PANW

Palo Alto Networks Inc

Nasdaq · Computer Peripheral Equipment, NEC · Inc. DE · CIK 0001327567
$266.33 -2.10% $217.1B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)Congressional Activity (5)
Vol
Market Cap$217.1B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders9 funds
Inst. Value$26.8B
Inst. Activity2 buys / 1 sells
Insider Activity1B / 8S
Insider Net $$7.3M
Reddit Sentiment57° Neutral
SEC Reports8
Congressional7 trades
Exchange Nasdaq·Sector Computer Peripheral Equipment, NEC·Inc. DE·CIK 0001327567·Prev Close $272.05

Recent Activity

Jun 5, 2026 SEC
Palo Alto Networks reported fiscal Q3 2026 revenue of $3.0B (+31% YoY, including $388M from CyberArk/Chronosphere), beat
8-K — Impact 7/10
Jun 4, 2026 Insider
Jenkins William D Jr sold 69,499 shares
President @ $0.00 ($0.00)
Jun 2, 2026 earnings_calendar
PANW Q3 2026 Earnings After Market Close — 2026-06-02
Jun 1, 2026 Insider
Paul Josh D. sold 1,100 shares
Chief Accounting Officer @ $285.08 ($313.6K)
Jun 1, 2026 Insider
Thorning-Schmidt Helle sold 211 shares
Director @ $281.69 ($59.4K)
May 31, 2026 SEC
Guggenheim upgrades PANW to Neutral from Sell — PT N/A (no target set)
ANALYST-UPGRADE — Impact 2/10
May 1, 2026 SEC
Guggenheim upgrades Palo Alto Networks to Neutral from Sell — joins 22-firm analyst cluster, no price target set
ANALYST-UPGRADE — Impact 3/10
Inst.
NORGES BANK — NEW
7,683,841 shares ($1.4B)

Price Targets

$306.56 +17.7% upside Buy
Current $260.52 Low $162.34 Median $325.50 High $375.00 50 analysts
$162.34 $375.00

Analyst Ratings

Strong Buy80% buy · 64 analysts
15Strong Buy
36Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 3, 2026 Citigroup MAINTAIN Buy → Buy
Jun 3, 2026 UBS MAINTAIN Neutral → Neutral
Jun 3, 2026 Mizuho MAINTAIN Outperform → Outperform
Jun 3, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Jun 3, 2026 BNP Paribas MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.98 ▲ +3.9% $0.96 — $1.08 3% YoY 45
Next Q $0.45 $0.22 — $0.54 -5% YoY 9
Current FY $3.77 ▲ +2.1% $3.63 — $3.82 13% YoY 53
Next FY $2.01 ▼ -12.5% $1.16 — $2.50 41% YoY 17

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$12.5B
MORGAN STANLEY$5.6BDOUBLED
BANK OF AMERICA CORP$3.6B
FMR LLC$1.5BTRIM
NORGES BANK$1.4BNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Jenkins WilliamI$0.00
Jun 1, 2026Paul JoshSELL$313.6K
Jun 1, 2026Thorning-Schmidt HelleF$59.4K
May 22, 2026Klarich LeeSELL$135.8K
May 20, 2026Paul JoshSELL$94.8K

