Here’s How Much Palo Alto Networks Stock Is Expected to Move After Earnings

Here’s How Much Palo Alto Networks Stock Is Expected to Move After Earnings

Fri, August 28, 2026 at 9:01 PM GMT+3 2 min read

• PANW -2.94%

Key Takeaways

• Palo Alto Networks is set to report earnings Tuesday afternoon, with the cybersecurity stock seen potentially rising to a fresh record following the results.

• The company is projected to report a more than 30% jump in revenue from a year earlier.

Palo Alto Networks is scheduled to report earnings after the closing bell Tuesday, with the cybersecurity stock seen potentially climbing to a fresh high in the days that follow.

Current options pricing suggests traders expect Palo Alto Networks (PANW) shares could swing up to 8.5% in either direction by the end of the week following the results. A move of that size from Friday afternoon's level around $370 could see the shares rally as high as $402, topping a record set earlier this month, or drag them below $339.

Palo Alto Networks shares have roughly doubled in value since the start of the year, as worries about AI disrupting the cybersecurity software space have eased. Palo Alto Networks shares hit a record high earlier this month, as a series of AI-related hacks added fuel to expectations that developments in AI would drive spending on cybersecurity.

Why This Matters to Investors

A solid report from Palo Alto Networks could further improve sentiment around the cybersecurity sector.

Earlier this month, UBS analysts lifted their price target for the stock to $390 from $300, but warned Palo Alto Networks could face a more challenging setup to impress after the stock's big rally over the last several months. Expectations are also running high after stronger-than-anticipated earnings from rival CrowdStrike (CRWD).

Palo Alto Networks is projected to report fiscal fourth-quarter revenue of $3.35 billion, a more than 30% rise year-over-year, with adjusted earnings of 98 cents per share, up 3 cents from the same time last year, per Visible Alpha estimates.

Analysts are mostly bullish on Palo Alto Networks, with nine of the 12 analysts tracked by Visible Alpha holding "buy" recommendations, compared to three neutral ratings. Their mean target of $374 would suggest just a 1% rise from the stock's recent level, however, after its torrid rally.

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