PANW

PANW Earnings Preview

Palo Alto Networks, Inc. · Technology · $147B

14d until earnings

PANW Earnings

Wednesday, May 20 2026
EPS Estimate
$0.80
$0.78 – $0.95
Revenue Estimate
$2.9B
Current Price
$184.56

Our Position

bullish · high

Palo Alto Networks gains exclusive AI security access

structured data est. revisions stable

Early access to advanced AI security tools helps PANW strengthen its cybersecurity platform amid rising AI-related threats, supporting sustained growth and competitive positioning.

Watch: Watch PANW's next earnings for AI adoption impact on revenue and margin expansion.

Data Signal Summary

1 bullish
1 bearish
Insider selling cluster Put/call 0.6 (bullish skew)

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
mixed
From 52w High
0.0%
P/E Ratio
101.1
Est. Revisions (30d)
+0.0% 1up/40dn
Analyst Target (mean)
$206 $114–$265 +12%
Options P/C Ratio
0.61
Est. Dispersion
21% 43 analysts
Insider Cluster
strong sell (officer)
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Two Sigma

Recent Activity

insider trades 138 transactions
Sell · PAUL JOSHUA D. (Officer) ·1,100 shares ·$177,540
Sell · PAUL JOSHUA D. (Officer) ·800 shares ·$160,840
Sell · KEY JOHN PHILLIP (Director) ·1,572 shares ·$272,459
Sell · GOLECHHA DIPAK (Chief Financial Officer) ·5,000 shares ·$802,077
Buy · ARORA NIKESH (Chief Executive Officer) ·68,085 shares ·$9,999,977
133 more
Award · PAUL JOSHUA D. ·26,369 shr
Sell · GOETZ JAMES JOSEPH ·22,684 shr ·$3,729,511
Sell · PAUL JOSHUA D. ·1,700 shr ·$251,430
Award · KLARICH LEE ·70 shr
Award · ARORA NIKESH ·165 shr
Sell · KLARICH LEE ·120,768 shr ·$23,070,681
Exercise · KLARICH LEE ·92,010 shr ·$2,967,322
Sell · PAUL JOSHUA D. ·800 shr ·$147,848
Sell · JENKINS WILLIAM D JR ·904 shr ·$167,068
Sell · JENKINS WILLIAM D JR ·6,218 shr ·$1,169,423
Sell · GOLECHHA DIPAK ·5,000 shr ·$940,910
Other · KLARICH LEE ·50,000 shr
Award · GOODBURN MARK A ·4,944 shr
Award · BAWA APARNA ·2,160 shr
Award · KEY JOHN PHILLIP ·2,288 shr
Award · THORNING SCHMIDT HELLE ·1,983 shr
Award · TWOHILL LORRAINE ·2,135 shr
Award · MCCARTHY MARY PAT ·2,033 shr
Award · DONOVAN JOHN M ·2,516 shr
Sell · GOETZ JAMES JOSEPH ·25,000 shr ·$4,880,043
Award · ESCHENBACH CARL M ·1,881 shr
Sell · KLARICH LEE ·120,774 shr ·$23,177,226
Sell · PAUL JOSHUA D. ·700 shr ·$132,573
Other · GOLECHHA DIPAK ·2,500 shr
Sell · KLARICH LEE ·120,774 shr ·$26,321,980
Sell · PAUL JOSHUA D. ·700 shr ·$153,979
Award · KLARICH LEE ·468,038 shr
Award · GOLECHHA DIPAK ·280,820 shr
Award · PAUL JOSHUA D. ·31,201 shr
Award · JENKINS WILLIAM D JR ·312,025 shr
Award · ARORA NIKESH ·1,185,721 shr
Sell · KLARICH LEE ·120,774 shr ·$25,594,749
Sell · PAUL JOSHUA D. ·700 shr ·$141,512
Sell · GOLECHHA DIPAK ·5,000 shr ·$1,020,942
Sell · ARORA NIKESH ·846,408 shr ·$172,721,695
Exercise · ARORA NIKESH ·846,408 shr ·$28,002,054
Sell · KLARICH LEE ·120,774 shr ·$23,081,151
Sell · PAUL JOSHUA D. ·700 shr ·$131,334
Sell · PAUL JOSHUA D. ·700 shr ·$128,940
Award · PAUL JOSHUA D. ·14,393 shr
Sell · KLARICH LEE ·120,774 shr ·$20,722,617
Exercise · KLARICH LEE ·92,010 shr ·$2,967,322
Sell · ZUK NIR ·100,000 shr ·$17,280,450
Sell · KLARICH LEE ·120,774 shr ·$24,258,176
Sell · PAUL JOSHUA D. ·600 shr ·$122,400
Sell · ZUK NIR ·100,000 shr ·$19,866,061
Sell · GOLECHHA DIPAK ·5,000 shr ·$1,009,244
Sell · KLARICH LEE ·120,774 shr ·$23,568,096
Sell · ZUK NIR ·100,000 shr ·$19,336,477
Sell · BAWA APARNA ·526 shr ·$99,940
Sell · JENKINS WILLIAM D JR ·2,687 shr ·$500,198
