Palo Alto Networks (PANW) Expected to Trade +/-8% After Tuesday Earnings

Palo Alto Networks (PANW) is scheduled to report earnings Tuesday following the close, with options pricing implying a potential +/-8% move by week's end. If the stock nears $167 on Friday, a strong result could lift it back above $180, while a weakness could take it to $153. The cybersecurity firm's shares have underperformed this year, down 9% through 2026 and 25% from October highs, as broader software weakness hit the sector. Analysts and investors will watch for insights on AI-driven security threats and demand for its offerings. The company closed its $25 billion acquisition of CyberArk Wednesday and completed its acquisition of Chronosphere in November. Visible Alpha estimates suggest Q2 revenue of $2.58B and adjusted EPS of 94 cents, up 14% YoY. Of 14 analyst ratings, 10 are buy recommendations with an average price target of $218, implying about 30% upside from Friday's close.