Market Cap
$317.7B
PANW
Palo Alto Networks Inc
$396.25 ▼ -0.27%
Prev close $397.31Market cap$317.7B
ConsensusBuy
12-mo target$396.12 (-0.0%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional ExitsCongressional Activity (3) Cybersecurity
Snapshot
The big-picture read on PANW right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (78%)
Inst. Holders
50 funds
Inst. Value
$177.5B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $30.4M sell
Insider Net $
-$30.4M
Social Sentiment
51° Neutral
SEC Reports
12
Press Releases
2
Congressional
10 trades
Price chart 30d +20.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Klarich Lee gifted 25,000 shares
EVP Chief Product & Tech Ofcr
Sep 24, 2026 Insider
Golechha Dipak sold 900 shares
EVP, Chief Financial Officer @ $388.69 ($349.8K)
Sep 24, 2026 Insider
Sep 17, 2026 SEC Golechha Dipak sold 5,301 shares
EVP, Chief Financial Officer @ $391.71 ($2.1M)
Bernstein double downgrade: Outperform → Market Perform
ANALYST-DOWNGRADE — Impact 4/10
Sep 17, 2026 short_volume
Sep 1, 2026 Press Short Volume: PANW — 58.6% short (1.5M / 2.6M)
Short: 1,510,810 | Exempt: 3,519 | TRF Vol: 2,577,614 | Short Ratio: 58.6% | Off-exchange volume (da
Palo Alto Networks announced the acquisition of Console, an AI-native agentic platform, to add agentic capabilities to i
Impact 4/10
Palo Alto Networks announced the Frontier AI Critical Defense Program, a collaborative initiative with partners includin
Impact 6/10
Jul 31, 2026 Congress
John McGuire sell
$1,001 - $15,000 — House
Analyst ratings buy % +4.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
78% rate it Buy or better · 63 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | BTIG | MAINTAIN | Buy | 53% |
| Sep 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Sep 17, 2026 | Bernstein | DOWNGRADE | Market Perform | 51% |
| Sep 3, 2026 | Argus Research | REITERATE | Buy | 54% |
| Sep 2, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 2, 2026 | Roth Capital | MAINTAIN | Neutral | 56% |
| Sep 2, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Sep 2, 2026 | Piper Sandler | REITERATE | Overweight | 54% |
| Sep 2, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Sep 2, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 16 | 33 | 13 | 1 | 0 | 78% | |
| Aug 1, 2026 | 16 | 34 | 12 | 1 | 0 | 79% | |
| Jul 1, 2026 | 16 | 34 | 12 | 1 | 0 | 79% | |
| Jun 1, 2026 | 15 | 36 | 12 | 1 | 0 | 80% | |
| May 1, 2026 | 16 | 35 | 12 | 1 | 0 | 80% | |
| Apr 1, 2026 | 16 | 34 | 12 | 1 | 0 | 79% | |
| Mar 1, 2026 | 16 | 31 | 12 | 2 | 0 | 77% | |
| Feb 1, 2026 | 16 | 30 | 13 | 2 | 0 | 75% |
Price targets
Where 50 covering analysts think PANW trades over the next 12 months.
$396.12 -0.0% upside Hold
Current$396.25 Low$190.00 Median$410.00 High$475.00 50 analysts
$190.00$475.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
51°
Neutral
BearishNeutralBullish
Recent posts
Shouldn't we buy CrowdStrike (CRWD) put options?
▲ 1 · 💬 6· ⚡ 0.5
Title: Why is Zscaler ($ZS) getting slept on compared to CRWD and PANW? Valuation makes no sense right now
▲ 1 · 💬 0· ⚡ 0.5
GAIN: PANW $372.5 9/18 puts
▲ 1 · 💬 6· ⚡ 0.5
CRWD and PANW are cooked?
▲ 1 · 💬 5· ⚡ 0.5
AI Cybersecurity
▲ 1 · 💬 8· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 3 bullish, 2 bearish, 0 mixed, 7 neutral · avg impact 3.9/10.Plus 2 press releases.
BEARISHANALYST-DOWNGRADE4/10
Bernstein double downgrade: Outperform → Market Perform
Sep 17, 2026
NEUTRALCLUSTER2/10
Three Palo Alto Networks insiders, including the Chief Accounting Officer and two directors, sold a
Jul 8, 2026
NEUTRALCLUSTER3/10
A cluster of insider sales at Palo Alto Networks over the past week, totaling ~$1.0M in open-market
Jul 3, 2026
NEUTRALCLUSTER2/10
Two Palo Alto Networks insiders — the Chief Accounting Officer and a Director — sold a combined $412
Jul 1, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: PANW — 58.6% short (1.5M / 2.6M)
Short: 1,510,810 | Exempt: 3,519 | TRF Vol: 2,577,614 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: PANW — 64.9% short (1.3M / 1.9M)
Short: 1,256,878 | Exempt: 292 | TRF Vol: 1,936,720 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: PANW — 59.4% short (1.2M / 2.1M)
Short: 1,244,546 | Exempt: 3,507 | TRF Vol: 2,094,473 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: PANW — 4.5M shares, 110,530 trades
Week starting 2026-09-07. Total ATS volume: 4,518,407 shares across 110,530 trades.
