Insider buying last 90 days
No open-market insider purchases were filed for PANW in the last 90 days.
From Form 4 filings, dated to when each was filed.
Every PANW insider filing, plotted on the chart in Gekko.Open PANW in Gekko
NASDAQ: PANW
Palo Alto Networks (PANW) Stock Analysis & Forecast
Oct 22 close
$354.92+7.67 (+2.2%)
Gekko Brief
AI summaryOct 22 closePalo Alto Networks dominates this week's headlines through a security vulnerability in its PAN-OS GlobalProtect VPN software, with ransomware groups Qilin and INC reported to have exploited the authentication bypass, tracked as CVE-2026-0257, for roughly four months despite a patch issued in May. Alongside this, Evercore's channel checks point to Palo Alto and CrowdStrike leading demand for AI-driven security operations, and coverage notes sustained institutional interest in the company's platformization strategy and positive analyst actions, even as the stock drew attention as a notable market-cap mover this week.
The stock closed at $354.92, up 2.2%, sitting between its 50-day average of $370.66 and 200-day average of $263.97, a mixed trend picture. The GekkoIndex reads 63.6, placing PANW in the Accumulation zone. Price remains 9.5% above Gekko Fair Value of $324.03.
Earnings are scheduled for 18 November, 26 days out, falling inside a typical 20-trading-day holding window. Options activity over the past 30 days shows 3 unusual signals, with call premium of $16.4 million against put premium of $18.2 million. Holdings data show 1 billionaire holder and 2 trailblazer holders. Seasonally, the next 20 trading days have averaged a 2.2% gain across 5 years, rising in 4 of them.
Written by AI from the Oct 22, 2026 close and checked automatically against the figures on this page.
Palo Alto Networks price vs fair value
Close $354.92200-day averageGekko Fair Value $324.93
Palo Alto Networks quick facts
- Market cap
- $290.3B
- P/E ratio
- 847
- Forward P/E
- 94.3
- EPS, TTM
- $0.41
- Revenue, TTM
- $11.48B
- Profit margin
- 2.7%
- Dividend yield
- —
- Beta
- 0.93
- Volume
- 7.18M avg 5.20M
- 1-year return
- +65.5%
- Typical daily move
- ±5.2%
- Typical 20-day move
- ±7.1%
- 50-day average
- $370.66
- 200-day average
- $263.97
- Next earnings
- Nov 18 after close
- Shares outstanding
- 818.0M
Palo Alto Networks swing-trade checklist
Palo Alto Networks scores 2 supportive, 1 mixed and 3 headwinds across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
2 supportive1 mixed3 headwinds
- Trendmixed
Averages disagree
Close $354.92 sits between the 50-day ($370.66) and 200-day ($263.97) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
63.6, Accumulation
Reading 63.6 is in the Accumulation zone.
See the GekkoIndex - Fair valueheadwind
9.2% above
Price is 9.2% above Gekko Fair Value (more than 5% above).
See fair value - Smart moneyheadwind
Leans bearish
Last 30 days: 3 unusual options signals.
See smart money - Earnings riskheadwind
Reports in 26 days
Reports on Nov 18, 2026, 26 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+1.2% on average
From this point in the calendar, the next 20 trading days averaged +1.2% over 5 years, rising in 4 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Palo Alto Networks stock chart and price history
Palo Alto Networks closed at $354.92 on Oct 22, 2026, +65.5% over the past year, inside a 52-week range of $139.57 to $432.33.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −9.8%
- 3 months
- +9.6%
- 6 months
- +104.9%
- 1 year
- +65.5%
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About Palo Alto Networks
Palo Alto Networks develops cybersecurity technology built around firewalls, offered both as physical devices and as software. A management platform called Panorama lets customers oversee these firewalls from a single point, regardless of whether they sit on hardware, run as virtual instances, or operate in cloud settings. The company also sells add-ons that boost the processing capacity of its physical firewall units, and it backs its core lineup with numerous subscription services covering threat detection, malware defense, web filtering, and protection for computers and mobile devices, along with more targeted options like DNS and IoT protection, SaaS safeguards, threat data feeds, and tools to prevent data leaks.
Its offerings extend into services such as cloud protection, secure access setups, analytics-driven security automation, and consulting tied to threat intelligence, plus help with system design, rollout, configuration, and firewall transitions, alongside training and support programs. Sales run through its own teams and a broad set of partners, reaching mid-size and large businesses, service providers, and government agencies across fields like education, energy, banking, healthcare, media, manufacturing, government, and telecom.
The company traces back to 2005 and operates out of Santa Clara, California. Its stock trades on the NASDAQ under the ticker PANW.
