PANW Palo Alto Networks, Inc.
PANW Palo Alto Networks, Inc.
Technology · Software - Infrastructure
Desk view
Market read
Scan convergence 5 scans as of 2026-10-23 1 bull 4 neutral converging
POC $170.07 · VWAP $237.53 · +60.2% vs 12m avg buyer
Insiders selling 0 buy / 1 sell · Form 4, 90d $10.8M sold last open-market sell Golechha Dipak
Cluster CFO, Director + 2 others sold $19.9M, Sep 16–28
Coverage
2 related campaigns
PANW Price Structure
Loading timeframes…
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
@ai-scan
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.
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. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.
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 23
- Why PANW Stock Moved Today | Palo Alto Networks, Inc. | BestStocks
- Palo Alto Networks (PANW) Stock Price & Overview
- Palo Alto Networks | PANW - Stock Price | Live Quote | Historical Chart
- Palo Alto Stock Wavers On Fiscal Q4 Earnings Beat, 2027 Outlook | Investor's Business Daily
- Palo Alto Networks (PANW) Q4 2026 earnings
“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.
PANW research tape
259 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.
Desk commentary
Authored analysis and challenge notes tied to PANW.
Cybersec entry conditions: the rotation-IN lane gets its written triggers