PANW analyst scorecard · Palo Alto Networks
140 rating changes on PANW in the last 12 months. 75% of bullish calls were right at 30 days. The Street was right 75% of the time on 115 scored calls (95% interval 66–82%), grade A. Consensus target $396, 5% above the last close.
Graded through 2026-09-25 · last close $378.17 (2026-09-25). Rebuilt every morning.
Holds on PANW, read: 1 cut to or raised to Hold (graded as the change) · 3 Holds whose target leaned 10%+ one way (graded that way) · 8 true Holds, not graded.
Firm by firm
| Firm | Calls | Scored | Right | Accuracy | Targets hit | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| DA Davidson | 5 | 4 | 4 | 100.0% | 75.0% of 4 | +9.5% | +24.9% | Buy | 2026-09-02 | $420 |
| JPMorgan | 5 | 5 | 5 | 100.0% | 50.0% of 4 | +13.9% | +37.2% | Overweight | 2026-08-25 | $384 |
| Truist Securities | 5 | 5 | 5 | 100.0% | 100.0% of 4 | +20.1% | +59.1% | Buy | 2026-08-19 | $435 |
| Stifel | 4 | 4 | 4 | 100.0% | — | +12.9% | +46.1% | Buy | 2026-08-19 | $415 |
| Wedbush | 4 | 4 | 4 | 100.0% | 75.0% of 4 | +14.8% | +26.5% | Outperform | 2026-06-03 | $340 |
| Needham | 6 | 5 | 4 | 80.0% | 50.0% of 4 | +4.9% | +16.9% | Buy | 2026-09-02 | $425 |
| Rosenblatt | 5 | 4 | 3 | 75.0% | 50.0% of 4 | +7.3% | +12.6% | Buy | 2026-09-02 | $415 |
| BMO Capital | 4 | 4 | 3 | 75.0% | — | +7.8% | +22.4% | Outperform | 2026-08-20 | $415 |
| Mizuho | 4 | 4 | 3 | 75.0% | — | +5.7% | +20.4% | Outperform | 2026-08-19 | $415 |
| BTIG | 11 | 10 | 7 | 70.0% | 62.5% of 8 | +9.8% | +26.8% | Buy | 2026-09-02 | $404 |
| Morgan Stanley | 8 | 6 | 4 | 66.7% | 60.0% of 5 | +7.1% | +22.0% | Overweight | 2026-09-21 | $410 |
| Wells Fargo | 6 | 6 | 4 | 66.7% | 100.0% of 4 | +15.2% | +63.1% | Overweight | 2026-08-17 | $475 |
| Oppenheimer | 6 | 5 | 3 | 60.0% | 50.0% of 4 | +7.0% | +16.2% | Outperform | 2026-09-02 | $450 |
| Barclays | 6 | 5 | 2 | 40.0% | 75.0% of 4 | +6.2% | +28.7% | Overweight | 2026-09-02 | $375 |
| Citigroup | 4 | 3 | 3 | — | — | +17.8% | +46.2% | Buy | 2026-09-02 | $410 |
| Cantor Fitzgerald | 4 | 3 | 3 | — | — | +10.3% | +5.7% | Overweight | 2026-09-02 | $425 |
| Bernstein | 3 | 2 | 2 | — | — | +4.7% | +20.0% | Market Perform | 2026-09-17 | $351 |
| Scotiabank | 3 | 2 | 2 | — | — | +17.2% | +43.4% | Sector Outperform | 2026-08-31 | $430 |
| Benchmark | 3 | 3 | 3 | — | — | +20.7% | +33.0% | Buy | 2026-08-24 | $400 |
| Susquehanna | 2 | 1 | 1 | — | — | +27.5% | +29.1% | Positive | 2026-09-02 | $415 |
| Tigress Financial | 2 | 2 | 2 | — | — | +8.7% | -6.9% | Buy | 2026-07-15 | $430 |
| Baird | 2 | 2 | 2 | — | — | +12.1% | +42.4% | Outperform | 2026-06-01 | $300 |
| BNP Paribas | 1 | 1 | 1 | — | — | +27.5% | +29.1% | Outperform | 2026-06-03 | $330 |
| Goldman Sachs | 1 | 1 | 1 | — | — | +3.6% | -17.4% | Buy | 2025-11-21 | $240 |
| Piper Sandler | 4 | 3 | 2 | — | — | +7.1% | +0.1% | Overweight | 2026-09-02 | $410 |
| RBC Capital | 4 | 3 | 2 | — | — | +10.6% | +43.4% | Outperform | 2026-09-02 | $475 |
| Jefferies | 4 | 3 | 2 | — | — | +12.2% | +14.6% | Buy | 2026-08-28 | $450 |
| Evercore ISI Group | 3 | 3 | 2 | — | — | +10.6% | +4.9% | Outperform | 2026-07-08 | $320 |
| Citizens | 2 | 2 | 1 | — | — | -3.8% | +57.6% | Market Outperform | 2026-08-12 | $415 |
| UBS | 5 | 3 | 1 | — | 25.0% of 4 | +1.4% | -5.7% | Neutral | 2026-08-19 | $390 |
| TD Cowen | 3 | 3 | 1 | — | — | +6.1% | +4.9% | Buy | 2026-08-17 | $400 |
