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Palo Alto Networks, Inc. — Wall Street Analyst Estimates & Price Targets

PANW
NASDAQTechnologySoftware - InfrastructureCIK 0001327567paloaltonetworks.comAbout PANW
Last close · Oct 16, 2026342.00−28.27 (−7.63%)
Market cap$279.8B

28 firms' latest targets, last 90 days: median $415.00 ($300.00–$525.00), 21% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$200$300$400$500NovJan 2026MarMayJulSep2026-01-05 · Piper Sandler: $2652026-01-13 · UBS: $2152026-02-09 · Barclays: $2002026-02-10 · Stifel: $2002026-02-11 · D.A. Davidson: $2102026-02-11 · RBC Capital: $2202026-02-12 · BTIG: $2002026-02-13 · Cantor Fitzgerald: $2202026-02-17 · Truist: $2002026-02-17 · Mizuho Securities: $2052026-02-18 · Scotiabank: $1802026-02-18 · BMO Capital: $2002026-02-18 · Baird: $2202026-02-18 · D.A. Davidson: $1902026-02-18 · Stifel: $1852026-02-18 · Mizuho Securities: $2002026-02-18 · Needham: $2002026-02-18 · Bernstein: $2092026-02-18 · Morgan Stanley: $2232026-02-19 · UBS: $1832026-04-21 · Berenberg Bank: $2152026-05-06 · BTIG: $2162026-05-11 · Barclays: $2202026-05-14 · Jefferies: $2652026-05-15 · RBC Capital: $2552026-05-15 · Oppenheimer: $2752026-05-19 · Truist: $2752026-05-20 · Morgan Stanley: $2532026-05-20 · Cantor Fitzgerald: $2852026-05-20 · Stifel: $2752026-05-27 · Wedbush: $3002026-05-27 · Berenberg Bank: $2902026-05-29 · Jefferies: $3002026-06-01 · Baird: $3002026-06-03 · Goldman Sachs: $3302026-06-03 · Northland Securities: $3022026-06-03 · RBC Capital: $3302026-06-03 · FBN Securities: $3302026-06-03 · Mizuho Securities: $3052026-06-03 · Wolfe Research: $3202026-06-03 · BMO Capital: $3352026-06-03 · Oppenheimer: $3502026-06-03 · Susquehanna: $3502026-06-03 · Wedbush: $3402026-06-03 · BTIG: $3332026-06-03 · Loop Capital Markets: $2902026-06-03 · D.A. Davidson: $3452026-06-03 · Scotiabank: $3202026-06-03 · Stifel: $3402026-06-03 · Morgan Stanley: $3202026-06-03 · Truist: $3752026-06-03 · Needham: $3502026-06-03 · Piper Sandler: $3452026-06-03 · Baird: $3202026-06-03 · UBS: $3002026-06-03 · Stephens: $3002026-06-03 · Wells Fargo: $3252026-06-03 · Jefferies: $3352026-06-03 · Barclays: $3152026-06-03 · Evercore ISI: $3752026-06-03 · Cantor Fitzgerald: $3402026-07-01 · BTIG: $3802026-07-01 · Wells Fargo: $4202026-07-07 · Needham: $4252026-07-08 · Evercore ISI: $4152026-07-08 · Evercore ISI: $3202026-07-15 · Tigress Financial: $4302026-07-16 · Capital One Financial: $4212026-07-21 · Argus Research: $4252026-07-21 · Morgan Stanley: $3872026-08-04 · Oppenheimer: $4002026-08-14 · RBC Capital: $4342026-08-17 · Wells Fargo: $4752026-08-17 · Morgan Stanley: $4002026-08-18 · New Street: $4152026-08-19 · UBS: $3902026-08-19 · Mizuho Securities: $4152026-08-19 · Truist: $4352026-08-19 · Cantor Fitzgerald: $4252026-08-19 · Stifel: $4152026-08-20 · BMO Capital: $4152026-08-28 · Jefferies: $4502026-08-31 · Scotiabank: $4302026-09-02 · Goldman Sachs: $3902026-09-02 · Truist: $4002026-09-02 · Deutsche Bank: $4302026-09-02 · Stephens: $4002026-09-02 · Northland Securities: $3602026-09-02 · D.A. Davidson: $4202026-09-02 · RBC Capital: $4752026-09-02 · Roth Capital: $3002026-09-02 · Susquehanna: $4152026-09-02 · Rosenblatt Securities: $4152026-09-02 · BTIG: $4042026-09-02 · Piper Sandler: $4102026-09-02 · Morgan Stanley: $3942026-09-02 · Baird: $4202026-09-02 · Barclays: $3752026-09-02 · Bernstein: $2532026-09-17 · Bernstein: $3512026-09-21 · Morgan Stanley: $4102026-09-28 · BTIG: $4252026-10-02 · TD Cowen: $4402026-10-12 · Wells Fargo: $525
$200$300$400$500NovFebMayAug

