Taylor Frigon Capital Management LLC Acquires Shares of 9,826 Palo Alto Networks, Inc. $PANW

Taylor Frigon Capital Management LLC bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 9,826 shares of the network technology company’s stock, valued at approximately $1,575,000.

Several other hedge funds also recently made changes to their positions in PANW. Darwin Wealth Management LLC bought a new stake in shares of Palo Alto Networks in the second quarter valued at approximately $25,000. Steph & Co. raised its holdings in Palo Alto Networks by 88.2% in the 4th quarter. Steph & Co. now owns 143 shares of the network technology company’s stock valued at $26,000 after acquiring an additional 67 shares in the last quarter. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks during the 4th quarter valued at $26,000. Sittner & Nelson LLC lifted its position in shares of Palo Alto Networks by 73.8% during the 4th quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 62 shares during the period. Finally, Luken Investment Analytics LLC grew its holdings in shares of Palo Alto Networks by 196.2% during the 4th quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock worth $28,000 after purchasing an additional 102 shares in the last quarter. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Down 4.9%

Shares of NASDAQ PANW opened at $320.59 on Thursday. The company has a market cap of $261.28 billion, a price-to-earnings ratio of 262.78, a PEG ratio of 12.51 and a beta of 0.91. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. Palo Alto Networks, Inc. has a 12 month low of $139.57 and a 12 month high of $368.17. The stock has a 50-day moving average price of $268.04 and a two-hundred day moving average price of $204.73.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. Palo Alto Networks had a net margin of 7.95% and a return on equity of 10.53%. The firm’s quarterly revenue was up 31.1% compared to the same quarter last year. During the same period last year, the company 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. As a group, analysts forecast that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on PANW shares. TD Cowen reiterated a “buy” rating and set a $330.00 price objective (up from $255.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. BMO Capital Markets upped their price target on shares of Palo Alto Networks from $270.00 to $335.00 and gave the stock an “outperform” rating in a report on Wednesday, June 3rd. Evercore reiterated an “outperform” rating and set a $415.00 price target on shares of Palo Alto Networks in a research report on Wednesday. Barclays reissued an “overweight” rating and issued a $315.00 price objective (up from $220.00) on shares of Palo Alto Networks in a research note on Wednesday, June 3rd. Finally, Stifel Nicolaus set a $340.00 price objective on shares of Palo Alto Networks in a research report on Wednesday, June 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $318.65.

Insider Transactions at Palo Alto Networks

In other news, Director Helle Thorning-Schmidt sold 700 shares of the company’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $346.85, for a total transaction of $242,795.00. Following the completion of the transaction, the director directly owned 5,898 shares in the company, valued at approximately $2,045,721.30. This represents a 10.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director James J. Goetz sold 20,000 shares of the 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 completion of the transaction, the director owned 20,000 shares of the company’s stock, valued at $5,598,000. The trade was a 50.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 101,239 shares of company stock valued at $27,174,360. Corporate insiders own 1.40% of the company’s stock.

Palo Alto Networks News Roundup

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

• Positive Sentiment: Needham raised its price target on Palo Alto Networks from $350 to $425 and reiterated a buy rating, signaling confidence in further upside for the cybersecurity leader.
• Positive Sentiment: BTIG also lifted its price target on PANW from $333 to $380 while keeping a buy rating, adding to the bullish analyst momentum.
• Positive Sentiment: Recent commentary highlighted strong business momentum, including roughly 60% growth in next-gen security revenue and a sharp share-price rally over the past six months, which supports the bullish long-term thesis. Palo Alto (PANW) Up More than 96% Over The Past 6 Months, Is it The Best Performing Agentic AI Stock?
• Neutral Sentiment: Several articles focused on the stock’s strong run and its role in the agentic AI and cybersecurity themes, reinforcing investor interest but offering no new fundamental catalyst. Shares Soar on Palo Alto’s 60% Next Gen Security Growth
• Neutral Sentiment: One report noted PANW remains near its all-time high and that analysts still expect more gains, but it also flagged that the stock may be vulnerable if expectations become too stretched. Here’s the key risk facing the Palo Alto Networks stock today
• Negative Sentiment: Director Helle Thorning-Schmidt sold 700 shares at $346.85, reducing her position by 10.61%, which can be read as a small negative signal for sentiment.
• Negative Sentiment: Some commentary warned that PANW’s valuation re-rating may have gone too far and that extreme exuberance is a risk, which may be pressuring the stock despite strong fundamentals.

Palo Alto Networks 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.