| Guggenheim | 3 | 1 | 0 | — | — | -0.8% | +23.3% | Neutral | 2026-09-02 | — |
| Argus Research | 1 | 0 | 0 | — | — | — | — | Buy | 2026-09-03 | $425 |
| Roth Capital | 1 | 0 | 0 | — | — | — | — | Neutral | 2026-09-02 | $300 |
| Loop Capital | 1 | 0 | 0 | — | — | +27.5% | +29.1% | Hold | 2026-06-03 | $290 |
| Stephens & Co. | 1 | 0 | 0 | — | — | +27.5% | +29.1% | Equal-Weight | 2026-06-03 | $300 |
| Freedom Broker | 1 | 1 | 0 | — | — | -5.6% | +58.0% | Buy | 2026-03-11 | $210 |
| HSBC | 1 | 1 | 0 | — | — | +3.6% | -17.4% | Reduce | 2025-11-21 | $157 |
| WestPark Capital | 1 | 0 | 0 | — | — | +2.4% | -17.7% | Hold | 2025-11-20 | — |
| JMP Securities | 1 | 1 | 0 | — | — | -15.9% | -16.4% | Market Outperform | 2025-10-27 | $250 |
Dimmed rows have fewer than 4 scored calls on PANW — too few to grade. No firm gets a letter on a single name: the samples are far too small to separate skill from a coin flip. Why →
Every call, last 12 months
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-21 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $371.76 | +3.9% | — | — | — | $410 | pending |
| 2026-09-17 | Bernstein | Outperform → Market Perform | downgrade | Bearish · cut to Market Perform | $375.06 | +0.2% | — | — | — | $351 | pending |
| 2026-09-03 | Argus Research | Buy → Buy | reiterated | Bullish | $331.94 | -9.4% | — | — | — | $425 | pending |
| 2026-09-02 | Citigroup | Buy → Buy | maintained | Bullish | $328.48 | -5.4% | — | — | — | $410 | pending |
| 2026-09-02 | Roth Capital | Neutral → Neutral | maintained | True hold · target -8% | $328.48 | -5.4% | — | — | — | $300 | not graded |
| 2026-09-02 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $328.48 | -5.4% | — | — | — | $450 | pending |
| 2026-09-02 | Piper Sandler | Overweight → Overweight | reiterated | Bullish | $328.48 | -5.4% | — | — | — | $410 | pending |
| 2026-09-02 | DA Davidson | Buy → Buy | maintained | Bullish | $328.48 | -5.4% | — | — | — | $420 | pending |
| 2026-09-02 | Barclays | Overweight → Overweight | maintained | Bullish | $328.48 | -5.4% | — | — | — | $375 | pending |
| 2026-09-02 | RBC Capital | Outperform → Outperform | maintained | Bullish | $328.48 | -5.4% | — | — | — | $475 | pending |
| 2026-09-02 | Guggenheim | Neutral → Neutral | reiterated | True hold | $328.48 | -5.4% | — | — | — | — | not graded |
| 2026-09-02 | Susquehanna | Positive → Positive | maintained | Bullish | $328.48 | -5.4% | — | — | — | $415 | pending |
| 2026-09-02 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $328.48 | -5.4% | — | — | — | $394 | pending |
| 2026-09-02 | Rosenblatt | Buy → Buy | maintained | Bullish | $328.48 | -5.4% | — | — | — | $415 | pending |
| 2026-09-02 | Needham | Buy → Buy | reiterated | Bullish | $328.48 | -5.4% | — | — | — | $425 | pending |
| 2026-09-02 | Cantor Fitzgerald | Overweight → Overweight | reiterated | Bullish | $328.48 | -5.4% | — | — | — | $425 | pending |
| 2026-09-02 | BTIG | Buy → Buy | maintained | Bullish | $328.48 | -5.4% | — | — | — | $404 | pending |
| 2026-08-31 | Scotiabank | Sector Outperform → Sector Outperform | maintained | Bullish | $382.13 | +15.2% | — | — | — | $430 | pending |
| 2026-08-28 | Jefferies | Buy → Buy | maintained | Bullish | $371.59 | +18.3% | — | — | — | $450 | pending |
| 2026-08-26 | BTIG | Buy → Buy | reiterated | Bullish | $339.31 | +6.9% | +11.4% | — | — | $380 | ✓ |