Sell · KLARICH LEE ·120,774 shr ·$22,859,094
Sell · PAUL JOSHUA D. ·400 shr ·$75,564
Sell · ZUK NIR ·100,000 shr ·$18,780,392
Sell · ZUK NIR ·649,828 shr ·$107,489,823
Sell · KLARICH LEE ·120,774 shr ·$18,253,119
Sell · GOLECHHA DIPAK ·5,000 shr ·$750,000
Sell · ARORA NIKESH ·788,396 shr ·$133,328,070
Exercise · ARORA NIKESH ·788,396 shr ·$26,082,820
Sell · PAUL JOSHUA D. ·900 shr ·$151,668
Sell · PAUL JOSHUA D. ·700 shr ·$129,850
Award · THORNING SCHMIDT HELLE ·5,171 shr
Award · HAMERS RALPH ·5,171 shr
Sell · ARORA NIKESH ·69,947 shr ·$12,699,392
Exercise · ARORA NIKESH ·69,947 shr ·$2,314,085
Sell · ARORA NIKESH ·718,449 shr ·$132,772,054
Exercise · ARORA NIKESH ·718,449 shr ·$23,768,736
Sell · KLARICH LEE ·99,669 shr ·$18,793,544
Other · GOLECHHA DIPAK ·7,500 shr
Sell · JENKINS WILLIAM D JR ·2,401 shr ·$493,370
Sell · ARORA NIKESH ·788,396 shr ·$143,806,787
Sell · KLARICH LEE ·99,707 shr ·$18,191,148
Exercise · KLARICH LEE ·92,048 shr ·$2,968,548
Sell · PAUL JOSHUA D. ·700 shr ·$126,854
Sell · KLARICH LEE ·120,000 shr ·$21,564,444
Exercise · KLARICH LEE ·120,000 shr ·$3,870,000
Sell · ARORA NIKESH ·788,404 shr ·$143,093,378
Exercise · ARORA NIKESH ·788,404 shr ·$26,083,085
Sell · PAUL JOSHUA D. ·1,400 shr ·$258,300
Sell · MCCARTHY MARY PAT ·6,000 shr ·$2,400,952
Award · BAWA APARNA ·978 shr
Award · KEY JOHN PHILLIP ·1,003 shr
Award · TWOHILL LORRAINE ·927 shr
Award · MCCARTHY MARY PAT ·978 shr
Award · DONOVAN JOHN M ·1,092 shr
Award · ESCHENBACH CARL M ·889 shr
Award · GAYLE HELENE D ·915 shr
Sell · BAWA APARNA ·250 shr ·$100,004
Sell · ESCHENBACH CARL M ·9,000 shr ·$3,648,465
Sell · KLARICH LEE ·60,000 shr ·$23,364,704
Exercise · KLARICH LEE ·60,000 shr ·$3,870,198
Sell · GOLECHHA DIPAK ·2,500 shr ·$975,600
Sell · PAUL JOSHUA D. ·200 shr ·$78,048
Sell · JENKINS WILLIAM D JR ·1,305 shr ·$506,288
Sell · ZUK NIR ·168,000 shr ·$65,081,831
Exercise · ZUK NIR ·1,509,057 shr ·$97,339,156
Sell · KLARICH LEE ·60,000 shr ·$21,639,066
Sell · PAUL JOSHUA D. ·200 shr ·$71,806
Award · KLARICH LEE ·62,383 shr
Award · GOLECHHA DIPAK ·24,951 shr
Award · JENKINS WILLIAM D JR ·56,107 shr
Award · ZUK NIR ·21,832 shr
Award · ARORA NIKESH ·93,575 shr
Sell · ARORA NIKESH ·81,586 shr ·$30,022,832
Exercise · ARORA NIKESH ·81,586 shr ·$5,398,276
Sell · KLARICH LEE ·60,000 shr ·$20,388,489
Sell · ZUK NIR ·36,000 shr ·$11,969,839
Sell · KLARICH LEE ·60,000 shr ·$20,698,788
Other · KLARICH LEE ·30,000 shr
Sell · ARORA NIKESH ·66,666 shr ·$22,865,309
Exercise · ARORA NIKESH ·66,666 shr ·$4,411,069
Sell · GOLECHHA DIPAK ·2,500 shr ·$897,675
Sell · PAUL JOSHUA D. ·200 shr ·$71,814
Sell · ZUK NIR ·36,000 shr ·$12,929,956
Sell · MCCARTHY MARY PAT ·10,000 shr ·$3,484,880
Sell · KEY JOHN PHILLIP ·3,000 shr ·$1,049,040
Award · PAUL JOSHUA D. ·4,482 shr
Sell · ARORA NIKESH ·163,174 shr ·$59,943,428
Exercise · ARORA NIKESH ·163,174 shr ·$10,796,685
Sell · MCCARTHY MARY PAT ·1,000 shr ·$341,441
Sell · ARORA NIKESH ·66,166 shr ·$22,085,587
Exercise · ARORA NIKESH ·66,166 shr ·$4,377,986
Sell · ARORA NIKESH ·500 shr ·$166,529
Exercise · ARORA NIKESH ·500 shr ·$33,083
Sell · KLARICH LEE ·60,000 shr ·$17,755,945
Sell · PAUL JOSHUA D. ·200 shr ·$64,682
Sell · ZUK NIR ·36,000 shr ·$11,439,762
Sell · KLARICH LEE ·125,866 shr ·$42,164,937
Exercise · KLARICH LEE ·125,866 shr ·$8,118,772
Sell · PAUL JOSHUA D. ·200 shr ·$67,600
Sell · ZUK NIR ·36,000 shr ·$12,209,676
Sell · ARORA NIKESH ·66,668 shr ·$22,436,132
Award · BAWA APARNA ·24 shr
analyst ratings 1 rating
Wells Fargo Overweight 13h ago