1,230,000 after acquiring an additional 4,031 shares in the last quarter. Bison Wealth LLC increased its holdings in Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock worth $948,000 after buying an additional 3,275 shares in the last quarter. Sivia Capital Partners LLC raised its position in Palo Alto Networks by 66.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,484 shares of the network technology company’s stock worth $713,000 after buying an additional 1,389 shares during the last quarter. Osterweis Capital Management Inc. raised its position in Palo Alto Networks by 11,100.0% in the 2nd quarter. Osterweis Capital Management Inc. now owns 560 shares of the network technology company’s stock worth $115,000 after buying an additional 555 shares during the last quarter. Finally, Main Street Financial Solutions LLC lifted its stake in Palo Alto Networks by 6.0% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,398 shares of the network technology company’s stock valued at $900,000 after acquiring an additional 249 shares during the period. 79.82% of the stock is owned by institutional investors.

About Palo Alto Networks

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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.