AlphaYou
Overview
Smart money at a glance
Filings to Oct 1, 2026Net selling: insiders sold $20.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $3K to $45K in total in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$20.8M netNet selling
- CongressSTOCK Act, last 180 days
- $3K to $45K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 4 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- 1 awardAwards on record
Key stats
Fundamentals Sep 30- Open
- $390.10
- 52-wk high
- $398.88
- High
- $391.75
- 52-wk low
- $139.57
- Low
- $377.80
- Prev close
- $388.41
- Mkt cap
- $317.72B
- P/E
- 995.9x
- Volume
- 5.08M
- Fwd P/E
- 94.3x
- Beta
- 0.91
- P/S
- 27.7x
- P/B
- 11.7x
- Profit margin
- +2.7%
- Op margin
- +5.4%
- ROE
- +1.7%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about PANW filings
Are insiders buying or selling Palo Alto Networks Inc (PANW) stock?
Net selling: insiders sold $20.8M and bought $0 of PANW stock on the open market in the 90 days to Oct 1, 2026, according to SEC Form 4 filings. $11.4M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Golechha, Dipak (EVP, Chief Financial Officer), who sold $10.8M. The latest filing was on Sep 28, 2026.
Which members of Congress have traded PANW recently?
Rep. John J McGuire III sold $1K to $15K on Jul 31, 2026, disclosed 10 days later. Rep. Josh Gottheimer (D) bought $1K to $15K on Jul 16, 2026, disclosed 25 days later. Rep. Josh Gottheimer (D) bought $1K to $15K on May 14, 2026, disclosed 20 days later. In total, 2 members disclosed 3 PANW trades with trade dates in the last 180 days, filed a median 20 days after trading.
How current is this PANW smart-money data?
This summary uses filings available on Oct 1, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
What funds are doing
Buys/Adds (2)
- SU
Susquehanna
$177.6M
added
- MI
Millennium
$103.7M
added
Sells/Trims (1)
- TC
Tremblant Capital
$80.9M
sold
What insiders are doing
What Congress is doing
Sells (1)
How top traders are positioned
No tracked top-trader positions in PANW right now.
Live Hyperliquid positioning - not every stock is covered
Earnings
Earnings came in 3.9% above what analysts expected.
Earnings per share
$0.51 expected
Revenue
$3.35B expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
Q1 FY2027 guidance
$3.30B to $3.31B
$3.22B expected+2.5%at the midpoint
Reports Nov 18, 2026, in 48 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.47B | $2.59B | $3.00B | $3.41B |
| Cost of what it sold | $638.0M | $685.0M | $974.0M | $1.11B |
| Gross profit | $1.84B | $1.91B | $2.03B | $2.30B |
| What it spent | ||||
| Research and development | $528.0M | $511.0M | $734.0M | $779.0M |
| Sales and admin | $179.0M | $178.0M | $316.0M | $226.0M |
| Other operating costs | $820.0M | $823.0M | $1.16B | $1.13B |
| Total operating expenses | $1.53B | $1.51B | $2.21B | $2.13B |
| What was left | ||||
| Operating profit | $309.0M | $400.0M | -$183.0M | $169.0M |
| Interest on debt | $0 | $0 | $0 | $0 |
| Profit before tax | $412.0M | $549.0M | -$156.0M | -$269.0M |
| Tax | $78.0M | $117.0M | $21.0M | $13.0M |
| Net profit | $334.0M | $432.0M | -$177.0M | -$282.0M |
| EBITDA | $501.0M | $775.0M | $327.0M | -$1.07B |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tue: Nice falls sharply on flat TASE
BullishSep 29Palo Alto Networks Stock Rose Nearly 5% as Nvidia Launched an AI Agent Safety Platform. Here’s What Palo Alto Is Building on Top of It
Leans bullishSep 29Palo Alto Networks Inc Stock (PANW) Opened Down by 3.39% on Sep 29: What Signal Does It Send?
Leans bearishSep 29Can AI Infrastructure Demand Boost PANW's Network Security Growth?
BullishSep 29Palo Alto Networks, Inc. (PANW) Stock forecasts
BullishSep 29Palo Alto Networks (NASDAQ:PANW) Director Sells $102,099.40 in Stock
Leans bullishSep 28Nvidia launches AI safety platform after agent security breaches
Leans bullishSep 28Choppy Market Persists; Palo Alto Networks, Ligand Pharma, NetApp Lead
Leans bullishSep 28