New Analyst Forecast: $PANW Given 'Buy' Rating

We just received data on a new analyst forecast for $PANW. Jefferies gave a rating of 'Buy' for $PANW.

$PANW Analyst Ratings

Wall Street analysts have issued reports on $PANW in the last several months. We have seen 15 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

• Jefferies issued a "Buy" rating on 07/24/2025
• JP Morgan issued a "Overweight" rating on 05/21/2025
• Barclays issued a "Overweight" rating on 05/21/2025
• Wells Fargo issued a "Overweight" rating on 05/21/2025
• Rosenblatt issued a "Buy" rating on 05/21/2025
• TD Securities issued a "Buy" rating on 05/21/2025
• Guggenheim issued a "Sell" rating on 05/21/2025

To track analyst ratings and price targets for $PANW, check out Quiver Quantitative's $PANW forecast page.

$PANW Price Targets

Multiple analysts have issued price targets for $PANW recently. We have seen 25 analysts offer price targets for $PANW in the last 6 months, with a median target of $210.0.

Here are some recent targets:

• Joseph Gallo from Jefferies set a target price of $235.0 on 07/24/2025
• John Difucci from Guggenheim set a target price of $130.0 on 05/21/2025
• Brian Essex from JP Morgan set a target price of $221.0 on 05/21/2025
• Peter Weed from Bernstein set a target price of $225.0 on 05/21/2025
• Eric Heath from Keybanc set a target price of $220.0 on 05/21/2025
• Nehal Chokshi from Northland Capital Markets set a target price of $177.0 on 05/21/2025
• Shaul Eyal from TD Securities set a target price of $230.0 on 05/21/2025

$PANW Congressional Stock Trading

Members of Congress have traded $PANW stock 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $PANW stock by members of Congress over the last 6 months:

• REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 05/08 and 2 sales worth up to $100,000 on 05/12, 04/07.
• REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 05/05.
• REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
• REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 03/19, 03/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$PANW Insider Trading Activity

$PANW insiders have traded $PANW stock on the open market 112 times in the past 6 months. Of those trades, 0 have been purchases and 112 have been sales.

Here’s a breakdown of recent trading of $PANW stock by insiders over the last 6 months:

• NIKESH ARORA (Chief Executive Officer) has made 0 purchases and 31 sales selling 1,646,739 shares for an estimated $289,834,247.
• NIR ZUK (EVP, Chief Technology Officer) has made 0 purchases and 28 sales selling 849,828 shares for an estimated $146,136,276.
• LEE KLARICH (EVP, Chief Product Officer) has made 0 purchases and 32 sales selling 582,803 shares for an estimated $107,129,632.
• DIPAK GOLECHHA (EVP, Chief Financial Officer) has made 0 purchases and 7 sales selling 10,000 shares for an estimated $1,759,243.
• WILLIAM D JR JENKINS (President) has made 0 purchases and 8 sales selling 5,088 shares for an estimated $993,568.
• JOSH D. PAUL (Chief Accounting Officer) has made 0 purchases and 5 sales selling 3,200 shares for an estimated $615,508.
• APARNA BAWA sold 526 shares for an estimated $99,940

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$PANW Hedge Fund Activity

We have seen 1,222 institutional investors add shares of $PANW stock to their portfolio, and 758 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• JENNISON ASSOCIATES LLC removed 5,729,773 shares (-99.5%) from their portfolio in Q1 2025, for an estimated $977,728,464
• FMR LLC added 5,076,225 shares (+128.2%) to their portfolio in Q1 2025, for an estimated $866,207,033
• CAPITAL RESEARCH GLOBAL INVESTORS removed 3,782,023 shares (-44.9%) from their portfolio in Q1 2025, for an estimated $645,364,404
• KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 3,093,570 shares (+inf%) to their portfolio in Q2 2025, for an estimated $633,068,164
• GAMMA INVESTING LLC removed 2,394,537 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $490,018,051
• GOLDMAN SACHS GROUP INC added 2,366,535 shares (+48.6%) to their portfolio in Q1 2025, for an estimated $403,825,532
• PRICE T ROWE ASSOCIATES INC /MD/ added 1,688,432 shares (+77.1%) to their portfolio in Q1 2025, for an estimated $288,114,036

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.