| 2026-08-25 | JPMorgan | Overweight → Overweight | maintained | Bullish | $339.90 | +5.0% | +14.7% | — | — | $384 | ✓ |
| 2026-08-24 | Benchmark | Buy → Buy | maintained | Bullish | $350.90 | +8.4% | +12.1% | — | — | $400 | ✓ |
| 2026-08-20 | BMO Capital | Outperform → Outperform | maintained | Bullish | $349.56 | +2.2% | +6.3% | — | — | $415 | ✓ |
| 2026-08-19 | Mizuho | Outperform → Outperform | maintained | Bullish | $359.76 | +3.2% | +1.1% | — | — | $415 | ✓ |
| 2026-08-19 | Stifel | Buy → Buy | maintained | Bullish | $359.76 | +3.2% | +1.1% | — | — | $415 | ✓ |
| 2026-08-19 | UBS | Neutral → Neutral | maintained | True hold · target +8% | $359.76 | +3.2% | +1.1% | — | — | $390 | not graded |
| 2026-08-19 | Truist Securities | Buy → Buy | maintained | Bullish | $359.76 | +3.2% | +1.1% | — | — | $435 | ✓ |
| 2026-08-19 | Cantor Fitzgerald | Overweight → Overweight | maintained | Bullish | $359.76 | +3.2% | +1.1% | — | — | $425 | ✓ |
| 2026-08-17 | TD Cowen | Buy → Buy | maintained | Bullish | $375.76 | +4.8% | -0.0% | — | — | $400 | ✗ |
| 2026-08-17 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $375.76 | +4.8% | -0.0% | — | — | $475 | ✗ |
| 2026-08-14 | RBC Capital | Outperform → Outperform | maintained | Bullish | $384.27 | +8.5% | -2.7% | — | — | $434 | ✗ |
| 2026-08-12 | Citizens | Market Outperform → Market Outperform | maintained | Bullish | $387.01 | +17.2% | -14.6% | — | — | $415 | ✗ |
| 2026-08-05 | Barclays | Overweight → Overweight | maintained | Bullish | $362.66 | +1.4% | -8.1% | — | — | $370 | ✗ |
| 2026-08-04 | Oppenheimer | Outperform → Outperform | reiterated | Bullish | $366.34 | +5.2% | -9.4% | — | — | $400 | ✗ |
| 2026-07-21 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $342.15 | +18.9% | +2.2% | +8.7% | — | $387 | ✓ |
| 2026-07-15 | Tigress Financial | Buy → Buy | maintained | Bullish | $354.02 | +24.4% | +8.5% | +5.6% | — | $430 | ✓ |
| 2026-07-13 | Citigroup | Buy → Buy | maintained | Bullish | $330.30 | +18.1% | +17.2% | +0.1% | — | $400 | ✓ |
| 2026-07-08 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $320.59 | +20.4% | +13.5% | +5.1% | — | $320 | ✓ |
| 2026-07-07 | Needham | Buy → Buy | maintained | Bullish | $337.04 | +23.9% | +6.7% | -0.0% | — | $425 | ✓ |
| 2026-07-01 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $352.04 | +17.2% | -5.7% | +8.6% | — | $420 | ✗ |
| 2026-06-30 | BTIG | Buy → Buy | maintained | Bullish | $341.02 | +21.1% | -4.5% | +12.1% | — | $380 | ✗ |
| 2026-06-03 | Citigroup | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $340 hit | ✓ |
| 2026-06-03 | UBS | Neutral → Neutral | maintained | True hold · target +7% | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $300 hit | not graded |
| 2026-06-03 | Mizuho | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $305 hit | ✓ |
| 2026-06-03 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $320 hit | ✓ |
| 2026-06-03 | BNP Paribas | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $330 hit | ✓ |
| 2026-06-03 | Susquehanna | Positive → Positive | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $350 hit | ✓ |
| 2026-06-03 | Piper Sandler | Overweight → Overweight | reiterated | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $345 hit | ✓ |
| 2026-06-03 | JPMorgan | Overweight → Overweight | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $326 hit | ✓ |
