Recent discussions on X about Palo Alto Networks (PANW) have been ignited by the company's upcoming fiscal fourth-quarter earnings report, scheduled for after market close on August 18, 2025. Many voices on the platform are speculating on whether the cybersecurity giant will meet analyst expectations of 14-17% growth in sales and profits, with some pointing to recent stock underperformance as a cause for concern. The anticipation has sparked a flurry of opinions, keeping the conversation lively and dynamic.
Additionally, there’s significant buzz around the reported $25 billion acquisition of CyberArk, with several users on X debating its potential to position PANW as a dominant force in identity security and AI-driven cybersecurity solutions. While some express excitement over the strategic implications, others question the timing and financial impact of such a massive deal amidst a volatile market. This bold move has undeniably added fuel to an already heated discussion ahead of the earnings release.
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 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:
- 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 3 times. They made 1 purchase worth up to $50,000 on 05/08 and 2 sales worth up to $100,000 on 05/12, 04/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 03/19, 03/18.
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 110 times in the past 6 months. Of those trades, 0 have been purchases and 110 have been sales.
Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:
- NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 36 sales selling 949,828 shares for an estimated $163,416,726.
- NIKESH ARORA (Chief Executive Officer) has made 0 purchases and 22 sales selling 858,343 shares for an estimated $146,027,461.
- LEE KLARICH (EVP, Chief Product Officer) has made 0 purchases and 32 sales selling 603,870 shares for an estimated $109,661,101.
- DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 7 sales selling 10,000 shares for an estimated $1,759,243.
- WILLIAM D JR JENKINS (President) has made 0 purchases and 8 sales selling 5,088 shares for an estimated $993,568.
- JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 4 sales selling 2,500 shares for an estimated $488,654.
- 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 1,294 institutional investors add shares of Palo Alto Networks stock to their portfolio, and 881 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
- GAMMA INVESTING LLC removed 2,394,537 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $490,018,051
- 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
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 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 08/15/2025
- Rosenblatt issued a "Buy" rating on 08/14/2025
- Deutsche Bank issued a "Buy" rating on 08/13/2025
- Piper Sandler issued a "Overweight" rating on 08/12/2025
- DA Davidson issued a "Buy" rating on 07/31/2025
- Jefferies issued a "Buy" rating on 07/24/2025
- JP Morgan issued a "Overweight" rating on 05/21/2025
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 22 analysts offer price targets for $PANW in the last 6 months, with a median target of $215.0.
Here are some recent targets:
- Jonathan Ruykhaver from Cantor Fitzgerald set a target price of $223.0 on 08/15/2025
- Catharine Trebnick from Rosenblatt set a target price of $215.0 on 08/14/2025
- Brad Zelnick from Deutsche Bank set a target price of $220.0 on 08/13/2025
- Rob Owens from Piper Sandler set a target price of $225.0 on 08/12/2025
- Roger Boyd from UBS set a target price of $185.0 on 08/12/2025
- Rudy Kessinger from DA Davidson set a target price of $215.0 on 07/31/2025
- Joseph Gallo from Jefferies set a target price of $235.0 on 07/24/2025
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.
