We just received data on a new analyst forecast for $PANW. Mike Cikos from Needham set a price target of 230.0 for PANW.
To track analyst ratings and price targets for $PANW, check out Quiver Quantitative's $PANW forecast page.
Should you buy $PANW?
Some analysts are better than others. To view the past performance of Needham, check out Quiver’s Analyst Ratings dashboard. You can also see Quiver’s Analyst Buys Strategy, which uses a proprietary method to track the companies being recommended by the top Wall Street analysts.
$PANW Price Targets
Multiple analysts have issued price targets for $PANW recently. We have seen 29 analysts offer price targets for $PANW in the last 6 months, with a median target of $232.0.
Here are some recent targets:
- Mike Cikos from Needham set a target price of $230.0 on 01/28/2026
- Roger Boyd from UBS set a target price of $215.0 on 01/13/2026
- Rob Owens from Piper Sandler set a target price of $265.0 on 01/05/2026
- Hamza Fodderwala from Morgan Stanley set a target price of $245.0 on 12/18/2025
- Brian Essex from JP Morgan set a target price of $235.0 on 12/17/2025
- Gabriela Borges from Goldman Sachs set a target price of $240.0 on 11/21/2025
- Stephen Bersey from HSBC set a target price of $157.0 on 11/21/2025
$PANW Insider Trading Activity
$PANW insiders have traded $PANW stock on the open market 64 times in the past 6 months. Of those trades, 0 have been purchases and 64 have been sales.
Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:
- NIKESH ARORA (Chief Executive Officer) has made 0 purchases and 7 sales selling 846,408 shares for an estimated $172,721,695.
- LEE KLARICH (EVP Chief Product & Tech Ofcr) has made 0 purchases and 33 sales selling 724,638 shares for an estimated $141,968,402.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 8 sales selling 100,000 shares for an estimated $17,280,449.
- JAMES J GOETZ has made 0 purchases and 5 sales selling 25,000 shares for an estimated $4,880,042.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 6 sales selling 10,000 shares for an estimated $1,961,852.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 2 sales selling 6,218 shares for an estimated $1,169,423.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 3 sales selling 2,100 shares for an estimated $415,492.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$PANW Revenue
$PANW had revenues of $2.5B in Q1 2026. This is an increase of 15.66% from the same period in the prior year.
You can track PANW financials on Quiver Quantitative's PANW stock page.
$PANW Congressional Stock Trading
Members of Congress have traded $PANW stock 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 09/02.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 08/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$PANW Hedge Fund Activity
We have seen 1,373 institutional investors add shares of $PANW stock to their portfolio, and 885 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,423,091 shares (+59.6%) to their portfolio in Q3 2025, for an estimated $900,629,789
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,092,454 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $629,685,483
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,882,007 shares (+568.5%) to their portfolio in Q3 2025, for an estimated $586,834,265
- FMR LLC removed 2,772,474 shares (-26.7%) from their portfolio in Q3 2025, for an estimated $564,531,155
- JANE STREET GROUP, LLC added 2,608,526 shares (+169384.8%) to their portfolio in Q3 2025, for an estimated $531,148,064
- ROYAL BANK OF CANADA added 2,454,869 shares (+32.9%) to their portfolio in Q3 2025, for an estimated $499,860,425
- CITADEL ADVISORS LLC added 2,271,937 shares (+882.5%) to their portfolio in Q3 2025, for an estimated $462,611,811
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
