Taylor Frigon Capital Management LLC Acquires New Holdings in 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 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 9,826 shares of the network technology company’s stock, valued at approximately $1,575,000.

A number of other institutional investors have also recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC bought a new position in shares of Palo Alto Networks during the second quarter valued at $25,000. Knuff & Co LLC bought a new stake in shares of Palo Alto Networks in the fourth quarter worth $26,000. Steph & Co. grew its stake in shares of Palo Alto Networks by 88.2% in the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the last quarter. Sittner & Nelson LLC increased its holdings in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 62 shares during the period. Finally, WHI TRUST Co LLC acquired a new stake in Palo Alto Networks in the fourth quarter valued at $28,000. 79.82% of the stock is owned by institutional investors.

Palo Alto Networks Stock Performance

Shares of Palo Alto Networks stock opened at $320.59 on Thursday. The business has a 50-day moving average price of $268.04 and a two-hundred day moving average price of $204.73. Palo Alto Networks, Inc. has a 1-year low of $139.57 and a 1-year high of $368.17. The company has a current ratio of 0.86, a quick ratio of 0.86 and a debt-to-equity ratio of 0.04. The company has a market cap of $261.28 billion, a P/E ratio of 262.78, a PEG ratio of 12.51 and a beta of 0.91.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company had revenue of $3 billion for the quarter, compared to the consensus estimate of $2.94 billion. During the same period in the previous year, the business earned $0.37 EPS. The firm’s revenue was up 31.1% compared to the same quarter last year. 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 anticipate that Palo Alto Networks, Inc. will post 2.03 EPS for the current year.

Analyst Upgrades and Downgrades

PANW has been the topic of several recent research reports. Weiss Ratings downgraded Palo Alto Networks from a “hold (c)” rating to a “hold (c-)” rating in a report on Thursday, June 4th. Needham & Company LLC raised their price objective on Palo Alto Networks from $350.00 to $425.00 and gave the stock a “buy” rating in a research report on Tuesday. Truist Financial lifted their price objective on Palo Alto Networks from $275.00 to $375.00 and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Citigroup reiterated a “market outperform” rating on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Cantor Fitzgerald set a $340.00 target price on shares of Palo Alto Networks and gave the company an “overweight” rating in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $318.65.

Key Palo Alto Networks News

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.

Insiders Place Their Bets

In other Palo Alto Networks news, CAO Josh D. Paul sold 900 shares of the stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $345.00, for a total transaction of $310,500.00. Following the transaction, the chief accounting officer directly owned 79,644 shares in the company, valued at approximately $27,477,180. This represents a 1.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Dipak Golechha sold 5,000 shares of the firm’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 transaction of $1,447,800.00. Following the sale, the executive vice president directly owned 145,250 shares of the company’s stock, valued at approximately $42,058,590. This trade represents a 3.33% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 101,239 shares of company stock valued at $27,174,360 in the last 90 days. Company insiders own 1.40% of the company’s stock.

About Palo Alto Networks

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.