Navellier & Associates Inc. Decreases Stock Position in Palo Alto Networks, Inc. $PANW

Navellier & Associates Inc. cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 63.3% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 990 shares of the network technology company’s stock after selling 1,706 shares during the quarter. Navellier & Associates Inc.’s holdings in Palo Alto Networks were worth $338,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of PANW. Darwin Wealth Management LLC bought a new stake in Palo Alto Networks during the 2nd quarter valued at $25,000. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks in the fourth quarter worth about $26,000. Solstein Capital LLC purchased a new position in Palo Alto Networks during the 2nd quarter valued at about $26,000. Sittner & Nelson LLC raised its position in Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares during the last quarter. Finally, N.E.W. Advisory Services LLC bought a new stake in shares of Palo Alto Networks in the 2nd quarter worth approximately $27,000. Institutional investors own 79.82% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the stock. Citigroup reissued a “market outperform” rating on shares of Palo Alto Networks in a research report on Wednesday, August 12th. BTIG Research reiterated a “buy” rating and set a $380.00 target price on shares of Palo Alto Networks in a report on Wednesday, August 26th. FBN Securities reaffirmed an “outperform” rating on shares of Palo Alto Networks in a research note on Wednesday, July 1st. DA Davidson increased their price target on shares of Palo Alto Networks from $190.00 to $345.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Finally, Sanford C. Bernstein raised their target price on shares of Palo Alto Networks from $209.00 to $253.00 and gave the company an “outperform” rating in a research note on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average price target of $368.42.

Palo Alto Networks Price Performance

Shares of PANW opened at $371.59 on Monday. Palo Alto Networks, Inc. has a twelve month low of $139.57 and a twelve month high of $398.88. The company has a market capitalization of $302.85 billion, a P/E ratio of 304.58, a price-to-earnings-growth ratio of 11.74 and a beta of 0.91. The firm has a 50 day moving average of $344.62 and a 200 day moving average of $249.03. The company has a quick ratio of 0.86, a current ratio of 0.86 and a debt-to-equity ratio of 0.04.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.06. The business had revenue of $3 billion for the quarter, compared to analysts’ expectations of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm’s quarterly revenue was up 31.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.37 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. As a group, equities research analysts anticipate that Palo Alto Networks, Inc. will post 2.01 earnings per share for the current fiscal year.

More Palo Alto Networks News

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Benchmark raised its price target to $400 from $340 and maintained a Buy rating, citing potential upside to next-generation security annual recurring revenue, revenue, operating income and margins. The forecast reinforces expectations that Palo Alto Networks’ AI-security strategy is gaining traction. Palo Alto Networks Gets a $400 Target
• Positive Sentiment: Investors are taking confidence from CrowdStrike’s stronger-than-expected results, which highlighted robust AI-related cybersecurity demand and lifted sentiment across the sector. Palo Alto Networks is viewed as a potential beneficiary of the same spending cycle. Palo Alto Networks Stock Trades Up
• Positive Sentiment: Platformization, adoption of AI-security products and recent deal wins are expected to support fourth-quarter growth. BTIG also assigned PANW a Buy rating, adding to broadly favorable analyst coverage. Palo Alto Networks to Report Q4 Earnings
• Neutral Sentiment: Earnings are the next major catalyst. Traders expect potentially significant movement after the report, while analysts are watching recurring revenue, margins, operating income and guidance—not just revenue and EPS. Expected Post-Earnings Stock Move
• Negative Sentiment: Acquisition-related costs could pressure results, and the stock’s triple-digit P/E ratio—above 300 based on the supplied data—means much of the AI-growth outlook may already be reflected in the price. Any shortfall in growth or guidance could trigger profit-taking. Palo Alto’s Rally Has One Big Problem Ahead of Earnings
• Negative Sentiment: Chief Accounting Officer Josh D. Paul sold 900 shares for approximately $318,000, reducing his position by 1.21%. The transaction is small relative to his remaining holdings but may create a modest sentiment headwind. Palo Alto Networks Insider Sale

Insider Activity at Palo Alto Networks

In other news, EVP Dipak Golechha sold 5,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total value of $1,447,800.00. Following the completion of the sale, the executive vice president directly owned 145,250 shares in the company, valued at $42,058,590. The trade was a 3.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Helle Thorning-Schmidt sold 700 shares of the firm’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the sale, the director owned 5,898 shares in the company, valued at $2,045,721.30. This represents a 10.61% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 37,735 shares of company stock valued at $10,814,266 over the last three months. 1.40% of the stock is owned by insiders.

Palo Alto Networks Profile

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next?generation firewalls as a core on?premises capability, alongside cloud?delivered security services and software for securing public and private clouds.