Nikesh Arora Stock Picks, Tracked & Graded
3 picks over 1 years. +16.9% vs the S&P's +5.7%.
The Verdict
Nikesh Arora has returned +16.9% vs S&P +5.7% over matched windows (100% 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 (+27.0%) · Worst: PANW (+6.9%).
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 | Too early | — | |
| BUY | PANW | PANW: PANW — BUY Mar 2026Quadrature Capital Ltd Buys New Shares in Palo Alto Networks, Inc. $PANW | +6.9% | -0.9% | |
| BUY | AMZN | AMZN: Amazon — BUY Feb 2026Adding To AMZN & PANW Into The Selloff | +27.0% | +23.4% |
FAQ
Is Nikesh Arora good at picking stocks?
Nikesh Arora has 3 scored picks with 100% win rate and +11.3% 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.
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