PANW Earnings Signal (2025-05-20)

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PANW Earnings Analysis Summary (2025-05-20)

# 1. Model Summaries

**Grok/xAI** - Average post-earnings move ~7.15%, mixed bias but slightly bullish. - Elevated IV skew into earnings, heavy OI at $200/$190 strikes. - Recommends moderately bullish play: buy $197.50 call at $5.80 (exp 5/23).

**Claude/Anthropic** - ATM straddle implies ~7.1% move. - Balanced skew, strong technicals, positive AI narrative. - Recommends buy $210 call at $2.07 (exp 5/23) with 65% confidence.

**Llama/Meta** - Historical 5–7% moves, slight bullish skew. - Calls at $200 strike look attractive (ask $4.85). - Moderate risk management: 2% size, stop-loss $3.50, target $7.00.

**Gemini/Google** - Implied ~7.01% move vs. 9.1% analyst upside to $212 target. - Governance risks (9/10 overall) but strong AI thesis. - Recommends $210 call @ $2.07 (exp 5/23), 65% confidence, 1:1 R/R.