AI Threats Report: Recent online discussions have spotlighted Palo Alto Networks after a new report revealed that 99% of organizations faced attacks on AI systems in 2025. Many users are highlighting the urgency of advanced cybersecurity measures as AI-driven cloud vulnerabilities grow. The conversation reflects a heightened awareness of emerging digital risks.
Market Positioning: There’s also chatter about the company’s competitive stance in the cybersecurity sector, especially with its strong revenue growth and pending acquisitions. Some argue the stock’s high price-to-earnings ratio raises concerns, while others see it as justified by AI-driven demand. This split in opinions keeps the dialogue lively and dynamic.
Note: This discussion summary was generated from an AI condensation of post data.
Palo Alto Networks Insider Trading Activity
Palo Alto Networks insiders have traded $PANW stock on the open market 76 times in the past 6 months. Of those trades, 0 have been purchases and 76 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 31 sales selling 724,644 shares for an estimated $143,155,898.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 17 sales selling 200,000 shares for an estimated $37,146,511.
- 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 11 sales selling 10,000 shares for an estimated $2,030,185.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 5 sales selling 3,500 shares for an estimated $698,732.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palo Alto Networks Revenue
Palo Alto Networks 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.
Palo Alto Networks Congressional Stock Trading
Members of Congress have traded $PANW stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/10 and 1 sale worth up to $15,000 on 07/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palo Alto Networks Hedge Fund Activity
We have seen 1,476 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 865 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.
Palo Alto Networks Analyst Ratings
Wall Street analysts have issued reports on $PANW in the last several months. We have seen 24 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- HSBC issued a "Reduce" rating on 11/21/2025
- Goldman Sachs issued a "Buy" rating on 11/21/2025
- Bernstein issued a "Outperform" rating on 11/20/2025
- Needham issued a "Buy" rating on 11/20/2025
- DA Davidson issued a "Buy" rating on 11/20/2025
- Wedbush issued a "Outperform" rating on 11/20/2025
- BTIG issued a "Buy" rating on 11/20/2025
To track analyst ratings and price targets for Palo Alto Networks, check out Quiver Quantitative's $PANW forecast page.
Palo Alto Networks 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 $230.0.
Here are some recent targets:
- Stephen Bersey from HSBC set a target price of $157.0 on 11/21/2025
- Gabriela Borges from Goldman Sachs set a target price of $240.0 on 11/21/2025
- Roger Boyd from UBS set a target price of $220.0 on 11/20/2025
- Rob Owens from Piper Sandler set a target price of $230.0 on 11/20/2025
- Ittai Kidron from Oppenheimer set a target price of $245.0 on 11/20/2025
- Catharine Trebnick from Rosenblatt set a target price of $250.0 on 11/20/2025
- Rudy Kessinger from DA Davidson set a target price of $240.0 on 11/20/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
