CEO's bold purchase: Social media lit up over Palo Alto Networks CEO Nikesh Arora's acquisition of $10 million in shares at roughly $147 each, a clear signal of insider conviction amid a 20% year-to-date drop. This comes as integration costs from a massive acquisition weigh on sentiment, yet leadership's move has sparked optimism.
Valuation disconnect: Traders argue the stock is mispriced, trading at half the multiple of rival CrowdStrike despite GAAP profitability and dominance in platformized cybersecurity. A recent $1 billion buyback authorization adds fuel to the bullish case, with users eyeing long-term growth in a high-demand sector.
Cybersecurity tailwinds: Conversations link PANW to surging AI-driven threats, positioning it favorably against peers in an era of escalating risks. High-profile portfolios, including notable political figures, continue to hold significant stakes, underscoring sustained interest.
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 37 times in the past 6 months. Of those trades, 2 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:
- LEE KLARICH (EVP Chief Product & Tech Ofcr) has made 0 purchases and 23 sales selling 483,090 shares for an estimated $98,164,635.
- NIKESH ARORA (Chief Executive Officer) has made 2 purchases buying 68,085 shares for an estimated $9,999,976 and 0 sales.
- JAMES J GOETZ has made 0 purchases and 7 sales selling 47,684 shares for an estimated $8,609,553.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 2 sales selling 6,218 shares for an estimated $1,169,423.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) sold 5,000 shares for an estimated $940,909
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,400 shares for an estimated $286,552.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palo Alto Networks Revenue
Palo Alto Networks had revenues of $2.6B in Q2 2026. This is an increase of 14.91% 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 4 times in the past 6 months. Of those trades, 2 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 JOSH GOTTHEIMER sold up to $15,000 on 02/27.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $100,000 on 02/05.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palo Alto Networks Hedge Fund Activity
We have seen 1,280 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 1,111 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 removed 17,578,445 shares (-74.2%) from their portfolio in Q4 2025, for an estimated $3,237,949,569
- NORGES BANK added 4,381,138 shares (+132.7%) to their portfolio in Q4 2025, for an estimated $807,005,619
- JPMORGAN CHASE & CO removed 4,247,119 shares (-27.0%) from their portfolio in Q4 2025, for an estimated $782,319,319
- BLACKROCK, INC. added 4,123,075 shares (+7.4%) to their portfolio in Q4 2025, for an estimated $759,470,415
- VANGUARD GROUP INC added 2,659,100 shares (+4.1%) to their portfolio in Q4 2025, for an estimated $489,806,219
- ROYAL BANK OF CANADA removed 2,318,487 shares (-23.4%) from their portfolio in Q4 2025, for an estimated $427,065,305
- SG AMERICAS SECURITIES, LLC removed 2,061,990 shares (-81.8%) from their portfolio in Q4 2025, for an estimated $379,818,558
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 17 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 02/18/2026
- Morgan Stanley issued a "Overweight" rating on 02/18/2026
- Needham issued a "Buy" rating on 02/18/2026
- JP Morgan issued a "Overweight" rating on 12/17/2025
- Goldman Sachs issued a "Buy" rating on 11/21/2025
- HSBC issued a "Reduce" rating on 11/21/2025
- DA Davidson 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 30 analysts offer price targets for $PANW in the last 6 months, with a median target of $217.5.
Here are some recent targets:
- Richard Poland from Wells Fargo set a target price of $200.0 on 03/03/2026
- Fatima Boolani from Citigroup set a target price of $210.0 on 02/19/2026
- Brian Essex from JP Morgan set a target price of $200.0 on 02/19/2026
- Keith Bachman from BMO Capital set a target price of $200.0 on 02/18/2026
- Hamza Fodderwala from Morgan Stanley set a target price of $223.0 on 02/18/2026
- Trevor Walsh from Citizens set a target price of $250.0 on 02/18/2026
- Patrick Colville from Scotiabank set a target price of $180.0 on 02/18/2026
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.
