On March 28, 2026, we detected 3 new cluster buys including a $2.3M purchase in $PICS by 3 insiders, and 5 notable insider purchases. Arora Nikesh (Director) bought $10.0M of $PANW. Data sourced from SEC Form 4 filings analyzed by Average Insider.
⚠️ For information purposes only. This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 Insider Trading Insights — March 28, 2026
Tracking insider purchases and cluster buys over the past 7 days. Insider buying can indicate confidence in a company's future, while cluster buys (multiple insiders buying around the same time) are particularly noteworthy signals.
🔥 Cluster Buys
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| Date Range Mar 23, 2026 – Mar 26, 2026 | |
👥 Participant Details
Pruett William Rodney Director | 100,000 shares $1,180,000 @ $11.80/share 2026-03-23T00:00:00 |
P&L: -13.4% ($158,000) | Augusto Cazotto Andre IR, Strategy and M&A Officer | 6,500 shares $75,075 @ $11.55/share 2026-03-25T00:00:00 |
P&L: -11.5% ($8,645) |
Chedid Simoes Eduardo Director | 87,505 shares $1,008,058 @ $11.52/share 2026-03-26T00:00:00 |
P&L: -11.3% ($113,756) | |
📊 Valuation & Analyst Info
Fair Value: $-184.35 (-1903.9% overvalued vs current price)
P/E Ratio: 70.1 (1.6x above Technology avg (26.5))
Analyst Consensus: Buy
Price Target: $24.50 (Low: $20.00 | High: $30.00 | Median: $24.00)
📰 Recent News (Last 7 Days)
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| Date Range Mar 25, 2026 – Mar 25, 2026 | |
👥 Participant Details
Savarie David Roger EVP, General Counsel | 6,500 shares $9,100 @ $1.40/share 2026-03-25T00:00:00 |
P&L: +2.1% (+$195) | Young Richard Scott Director | 1,000,000 shares $1,400,000 @ $1.40/share 2026-03-25T00:00:00 |
P&L: +2.1% (+$30,000) |
📊 Valuation & Analyst Info
Fair Value: $-2.46 (-271.9% overvalued vs current price)
P/E Ratio: -5.6
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
| | |
| Date Range Mar 25, 2026 – Mar 27, 2026 | |
👥 Participant Details
PIERCE BROOKS H President and CEO | 1,668 shares $11,109 @ $6.66/share 2026-03-25T00:00:00 |
P&L: +0.3% (+$33) | WEIL A LORNE Director | 8,341 shares $55,551 @ $6.66/share 2026-03-25T00:00:00 |
P&L: +0.3% (+$167) |
Chambrello Michael R. Director | 4,812 shares $33,443 @ $6.95/share 2026-03-26T00:00:00 |
P&L: -3.9% ($1,299) | Chambrello Michael R. Director | 5,188 shares $35,797 @ $6.90/share 2026-03-26T00:00:00 |
P&L: -3.2% ($1,141) |
PIERCE BROOKS H President and CEO | 13,332 shares $91,724 @ $6.88/share 2026-03-26T00:00:00 |
P&L: -2.9% ($2,666) | WEIL A LORNE Director | 21,659 shares $148,364 @ $6.85/share 2026-03-26T00:00:00 |
P&L: -2.5% ($3,682) |
PIERCE BROOKS H President and CEO | 5,000 shares $33,800 @ $6.76/share 2026-03-27T00:00:00 |
P&L: -1.2% ($400) | WEIL A LORNE Director | 20,000 shares $136,000 @ $6.80/share 2026-03-27T00:00:00 |
P&L: -1.8% ($2,400) |
📊 Valuation & Analyst Info
Fair Value: $19.36 (+189.8% undervalued vs current price)
P/E Ratio: -16.0
Analyst Consensus: Buy
Price Target: $18.75 (Low: $14.00 | High: $21.00 | Median: $20.00)
📰 Recent News (Last 7 Days)
💰 Individual Insider Buys
Transaction Date Mar 27, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $140.30 (-4.6% overvalued vs current price)
P/E Ratio: 101.4 (2.8x above Technology avg (26.5))
Analyst Consensus: Buy
Price Target: $211.29 (Low: $157.00 | High: $265.00 | Median: $200.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-05-19
Transaction Date Mar 25, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $-2.46 (-271.9% overvalued vs current price)
P/E Ratio: -5.6
Analyst Consensus: Buy
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-05-04
Transaction Date Mar 26, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $-184.35 (-1903.9% overvalued vs current price)
P/E Ratio: 70.1 (1.6x above Technology avg (26.5))
Analyst Consensus: Buy
Price Target: $24.50 (Low: $20.00 | High: $30.00 | Median: $24.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-06-03
Transaction Date Mar 23, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $0.89 (+27.7% undervalued vs current price)
P/E Ratio: -14.8
📰 Recent News (Last 7 Days)
Transaction Date Mar 26, 2026 | | |
| | |
📊 Valuation & Analyst Info
Fair Value: $18.30 (+42.1% undervalued vs current price)
P/E Ratio: 9.2
Analyst Consensus: Hold
Price Target: $14.00 (Low: $14.00 | High: $14.00 | Median: $14.00)
📰 Recent News (Last 7 Days)
📈 Recent Earnings: 2026-04-15
⚠️ Important Disclaimers
Investment Disclaimer: This content is for informational purposes only and should not be considered investment advice.
Data Accuracy: All information is sourced from SEC filings and third-party data providers. Errors or omissions may occur.
Market Risks: Past insider buying activity does not guarantee future performance.
Professional Advice: Consult with qualified financial professionals before making any investment decisions.