We just received data on a new analyst forecast for $PANW. JMP Securities gave a rating of 'Market Outperform' for $PANW.
$PANW Analyst Ratings
Wall Street analysts have issued reports on $PANW in the last several months. We have seen 22 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JMP Securities issued a "Market Outperform" rating on 10/27/2025
- Oppenheimer issued a "Outperform" rating on 10/17/2025
- BTIG issued a "Buy" rating on 10/13/2025
- Tigress Financial issued a "Buy" rating on 09/26/2025
- Wedbush issued a "Outperform" rating on 09/15/2025
- Needham issued a "Buy" rating on 09/03/2025
- Morgan Stanley issued a "Overweight" rating on 09/02/2025
To track analyst ratings and price targets for $PANW, check out Quiver Quantitative's $PANW forecast page.
$PANW Price Targets
Multiple analysts have issued price targets for $PANW recently. We have seen 28 analysts offer price targets for $PANW in the last 6 months, with a median target of $222.0.
Here are some recent targets:
- Trevor Walsh from JMP Securities set a target price of $250.0 on 10/27/2025
- Ittai Kidron from Oppenheimer set a target price of $245.0 on 10/17/2025
- Gray Powell from BTIG set a target price of $248.0 on 10/13/2025
- Ivan Feinseth from Tigress Financial set a target price of $245.0 on 09/26/2025
- Daniel Ives from Wedbush set a target price of $225.0 on 09/15/2025
- Mike Cikos from Needham set a target price of $230.0 on 09/03/2025
- Hamza Fodderwala from Morgan Stanley set a target price of $216.0 on 09/02/2025
$PANW Congressional Stock Trading
Members of Congress have traded $PANW stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- SENATOR JOHN W. HICKENLOOPER purchased up to $250,000 on 09/02.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 08/19.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/10 and 2 sales worth up to $30,000 on 07/16, 06/09.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$PANW Insider Trading Activity
$PANW insiders have traded $PANW stock on the open market 75 times in the past 6 months. Of those trades, 0 have been purchases and 75 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 28 sales selling 724,644 shares for an estimated $140,083,882.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 20 sales selling 300,000 shares for an estimated $55,926,903.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 11 sales selling 10,000 shares for an estimated $2,030,185.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 4 sales selling 2,687 shares for an estimated $500,197.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 4 sales selling 2,500 shares for an estimated $487,744.
- APARNA BAWA sold 526 shares for an estimated $99,940
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$PANW Hedge Fund Activity
We have seen 1,305 institutional investors add shares of $PANW stock to their portfolio, and 875 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 3,092,454 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $629,685,483
- NORGES BANK removed 2,032,182 shares (-38.1%) from their portfolio in Q2 2025, for an estimated $415,865,724
- NUVEEN, LLC added 1,981,341 shares (+41.7%) to their portfolio in Q2 2025, for an estimated $405,461,622
- MORGAN STANLEY added 1,875,083 shares (+6.5%) to their portfolio in Q2 2025, for an estimated $383,716,985
- CITIGROUP INC removed 1,817,823 shares (-40.0%) from their portfolio in Q2 2025, for an estimated $371,999,298
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 1,657,434 shares (-96.6%) from their portfolio in Q2 2025, for an estimated $339,177,293
- GOLDMAN SACHS GROUP INC removed 1,534,974 shares (-21.2%) from their portfolio in Q2 2025, for an estimated $314,117,079
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.