| 2026-06-03 | RBC Capital | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $330 hit | ✓ |
| 2026-06-03 | Jefferies | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $335 hit | ✓ |
| 2026-06-03 | Stifel | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $330 hit | ✓ |
| 2026-06-03 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $375 hit | ✓ |
| 2026-06-03 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $350 hit | ✓ |
| 2026-06-03 | Truist Securities | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $375 hit | ✓ |
| 2026-06-03 | Rosenblatt | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $355 hit | ✓ |
| 2026-06-03 | TD Cowen | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $330 hit | ✓ |
| 2026-06-03 | BMO Capital | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $335 hit | ✓ |
| 2026-06-03 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $325 hit | ✓ |
| 2026-06-03 | Cantor Fitzgerald | Overweight → Overweight | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $340 hit | ✓ |
| 2026-06-03 | Wedbush | Outperform → Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $340 hit | ✓ |
| 2026-06-03 | Barclays | Overweight → Overweight | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $315 hit | ✓ |
| 2026-06-03 | Scotiabank | Sector Outperform → Sector Outperform | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $320 hit | ✓ |
| 2026-06-03 | Loop Capital | Hold → Hold | maintained | True hold · target +3% | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $290 hit | not graded |
| 2026-06-03 | DA Davidson | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $345 hit | ✓ |
| 2026-06-03 | Stephens & Co. | Equal-Weight → Equal-Weight | maintained | True hold · target +7% | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $300 hit | not graded |
| 2026-06-03 | Benchmark | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $340 hit | ✓ |
| 2026-06-03 | Needham | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $350 hit | ✓ |
| 2026-06-03 | BTIG | Buy → Buy | maintained | Bullish | $280.43 | +52.0% | +27.5% | +23.8% | +29.1% | $333 hit | ✓ |
| 2026-06-01 | JPMorgan | Overweight → Overweight | maintained | Bullish | $300.48 | +65.9% | +17.2% | +10.4% | +27.2% | $300 missed | ✓ |
| 2026-06-01 | Baird | Outperform → Outperform | maintained | Bullish | $300.48 | +65.9% | +17.2% | +10.4% | +27.2% | $300 missed | ✓ |
| 2026-05-29 | Jefferies | Buy → Buy | maintained | Bullish | $281.69 | +55.2% | +17.9% | +13.2% | +35.9% | $300 hit | ✓ |
| 2026-05-27 | Benchmark | Buy → Buy | maintained | Bullish | $248.47 | +35.9% | +22.4% | +27.7% | +36.8% | $270 hit | ✓ |
| 2026-05-27 | Wedbush | Outperform → Outperform | maintained | Bullish | $248.47 | +35.9% | +22.4% | +27.7% | +36.8% | $300 hit | ✓ |
| 2026-05-26 | BTIG | Buy → Buy | maintained | Bullish | $256.75 | +43.8% | +14.2% | +23.6% | +36.7% | $268 hit | ✓ |
| 2026-05-21 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $252.92 | +44.6% | +13.2% | +37.9% | +42.2% | $285 hit | ✓ |
| 2026-05-20 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $246.66 | +45.5% | +16.1% | +41.4% | +51.7% | $253 hit | ✓ |
| 2026-05-20 | Stifel | Buy → Buy | maintained | Bullish | $246.66 | +45.5% | +16.1% | +41.4% | +51.7% | $275 hit | ✓ |
| 2026-05-19 | Truist Securities | Buy → Buy | maintained | Bullish | $240.13 | +43.1% | +19.8% | +45.2% | +56.5% | $275 hit | ✓ |
