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Palo Alto Networks Set for Tuesday Earnings as Options Price 8% Swing

Investors are watching the impact of the CyberArk plus Chronosphere deals on guidance.

Overview

  • Palo Alto Networks reports fiscal Q2 results after the closing bell on Tuesday, Feb. 17, 2026.
  • Consensus expectations call for adjusted EPS of $0.94 and revenue of $2.58 billion, reflecting about 14% year-over-year growth.
  • Options pricing implies the stock could move roughly 8% in either direction by week’s end following the release.
  • The company said it completed its $25 billion CyberArk acquisition this week and previously closed the Chronosphere purchase before quarter end.
  • Analysts tracked by Visible Alpha skew positive with 10 of 14 rating the stock a Buy and an average price target of $218, while DA Davidson trimmed its target to $210 but kept a Buy; shares are down about 9% year to date and roughly 25% below October’s peak.