Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 12, 26 | Arora Nikesh | director, officer: Chief Executive Officer | J-Other | 500,000 | — |
| Oct 9, 26 |
| Bawa Aparna |
| director |
| S-Sale |
| 170 @ $410.00 |
| $69.70K |
| Oct 9, 26 | Bawa Aparna | director | S-Sale | 80 @ $417.13 | $33.37K |
| Oct 8, 26 | Klarich Lee | director, officer: EVP Chief Product & Tech Ofcr | G-Gift | 60,000 | — |
| Oct 1, 26 | Paul Josh D. | officer: Chief Accounting Officer | F-InKind | 1,308 @ $397.31 | $519.7K |
| Oct 1, 26 | Paul Josh D. | officer: Chief Accounting Officer | S-Sale | 400 @ $395.70 | $158.3K |
| Sep 30, 26 | Klarich Lee | director, officer: EVP Chief Product & Tech Ofcr | G-Gift | 25,000 | — |
| Sep 24, 26 | Golechha Dipak | officer: EVP, Chief Financial Officer | S-Sale | 900 @ $388.69 | $349.8K |
FY2026 · 10-K disclosure
FY2026 · 10-K disclosure
Stock news · updated daily
Deutsche Bank identified Snowflake (SNOW), CrowdStrike (CRWD) and Palo Alto Networks (PANW) as stocks positioned to benefit as businesses expand their use of ar
Cybersecurity stocks are outpacing the rest of large-cap tech after Evercore ISI's quarterly survey of channel partners found a strengthening budget outlook across the sector. Okta (NASDAQ:OKTA | OKTA Price Prediction) stock is trading at $209.
CMH Wealth Management LLC cut its position in Palo Alto Networks, Inc. (NASDAQ: PANW) by 9.6% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 51,685 shares of the network technology company's stock after selling 5,488 shares during the quarter.
CNBC's Seema Mody reports on critical PHP security flaws triggering global warnings.
Grange Capital LLC trimmed its stake in Palo Alto Networks, Inc. (NASDAQ: PANW) by 12.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,499 shares of the network technology company's stock after selling 2,120 shares during the period.
In the closing of the recent trading day, Palo Alto Networks (PANW) stood at $340.28, denoting a -1.92% move from the preceding trading day.
AI agents are creating a cybersecurity problem traditional defenses were not built to handle: software that can access sensitive data, call tools and take action without waiting for a human. Dan Ives believes that shift could reshape corporate technology budgets, pushing cybersecurity's share of IT spending from roughly 5% today to 10% over the next three years.
Many artificial intelligence stocks are plunging, and it could create opportunities for investors.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Sep 1, 2026 | 0.98 | 1.02 | Beat 4.3% | $3.41B |
| Jun 2, 2026 | 0.79 | 0.85 | Beat 7.2% | $3.00B |
| Feb 17, 2026 | 0.94 | 1.03 | Beat 9.7% | $2.59B |
| Nov 19, 2025 | 0.89 | 0.93 | Beat 4.4% | $2.47B |
| Aug 18, 2025 | 0.89 | 0.95 | Beat 7.3% | $2.54B |
| May 20, 2025 | 0.77 | 0.80 | Beat 3.6% | $2.29B |
TTM vs. 5-year historical average (annual ratios)
| Metric | PANW | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 754.2x | 169.3x · sector 44.2x | Elevated |
| Forward P/E (FY27E) | 82.9x | EPS est. 4.19 | Discount |
| Price / Book | 9.5x | 65.1x | Discount |
| Price / Sales | 24.7x | 13.4x | Elevated |
| EV / EBITDA | 184.3x | 189.8x | In line |
| Return on equity | 1.7% | — | Weak |
| Gross margin | 70.4% | 71.8% | In line |
| Debt / Equity | 0.09 | 4.10 | Conservative |
| Piotroski / Altman Z | 4/9 | Z 8.33 | Safe zone |
Discounted cash flow model
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-19
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 38.94 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 7.59 | Oscillator | Buy |
| Williams %R (14) | -92.02 | Oscillator | Buy |
| MACD (12, 26, 9) | -1.15 (Hist -8.00) | Oscillator | Strong Sell |
| Average Directional Index (14) | 18.85 (+DI 18.0 / -DI 31.1) | Trend | Neutral |
| EMA 20 | 380.84 | MA | Strong Sell |
| SMA 20 | 389.72 | MA | Strong Sell |
| EMA 50 | 368.92 | MA | Strong Sell |
| SMA 50 | 372.93 | MA | Strong Sell |
| SMA 200 | 261.49 | MA | Strong Buy |
Current price $346.95
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 15, 26 | Citigroup | maintain | Buy | Buy |
| Oct 13, 26 | Wells Fargo | maintain | Overweight | Overweight |
| Oct 2, 26 | TD Cowen | maintain | Buy | Buy |
| Sep 28, 26 | BTIG | maintain | Buy | Buy |
| Sep 21, 26 | Morgan Stanley | maintain | Overweight | Overweight |
| Sep 17, 26 | Bernstein | downgrade | Outperform | Market Perform |
| Sep 3, 26 | Argus Research | maintain | Buy | Buy |
| Sep 2, 26 | Guggenheim | maintain | Neutral | Neutral |
| Sep 2, 26 | Roth Capital | maintain | Neutral | Neutral |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 4 | Oct 14, 2026 | 2026-10-14 15:10:03 | View |
| 4 | Oct 9, 2026 | 2026-10-09 19:34:46 | View |
| 4 | Oct 9, 2026 | 2026-10-09 16:30:09 | View |
| 4 | Oct 5, 2026 | 2026-10-05 16:30:10 | View |
| 4 | Oct 1, 2026 | 2026-10-01 16:30:07 | View |
| 4 | Sep 28, 2026 | 2026-09-28 16:30:12 | View |
| 4 | Sep 28, 2026 | 2026-09-28 16:30:05 | View |
| 4 | Sep 22, 2026 | 2026-09-22 16:30:12 | View |
| 4 | Sep 21, 2026 | 2026-09-21 16:18:45 | View |
| 144 | Sep 17, 2026 | 2026-09-17 16:11:53 | View |
Proxy statement (DEF 14A) disclosures