| 2026-05-15 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $242.83 | +48.0% | +17.2% | +45.3% | +63.1% | $275 hit | ✓ |
| 2026-05-11 | Barclays | Overweight → Overweight | maintained | Bullish | $213.66 | +37.2% | +23.2% | +52.5% | +80.2% | $220 hit | ✓ |
| 2026-05-06 | Truist Securities | Buy → Buy | reiterated | Bullish | $183.68 | +13.4% | +48.1% | +94.7% | +99.4% | $220 hit | ✓ |
| 2026-05-06 | BTIG | Buy → Buy | maintained | Bullish | $183.68 | +13.4% | +48.1% | +94.7% | +99.4% | $216 hit | ✓ |
| 2026-05-05 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $183.98 | +12.7% | +51.8% | +94.3% | +88.7% | $235 hit | ✓ |
| 2026-03-11 | Freedom Broker | Buy → Buy | maintained | Bullish | $164.93 | -0.6% | -5.6% | +29.6% | +58.0% | $210 hit | ✗ |
| 2026-03-03 | Wells Fargo | Overweight | initiated | Bullish | $156.09 | -11.8% | +4.6% | +18.2% | +92.5% | $200 hit | ✓ |
| 2026-02-19 | Citigroup | Buy → Buy | maintained | Bullish | $150.99 | -18.0% | +8.7% | +12.3% | +63.4% | $210 hit | ✓ |
| 2026-02-19 | JPMorgan | Overweight → Overweight | maintained | Bullish | $150.99 | -18.0% | +8.7% | +12.3% | +63.4% | $200 hit | ✓ |
| 2026-02-18 | Bernstein | Outperform → Outperform | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $209 hit | ✓ |
| 2026-02-18 | DA Davidson | Buy → Buy | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $190 hit | ✓ |
| 2026-02-18 | BMO Capital | Outperform → Outperform | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $200 hit | ✓ |
| 2026-02-18 | Baird | Outperform → Outperform | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $220 hit | ✓ |
| 2026-02-18 | RBC Capital | Outperform → Outperform | reiterated | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $220 hit | ✓ |
| 2026-02-18 | Guggenheim | Neutral → Neutral | reiterated | True hold | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | — | not graded |
| 2026-02-18 | Stifel | Buy → Buy | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $185 hit | ✓ |
| 2026-02-18 | Citizens | Market Outperform → Market Outperform | reiterated | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $250 hit | ✓ |
| 2026-02-18 | Scotiabank | Sector Outperform → Sector Outperform | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $180 hit | ✓ |
| 2026-02-18 | Wedbush | Outperform → Outperform | reiterated | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $225 hit | ✓ |
| 2026-02-18 | Rosenblatt | Buy → Buy | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $225 hit | ✓ |
| 2026-02-18 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $223 hit | ✓ |
| 2026-02-18 | BTIG | Buy → Buy | reiterated | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $200 hit | ✓ |
| 2026-02-18 | Needham | Buy → Buy | maintained | Bullish | $152.35 | -18.8% | +7.0% | +11.3% | +57.6% | $200 hit | ✓ |
| 2026-02-17 | Truist Securities | Buy → Buy | maintained | Bullish | $163.50 | -12.9% | +3.8% | +3.7% | +51.4% | $200 hit | ✓ |
| 2026-02-17 | Mizuho | Outperform → Outperform | maintained | Bullish | $163.50 | -12.9% | +3.8% | +3.7% | +51.4% | $205 hit | ✓ |
| 2026-02-12 | BTIG | Buy → Buy | maintained | Bullish | $162.81 | -14.7% | +2.9% | -0.2% | +39.9% | $200 hit | ✓ |
| 2026-02-11 | DA Davidson | Buy → Buy | maintained | Bullish | $165.30 | -12.5% | +1.0% | -1.7% | +30.4% | $210 hit | ✓ |
| 2026-02-10 | JPMorgan | Overweight → