Stocks / Technology Hardware
PANWTechnology Hardware
Palo Alto Networks, Inc.
$373.971d -0.9%5d +10.8%settled close · 2026-09-17
Mkt cap $132B (4/10)β 1.3652w $142–396Shares 816.0MInd. Computer Peripheral Equipment, NecNasdaq since 2012Emp. 17,027HQ Santa Clara, CApaloaltonetworks.com
The tape, with the calls on it
Who said what, and what PANW did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about PANW
4 longlatest 2026-09-01
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-01 | Peter LevineManaging Director & Senior Equity Analyst, Evercore ISI | Bullish | We Study Billionaires | Palo Alto's full security stack positions it as the consolidation winner as AI-driven network traffic growth… |
| 2026-08-11 | George Blue Cloud TradingHost, Blue Cloud Trading | Bullish | CNBC Halftime Final Trades | Palo Alto Networks broke out of a consolidation box formed the prior week on the daily chart with rising ADX… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Palo Alto Networks was unfairly sold off on unverifiable Anthropic cybersecurity claims — a pattern Cramer… |
| 2026-05-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Palo Alto's platform consolidation is gaining traction with 1,550 customers spending 19% more YoY and… |
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talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 17 Nov 2026
Confirmed date · consensus EPS 0.99. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 1 Sep 2026 | after the close | 1.02 vs 1.00 | -7.0% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where PANW’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 9 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-09-02 | ||||||
| 2026-09-01 | ||||||
| 2026-08-27 | ||||||
| 2026-06-03 | ||||||
| 2026-06-02 | ||||||
| 2026-05-14 | ||||||
| 2026-05-07 | ||||||
| 2026-04-10 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PANW is in this morning’s Brief.
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