PANWTechnology · Software - InfrastructureThe 55 Wall Street analysts covering Palo Alto Networks, Inc. hold a median 12-month price target of $345 — -10.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 53 of 100 as at 15 Aug 2026 — in the upper 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
Momentum (96): The shares have been drifting up relative to others.
Issuance (17): 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 quant trader with fourteen 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.
The green dot is the last close — the median target sits −10.2% from it.
Of the 20 most recent actions, 9 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 Aug 2026 | RBC Capital | Maintains | Outperform | $330 → $434 |
| 12 Aug 2026 | Citizens | Maintains | Market Outperform | $320 → $415 |
| 5 Aug 2026 | Barclays | Maintains | Overweight | $315 → $370 |
| 4 Aug 2026 | Oppenheimer | Reiterates | Outperform | — |
| 4 Aug 2026 | Oppenheimer | Reiterates | Outperform | $350 → $400 |
| 21 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 21 July 2026 | Morgan Stanley | Maintains | Overweight | $320 → $387 |
| 15 July 2026 | Tigress Financial | Maintains | Buy | — |
| 15 July 2026 | Tigress Financial | Maintains | Buy | $245 → $430 |
| 13 July 2026 | Citigroup | Maintains | Buy | $340 → $400 |
| 13 July 2026 | Citigroup | Maintains | Buy | — |
| 8 July 2026 | Evercore ISI Group | Maintains | Outperform | $375 → $320 |
| 8 July 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 7 July 2026 | Needham | Maintains | Buy | — |
| 7 July 2026 | Needham | Maintains | Buy | $350 → $425 |
| 1 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 1 July 2026 | Wells Fargo | Maintains | Overweight | $325 → $420 |
| 30 June 2026 | BTIG | Maintains | Buy | — |
| 3 June 2026 | Barclays | Maintains | Overweight | — |
| 3 June 2026 | BMO Capital | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. PANW appears on the weeks it earns a place.
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 2% of US stocks
Cheaper than 7% of US stocks
Cheaper than 9% of US stocks
Cheaper than 1% of US stocks
Higher than 79% of US stocks
Higher than 67% of US stocks
Higher than 80% of US stocks
Higher than 30% of US stocks
Higher than 66% of US stocks
Higher than 53% of US stocks
Higher than 57% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 (PANW) closed at $396 in the latest trading day, marking a 2.32% increase from its previous close and outperforming the broader market.
Why it matters — The stock's gain above market averages signals a potentially stronger trading session for PANW relative to its peers.
The FXEmpire article highlights AI security companies as key beneficiaries of the AI boom, noting that while AI enhances productivity, it also enables automated cyberattacks at record speeds. It identifies two AI security firms as winners in this environment.
Why it matters — A PANW watcher would care because the article positions AI-driven security vendors as well-placed amid rising automated attack threats, which speaks to demand in Palo Alto Networks' core market.
Following Black Hat USA 2026, cybersecurity stocks including PANW surged, driven by AI-centric product launches from several vendors. AI adoption introduces new security risks, such as data poisoning and agentic AI vulnerabilities, which expand the cybersecurity total addressable market.
Why it matters — The report highlights PANW as part of the post-Black Hat surge and links AI-related security risks to broader cybersecurity market expansion that could affect the company.
The Motley Fool reports that Palo Alto Networks' stock is experiencing strong gains in 2026. The article frames the company's share performance as booming during the current year.
Why it matters — A Palo Alto Networks watcher would care because the report highlights notable momentum in the company's stock performance during 2026.
Cybersecurity stocks, including Palo Alto Networks and CrowdStrike, rose on Monday while broader markets declined.
Why it matters — The positive performance highlights PANW's position as a leader in the cybersecurity sector during a market downturn.
The 55 Wall Street analysts covering Palo Alto Networks, Inc. have a median 12-month price target of $345, with estimates ranging from $203 to $434. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 55 analysts covering Palo Alto Networks, Inc., 44 rate it a Buy, 10 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Palo Alto Networks, Inc. 53 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Palo Alto Networks, Inc. ranks 53 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 Momentum (96 of 100).
No one can know that. What the data says: the median 12-month target from 55 analysts implies -10.2% from the last close, and Ticker Nerd's factor model ranks Palo Alto Networks, Inc. 53 out of 100 as at 15 Aug 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: $203 to $434 over the next 12 months.
Palo Alto Networks, Inc. returned +121.4% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Palo Alto Networks, Inc. is a cybersecurity company that provides products and services designed to secure networks, clouds, and applications for organizations worldwide.
The most recent item we track (Zacks Investment Research, 13 Aug 2026): "Palo Alto Networks (PANW) Outperforms Broader Market: What You Need to Know". Palo Alto Networks (PANW) closed at $396 in the latest trading day, marking a 2.32% increase from its previous close and outperforming the broader market.
Palo Alto Networks, Inc. is a cybersecurity company that provides products and services designed to secure networks, clouds, and applications for organizations worldwide. Headquartered in Santa Clara, California and incorporated in 2005, the company focuses on protecting enterprises, service providers, and government entities across sectors such as financial services, healthcare, education, energy, manufacturing, telecommunications, and the public sector. Palo Alto Networks offers next-generation firewalls, cloud-delivered security services, and secure access service edge solutions that help customers control network traffic and prevent threats. Its platforms address secure connectivity for remote users, cloud-native application protection, and security for multi-cloud and hybrid environments. The company also delivers subscription-based capabilities, including threat prevention, malware and advanced persistent threat protection, URL filtering, DNS security, Internet of Things security, and SaaS security. In addition, it provides threat intelligence, data loss prevention, incident response, and consulting services, playing a central role in helping organizations manage complex cyber risks and comply with security requirements across global markets.
CEO Mr. Nikesh Arora C.F.A. · 21,491 employees · United States · https://www.paloaltonetworks.com