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Palo Alto Networks (PANW) Forecast: AI Cybersecurity Growth Drives Bullish Momentum

By
Lucas Downey
Updated: Aug 21, 2026, 14:52 GMT+00:00

$352.58

+0.86%

Key Points:

  • Palo Alto Networks shares are up 90% in 2026 as institutional buying returns ahead of the company’s Sept. 1 earnings report.
  • Fiscal Q3 revenue rose 31% to $3 billion, while next-generation security ARR jumped 60% and full-year revenue guidance reached $11.425 billion.
  • Seven Big Money outlier inflow signals in the last year coincided with a 91% share-price gain, reinforcing the bullish institutional-demand case.
Palo Alto Networks (PANW) Forecast: AI Cybersecurity Growth Drives Bullish Momentum
In this article:

Cybersecurity company Palo Alto Networks, Inc. (PANW) rises 3,913% since first institutional outlier inflow signal in 2013.

PANW is an AI-first cybersecurity company offering network security solutions to enterprises, service providers, and governments. PANW’s third-quarter 2026 report showed $3 billion in revenue (a 31% year-over-year rise), $8.13 billion in next generation security annual recurring revenue (a 60% jump), non-GAAP per-share earnings of $0.85, and raised full-year revenue guidance to a high end of $11.425 billion and up to $3.79 in non-GAAP diluted EPS. The company reports again on Sept. 1.

No wonder PANW shares are up 90% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Palo Alto Boosted by Institutions

Institutional volumes reveal plenty. In the last year, PANW has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in PANW shares. They reflect our proprietary inflow signal, pushing the stock higher:

Palo Alto Networks (PANW) one-year chart shows renewed institutional inflows as shares rise 90% in 2026. Source: MoneyFlows.

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Palo Alto.

Palo Alto Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, PANW has had strong sales and earnings growth:

  • 3-year sales growth rate (+18.9%)
  • 3-year EPS growth rate (+199.6%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +8.8%.

Now it makes sense why the stock has been generating Big Money interest. PANW has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

Institutions Remain Buyers

Palo Alto has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s had seven Big Money outlier inflow signals in the last year, gaining 91% in that time. The blue bars below shows when PANW was a top pick…institutions remain buyers:

PANW outlier inflow chart highlights seven institutional buying signals over the past year as shares gain 91%. Source: MoneyFlows.

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Palo Alto Price Prediction

The PANW action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in PANW at the time of publication.

If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

About the Author

Lucas Downeycontributor

Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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