- Listed
- NASDAQ
- Sector
- Technology services
- Industry
- Packaged software
- Website
- paloaltonetworks.com
Palo Alto Networks GekkoIndex: the smart money zone
Palo Alto Networks’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 63.6, in the Accumulation zone, up 4.6 points over five sessions.
63.6Accumulation
Up 4.6 points over five sessions, from the Neutral zone.
Reading for Oct 22, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 44 | +2.5% | +7.1% | ||
| Accumulation (current zone) | 175 | +0.5% | +2.8% | ||
| Neutral | 411 | +0.9% | +3.2% | ||
| Distribution | 52 | −1.0% | +0.3% | ||
| Selling | 5 | Too few readings yet | |||
Average PANW share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.1% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the PANW price, zone by zone.Track PANW in Gekko
Is Palo Alto Networks stock overvalued? Gekko Fair Value
Palo Alto Networks trades 9.2% above Gekko Fair Value of $324.93, so the shares are overvalued on Gekko’s estimate.
Gekko’s own estimate of what Palo Alto Networks shares are worth, recalculated every trading day.
$324.93
Gekko Fair Value, Oct 23, 2026
9.2% Overvalued
At the end of Aug 2026 the price was 46.2% above the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open PANW in Gekko
Palo Alto Networks insider and Congress trading
No open-market insider purchases were filed for Palo Alto Networks, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in PANW were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for PANW, plotted on the chart in Gekko.Open PANW in Gekko
Buybacks
Palo Alto Networks has been buying back its own shares.
- Latest authorization
- $1.00B, Mar 11, 2026
- Bought back, quarter ended Apr 30, 2026
- $1.00B
- As a share of market cap
- 0.34%
From company filings.
Unusual options activity last 30 days
3signals, 47% of the flagged premium in calls.
Latest: Bullish flow on Oct 15, $15.27M in unusual premium.
Hedge funds and billionaires quarter ended Jun 30
3of the funds Gekko tracks hold PANW.
1added1opened1trimmed2sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko
Palo Alto Networks earnings: next date and track record
Palo Alto Networks reports on Nov 18, 2026, after the close (26 days away), and beat the EPS estimate in 6 of its last 8 reports.
Next earnings report
Nov 18, 2026
Expected after the close, 26 days away
- EPS estimate
- $0.97
- Revenue estimate
- $3.31B
6 of 8reports beat the EPS estimate
±6.3%average move across the report
3 of 8reports followed by a gain
Share-price move across each report
Last earnings call, Sep 1, 2026 AI summary
- What they said
- PANW reported record Q4 FY26 results, exceeding guidance across all metrics. RPO surpassed $20B threshold reaching $21.2B (up 34%), while NGS ARR hit $9.1B (up 63%), adding nearly $1B in net new NGS ARR in Q4 alone. Prisma AIRS surpassed $100M ARR within 4 quarters, the fastest-scaling product in company history. Acquisitions of CyberArk and Chronosphere are exceeding initial expectations. Platformization accelerated with ~22 net new wins in Q4, with platformized cohort NRR exceeding 120%.
- Guidance
- Management targets over 4,000 platformizations by fiscal 2030 and a $20B NGS ARR long-term goal. Bookings momentum accelerated for the second consecutive quarter, signaling continued growth trajectory into FY27.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| Sep 1, 2026 | $0.53 est $0.51 | $3.41B est $3.35B | −14.0% |
| Jun 2, 2026 | $0.32 est $0.43 | $3.00B est $2.94B | −6.7% |
| Feb 17, 2026 | $1.03 est $0.94 | $2.59B est $2.58B | −8.7% |
| Nov 19, 2025 | $0.93 est $0.89 | $2.47B est $2.46B | −7.9% |
| Aug 18, 2025 | $0.95 est $0.89 | $2.54B est $2.50B | +2.5% |
| May 20, 2025 | $0.80 est $0.77 | $2.29B est $2.28B | −6.7% |
| Feb 13, 2025 | $0.81 est $0.78 | $2.26B est $2.24B | +1.7% |
| Nov 20, 2024 | $0.78 est $1.48 | $2.14B est $2.12B | +2.5% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Palo Alto Networks stock forecast and analyst price targets
Analysts’ average 12-month price target for Palo Alto Networks is $398.52, +12.3% from the last close, from 38 firms rating the stock in the last 90 days.
