Palo Alto Networks Inc (PANW)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability13/20
Profitable but shrinking: $842.9M over the last four reported quarters, down from $1.24B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 38 sells worth $27.9M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 22.2% in a year and 1 offering-related filing. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts50
- Implied upside-2.4%
- Target range$201.00 to $475.00
- EPS expected$0.98 +2.8%
- A year ago$0.95
- Revenue expected$3.35B +32%
- Estimate range$0.95 to $1.08
- Priced move±9.4%
PANW closed at $371.59 on Aug 28, up 14.1% since Jul 30. Chart read: price above both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 90% of the 52-week range ($141.67 to $396.00).
Insider buying and selling at Palo Alto Networks Inc (PANW)
The most recent Form 4 on record for Palo Alto Networks Inc (PANW) is March 27, 2026, when Nikesh Arora, Chief Executive Officer, bought $10.0M of stock. An open-market purchase is money the filer chose to put in.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Nikesh Arora · Chief Executive Officer | Buy | $10.0M | March 27, 2026 | Own call |
| Lee Klarich · EVP Chief Product & Tech Ofcr | Sell | $23.2M | December 3, 2025 | Routine |
| Lee Klarich · EVP Chief Product & Tech Ofcr | Sell | $26.3M | November 3, 2025 | Routine |
| Lee Klarich · EVP Chief Product & Tech Ofcr | Sell | $25.6M | October 6, 2025 | Routine |
| Nikesh Arora · Chief Executive Officer | Sell | $172.7M | September 23, 2025 | Routine |
| Lee Klarich · EVP Chief Product & Tech Ofcr | Sell | $23.1M | September 3, 2025 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Paul Josh D. · Officer | $1.2M | August 25, 2026 | Executed | Routine |
How Congress has done in PANW
Every purchase of PANW disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | PANW | SPY |
|---|---|---|
| Median 12-month return after purchase | +10.0% | +20.2% |
| Median difference vs SPY | -9.1% | — |
| Purchases that beat SPY | 4 of 14 (29%) | — |
| Members who bought | 7 | — |
Most frequent buyers: Marjorie Taylor Greene (5), Jonathan Jackson (2), Lisa McClain (2), Markwayne Mullin (2), Jefferson Shreve (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 4 of the 14 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
Congress trades
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-07-31 | John McGuire VA | Sale | $1,001 - $15,000 | |
| 2026-07-16 | Josh Gottheimer NJ | Purchase | $1,001 - $15,000 | |
| 2026-07-10 | Dan Newhouse WA | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 27, 2026 | 4 |
| 144 | August 25, 2026 | View on EDGAR |
| 4 | August 24, 2026 | 4 |
| 8-K | August 21, 2026 | 8-K |
| 4 | August 4, 2026 | 4 |
| 4 | July 8, 2026 | 4 |
| 144 | July 7, 2026 | View on EDGAR |
| 4 | July 2, 2026 | 4 |
Palo Alto Networks news
All 8 articles
Articles that mention Palo Alto Networks without it being the main subject.
Software's biggest day of 2026, and the Salesforce (CRM) beat behind it is mostly paper
Software is on pace for its biggest day of 2026, led by a 22% jump in Salesforce. But the $5.90 adjusted EPS everyone is quoting includes a $2.6 billion investment gain the company doesn't strip out. Back it out and the beat is single digits at best.
Anthropic says it never asked to ban open-weight AI. Dario Amodei does want China cut off from Nvidia (NVDA) chips.
Dario Amodei answered the Nvidia-hosted open-weights letter on July 27, three days after Anthropic became the only major AI lab to skip it. He says a ban was never the ask. What he does want is China cut off from US chips, a crackdown on industrial-scale distillation, and mandatory safety testing for every capable model, open or closed.
Nvidia (NVDA) and 34 other companies told Washington not to restrict open-weight AI. OpenAI signed a day late. Anthropic still hasn't.
The Open Weights and American AI Leadership letter asks Washington not to restrict AI models anyone can download. It went from 25 signatures to 35. OpenAI added its name after sitting out the launch, Google's CEO backed it without signing, and Anthropic declined to comment. Update, July 27: the list has since grown to 133 names, and both Google and Amazon signed.
Frequently asked questions
When does PANW report earnings?
Palo Alto Networks Inc (PANW) is scheduled to report quarterly results on September 1, 2026, after the close. The 46-analyst consensus is $0.98 per share on revenue of $3.35B for the quarter ended July 31, 2026, against $0.95 and $2.54B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters. The options market is pricing a move of about 9.4% in either direction on the report, based on the cost of the at-the-money straddle expiring September 4, 2026.
What do analysts expect for PANW?
50 analysts cover Palo Alto Networks Inc (PANW). The consensus rating is Buy. The average price target is $362.71, in a range of $201.00 to $475.00.
Are insiders buying or selling PANW?
We track Form 4 filings for Palo Alto Networks Inc (PANW). The activity listed on this page shows 1 open-market purchase and 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading PANW?
7 members of Congress have disclosed buying PANW in the last 5 years, 14 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +10.0% against +20.2% for SPY over the same windows, and 4 of the 14 (29%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see PANW SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed August 27, 2026.