Mkt Cap $132B
P/E 90.3 fwd 40.7
52wk $139.57 - $223.61
1h ago
Insider selling: $1,625,031,718 sold by 17 insiders (30d)
Est. revisions:
-0.1%
(1 up, 40 down in 30d)
Factor Model (net -1.3)
Factor Model
net -1.3
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Palo Alto's AI boost meets earnings, but shares dip
Watch: Watch full-year guidance updates and CyberArk acquisition progress for clarity on growth and dilution impacts.
Palo Alto Networks reported Q2 revenue of $2.6 billion, up 15% YoY, with Next-Gen Security ARR rising 33% to $6.3 billion. EPS beat estimates at $1.03 with a 30.3% operating margin. AI model Claude Mythos access and $100M usage credits enhance tech edge, yet shares fell 20% from highs amid fears of AI reducing cybersecurity demand and dilution from a $25B CyberArk acquisition. Insider selling dominates despite one officer buying.
Strong revenues and AI integration confirm Palo Alto's tech leadership, but elevated valuation and acquisition concerns pressure shares and risk near-term volatility.
Evidence
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3d ago
Insider sell by KLARICH LEE (PANW): $23,568,096
3d ago
Insider sell by ZUK NIR (PANW): $19,336,477
3d ago
Insider sell by KLARICH LEE (PANW): $22,859,094
3d ago
Insider sell by ZUK NIR (PANW): $18,780,392
3d ago
Insider sell by ZUK NIR (PANW): $107,489,823
7 older signals
3d ago
Insider sell by KLARICH LEE (PANW): $18,253,119
3d ago
Insider sell by ARORA NIKESH (PANW): $133,328,070
3d ago
Insider sell by ARORA NIKESH (PANW): $12,699,392
3d ago
Insider sell by ARORA NIKESH (PANW): $132,772,054
3d ago
Insider sell by KLARICH LEE (PANW): $18,793,544
3d ago
Insider sell by ARORA NIKESH (PANW): $143,806,787
3d ago
Insider sell by KLARICH LEE (PANW): $21,639,066
Fundamentals & Data ▾
Palo Alto Networks, Inc.
Technology · Software - Infrastructure
Mkt Cap
$132B
P/E
90.3 fwd 40.7
Beta
0.77
52w Range
$139.57 - $223.61
Short Interest
25.1M 3.11%
Days to Cover
2.0 +10%
Technicals
downtrend
from 52w Hi
-5.6%
1w return
-5.6%
Insiders
selling
0B / 14S
EPS Estimate
$0.80
-0.1% 30d
1up / 40dn
Est. Dispersion
21%
44 analysts
Analyst Target
$206
$114 - $265
Options P/C
0.75
1C / 1P unusual
Insider Cluster
strong sell
1B / 9S (officer)
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
135
net selling
· $1,625,031,718 sold
· $9,999,977 bought
17 insiders · 135 transactions (30d)
Recent transactions
PAUL JOSHUA D. · sell · $177,540
PAUL JOSHUA D. · sell · $160,840
KEY JOHN PHILLIP · sell · $272,459
GOLECHHA DIPAK · sell · $802,077
ARORA NIKESH · buy · $9,999,977
PAUL JOSHUA D. · award
GOETZ JAMES JOSEPH · sell · $3,729,511
PAUL JOSHUA D. · sell · $251,430
KLARICH LEE · award
ARORA NIKESH · award
KLARICH LEE · sell · $23,070,681
KLARICH LEE · exercise · $2,967,322
PAUL JOSHUA D. · sell · $147,848
JENKINS WILLIAM D JR · sell · $167,068
JENKINS WILLIAM D JR · sell · $1,169,423
GOLECHHA DIPAK · sell · $940,910
KLARICH LEE · other
GOODBURN MARK A · award
BAWA APARNA · award
KEY JOHN PHILLIP · award
THORNING SCHMIDT HELLE · award
TWOHILL LORRAINE · award
MCCARTHY MARY PAT · award
DONOVAN JOHN M · award
GOETZ JAMES JOSEPH · sell · $4,880,043
ESCHENBACH CARL M · award
KLARICH LEE · sell · $23,177,226
PAUL JOSHUA D. · sell · $132,573
GOLECHHA DIPAK · other
KLARICH LEE · sell · $26,321,980
PAUL JOSHUA D. · sell · $153,979
KLARICH LEE · award
GOLECHHA DIPAK · award
