one8zero8 LLC Buys Shares of 1,985 Palo Alto Networks, Inc. $PANW

one8zero8 LLC purchased a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,985 shares of the network technology company’s stock, valued at approximately $677,000.

A number of other hedge funds have also made changes to their positions in the stock. Janney Montgomery Scott LLC grew its holdings in Palo Alto Networks by 15.0% in the 1st quarter. Janney Montgomery Scott LLC now owns 410,401 shares of the network technology company’s stock valued at $65,796,000 after buying an additional 53,485 shares during the last quarter. Aviva PLC lifted its holdings in shares of Palo Alto Networks by 5.4% during the fourth quarter. Aviva PLC now owns 568,804 shares of the network technology company’s stock worth $104,774,000 after buying an additional 29,230 shares during the last quarter. B&D White Capital Company LLC acquired a new position in shares of Palo Alto Networks during the first quarter worth approximately $353,000. Bridgewater Advisors Inc. bought a new stake in shares of Palo Alto Networks in the second quarter valued at approximately $2,159,000. Finally, Granite Islands Private Wealth LLC boosted its position in shares of Palo Alto Networks by 43.6% in the first quarter. Granite Islands Private Wealth LLC now owns 15,342 shares of the network technology company’s stock valued at $2,453,000 after acquiring an additional 4,659 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $289.56, for a total value of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares in the company, valued at approximately $42,058,590. This represents a 3.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director James J. Goetz sold 20,000 shares of Palo Alto Networks stock in a transaction 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 transaction, the director directly owned 20,000 shares of the company’s stock, valued at approximately $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 100,839 shares of company stock valued at $27,079,580 over the last 90 days. Company insiders own 1.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on PANW shares. Barclays reaffirmed an “overweight” rating and set a $370.00 target price (up from $315.00) on shares of Palo Alto Networks in a research report on Wednesday, August 5th. Robert W. Baird set a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Capital One Financial set a $421.00 price target on shares of Palo Alto Networks and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Cantor Fitzgerald boosted their price objective on shares of Palo Alto Networks from $340.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Morgan Stanley set a $400.00 price objective on shares of Palo Alto Networks in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $360.89.

Key Headlines Impacting Palo Alto Networks

Here are the key news stories impacting Palo Alto Networks this week:

• Positive Sentiment: Cantor Fitzgerald raised its price target for Palo Alto Networks from $340 to $425 and maintained an “overweight” rating, implying substantial potential upside from recent trading levels. Cantor Fitzgerald price-target update
• Positive Sentiment: Palo Alto Networks introduced its Frontier AI Critical Defense Program, a collaboration focused on protecting critical infrastructure from AI-driven vulnerabilities. The initiative could strengthen PANW’s positioning in the growing AI-security market, although its near-term financial impact is unclear. Frontier AI Critical Defense Program announcement
• Neutral Sentiment: TD Cowen reportedly expects strong appreciation for PANW shares, while other brokerage coverage gives the stock a “Moderate Buy” average recommendation. These views support the long-term outlook but did not prevent near-term selling. TD Cowen forecast
• Neutral Sentiment: A lawmaker’s disclosed purchases of several cybersecurity stocks highlight continued investor and policy interest in the sector, but the purchases were not specific to Palo Alto Networks and are unlikely to materially affect PANW’s valuation. Cybersecurity stock purchases
• Negative Sentiment: Cybersecurity shares sold off broadly, with CrowdStrike declining sharply despite a higher Truist price target; Palo Alto Networks also fell during the session. The sector move appears to be the main immediate pressure on PANW. Cybersecurity sector selloff
• Negative Sentiment: Investors may also be taking profits after a substantial rally. With PANW trading at a very elevated earnings multiple, strong growth expectations leave the stock vulnerable when sector sentiment weakens or positive news fails to exceed expectations. Palo Alto Networks trading update

Palo Alto Networks Stock Down 3.8%

Shares of PANW stock opened at $359.76 on Thursday. Palo Alto Networks, Inc. has a one year low of $139.57 and a one year high of $398.88. The company has a debt-to-equity ratio of 0.04, a current ratio of 0.86 and a quick ratio of 0.86. The stock has a fifty day moving average price of $334.41 and a 200 day moving average price of $239.69. The stock has a market cap of $293.20 billion, a P/E ratio of 294.89, a price-to-earnings-growth ratio of 12.55 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.06. The firm had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The business’s revenue for the quarter was up 31.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.37 EPS. 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. Analysts predict that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current year.

Palo Alto Networks Company 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.