Reddit Sentiment

57°
Neutral
Bearish Neutral Bullish
30 mentions 14 bullish 9 bearish

Congressional Trades

5 members: 5 buys, 2 sells
MemberPartyTypeAmount
Josh GottheimerDBUY$1,001 - $15,000
Ro KhannaDBUY$1,001 - $15,000
Jared MoskowitzDBUY$1,001 - $15,000
9 institutional holders with $26.8B total value (145,680,445 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC67,929,063$12.5B46.6%
2MORGAN STANLEY30,462,984$5.6B20.9%DOUBLED +102.6%
3BANK OF AMERICA CORP /DE/19,375,486$3.6B13.3%
4FMR LLC8,138,673$1.5B5.6%TRIM -26.7%
5NORGES BANK7,683,841$1.4B5.3%NEW
6WELLS FARGO & COMPANY/MN6,216,868$1.1B4.3%ADD +94.6%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,928,031$907.7M3.4%DOUBLED +109.6%
8RENAISSANCE TECHNOLOGIES LLC908,500$167.3M0.6%DOUBLED +1226.3%
9TWO SIGMA INVESTMENTS, LP36,999$6.8M0.0%NEAR_EXIT -88.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW7,683,841$1.4B2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED68,500908,500+1226.3%$167.3M2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT328,06136,999-88.7%$6.8M2025-Q4
FMR LLCTRIM10,371,7227,599,248-26.7%$1.5B2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM534,252328,061-38.6%$66.8M2025-Q3
NORGES BANKEXIT3,302,7030-100.0%$0.002025-Q3
NORGES BANKNEW3,302,703$675.9M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM807,484534,252-33.8%$109.3M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW83,800$17.1M2025-Q2
FMR LLCDOUBLED3,959,2099,035,434+128.2%$1.5B2025-Q1
TWO SIGMA INVESTMENTS, LPADD407,005807,484+98.4%$137.8M2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT683,5520-100.0%$0.002025-Q1
NORGES BANKEXIT5,334,8850-100.0%$0.002025-Q1
Duquesne Family Office LLCEXIT87,4240-100.0%$0.002025-Q1
MORGAN STANLEYDOUBLED14,994,86030,378,851+102.6%$5.5B2024-Q4
CITADEL ADVISORS LLCADD5,583,6189,219,370+65.1%$1.7B2024-Q4
UBS Group AGDOUBLED3,412,4398,222,693+141.0%$1.5B2024-Q4
NORGES BANKDOUBLED1,713,6035,334,885+211.3%$970.7M2024-Q4
WELLS FARGO & COMPANY/MNADD2,474,7314,816,924+94.6%$876.5M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED2,005,1614,202,926+109.6%$764.8M2024-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED251,500683,552+171.8%$124.4M2024-Q4
Duquesne Family Office LLCDOUBLED43,71287,424+100.0%$15.9K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,005,161$685.4M2024-Q3
9 unique insiders with 9 transactions. Net insider value: $7.3M ($10.0M bought, $2.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Jenkins William D JrPresidentI69,499$0.00$0.00
Jun 1, 2026Paul Josh D.Chief Accounting OfficerSELL1,100$285.08$313.6K
Jun 1, 2026Thorning-Schmidt HelleDirectorF211$281.69$59.4K
May 22, 2026Klarich LeeEVP Chief Product & Tech OfcrSELL543$250.03$135.8K
May 20, 2026Paul Josh D.Chief Accounting OfficerSELL400$236.95$94.8K
Apr 8, 2026Key John P.DirectorSELL1,572$173.32$272.5K
Apr 1, 2026Paul Josh D.Chief Accounting OfficerSELL1,100$161.40$177.5K
Apr 1, 2026Paul Josh D.Chief Accounting OfficerF947$160.32$151.8K
Apr 1, 2026Golechha DipakEVP, Chief Financial OfficerSELL200$157.81$31.6K
Mar 27, 2026Arora NikeshChief Executive OfficerBUY67,985$146.87$10.0M
Mar 10, 2026Paul Josh D.Chief Accounting OfficerA26,369$0.00$0.00
Mar 6, 2026GOETZ JAMES JDirectorSELL8,500$163.83$1.4M
Mar 2, 2026Paul Josh D.Chief Accounting OfficerSELL1,700$147.90$251.4K
Feb 12, 2026Bawa AparnaDirectorA24$0.00$0.00
Feb 12, 2026Klarich LeeEVP Chief Product & Tech OfcrA70$0.00$0.00
Feb 12, 2026Arora NikeshChief Executive OfficerA165$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (80% buy). Based on 64 analysts: 15 strong buy, 36 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$306.56 mean target +17.7% upside Buy (1.62)
$162.34 Low $375.00 High
MetricValue
Current Price$260.52
Target Low$162.34
Target Mean$306.56
Target Median$325.50
Target High$375.00
# Analysts50
RecommendationBuy (1.62)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.98 $0.96 $1.08 2.8% +3.9% 2↑ 0↓ $3.4B 32.1% 45
Next Q
2026-10-31
$0.45 $0.22 $0.54 -4.8% 1↑ 0↓ $3.2B 29.8% 9
Current FY
2026-07-31
$3.77 $3.63 $3.82 12.9% +2.1% 42↑ 1↓ $11.4B 23.9% 53
Next FY
2027-07-31
$2.01 $1.16 $2.50 41.2% -12.5% 3↑ 7↓ $13.8B 20.6% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.977
7d ago$0.941+0.036
30d ago$0.941+0.036
