| Report | Options implied | Actual move | Market was |
|---|---|---|---|
| 09/10/2026 | ±5.1% | +1.0% | over-priced |
| 06/03/2026 | ±5.8% | -5.6% | over-priced |
| 02/18/2026 | ±4.1% | -6.8% | under-priced |
| 11/20/2025 | ±3.0% | -7.4% | under-priced |
| 08/29/2025 | ±2.0% | -0.3% | over-priced |
| 05/21/2025 | ±1.7% | -6.8% | under-priced |
| 02/14/2025 | ±3.2% | -0.9% | over-priced |
| 11/21/2024 | ±2.2% | +1.3% | over-priced |
| Quarter | EPS (dil.) | Revenue | Net income |
|---|---|---|---|
| Q4 FY2026 | — | $3.4B | $-282M |
| Q3 FY2026 | $-0.22 | $3.0B | $-177M |
| Q2 FY2026 | $0.61 | $2.6B | $432M |
| Q1 FY2026 | $0.47 | $2.5B | $334M |
PANW (PANW) reports in 48 days, with the next report estimated for 12/14/2026. Across the last 8 reports, options priced an average ±3.4% earnings move while the stock actually moved 3.8% on average — the market has been roughly fair on PANW's earnings risk. Fundamentals into the print: EPS up 0.0% year-over-year, revenue up 34.4%. QuantLogix's live 5-factor engine currently reads PANW as a buy at 82/100.
Implied move is derived from at-the-money option pricing; actual moves are close-to-close on report days. Next-report dates are estimates until confirmed by the company. Educational market analysis, not investment advice. Browse all signal scorecards →