Knuff & Co LLC Invests $920,000 in Palo Alto Networks, Inc. $PANW

Knuff & Co LLC bought a new position in Palo Alto Networks, Inc. (NASDAQ:PANW) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,699 shares of the network technology company’s stock, valued at approximately $920,000.

Other institutional investors have also recently bought and sold shares of the company. Denali Advisors LLC increased its position in Palo Alto Networks by 0.4% during the second quarter. Denali Advisors LLC now owns 21,135 shares of the network technology company’s stock worth $7,207,000 after purchasing an additional 81 shares during the last quarter. NewEdge Wealth LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at $19,270,000. Empirical Asset Management LLC purchased a new stake in shares of Palo Alto Networks during the 2nd quarter valued at $1,809,000. Great Lakes Advisors LLC purchased a new stake in shares of Palo Alto Networks during the 2nd quarter valued at $5,478,000. Finally, Comprehensive Financial Planning Inc. PA acquired a new stake in shares of Palo Alto Networks during the 2nd quarter worth $36,000. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

More Palo Alto Networks News

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

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the company. BNP Paribas Exane increased their target price on Palo Alto Networks from $330.00 to $380.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 1st. Stifel Nicolaus set a $415.00 price target on Palo Alto Networks and gave the company a “buy” rating in a research report on Wednesday. Argus set a $425.00 price target on Palo Alto Networks in a research note on Tuesday, July 21st. Wolfe Research restated an “outperform” rating and issued a $320.00 price objective on shares of Palo Alto Networks in a report on Wednesday, June 3rd. Finally, Berenberg Bank lifted their price objective on Palo Alto Networks from $290.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. 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 stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $360.89.

Insiders Place Their Bets

In other Palo Alto Networks news, Director Helle Thorning-Schmidt sold 700 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The stock was sold at an average price of $346.85, for a total value of $242,795.00. Following the completion of the transaction, the director owned 5,898 shares in the company, valued at $2,045,721.30. This represents a 10.61% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Aparna Bawa sold 290 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $348.74, for a total transaction of $101,134.60. Following the completion of the sale, the director directly owned 6,437 shares of the company’s stock, valued at $2,244,839.38. This trade represents a 4.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 100,839 shares of company stock valued at $27,079,580. Company insiders own 1.40% of the company’s stock.

Palo Alto Networks Stock Down 3.8%

Shares of Palo Alto Networks stock opened at $359.76 on Thursday. The company has a fifty day moving average price of $334.41 and a 200 day moving average price of $239.69. 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 twelve month low of $139.57 and a twelve month high of $398.88. The stock has a market cap of $293.20 billion, a price-to-earnings 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 released its quarterly earnings data on Tuesday, June 2nd. The network technology company reported $0.85 EPS for the quarter, beating the consensus estimate of $0.79 by $0.06. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The firm’s revenue was up 31.1% compared to the same quarter last year. During the same period last year, the company posted $0.37 earnings per share. 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. Equities research analysts forecast that Palo Alto Networks, Inc. will post 2.02 earnings per share for the current fiscal year.

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.