Recent discussions on X about Palo Alto Networks (PANW) have been ignited by a notable upgrade from a prominent investment firm, which shifted its rating on the stock to Buy with a price target of $248. Many users are expressing optimism about the company’s growth trajectory, particularly citing strong feedback from industry checks and confidence in management’s revenue targets for the upcoming fiscal year. The buzz reflects a broader interest in PANW’s strategic positioning within the cybersecurity sector.
Additionally, conversations have touched on the company’s advancements in next-generation security and its potential to capitalize on emerging trends like cloud adoption. Some participants on X highlight PANW’s robust performance metrics, including significant year-over-year growth in recurring revenue, as a key driver of positive sentiment. This lively discourse underscores the market’s keen attention to PANW’s role in shaping the future of cybersecurity.
Note: This discussion summary was generated from an AI condensation of post data.
Palo Alto Networks Congressional Stock Trading
Members of Congress have traded $PANW stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- 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.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Palo Alto Networks Insider Trading Activity
Palo Alto Networks insiders have traded $PANW stock on the open market 75 times in the past 6 months. Of those trades, 0 have been purchases and 75 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 $140,083,882.
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 20 sales selling 300,000 shares for an estimated $55,926,903.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 11 sales selling 10,000 shares for an estimated $2,030,185.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 4 sales selling 2,687 shares for an estimated $500,197.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 4 sales selling 2,500 shares for an estimated $487,744.
- APARNA BAWA sold 526 shares for an estimated $99,940
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Palo Alto Networks Hedge Fund Activity
We have seen 1,275 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 862 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 3,093,570 shares (+inf%) to their portfolio in Q2 2025, for an estimated $633,068,164
- NORGES BANK removed 2,032,182 shares (-38.1%) from their portfolio in Q2 2025, for an estimated $415,865,724
- NUVEEN, LLC added 1,981,341 shares (+41.7%) to their portfolio in Q2 2025, for an estimated $405,461,622
- MORGAN STANLEY added 1,875,083 shares (+6.5%) to their portfolio in Q2 2025, for an estimated $383,716,985
- CITIGROUP INC removed 1,817,823 shares (-40.0%) from their portfolio in Q2 2025, for an estimated $371,999,298
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 1,657,434 shares (-96.6%) from their portfolio in Q2 2025, for an estimated $339,177,293
- GOLDMAN SACHS GROUP INC removed 1,534,974 shares (-21.2%) from their portfolio in Q2 2025, for an estimated $314,117,079
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 21 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 10/13/2025
- Tigress Financial issued a "Buy" rating on 09/26/2025
- Wedbush issued a "Outperform" rating on 09/15/2025
- Needham issued a "Buy" rating on 09/03/2025
- Morgan Stanley issued a "Overweight" rating on 09/02/2025
- Truist Securities issued a "Buy" rating on 08/19/2025
- Bernstein issued a "Outperform" rating on 08/19/2025
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 $220.0.
Here are some recent targets:
- Gray Powell from BTIG set a target price of $248.0 on 10/13/2025
- Ivan Feinseth from Tigress Financial set a target price of $245.0 on 09/26/2025
- Daniel Ives from Wedbush set a target price of $225.0 on 09/15/2025
- Mike Cikos from Needham set a target price of $230.0 on 09/03/2025
- Hamza Fodderwala from Morgan Stanley set a target price of $216.0 on 09/02/2025
- Matthew Hedberg from RBC Capital set a target price of $232.0 on 08/19/2025
- Catharine Trebnick from Rosenblatt set a target price of $225.0 on 08/19/2025
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.
