Earnings Fallout: Palo Alto Networks shares plunged after quarterly results that beat estimates but disappointed on guidance, sparking heated debate on social media. Investors fretted over margin compression from hefty acquisitions like CyberArk and Chronosphere, even as next-generation security revenue surged. The reaction underscored Wall Street's impatience with near-term integration hurdles.
Platform Momentum: Amid the sell-off, voices championed the firm's accelerating platformization, with record customer adoptions and AI security traction drawing praise. Robust remaining performance obligations signaled multi-year visibility, positioning the company as a cybersecurity consolidator. Discussions highlighted AI's role in expanding threats, bolstering long-term demand.
Sector Strain: A fresh downdraft hit cybersecurity peers, dragging Palo Alto Networks lower despite buying interest from bargain hunters. National pride swelled over the Indian-origin CEO leading a global giant. Sentiment reflected short-term caution against enduring growth conviction.
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 50 times in the past 6 months. Of those trades, 0 have been purchases and 50 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 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 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palo Alto Networks Hedge Fund Activity
We have seen 1,274 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 1,108 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 18 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 02/18/2026
- Needham issued a "Buy" rating on 02/18/2026
- BTIG issued a "Buy" rating on 02/18/2026
- 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
- Bernstein 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 30 analysts offer price targets for $PANW in the last 6 months, with a median target of $220.0.
Here are some recent targets:
- Brian Essex from JP Morgan set a target price of $200.0 on 02/19/2026
- Fatima Boolani from Citigroup set a target price of $210.0 on 02/19/2026
- Peter Weed from Bernstein set a target price of $209.0 on 02/18/2026
- Adam Borg from Stifel set a target price of $185.0 on 02/18/2026
- Dan Ives from Wedbush set a target price of $225.0 on 02/18/2026
- Patrick Colville from Scotiabank set a target price of $180.0 on 02/18/2026
- Hamza Fodderwala from Morgan Stanley set a target price of $223.0 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.
