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PANW Earnings Signal (2025-05-18)

PANW Earnings Signal (2025-05-18)

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Henry Zhang
May 18, 2025
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PANW Earnings Signal (2025-05-18)
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PANW Earnings Analysis Summary (2025-05-18)

1. Model Summaries

Grok/xAI Report

Historical move: ≈7.2% average post-earnings, 6/8 positive surprises. Setup: Bullish pre-earnings trend, high IV, put/call ratio slightly bearish. Market: Sector peers strong, VIX normal, positive news flow. Conclusion: Moderately Bullish → Buy 195 call (5.80–6.85 ask) exp 5/23.

Claude/Anthropic Report

Historical: Consistent beats, moderate post-earnings volatility. Setup: Above 50/200 MA, overbought RSI, elevated IV, balanced put/call. Market: Cybersecurity peers up, VIX falling, strong analyst targets. Conclusion: Moderately Bullish → Buy 205 call at $3.35 exp 5/23.

Llama/Meta Report

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