Palo Alto Networks Inc (PANW)
- Analysts50
- Implied upside+3.4%
- Target range$162.34 to $433.00
Congress trades
| Date | Member | Action | Amount |
|---|---|---|---|
| 2026-07-10 | Dan Newhouse WA | Sale | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 8, 2026 | 4 |
| 144 | July 7, 2026 | View on EDGAR |
| 4 | July 2, 2026 | 4 |
| 4 | July 1, 2026 | 4 |
| 4 | July 1, 2026 | 4 |
| 4 | June 24, 2026 | 4 |
| 4 | June 22, 2026 | 4 |
| 4 | June 16, 2026 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES |
Our PANW coverage
Cybersecurity keeps pulling in money. Palo Alto Networks (PANW) trades at 291 times earnings.
Cybersecurity spending looks as durable as anything in this market, and a wave of M&A backs it up: three public companies gone in a year, the biggest a $25 billion Palo Alto Networks deal for CyberArk. But Palo Alto itself trades at 291 times earnings and CrowdStrike's price-to-earnings ratio is negative. Here's the market-cap breakdown of the 21 stocks left standing, and why the category and the stocks aren't the same bet.
All seven Magnificent Seven stocks fell today. Here's where that money actually went (July 23, 2026)
All seven Magnificent Seven stocks were red by late morning Thursday, led by Tesla's 14% drop on an earnings miss and Alphabet's close-to-7% slide despite beating estimates, on another capex raise. Amazon and Meta sold off too ahead of next week's reports. The money didn't just leave, it rotated: into defense on Lockheed's earnings beat, and out of quantum, SaaS and space.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
Today's AI rotation map: out of the chips, into software, power and the frontier
A snapshot of Monday's rotation: as the AI build-out sold off, money moved into software (ServiceNow, Adobe), AI power (GE Vernova), quantum, space and cyber. A one-day picture that can flip fast.
This month's top AI stocks in overnight trading: Marvell leads, Dell a one-night spike
We split a month of AI stock returns into overnight versus intraday. Dell and Marvell led overnight at about 32%, but Dell's came almost entirely from one earnings night, while Marvell's was the real repeating pattern.
Frequently asked questions
What do analysts expect for PANW?
50 analysts cover Palo Alto Networks Inc (PANW). The consensus rating is Buy and the average price target is $334.90, in a range of $162.34 to $433.00.
Are insiders buying or selling PANW?
We have no qualifying Form 4 insider purchases or sales on record for Palo Alto Networks Inc (PANW). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see PANW SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 8, 2026.