PANW · Palo Alto Networks, Inc.

Not today. PANW is not on today's radar: no tight base just under a resistance that has been tested again and again.

Bulls: Cybersecurity is being framed as a must-own sector, with $PANW cited as a core holding (8% of one portfolio) and a "pick/axe" play on AI-driven security problems; one post notes it was flagged as a buy under $180 and is up 167% in the past 6 months, now at $380.70 after bouncing off the $339 level where the 200EMA sits. Technicals are constructive: price above the 10/21-day MAs, reclaiming the weekly EMA9, chewing into the overhead gap at $396.04 with $397.03 confirmation and a close over $397.50 as the better signal, and a $400–$420 rejection zone as the next test, with the $335 low to defend. Options flow is bullish — $1,075,200 of $520 calls bought at $12.00 expiring Jan 15, 2027, and $1.1M into the Dec 425 calls — and a Nov 13 $295 put sale was closed at the 50% take-profit for +$167 per contract.

Bears: CEO Nikesh Arora's pay fell about 20% to $80.3M amid years of shareholder pushback — investors have voted against Palo Alto's executive pay 7 times since 2015, more than any other S&P 500 company, and only 46% of shares present and entitled backed last year's pay program; his fiscal 2026 pay of $80,270,519 is about 308 times the ~$260,431 median employee, with $75,937,806 in stock awards. A daily sell signal fired Oct 15 at $367.36 and the stock fell to $341.19 one trading day later (+2,617 pips, +7.1%), with two gaps down from 400 each followed by a flat shelf. One wave count rejected a $398 target and eyes $235–$185 support for Wave A, and the CyberArk and Chronosphere acquisitions carried an operating loss of -797.0 million USD in the same period per the annual report.

Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.

No recent news reading for PANW. The News Sentiment API reads today's headlines on any US stock.

Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.

• Sold · Bawa Aparna$33K · Oct 9, 2026
• Sold · Bawa Aparna$70K · Oct 9, 2026
• Sold · Paul Josh D.$158K · Oct 1, 2026
• Sold · Golechha Dipak$40K · Sep 24, 2026
• Sold · Golechha Dipak$355K · Sep 24, 2026

From the company's SEC filings (10-Q and 10-K).

• Fiscal first quarter 2027 · next-generation security arr · 8-K filed Sep 1, 2026

  “Next-Generation Security ARR of $9.54 billion to $9.56 billion, representing year-over-year growth of 63%.”

• Fiscal first quarter 2027 · remaining performance obligations · 8-K filed Sep 1, 2026

  “Remaining performance obligations of $20.8 billion to $20.9 billion, representing year-over-year growth of 34% to 35%.”

• Fiscal first quarter 2027 · total revenue · 8-K filed Sep 1, 2026

  “Total revenue in the range of $3.300 billion to $3.310 billion, representing year-over-year growth of 33% to 34%.”

• Fiscal first quarter 2027 · diluted non-gaap net income per share · 8-K filed Sep 1, 2026

  “Diluted non-GAAP net income per share in the range of $0.96 to $0.98, using 837 million to 844 million shares outstanding.”

Quoted from the outlook the company filed with the SEC.