60d ago$0.941+0.036
90d ago$0.941+0.036
32 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 3, 2026 Citigroup MAINTAIN Buy Buy
Jun 3, 2026 UBS MAINTAIN Neutral Neutral
Jun 3, 2026 Mizuho MAINTAIN Outperform Outperform
Jun 3, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jun 3, 2026 BNP Paribas MAINTAIN Outperform Outperform
Jun 3, 2026 Susquehanna MAINTAIN Positive Positive
Jun 3, 2026 Piper Sandler REITERATE Overweight Overweight
Jun 3, 2026 JP Morgan MAINTAIN Overweight Overweight
Jun 3, 2026 RBC Capital MAINTAIN Outperform Outperform
Jun 3, 2026 Jefferies MAINTAIN Buy Buy
Jun 3, 2026 Stifel MAINTAIN Buy Buy
Jun 3, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jun 3, 2026 Oppenheimer MAINTAIN Outperform Outperform
Jun 3, 2026 Truist Securities MAINTAIN Buy Buy
Jun 3, 2026 Rosenblatt MAINTAIN Buy Buy
Jun 3, 2026 TD Cowen MAINTAIN Buy Buy
Jun 3, 2026 BMO Capital MAINTAIN Outperform Outperform
Jun 3, 2026 Wells Fargo MAINTAIN Overweight Overweight
Jun 3, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jun 3, 2026 Citizens MAINTAIN Market Outperform Market Outperform
Jun 3, 2026 Wedbush MAINTAIN Outperform Outperform
Jun 3, 2026 Barclays MAINTAIN Overweight Overweight
Jun 3, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Jun 3, 2026 Loop Capital MAINTAIN Hold Hold
Jun 3, 2026 DA Davidson MAINTAIN Buy Buy
Jun 3, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Jun 3, 2026 Benchmark MAINTAIN Buy Buy
Jun 3, 2026 Needham MAINTAIN Buy Buy
Jun 3, 2026 BTIG MAINTAIN Buy Buy
Jun 1, 2026 JP Morgan MAINTAIN Overweight Overweight
Jun 1, 2026 Baird MAINTAIN Outperform Outperform
May 29, 2026 Jefferies MAINTAIN Buy Buy
May 27, 2026 Benchmark MAINTAIN Buy Buy
May 27, 2026 Wedbush MAINTAIN Outperform Outperform
May 26, 2026 BTIG MAINTAIN Buy Buy
May 21, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 20, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 20, 2026 Stifel MAINTAIN Buy Buy
May 19, 2026 Truist Securities MAINTAIN Buy Buy
May 15, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 11, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 Truist Securities REITERATE Buy Buy
May 6, 2026 BTIG MAINTAIN Buy Buy
May 5, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 11, 2026 Freedom Broker MAINTAIN Buy Buy
Mar 3, 2026 Wells Fargo INITIATE Overweight
Feb 19, 2026 Citigroup MAINTAIN Buy Buy
Feb 19, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 18, 2026 Bernstein MAINTAIN Outperform Outperform
Feb 18, 2026 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261536121080%
May 1, 20261635121080%
Apr 1, 20261634121079%
Mar 1, 20261631122077%
Feb 1, 20261630132075%
Jan 1, 20261630122175%
Dec 1, 20251629122175%
Nov 1, 20251729131175%
Strong BuyBuyHoldSellStrong Sell
5 members of Congress traded this stock: 5 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 14, 2026Josh GottheimerDHOUSEBUY$1,001 - $15,000Palo Alto Networks IncJun 4, 2026 (22d)
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000Palo Alto Networks IncMay 13, 2026 (31d)
Mar 31, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000Palo Alto Networks IncMay 1, 2026 (32d)
Mar 23, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000Palo Alto Networks IncMay 1, 2026 (40d)
Mar 23, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000Palo Alto Networks IncMay 1, 2026 (40d)
Feb 27, 2026Joshua GottheimerDHOUSESELL$1,001 - $15,000Palo Alto Networks IncMar 17, 2026 (19d)
Feb 5, 2026Jonathan JacksonDHOUSESELL$50,001 - $100,000Palo Alto Networks IncMar 13, 2026 (37d)
57°
Neutral
Bearish Neutral Bullish
30 mentions 14 bullish 9 bearish 27 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 2, 2026140° Cool011
Jun 2, 2026140° Cool011
Jun 2, 2026140° Cool011
Jun 2, 2026140° Cool011
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
May 26, 2026150° Neutral001
May 26, 2026150° Neutral001
May 23, 2026140° Cool011
May 23, 2026140° Cool011
May 19, 2026150° Neutral001
May 10, 2026160° Warm101
May 10, 2026160° Warm101
May 8, 2026160° Warm101
May 8, 2026160° Warm101
Apr 10, 2026140° Cool011
Apr 10, 2026140° Cool011
Mar 28, 2026160° Warm101
Feb 27, 2026150° Neutral001
Feb 24, 2026267° Warm202
Feb 24, 2026250° Neutral112
Feb 17, 2026267° Warm202
Feb 17, 2026150° Neutral001

