Analyst Upgrades Spark Buzz: Recent chatter on X about Palo Alto Networks (PANW) has been fueled by multiple analyst upgrades, with price targets raised significantly. Many are pointing to the company’s dominant role in cybersecurity as a key driver. The excitement is palpable ahead of upcoming earnings reports.
AI Innovations Draw Attention: Another focal point on X is Palo Alto Networks’ push into AI-driven security solutions. Discussions highlight optimism about how these innovations could solidify their market position. Some are calling it a game-changer for future growth.
Concerns Over Vulnerabilities: Despite the positivity, there’s also talk about recent cybersecurity vulnerabilities in PANW’s software, particularly in firewall features. A few voices on X express worry over potential risks to enterprise clients. The issue remains a minor but notable concern.
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 67 times in the past 6 months. Of those trades, 0 have been purchases and 67 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 $143,546,768.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 17 sales selling 200,000 shares for an estimated $37,146,511.
- 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 4 sales selling 2,800 shares for an estimated $566,159.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palo Alto Networks Congressional Stock Trading
Members of Congress have traded $PANW stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 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 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palo Alto Networks Hedge Fund Activity
We have seen 1,472 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 864 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
- Rosenblatt issued a "Buy" rating on 11/20/2025
- Cantor Fitzgerald issued a "Overweight" rating on 11/20/2025
- Wedbush issued a "Outperform" rating on 11/20/2025
- DA Davidson issued a "Buy" 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:
- 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
- Roger Boyd from UBS set a target price of $220.0 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
- Gray Powell from BTIG set a target price of $248.0 on 11/20/2025
- Mike Cikos from Needham set a target price of $230.0 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.
