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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)

Below is a synthesis of the five model reports, followed by areas of agreement/disagreement, a clear conclusion, and a single‐leg earnings option trade recommendation.

1. Model Summaries

Grok/xAI

Historical move ~ ±7.7%, slight bullish bias (6/12 beats) Strong pre-earnings technicals; elevated IV implies >35% crush risk Moderately Bullish; favors $195 call @ $6.85 exp 5/23 Confidence: 85%

Claude/Anthropic

Bullish technical posture (above MAs), RSI overbought Sector/peer strength; VIX falling Moderately Bullish; recommends speculative $220 call @ $0.94 exp 5/23 Confidence: 77%

Llama/Meta

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