Recent Reddit Threads

r/investing Bullish 6d 15h ago
CRWD earnings might be a real test for the cybersecurity trade
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 7d 6h ago
PANW earnings yolo
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 7d 8h ago
PANW reporting tonight — where do you see it going?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 7d 14h ago
PANW earnings today
▲ 1 💬 0 ⚡ 0.2
r/options Neutral 14d 9h ago
PANW
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 18d 1h ago
I feel like I am stuck in the washing machine and step bro is behind me...
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 21d 8h ago
Buy high Sell Low the 1.3M AI trade at the top
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 1mo ago
Tracked my buys this year. Am I setting up for underperformance?
▲ 1 💬 0 ⚡ 0.5
r/investing Bullish 1mo ago
Invested in these over past 5-7 years, what now?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 1mo ago
J.P Morgan's Top Stock Picks for 2026 - +18.68% after 4 months
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 2mo ago
Trying To Understand How Much PANW IPO Shares Are Worth
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 3mo ago
1st week investing at 35
▲ 1 💬 0 ⚡ 0.0
r/investing Bearish 3mo ago
Cybersecurity market CAGR expected to be 10.4%
▲ 2 💬 5 ⚡ 0.0
r/stocks Bullish 3mo ago
The Most Obvious Secular Bull Market That I Can Think Of
▲ 220 💬 98 ⚡ 11.5
r/pennystocks Bullish 3mo ago
CISO stock
▲ 8 💬 4 ⚡ 0.1
Jun 2, 2026
earnings_calendar
PANW Q3 2026 Earnings After Market Close — 2026-06-02
May 18, 2026
earnings_calendar
PANW Q3 2026 Earnings After Market Close — 2026-05-18
EPS est: $0.81 | Rev est: $3.0B
May 18, 2026
short_volume
Short Volume: PANW — 57.0% short (2.2M / 3.9M)
Short: 2,231,410 | Exempt: 12,298 | TRF Vol: 3,911,413 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: PANW — 11.9M shares, 195,918 trades
Week starting 2026-05-18. Total ATS volume: 11,946,387 shares across 195,918 trades.
May 14, 2026
short_volume
Short Volume: PANW — 64.5% short (2.8M / 4.3M)
Short: 2,759,655 | Exempt: 16,241 | TRF Vol: 4,281,745 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: PANW — 4,559 shares ($1.0M) failed to deliver
Settlement: 20260514, Price: $227.79, FTD Value: $1,038,494.61, PALO ALTO NETWORKS, INC
May 13, 2026
short_volume
Short Volume: PANW — 63.1% short (2.3M / 3.7M)
Short: 2,345,617 | Exempt: 778 | TRF Vol: 3,716,122 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_interest
FTD: PANW — 31,172 shares ($6.7M) failed to deliver
Settlement: 20260513, Price: $215.60, FTD Value: $6,720,683.2, PALO ALTO NETWORKS, INC
May 12, 2026
short_volume
Short Volume: PANW — 63.6% short (1.9M / 3.0M)
Short: 1,923,632 | Exempt: 6,395 | TRF Vol: 3,023,015 | Short Ratio: 63.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: PANW — 72.0% short (2.5M / 3.5M)
Short: 2,549,275 | Exempt: 11,052 | TRF Vol: 3,542,956 | Short Ratio: 72.0% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: PANW — 3,131 shares ($0.7M) failed to deliver
Settlement: 20260511, Price: $207.88, FTD Value: $650,872.28, PALO ALTO NETWORKS, INC
May 11, 2026
dark_pool
Dark Pool: PANW — 11.7M shares, 206,292 trades
Week starting 2026-05-11. Total ATS volume: 11,686,643 shares across 206,292 trades.
May 8, 2026
short_volume
Short Volume: PANW — 56.5% short (2.0M / 3.5M)
Short: 1,988,267 | Exempt: 5,323 | TRF Vol: 3,516,172 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: PANW — 8.3M shares, 161,637 trades
Week starting 2026-05-04. Total ATS volume: 8,252,931 shares across 161,637 trades.
Apr 28, 2026
short_volume
Short Volume: PANW — 55.8% short (1.4M / 2.5M)
Short: 1,399,261 | Exempt: 1,188 | TRF Vol: 2,508,710 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)