- Prev close
- $313.84
- Day range
- $312.70 – $331.90
- From 52-wk high
- -27.4%
- Next earnings
- in 11 days
PANW fell -9.6% in a session where the S&P 500 rose 1.7% and the Nasdaq 100 rose 1.0%, so the move reads as stock-specific rather than market-driven; with EPS at -68.0% YoY and a forward P/E of 84.5, the setup looks worth a closer look.
PANW
PALO ALTO NETWORKS INC
As of Nov 5, 2026
38/100
Deserves your attentionHealth ScoreMove driver
The primary driver looks stock-specific: PANW closed at -9.6% while the S&P 500 rose 9.6% and the Nasdaq 100 rose 9.6%. There is no same-sector peer move listed for this session, but the gap versus the broad market is large enough that indices do not explain it. The intraday path also showed weakness from the open — it started at $337.55, traded to $339, then finished at $314.67 after a low of $312.12 — which points to persistent selling rather than a broad risk-on or risk-off tape.
Volatility check
This looks more than ordinary volatility because the stock’s fundamentals are mixed: revenue is still growing at +24.5% YoY TTM and +34.5% YoY in the latest quarter, but EPS is -68.0% YoY TTM. Margins are decent but not dominant, with gross margin at +70.4%, operating margin at +6.0%, and net margin at +2.7%. Valuation is also demanding, with PE 928.2 and forward PE 84.5; PEG is 47.87, but it is not meaningful here because EPS growth is negative. Beta is 0.99, so the stock is not structurally more volatile than the market, which makes a -9.6% move feel more event-driven than routine. The combination says growth is still there, but the market is paying a lot for it and has little margin for disappointment.
Earnings preview
The next earnings date is not available this period, so I cannot anchor the preview to a confirmed print. The facts also do not provide analyst consensus revenue or EPS estimates, so there is no quoted Street consensus to cite here. What the market is likely focused on, based on the current fact pattern, is whether the +34.5% YoY latest-quarter revenue growth can be sustained, whether operating margin stays near +6.0%, and whether the -68.0% YoY EPS trend starts to stabilize rather than worsen. Prior print reaction history is not included in the facts, so I cannot characterize the stock’s historical post-earnings behavior for this report.
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