What is KeyCorp’s Forecast for PANW Q1 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – Analysts at KeyCorp issued their Q1 2026 EPS estimates for shares of Palo Alto Networks in a research report issued on Thursday, December 19th. KeyCorp analyst E. Heath forecasts that the network technology company will post earnings per share of $0.53 for the quarter. KeyCorp has a “Overweight” rating and a $217.50 price target on the stock. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. KeyCorp also issued estimates for Palo Alto Networks’ Q2 2026 earnings at $0.54 EPS, Q3 2026 earnings at $0.47 EPS and Q4 2026 earnings at $0.62 EPS.

PANW has been the topic of several other research reports. Bank of America raised their price target on Palo Alto Networks from $200.00 to $215.00 and gave the company a “neutral” rating in a research note on Thursday, November 21st. Evercore ISI raised their target price on shares of Palo Alto Networks from $197.50 to $227.50 and gave the company an “outperform” rating in a research report on Monday, November 18th. Needham & Company LLC upped their price target on shares of Palo Alto Networks from $192.50 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, November 21st. Northland Securities reissued a “market perform” rating and set a $185.00 price objective (up from $175.00) on shares of Palo Alto Networks in a report on Thursday, November 21st. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Palo Alto Networks from $197.50 to $207.50 and gave the stock a “buy” rating in a research note on Thursday, November 21st. Two analysts have rated the stock with a sell rating, nine have assigned a hold rating, thirty-two have given a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $201.40.

Palo Alto Networks Stock Down 1.4 %

PANW opened at $186.78 on Monday. Palo Alto Networks has a 52 week low of $130.04 and a 52 week high of $207.24. The company has a market capitalization of $122.57 billion, a P/E ratio of 24.32, a PEG ratio of 5.75 and a beta of 1.12. The stock’s fifty day moving average is $191.89 and its two-hundred day moving average is $175.79.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Wednesday, November 20th. The network technology company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.04. The business had revenue of $2.14 billion for the quarter, compared to analyst estimates of $2.12 billion. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. The company’s quarterly revenue was up 13.9% compared to the same quarter last year. During the same period last year, the company posted $0.32 earnings per share.

Insider Activity

In other Palo Alto Networks news, CEO Nikesh Arora sold 163,172 shares of Palo Alto Networks stock in a transaction on Thursday, October 10th. The shares were sold at an average price of $184.00, for a total transaction of $30,022,832.14. Following the sale, the chief executive officer now owns 1,237,430 shares of the company’s stock, valued at $227,680,932.85. The trade was a 11.65 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Nir Zuk sold 72,000 shares of the company’s stock in a transaction on Tuesday, October 1st. The stock was sold at an average price of $166.25, for a total transaction of $11,970,000.00. Following the sale, the executive vice president now directly owns 2,231,134 shares of the company’s stock, valued at $370,926,027.50. The trade was a 3.13 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 571,172 shares of company stock worth $107,074,352 over the last 90 days. 2.50% of the stock is currently owned by company insiders.

Institutional Trading of Palo Alto Networks

Several large investors have recently bought and sold shares of PANW. Tradewinds LLC. lifted its stake in Palo Alto Networks by 1.2% in the 3rd quarter. Tradewinds LLC. now owns 2,315 shares of the network technology company’s stock worth $791,000 after purchasing an additional 28 shares in the last quarter. Kathmere Capital Management LLC increased its holdings in shares of Palo Alto Networks by 3.4% in the second quarter. Kathmere Capital Management LLC now owns 920 shares of the network technology company’s stock valued at $312,000 after purchasing an additional 30 shares during the last quarter. FLC Capital Advisors lifted its position in Palo Alto Networks by 0.7% during the third quarter. FLC Capital Advisors now owns 4,035 shares of the network technology company’s stock worth $1,379,000 after buying an additional 30 shares in the last quarter. Cromwell Holdings LLC boosted its stake in Palo Alto Networks by 3.0% during the third quarter. Cromwell Holdings LLC now owns 1,044 shares of the network technology company’s stock worth $357,000 after buying an additional 30 shares during the last quarter. Finally, Rosenberg Matthew Hamilton increased its stake in shares of Palo Alto Networks by 9.4% in the 3rd quarter. Rosenberg Matthew Hamilton now owns 348 shares of the network technology company’s stock worth $119,000 after acquiring an additional 30 shares during the last quarter. Hedge funds and other institutional investors own 79.82% of the company’s stock.

About Palo Alto Networks

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.