Sep 4, 2026
ftd
FTD: PANW — 22,455 shares ($7.5M) failed to deliver
Settlement: 20260904, Price: $331.94, FTD Value: $7,453,712.7, PALO ALTO NETWORKS, INC
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.97 | $0.95–$1.01 | 4.5% | +4.1% | 31↑ 4↓ | $3.3B | 45 |
| Next Q | $0.43 | $0.24–$0.99 | -29.4% | -9.0% | 2↑ 2↓ | $3.4B | 16 |
| Current FY | $4.19 | $4.15–$4.57 | 9.1% | +1.9% | 36↑ 10↓ | $14.2B | 53 |
| Next FY | $2.21 | $1.32–$3.03 | 40.3% | -3.2% | 4↑ 4↓ | $16.2B | 18 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.972 | — |
| 7d ago | $0.972 | — |
| 30d ago | $0.934 | +0.038 |
| 60d ago | $0.938 | +0.034 |
| 90d ago | $0.937 | +0.035 |
Institutional ownership
Which big funds own PANW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $177.5B total value (512,948,111 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 75,753,509 | $25.8B | 14.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 53,129,128 | $18.1B | 10.2% | — |
| STATE STREET CORP | 36,979,497 | $12.6B | 7.1% | — |
| MORGAN STANLEY | 29,450,112 | $10.0B | 5.7% | — |
| Invesco Ltd. | 25,647,946 | $8.7B | 4.9% | — |
| BANK OF AMERICA CORP /DE/ | 22,681,876 | $7.7B | 4.4% | — |
| JPMORGAN CHASE & CO | 21,715,578 | $7.2B | 4.1% | ADD +61.2% |
| FMR LLC | 20,054,462 | $6.8B | 3.9% | DOUBLED +147.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 19,615,573 | $6.7B | 3.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,347,649 | $6.6B | 3.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 13,469,336 | 21,715,578 | +61.2% | $7.2B |
| FMR LLC | DOUBLED | 8,104,790 | 20,054,462 | +147.4% | $6.8B |
| NORGES BANK | NEW | — | 9,750,674 | — | $3.3B |
| GOLDMAN SACHS GROUP INC | ADD | 6,234,791 | 7,933,568 | +27.2% | $2.7B |
| Fisher Asset Management, LLC | DOUBLED | 256,661 | 5,755,989 | +2142.6% | $2.0B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 1,644,745 | 2,774,225 | +68.7% | $946.1M |
| Pictet Asset Management Holding SA | TRIM | 4,809,361 | 2,264,528 | -52.9% | $771.8M |
| JANE STREET GROUP, LLC | DOUBLED | 70,924 | 2,200,492 | +3002.6% | $750.4M |
| Polar Capital Holdings Plc | NEW | — | 1,672,688 | — | $570.4M |
| Robeco Institutional Asset Management B.V. | ADD | 1,184,476 | 1,565,744 | +32.2% | $534.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$30.4M — $0.00 bought, $30.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Klarich Lee | EVP Chief Product & Tech Ofcr | GIFT | 25,000 | — | — |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 900 | $388.69 | $349.8K |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 5,301 | $391.71 | $2.1M |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 9,539 | $390.66 | $3.7M |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 6,400 | $392.71 | $2.5M |
| Sep 24, 2026 | Bawa Aparna | Director | SELL | 260 | $392.69 | $102.1K |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 2,160 | $389.85 | $842.1K |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 900 | $394.98 | $355.5K |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 2,200 | $393.58 | $865.9K |
| Sep 24, 2026 | Golechha Dipak | EVP, Chief Financial Officer | SELL | 100 | $396.21 | $39.6K |
Congressional trades
PANW trades disclosed by members of Congress, with disclosure delay.
7 members · 6 buys / 4 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026 | John McGuire | R | HOUSE | SELL | $1,001 - $15,000 | Palo Alto Networks Inc | Aug 11, 2026(12d) |
| Jul 16, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Palo Alto Networks Inc | Aug 11, 2026(27d) |
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | SELL | $1,001 - $15,000 | Palo Alto Networks Inc | Jul 20, 2026(11d) |
| May 14, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | Palo Alto Networks Inc | Jun 4, 2026(22d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Palo Alto Networks Inc | May 13, 2026(31d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Palo Alto Networks Inc | May 1, 2026(32d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Palo Alto Networks Inc | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | Palo Alto Networks Inc | May 1, 2026(40d) |
| Feb 27, 2026 | Joshua Gottheimer | D | HOUSE | SELL | $1,001 - $15,000 | Palo Alto Networks Inc | Mar 17, 2026(19d) |
| Feb 5, 2026 | Jonathan Jackson | D | HOUSE | SELL | $50,001 - $100,000 | Palo Alto Networks Inc | Mar 13, 2026(37d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PANW.
Shares short
21,871,670
Settlement Sep 15, 2026
Change vs prior
+2.1%
Semi-monthly cycle
Days to cover
3.0
At avg daily volume
Of shares outstanding
≈2.7%
Estimate — not % of float
All PANW filing & press-release reports (14)
- Bernstein double downgrade: Outperform → Market PerformSep 17, 2026
- PRESS-RELEASE reportSep 1, 2026
- PRESS-RELEASE reportAug 19, 2026
- CLUSTER reportJul 8, 2026
- CLUSTER reportJul 3, 2026
- CLUSTER reportJul 1, 2026
- CLUSTER reportJul 1, 2026
- CLUSTER reportJun 16, 2026
- 8-K reportJun 5, 2026
- CLUSTER reportMay 27, 2026
- 8-K reportApr 13, 2026
- CLUSTER reportApr 10, 2026
- CLUSTER reportApr 3, 2026
- INST-CLUSTER reportFeb 28, 2026