PANWTechnology · Software - InfrastructureThe 55 Wall Street analysts covering Palo Alto Networks, Inc. hold a median 12-month price target of $413 — -1.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 52 of 100 as at 10 Oct 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 (97): The shares have been drifting up relative to others.
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 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.
Data provided by Twelve Data
The green dot is the last close — the median target sits −1.5% from it.
Of the 20 most recent actions, 7 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Oct 2026 | Amerx | Initiates | Hold | — |
| 2 Oct 2026 | TD Cowen | Maintains | Buy | $400 → $440 |
| 28 Sept 2026 | BTIG | Maintains | Buy | — |
| 28 Sept 2026 | BTIG | Maintains | Buy | $404 → $425 |
| 21 Sept 2026 | Morgan Stanley | Maintains | Overweight | — |
| 21 Sept 2026 | Morgan Stanley | Maintains | Overweight | $394 → $410 |
| 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 | — |
| 3 Sept 2026 | Argus Research | Reiterates | Buy | $425 |
| 2 Sept 2026 | Barclays | Maintains | Overweight | $370 → $375 |
| 2 Sept 2026 | Barclays | Maintains | Overweight | — |
| 2 Sept 2026 | BTIG | Maintains | Buy | $380 → $404 |
| 2 Sept 2026 | BTIG | Maintains | Buy | — |
| 2 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | $425 |
| 2 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 2 Sept 2026 | Citigroup | Maintains | Buy | — |
| 2 Sept 2026 | Citigroup | Maintains | Buy | $400 → $410 |
| 2 Sept 2026 | DA Davidson | Maintains | Buy | — |
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Oct 2026, Palo Alto Networks, Inc. returned +94.6% against +17.3% 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 68% of US stocks
Higher than 81% of US stocks
Higher than 56% 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 $342.6B and an enterprise value of $331.3B.
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: 1047.0×; forward P/E: 85.8× — 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 →
Zscaler shares rose 6% after reaffirming its revenue outlook and announcing a security partnership with IBM. Palo Alto Networks and CrowdStrike shares each gained 4%.
Why it matters — The gains across cybersecurity stocks place PANW among peers moving higher after Zscaler's outlook reaffirmation and IBM pact.
CNBC's Jim Cramer favors established AI companies despite valuation concerns. The article highlights ETFs that provide diversified exposure to his top stock picks.
Why it matters — The item discusses diversified exposure to AI-related stocks, a theme relevant to PANW watchers, but does not mention Palo Alto Networks specifically.
Software shares faced a sharp first-quarter selloff, with two software-focused ETFs falling roughly 25% to 27% as traders worried AI could make subscription software obsolete.
Why it matters — The excerpt describes broad sentiment toward software, a sector backdrop relevant to watchers of Palo Alto Networks.
Palo Alto Networks (PANW) closed the recent trading session at $398.42, down 1.76% from the prior day's close. The headline says the stock's drop was larger than the general market's.
Why it matters — PANW watchers may note the stock's session decline and its underperformance relative to the general market.
The article says a $1,000 investment in Palo Alto Networks outperformed the S&P 500 by more than fivefold over ten years. It attributes the outcome to the company’s evolution from a firewall maker into an AI security platform and notes investors endured three steep drawdowns since 2020.
Why it matters — The item highlights PANW’s long-term performance and business evolution, while underscoring the volatility investors experienced along the way.
The 55 Wall Street analysts covering Palo Alto Networks, Inc. have a median 12-month price target of $413, with estimates ranging from $190 to $475. 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, 11 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Palo Alto Networks, Inc. 52 out of 100 across roughly 4,600 US stocks as at 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Oct 2026, Palo Alto Networks, Inc. ranks 52 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 55 analysts implies -1.5% from the last close, and Ticker Nerd's factor model ranks Palo Alto Networks, Inc. 52 out of 100 as at 10 Oct 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 $475 over the next 12 months.
Palo Alto Networks, Inc. returned +94.6% over the 12 months to 9 Oct 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 (24/7 Wall Street, 9 Oct 2026): "Zscaler Jumps 6% on Reaffirmed Revenue Outlook and IBM Security Pact; Palo Alto and CrowdStrike Gain 4%". Zscaler shares rose 6% after reaffirming its revenue outlook and announcing a security partnership with IBM. Palo Alto Networks and CrowdStrike shares each gained 4%.
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
