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Get what investors say about PANW next
4 new calls on PANW this week are not on this page yet. Follow PANW free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what PANW did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about PANW
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-16 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Yahoo Finance | Palo Alto Networks is a core must-own position because cybersecurity is a non-discretionary structural growth… |
| 2026-10-02 | Friedberg | Bullish | All-In Podcast | AI arms race makes cyber defense the #1 enterprise priority; Fortune 50 CEOs are alarmed, budgets 'going… |
| 2026-09-01 | Peter LevineManaging Director & Senior Equity Analyst, Evercore ISI | Bullish | We Study Billionaires | Palo Alto's full security stack positions it as the consolidation winner as AI-driven network traffic growth… |
| 2026-08-11 | George Blue Cloud TradingHost, Blue Cloud Trading | Bullish | CNBC Halftime Final Trades | Palo Alto Networks broke out of a consolidation box formed the prior week on the daily chart with rising ADX… |
| 2026-07-06 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC Television | Palo Alto Networks was unfairly sold off on unverifiable Anthropic cybersecurity claims — a pattern Cramer… |
| 2026-05-20 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | CNBC Halftime Final Trades | Palo Alto's platform consolidation is gaining traction with 1,550 customers spending 19% more YoY and… |
| 2025-04-10 | Josh Brown (Ritholtz)CEO, Ritholtz Wealth Management | Bullish | The Compound | Cybersecurity names are among the most defensible software sub-sectors because security is a board-level… |
| 2024-11-14 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Palo Alto Networks is a required cybersecurity holding as the AI buildout massively expands enterprise attack… |
Next report: 12 Nov 2026
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 1 Sep 2026 | after the close | 1.02 vs 1.00 | -7.0% |
Notable options days
Sessions in the last 120 where PANW’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-09-02 | ||||||
| 2026-09-01 | ||||||
| 2026-08-27 | ||||||
| 2026-06-03 | ||||||
| 2026-06-02 | ||||||
| 2026-05-14 |
PANW on the Wheel
PANW passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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