PAUL JOSHUA D. · award
JENKINS WILLIAM D JR · award
ARORA NIKESH · award
KLARICH LEE · sell · $25,594,749
PAUL JOSHUA D. · sell · $141,512
GOLECHHA DIPAK · sell · $1,020,942
ARORA NIKESH · sell · $172,721,695
ARORA NIKESH · exercise · $28,002,054
KLARICH LEE · sell · $23,081,151
PAUL JOSHUA D. · sell · $131,334
PAUL JOSHUA D. · sell · $128,940
PAUL JOSHUA D. · award
KLARICH LEE · sell · $20,722,617
KLARICH LEE · exercise · $2,967,322
ZUK NIR · sell · $17,280,450
KLARICH LEE · sell · $24,258,176
PAUL JOSHUA D. · sell · $122,400
ZUK NIR · sell · $19,866,061
GOLECHHA DIPAK · sell · $1,009,244
KLARICH LEE · sell · $23,568,096
ZUK NIR · sell · $19,336,477
BAWA APARNA · sell · $99,940
JENKINS WILLIAM D JR · sell · $500,198
KLARICH LEE · sell · $22,859,094
PAUL JOSHUA D. · sell · $75,564
ZUK NIR · sell · $18,780,392
ZUK NIR · sell · $107,489,823
KLARICH LEE · sell · $18,253,119
GOLECHHA DIPAK · sell · $750,000
ARORA NIKESH · sell · $133,328,070
ARORA NIKESH · exercise · $26,082,820
PAUL JOSHUA D. · sell · $151,668
PAUL JOSHUA D. · sell · $129,850
THORNING SCHMIDT HELLE · award
HAMERS RALPH · award
ARORA NIKESH · sell · $12,699,392
ARORA NIKESH · exercise · $2,314,085
ARORA NIKESH · sell · $132,772,054
ARORA NIKESH · exercise · $23,768,736
KLARICH LEE · sell · $18,793,544
GOLECHHA DIPAK · other
JENKINS WILLIAM D JR · sell · $493,370
ARORA NIKESH · sell · $143,806,787
KLARICH LEE · sell · $18,191,148
KLARICH LEE · exercise · $2,968,548
PAUL JOSHUA D. · sell · $126,854
KLARICH LEE · sell · $21,564,444
KLARICH LEE · exercise · $3,870,000
ARORA NIKESH · sell · $143,093,378
ARORA NIKESH · exercise · $26,083,085
PAUL JOSHUA D. · sell · $258,300
MCCARTHY MARY PAT · sell · $2,400,952
BAWA APARNA · award
KEY JOHN PHILLIP · award
TWOHILL LORRAINE · award
MCCARTHY MARY PAT · award
DONOVAN JOHN M · award
ESCHENBACH CARL M · award
GAYLE HELENE D · award
BAWA APARNA · sell · $100,004
ESCHENBACH CARL M · sell · $3,648,465
KLARICH LEE · sell · $23,364,704
KLARICH LEE · exercise · $3,870,198
GOLECHHA DIPAK · sell · $975,600
PAUL JOSHUA D. · sell · $78,048
JENKINS WILLIAM D JR · sell · $506,288
ZUK NIR · sell · $65,081,831
ZUK NIR · exercise · $97,339,156
KLARICH LEE · sell · $21,639,066
PAUL JOSHUA D. · sell · $71,806
KLARICH LEE · award
GOLECHHA DIPAK · award
JENKINS WILLIAM D JR · award
ZUK NIR · award
ARORA NIKESH · award
ARORA NIKESH · sell · $30,022,832
ARORA NIKESH · exercise · $5,398,276
KLARICH LEE · sell · $20,388,489
ZUK NIR · sell · $11,969,839
KLARICH LEE · sell · $20,698,788
KLARICH LEE · other
ARORA NIKESH · sell · $22,865,309
ARORA NIKESH · exercise · $4,411,069
GOLECHHA DIPAK · sell · $897,675
PAUL JOSHUA D. · sell · $71,814
ZUK NIR · sell · $12,929,956
MCCARTHY MARY PAT · sell · $3,484,880
KEY JOHN PHILLIP · sell · $1,049,040
PAUL JOSHUA D. · award
ARORA NIKESH · sell · $59,943,428
ARORA NIKESH · exercise · $10,796,685
MCCARTHY MARY PAT · sell · $341,441
ARORA NIKESH · sell · $22,085,587
ARORA NIKESH · exercise · $4,377,986
ARORA NIKESH · sell · $166,529
ARORA NIKESH · exercise · $33,083
KLARICH LEE · sell · $17,755,945
PAUL JOSHUA D. · sell · $64,682
ZUK NIR · sell · $11,439,762
KLARICH LEE · sell · $42,164,937
KLARICH LEE · exercise · $8,118,772
PAUL JOSHUA D. · sell · $67,600
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15 signals · latest 2h ago
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