Each firm's latest target

last 90 days · 28 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-12Wells Fargo$525.00$475.00▲ 11%+25%+54%
2026-10-02TD Cowen$440.00——+11%+29%
2026-09-28BTIG$425.00$404.00▲ 5%+13%+24%
2026-09-21Morgan Stanley$410.00$394.00▲ 4%+13%+20%
2026-09-17Bernstein$351.00$253.00▲ 39%-7%+3%
2026-09-02Goldman Sachs$390.00$330.00▲ 18%+19%+14%
2026-09-02Truist$400.00$435.00▼ 8%+20%+17%
2026-09-02Deutsche Bank$430.00——+29%+26%
2026-09-02Stephens$400.00$300.00▲ 33%+20%+17%
2026-09-02Northland Securities$360.00$302.00▲ 19%+8%+5%
2026-09-02D.A. Davidson$420.00$345.00▲ 22%+27%+23%
2026-09-02RBC Capital$475.00$434.00▲ 9%+44%+39%
2026-09-02Roth Capital$300.00——-9%-12%
2026-09-02Susquehanna$415.00$350.00▲ 19%+15%+21%
2026-09-02Rosenblatt Securities$415.00——+25%+21%
2026-09-02Piper Sandler$410.00$345.00▲ 19%+13%+20%
2026-09-02Baird$420.00$320.00▲ 31%+16%+23%
2026-09-02Barclays$375.00$315.00▲ 19%+4%+10%
2026-08-31Scotiabank$430.00$320.00▲ 34%+13%+26%
2026-08-28Jefferies$450.00$335.00▲ 34%+18%+32%
2026-08-20BMO Capital$415.00$335.00▲ 24%+16%+21%
2026-08-19UBS$390.00$300.00▲ 30%+10%+14%
2026-08-19Mizuho Securities$415.00$305.00▲ 36%+11%+21%
2026-08-19Cantor Fitzgerald$425.00$340.00▲ 25%+14%+24%
2026-08-19Stifel$415.00$340.00▲ 22%+11%+21%
2026-08-18New Street$415.00——+10%+21%
2026-08-04Oppenheimer$400.00$350.00▲ 14%+15%+17%
2026-07-21Argus Research$425.00——+26%+24%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2024reported$8.0B+16%$3.64+469%est. $8.3B-3%est. $4.2320
2025reported$9.2B+15%$1.60-56%est. $9.2B+0%est. $3.2735
2026reported$11.5B+24%$0.40-75%est. $11.4B+1%est. $3.7838
2027$14.2B+23%$4.19+11%$14.1B–$14.3B$4.16–$4.2539
2028$16.2B+14%$4.86+16%$15.5B–$16.9B$4.64–$5.5136
2029$18.4B+14%$5.63+16%$17.1B–$21.0B$2.54–$8.8323
2030$20.6B+12%$6.22+10%$19.9B–$21.9B$5.98–$6.7411
2031$23.3B+13%$0.00-100%$22.6B–$24.8B$0.00–$0.0010
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.