What is KeyCorp’s Forecast for PANW Q1 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – Research analysts at KeyCorp issued their Q1 2026 earnings estimates for shares of Palo Alto Networks in a research report issued to clients and investors on Thursday, December 19th. KeyCorp analyst E. Heath expects that the network technology company will earn $0.53 per share for the quarter. KeyCorp currently has a “Overweight” rating and a $217.50 target price 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.

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

Other analysts have also recently issued research reports about the stock. Truist Financial upped their target price on shares of Palo Alto Networks from $200.00 to $212.50 and gave the company a “buy” rating in a research report on Monday, November 18th. BTIG Research increased their price target on shares of Palo Alto Networks from $197.50 to $207.00 and gave the company a “buy” rating in a research report on Thursday, November 21st. Piper Sandler boosted their price target on shares of Palo Alto Networks from $165.00 to $192.50 and gave the company a “neutral” rating in a report on Thursday, November 21st. Westpark Capital reaffirmed a “hold” rating on shares of Palo Alto Networks in a research report on Thursday, November 21st. Finally, Morgan Stanley raised their target price on shares of Palo Alto Networks from $195.00 to $210.50 and gave the stock an “overweight” rating in a report on Friday, October 11th. Two analysts have rated the stock with a sell rating, ten have assigned a hold rating, thirty-one have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $201.40.

Palo Alto Networks Trading Up 0.7 %

Shares of PANW opened at $189.51 on Monday. The stock has a 50 day simple moving average of $191.92 and a 200-day simple moving average of $176.28. Palo Alto Networks has a 1 year low of $130.04 and a 1 year high of $207.24. The stock has a market cap of $124.36 billion, a PE ratio of 24.68, a PEG ratio of 5.75 and a beta of 1.12.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of PANW. AMG National Trust Bank raised its position in Palo Alto Networks by 3.0% during the second quarter. AMG National Trust Bank now owns 1,186 shares of the network technology company’s stock valued at $402,000 after purchasing an additional 35 shares in the last quarter. Atomi Financial Group Inc. increased its stake in shares of Palo Alto Networks by 22.1% during the second quarter. Atomi Financial Group Inc. now owns 2,684 shares of the network technology company’s stock valued at $910,000 after buying an additional 486 shares during the period. Bensler LLC lifted its position in shares of Palo Alto Networks by 14.7% in the 2nd quarter. Bensler LLC now owns 19,458 shares of the network technology company’s stock worth $6,596,000 after purchasing an additional 2,488 shares during the period. Harbour Investments Inc. grew its holdings in shares of Palo Alto Networks by 8.6% during the 2nd quarter. Harbour Investments Inc. now owns 1,956 shares of the network technology company’s stock worth $663,000 after acquiring an additional 155 shares during the period. Finally, Worth Financial Advisory Group LLC purchased a new position in Palo Alto Networks during the second quarter valued at $579,000. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, CEO Nikesh Arora sold 163,172 shares of the company’s stock in a transaction that occurred 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 directly owns 1,237,430 shares in the company, valued at approximately $227,680,932.85. This represents a 11.65 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Nir Zuk sold 72,000 shares of the firm’s stock in a transaction on Tuesday, October 1st. The stock was sold at an average price of $166.25, for a total value of $11,970,000.00. Following the completion of the transaction, 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 ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 571,172 shares of company stock valued at $107,074,352 in the last three months. 2.50% of the stock is currently owned by insiders.

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.