VCP Scanner
Stock Screener
Filter stocks with fundamental & technical criteria
Technical Scanner
RSI, Moving averages & volume momentum signals
Market Themes
Curated industry baskets & thematic leaders
Earnings Hub
Calendar, EPS surprise stats & earnings transcripts
Market News
Real-time market intelligence & AI overviews
Insider Buying
SEC Form 4 corporate insider purchases
Minervini — VCPContraction bases in Stage 2 uptrends
Minervini — Trend TemplateFull 8-rule Stage 2 screen
O'Neil — Cup with HandleBase breakouts with RS leadership
O'Neil — CANSLIM LeadersGrowth leaders with RS ≥ 85
Qullamaggie — High Tight FlagsPower plays after a large advance
Qullamaggie — Momentum Leaders1/3/6-month strength leaders
Livermore — Pivotal PointsMulti-touch resistance breakouts
View All Playbooks...
Breakouts
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Index & ETFs
SPY vs QQQVTI vs VOOSPY vs IWM
Compare Any Stocks...
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Watchlist
Breakouts
WatchlistPricing
Ctrl K
Pricing
PANW
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsCompareWatchlist
PANWPalo Alto Networks, Inc.
$374.57$255.3B
Overview & Tools
OverviewChart Terminal ↗AnalysisVisualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
HomeStocksPANWAnalysis
PANW logo

Palo Alto Networks, Inc. (PANW) Research Brief

Wall Street consensus, price target range, and equity research thesis

Buy89 Analyst Coverage
Consensus Target
$397+5.9% Upside
Current: $374.57
Analyst Range
Low $290High $475
12-Month High/Low Spread
Ratings Mix
64 Buy·23 Hold·2 Sell
Earnings & Valuation
EPS Beat 4.3%
Forward P/E: 89.4x

Executive Summary & Research Take

Wall Street currently rates PANW buy with a 12-month price target of $397 (+5.9% upside). The sections below cover the bull case, key risks, and latest earnings context for Palo Alto Networks, Inc..

Recent Analyst Actions

PANW Analyst Upgrades & Price Target Changes

30 of 30 analysts raised targets. Recent price target changes and ratings for PANW.

Updated Jun 2026
FirmActionRatingPrice Target
CitigroupRaisedBuy$210$340
UBSRaisedNeutral$183$300
MizuhoRaisedOutperform$265$305
Morgan StanleyRaisedOverweight$253$320
BNP ParibasRaisedOutperform$220$330
SusquehannaRaisedPositive$200$350
Piper SandlerRaisedOverweight$265$345
JP MorganRaisedOverweight$300$326

Analyst ratings update weekly. Get PANW's next verdict in your inbox.

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

Analyst Research Summary

Investment Thesis: Bull Case & Risk Factors

A structured look at the bull case, the risks, and the most recent earnings execution for PANW.

Current setup

PANW beat estimates last quarter. Below are the key reasons analysts remain constructive and the risks that could change that view.

Bull Case

What keeps the long thesis intact

  • Platformization strategyPalo Alto Networks' platformization strategy is driving adoption and growth, as highlighted in bullish theses.
  • AI innovationsThe company's AI innovations are seen as a key driver for future growth and competitive advantage.
  • Strong ARR growthPalo Alto Networks has demonstrated strong Annual Recurring Revenue (ARR) growth, a positive sign for recurring income.
  • Wide moatThe company possesses a wide moat, indicating sustainable competitive advantages in the cybersecurity market.
  • Institutional ownershipTop institutional holders like Vanguard Group (9.4%) signal confidence in the company's long-term prospects.
  • Continued platform adoptionDespite recent stock depreciation, continued platform adoption supports the bullish thesis.

Wall Street rates PANW buy, giving the bull case institutional backing from 89 analysts.

Watch Out For

What can break the setup quickly

No AI-generated risk factors available for PANW yet.

Watch whether new negative commentary on PANW points to these structural risks or is simply reacting to short-term price moves.

PANW Earnings Reaction — What the Last Quarter Showed

Last Quarter

EPS
$1.02 vs $0.98 est.Beat 4.3%
Revenue
$3.4B vs $3.4B est.Beat 1.7%
Consensus & Technical Research Suite
Open PANW Terminal

PANW Chart Terminal

WASM

Live VCP patterns, Cup & Handle overlays, support/resistance, and AI trade plans.

Launch Terminal

Live Breakouts Feed

LIVE

High-probability breakout stocks crossing their pivot across 5 pattern engines.

Explore Setups

PANW Stock Overview

Stock snapshot, live price chart, key ratios, and company profile.

View Overview

Intrinsic Valuation

DCF models, multiple analysis, and analyst estimates.

Check Valuation

Historical Returns

10-year return with dividends reinvested.

Calculate

Peer Comparison

Compare growth, multiples, and margins vs sector.

Compare

PANW — Frequently Asked Questions

Quick answers to the most common questions about buying PANW stock.

What is the analyst consensus on PANW?
Verdict

PANW appears fairly valued near today's $374.57 — the consensus rating is "Buy" with a $397 target (+5.9%). This is informational only — verify the data and consider your own risk tolerance before deciding.

What are recent analyst rating changes for PANW?
Timing

Timing depends on your horizon, but the data signals are: consensus rating "Buy" with +5.9% upside to the $397 target. In the past 30 days, 30 of 30 covering analysts raised their price targets — a bullish signal.

What is the price target for PANW stock?
Price Target

PANW's consensus 12-month price target is $397, set by 89 Wall Street analysts. The bull case high is $475 and the bear case low is $290. From the current price of $374.57, this implies +5.9% upside.

Is PANW overvalued or undervalued?
Valuation

PANW appears fairly valued — the $397 consensus target is roughly in line with today's $374.57 (+5.9%). It trades at a forward P/E of 89.4x. Targets range from $290 (bear) to $475 (bull), reflecting different assumptions about growth and margins.

What were PANW's latest earnings results?
Earnings

PANW reports next quarter. Earnings-week moves are volatile — historically, analyst targets revise upward after a beat and downward after a miss. The current consensus is "Buy" with a $397 target. Consider position sizing rather than going all-in pre-print.

What is the bull case for PANW?
Coverage

Of 89 analysts covering Palo Alto Networks, Inc. (PANW): 0 Strong Buy, 64 Buy, 23 Hold, 2 Sell, 0 Strong Sell — a "Buy" consensus. The 12-month price target is $397 (range $290–$475). Bullish analysts outnumber bearish by more than 2-to-1.

What are the risks of investing in PANW?
Risks

2 of the 89 analysts covering PANW rate it Sell or Strong Sell. Common concerns include valuation stretch, slowing growth, and sector-specific headwinds — see the Bull vs. Risk cards above for the specific theses on Palo Alto Networks, Inc..

Financial Data & Software Notice: VCP Scanner is an educational financial research database and stock screening software platform. VCP Scanner does not generate, recommend, or package trade decisions, buy/sell signals, or personalized investment advice. Consensus ratings and price targets reflect aggregated third-party Wall Street analyst research from public SEC filings. See our Terms of Service and Privacy Policy.