PANW Palo Alto Networks, Inc.

bullish · high conviction track record → $257.77 +9.30 (+3.7%)
Mkt Cap $202B P/E 142.8 fwd 62.4 52wk $139.57 - $261.41 Earnings 2026-06-02 8d ago
Insider selling: $16,365,132 sold by 2 insiders (30d)
Est. revisions: +0.0% (1 up, 40 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -2.3)

Factor Model

net -2.3 4.7 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-1.0
Analyst Rev.
-1.0
Narrative Gap
-0.5

Morgan Stanley raises PANW target on strong demand

Watch: Fiscal Q3 earnings on June 2 will confirm if demand growth and AI adoption translate into higher revenue and RPO expansion.

Morgan Stanley raised PANW's price target to $253 from $223, citing strong demand for firewall refreshes, Prisma SASE, Cortex XSIAM, and AI security. The new target applies a 37x multiple to estimated 2027 free cash flow per share, up from 32x. Fiscal Q3 results are expected June 2 with RPO growth near 33%. A retail investor's covered call struggles amid a sharp PANW stock price surge, indicating strong market momentum.

Increased price target and upbeat demand signals underline growing confidence in PANW's AI-driven cybersecurity growth and strong revenue outlook.

Evidence

Updated Friday Jefferies main PANW: Buy → Buy
Updated Thursday Micron and Sandisk aren't the only tech stocks booming — take a look at these 3 cybersecurity plays yahoo-finance
Updated Thursday Insider sell by KLARICH LEE (PANW): $16,270,352
4d ago Wedbush main PANW: Outperform → Outperform
4d ago Benchmark main PANW: Buy → Buy
5d ago BTIG main PANW: Buy → Buy
8d ago I feel like I am stuck in the washing machine and step bro is behind me... reddit-wsb
9d ago Morgan Stanley resets PANW stock price target on demand trends yahoo-finance
7 older signals
10d ago Wells Fargo main PANW: Overweight → Overweight
10d ago Morgan Stanley main PANW: Overweight → Overweight
11d ago Stifel main PANW: Buy → Buy
12d ago Buy high Sell Low the 1.3M AI trade at the top
12d ago Truist Securities main PANW: Buy → Buy
13d ago Jim Cramer Shares Why CrowdStrike (CRWD) Is Having The Last Laugh
13d ago EBay, Palo Alto, Microchip Technology And A Financial Stock On CNBC's 'Final Trades'
Fundamentals & Data ▾
Palo Alto Networks, Inc. Technology · Software - Infrastructure
Mkt Cap
$202B
P/E
142.8 fwd 62.4
Beta
0.77
52w Range
$139.57 - $261.41
Short Interest
25.2M 3.13%
Days to Cover
3.3 -6%
Technicals mixed
vs 20d MA
+13.2%
from 52w Hi
-4.7%
Vol (20d)
43%
1w return
+3.5%
1m return
+35.9%
Vol ratio
0.9x
Insiders
selling 0B / 16S
Analysts
mixed
EPS Estimate
$0.80 +0.0% 30d 1up / 40dn
Est. Dispersion
21% 44 analysts
Analyst Target
$227 $114 - $320
Options P/C
1.03
Insider Cluster
sell cluster 0B / 2S
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Two Sigma
Financials
Revenue
$2.6B +15% YoY
FCF
$384M
Gross Margin
74%
Op Margin
15%
Momentum: accelerating
Top Holders
Citadel $1.5B
Renaissance $167M
D.E. Shaw $117M
Two Sigma $3M
Recent Filings & Data
insider trade 2
net selling · $16,365,132 sold
2 insiders · 2 transactions (30d)
Recent transactions
KLARICH LEE · sell · $16,270,352
PAUL JOSHUA D. · sell · $94,780
Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-04-21 bullish +3.5% ✓
Full track record across all stocks →
bullish for 1d | 15 signals · latest Updated Friday

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