CyberArk acquisition and Tel Aviv listing: Social media erupted with discussion following Palo Alto Networks' announcement of a dual listing on the Tel Aviv Stock Exchange after its $25 billion purchase of CyberArk. Participants noted the firm would claim the top spot by market capitalization at $115 billion, signaling deep ties to Israel's vibrant tech sector. The move drew praise for enhancing accessibility to local investors.
Analyst ratings ahead of earnings: Analysts from Stifel, BTIG, and DA Davidson upheld Buy recommendations while adjusting price targets downward to $200-$210. Conversations highlighted anticipated upside in next-gen security annual recurring revenue and robust pipeline momentum in key platforms like Prisma SASE. Users anticipated solid fiscal second-quarter performance despite near-term acquisition noise.
Mixed channel checks: Pre-earnings checks revealed steady demand in cybersecurity, though moderated quarter-over-quarter for Palo Alto Networks. Social media reflected confidence in federal mindshare and shifts toward AI-driven security priorities. Sentiment leaned cautiously optimistic amid resilient budgets.
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 51 times in the past 6 months. Of those trades, 0 have been purchases and 51 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 603,864 shares for an estimated $121,245,786.
- 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.
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 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.
Palo Alto Networks Hedge Fund Activity
We have seen 1,284 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 1,080 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
- 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
- VANGUARD GROUP INC added 2,659,100 shares (+4.1%) to their portfolio in Q4 2025, for an estimated $489,806,219
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 18 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 02/12/2026
- Needham issued a "Buy" rating on 01/28/2026
- Morgan Stanley issued a "Overweight" rating on 12/18/2025
- JP Morgan issued a "Overweight" rating on 12/17/2025
- HSBC issued a "Reduce" rating on 11/21/2025
- Goldman Sachs issued a "Buy" rating on 11/21/2025
- Wedbush issued a "Outperform" 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 23 analysts offer price targets for $PANW in the last 6 months, with a median target of $230.0.
Here are some recent targets:
- Gregg Moskowitz from Mizuho set a target price of $205.0 on 02/17/2026
- Junaid Siddiqui from Truist Securities set a target price of $200.0 on 02/17/2026
- Gray Powell from BTIG set a target price of $200.0 on 02/12/2026
- Rudy Kessinger from DA Davidson set a target price of $210.0 on 02/11/2026
- Brian Essex from JP Morgan set a target price of $225.0 on 02/10/2026
- Saket Kalia from Barclays set a target price of $200.0 on 02/09/2026
- Mike Cikos from Needham set a target price of $230.0 on 01/28/2026
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.
