Nikesh Arora Stock Picks, Tracked & Graded
3 picks over 1 years. -1.8% vs the S&P's -4.0%.
The Verdict
Nikesh Arora has returned -1.8% vs S&P -4.0% over matched windows (0% win rate across 3 picks).
The Report Card
Every pick at a glance. Green = beat S&P. Red = didn't.
Nikesh Arora's Stock Recommendations, Graded
Nikesh Arora's Best and Worst Stock Picks
Best: AMZN (-1.2%) · Worst: PANW (-2.4%).
Nikesh Arora's Full Track Record
| Action | Ticker | Date | Headline | Return | vs S&P |
|---|---|---|---|---|---|
| SELL | PANW | PANW: PANW — SELL Mar 2026Employees Retirement System of Texas Sells 208,989 Shares of Palo Alto Networks, Inc. $PANW | Pending | — | |
| BUY | PANW | PANW: PANW — BUY Mar 2026Quadrature Capital Ltd Buys New Shares in Palo Alto Networks, Inc. $PANW | -2.4% | -0.4% | |
| BUY | AMZN | AMZN: Amazon — BUY Feb 2026Adding To AMZN & PANW Into The Selloff | -1.2% | +4.7% |
FAQ
Is Nikesh Arora good at picking stocks?
Nikesh Arora has 3 scored picks with 0% win rate and +2.1% vs S&P.
What stocks does Nikesh Arora recommend?
PANW, AMZN.
What date range does this track record cover?
Feb 26, 2026 to Mar 13, 2026.
Related Profiles
Meanwhile: Whitney Tilson.
Think someone else does better? Andreas Halvorsen · Andy Jassy · Aoc · Bill Ackman · Bill Miller · Brian Moynihan
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