$398.52consensus 12-month target, +12.3% from the last close
Now $354.92Avg $398.52
Low $300High $525
Each firm’s latest rating in the last 90 days: 38 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 15 | Citi | $440 | +24.0% |
| Oct 13 | Wells Fargo | $525 | +47.9% |
| Oct 12 | Wells Fargo | $525 | +47.9% |
| Oct 2 | TD Cowen | $440 | +24.0% |
| Sep 28 | BTIG | $425 | +19.7% |
+2.8%average 20-day move after past Accumulation readings
+1.2%average move over the next 20 trading days in the last 5 years
±5.2%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Palo Alto Networks seasonality: the next 20 trading days
Over the next 20 trading days from Oct 23, Palo Alto Networks averaged +1.2% across the last 5 years, rising in 4 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +0.6% | 3 of 5 |
| Next 10 trading days | −4.1% | 0 of 5 |
| Next 15 trading days | +1.5% | 4 of 5 |
| Next 20 trading days | +1.2% | 4 of 5 |
| Next 30 trading days | +4.4% | 3 of 5 |
For scale, PANW’s typical 20-trading-day move in either direction is about 7.1%.
Palo Alto Networks market cap and key statistics
Palo Alto Networks’s market cap is $290.3B, with a P/E ratio of 847 and revenue of $11.48B over the last twelve months.
Valuation
- Market cap
- $290.3B
- P/E ratio
- 847
- Forward P/E
- 94.3
- EPS, TTM
- $0.41
- Gekko Fair Value
- $324.93
Trading
- Volume
- 7.18M
- Avg volume, 20 days
- 5.20M
- 52-week high
- $432.33
- 52-week low
- $139.57
- Shares outstanding
- 818.0M
Financials
- Revenue, TTM
- $11.48B
- Profit margin
- 2.7%
- Return on equity
- 1.7%
- Quarterly earnings growth, YoY
- +60.5%
Risk and income
- Beta
- 0.93
- Typical daily move
- ±5.2%
- Typical 20-day move
- ±7.1%
Palo Alto Networks stock news this week
Coverage of Palo Alto Networks this week reads positive: 11 positive, 4 neutral and 9 negative headlines.
- Palo Alto Networks Inc Stock (PANW) Moved Up by 3.73% on Oct 22: What Signal Does It Send?TradingKey, Oct 22
- Palo Alto Networks, MicroStrategy among market cap stock movers on WednesdayInvesting.com, Oct 21
- 8,321 Shares in Palo Alto Networks, Inc. $PANW Bought by Sawyer & Company IncMarketBeat, Oct 21
- Qilin and INC Exploited a Patched Palo Alto VPN Bypass for Four Months. ConnectWise Shows Where the Same Trust Failure Went Next.Forkast News, Oct 21
- Palo Alto Networks Inc Stock (PANW) Moved Up by 3.21% on Oct 21: What Signal Does It Send?TradingKey, Oct 21
- Palo Alto Networks Firewalls under severe Cybersecurity ThreatCybersecurity Insiders, Oct 21
Palo Alto Networks peers
Palo Alto Networks’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| MSFTMicrosoft | Neutral | 15.2% above |
| PLTRPalantir Technologies | Neutral | 11.0% above |
| ORCLOracle | Accumulation | 29.7% below |
| CRWDCrowdStrike | Accumulation | 9.2% above |
| CRMSalesforce | Neutral | 1.9% above |
| NOWServiceNow | Neutral | 21.3% above |
A peer links to its own page where one exists.
Palo Alto Networks stock FAQ
What is Palo Alto Networks’s market cap?
Palo Alto Networks’s market cap is $290.3B at the Oct 22, 2026 close of $354.92, with 818.0M shares outstanding. The shares trade on a P/E ratio of 847.
What is the Palo Alto Networks stock forecast?
The consensus analyst 12-month price target for Palo Alto Networks is $398.52, +12.3% from the last close. Of the 38 firms that rated the stock in the last 90 days, 30 rate it a buy, 8 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Palo Alto Networks stock overvalued or undervalued?
On Gekko’s estimate Palo Alto Networks is overvalued: the Oct 22, 2026 close of $354.92 is 9.2% above Gekko Fair Value of $324.93. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Palo Alto Networks report earnings next?
Palo Alto Networks is expected to report on Nov 18, 2026, after the market closes (26 days away). Analysts expect earnings of $0.97 per share on revenue of $3.31B. Palo Alto Networks beat the earnings estimate in 6 of its last 8 reports, moving 6.3% on average across the report.
What is Palo Alto Networks’s 52-week high and low?
Palo Alto Networks’s 52-week high is $432.33 and its 52-week low is $139.57; it closed at $354.92 on Oct 22, 2026, +65.5% over the past year.
Is Palo Alto Networks stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 6 items with data read as supportive (gekkoindex and seasonality), 1 as mixed (trend) and 3 as headwinds (fair value, smart money and earnings risk). The checklist is a description of current data, not a recommendation.
Is there unusual options activity in Palo Alto Networks?
Gekko flagged 3 unusual options signals in Palo Alto Networks over the last 30 days, with $16.42M of flagged premium in calls and $18.19M in puts. The latest, bullish flow, was on Oct 15, 2026 with $15.27M in unusual premium. The signal-by-signal table is in Gekko.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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