Navellier & Associates Inc. Trims Stake in Palo Alto Networks, Inc. $PANW

Navellier & Associates Inc. decreased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 63.3% in the second quarter, HoldingsChannel reports. The fund 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).

Other institutional investors also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in Palo Alto Networks in the second quarter worth about $25,833,462,000. Norges Bank purchased a new position in shares of Palo Alto Networks during the 4th quarter valued at about $1,415,364,000. Legal & General Group Plc purchased a new position in shares of Palo Alto Networks during the 2nd quarter valued at about $1,968,304,000. Bank of New York Mellon Corp bought a new position in shares of Palo Alto Networks during the 2nd quarter valued at approximately $1,569,755,000. Finally, Deutsche Bank AG bought a new position in shares of Palo Alto Networks in the second quarter worth approximately $1,481,236,000. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Price Performance

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

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm had revenue of $3 billion during the quarter, compared to analyst estimates of $2.94 billion. During the same period last year, the firm posted $0.37 earnings per share. Palo Alto Networks’s revenue for the quarter was up 31.1% compared to the same quarter last year. 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 analysts predict that Palo Alto Networks, Inc. will post 2.01 EPS for the current fiscal year.

Palo Alto Networks News Roundup

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

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Mizuho set a $415.00 price objective on shares of Palo Alto Networks and gave the company an “outperform” rating in a research report on Wednesday, August 19th. BMO Capital Markets reiterated an “outperform” rating and issued a $415.00 price target (up from $335.00) on shares of Palo Alto Networks in a research note on Thursday, August 20th. HSBC raised their price target on Palo Alto Networks from $114.00 to $207.00 in a report on Thursday, June 4th. Northland Securities increased their target price on Palo Alto Networks from $190.00 to $302.00 and gave the stock a “market perform” rating in a research report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Palo Alto Networks from $220.00 to $350.00 and gave the stock a “buy” rating in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $368.42.

Insiders Place Their Bets

In related news, Director Helle Thorning-Schmidt sold 700 shares of Palo Alto Networks stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares in the company, valued at approximately $2,045,721.30. This trade represents a 10.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director James J. Goetz sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $279.90, for a total value of $5,598,000.00. Following the sale, the director owned 20,000 shares in the company, valued at approximately $5,598,000. This trade represents a 50.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 37,735 shares of company stock worth $10,814,266. Insiders own 1.40% of the company’s stock.

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.