PANWTechnology · Software - InfrastructureThe 55 Wall Street analysts covering Palo Alto Networks, Inc. hold a median 12-month price target of $415 — +19.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 4 Nov 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Palo Alto Networks, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Issuance (15): The company has been issuing shares or taking on financing, diluting existing holders.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PANW, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +19.2% from it.
Of the 20 most recent actions, 8 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | Citigroup | Maintains | Buy | $410 → $440 |
| 13 Oct 2026 | Wells Fargo | Maintains | Overweight | $475 → $525 |
| 8 Oct 2026 | Amerx | Initiates | Hold | — |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | $400 → $440 |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | — |
| 28 Sept 2026 | BTIG | Maintains | Buy | $404 → $425 |
| 28 Sept 2026 | BTIG | Maintains | Buy | — |
| 21 Sept 2026 | Morgan Stanley | Maintains | Overweight | $394 → $410 |
| 21 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 17 Sept 2026 | Bernstein | Downgrade | Market Perform | — |
| 17 Sept 2026 | Bernstein | Downgrade | Market Perform | $253 → $351 |
| 11 Sept 2026 | Wedbush | Assumes | Outperform | $400 |
| 3 Sept 2026 | Argus Research | Reiterates | Buy | $425 |
| 3 Sept 2026 | Argus Research | Reiterates | Buy | — |
| 2 Sept 2026 | Barclays | Maintains | Overweight | — |
| 2 Sept 2026 | Barclays | Maintains | Overweight | $370 → $375 |
| 2 Sept 2026 | BTIG | Maintains | Buy | — |
| 2 Sept 2026 | BTIG | Maintains | Buy | $380 → $404 |
| 2 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 2 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | $425 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PANW appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Palo Alto Networks, Inc. returned +62.3% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 1% of US stocks
Cheaper than 7% of US stocks
Cheaper than 8% of US stocks
Cheaper than 1% of US stocks
Higher than 80% of US stocks
Higher than 69% of US stocks
Higher than 81% of US stocks
Higher than 55% of US stocks
Higher than 54% of US stocks
Higher than 47% of US stocks
Higher than 54% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Palo Alto Networks, Inc. has a market value of $284.9B and an enterprise value of $286.0B.
Revenue in the twelve months to 31 July 2026: $11.5B. The latest quarter grew 34.5% year on year.
Net income over the same four quarters: $307.0M, a 2.7% net margin.
Diluted earnings per share, trailing twelve months: $0.51.
Free cash flow in the twelve months to 31 July 2026: $4.1B.
Trailing P/E: 870.1×; forward P/E: 71.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Palo Alto Networks, Inc. employs 21,921 people — $524K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Palo Alto Networks, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Palo Alto Networks discussed frontier AI cybersecurity threats, defenses and practical response in prepared remarks, according to a Seeking Alpha transcript.
Why it matters — The remarks address AI-related cybersecurity risks and response, topics relevant to tracking PANW’s cybersecurity focus.
Zacks Investment Research discusses whether analyst recommendations are useful when deciding whether to buy, sell, or hold Palo Alto Networks stock, noting that media coverage of rating changes can influence the stock's price.
Why it matters — PANW watchers may be interested in how sell-side analyst ratings and related media coverage factor into stock decisions.
The Motley Fool compares Intuit and Palo Alto Networks, noting Intuit’s financial software ecosystem serves approximately 93 million customers and Palo Alto Networks is expanding its unified cybersecurity platform for major global organizations.
Why it matters — The comparison highlights PANW’s platform expansion and its focus on protecting large organizations.
Palo Alto Networks shares rose 91.6% year to date, supported by demand for AI security and platformization. The excerpt also notes rising costs and a premium valuation as areas of caution.
Why it matters — PANW watchers may weigh the growth drivers against the cost and valuation concerns highlighted in the report.
Palo Alto Networks said it will release fiscal first-quarter 2027 financial results after U.S. markets close on November 18, 2026. The quarter ended October 31, 2026.
Why it matters — PANW watchers can note the scheduled date for the company's upcoming quarterly results.
The 55 Wall Street analysts covering Palo Alto Networks, Inc. have a median 12-month price target of $415, with estimates ranging from $190 to $525. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 55 analysts covering Palo Alto Networks, Inc., 42 rate it a Buy, 12 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Palo Alto Networks, Inc. 49 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Palo Alto Networks, Inc. ranks 49 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 55 analysts implies +19.2% from the last close, and Ticker Nerd's factor model ranks Palo Alto Networks, Inc. 49 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Palo Alto Networks, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PANW are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $190 to $525 over the next 12 months.
Palo Alto Networks, Inc. returned +62.3% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Palo Alto Networks, Inc. is a cybersecurity company that provides a broad portfolio of security products and services for organizations worldwide.
The most recent item we track (Seeking Alpha, 4 Nov 2026): "Palo Alto Networks, Inc. (PANW) Discusses Frontier AI Cybersecurity Threats, Defenses and Practical Response Prepared Remarks Transcript". Palo Alto Networks discussed frontier AI cybersecurity threats, defenses and practical response in prepared remarks, according to a Seeking Alpha transcript.
Palo Alto Networks, Inc. is a cybersecurity company that provides a broad portfolio of security products and services for organizations worldwide. Its offerings include network security, cloud security, security operations, and identity protection, along with platform-based tools designed to help enterprises manage and secure complex digital environments. The company serves businesses, service providers, and government entities across the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. Palo Alto Networks focuses on delivering integrated security capabilities for modern infrastructure, including hybrid cloud and AI-driven environments. Founded in 2005 and headquartered in Santa Clara, California, Palo Alto Networks plays a significant role in the global cybersecurity market by supporting organizations that need centralized protection, visibility, and threat response across distributed systems.
CEO Mr. Nikesh Arora C.F.A. · 21,921 employees · United States · https://www.paloaltonetworks.com
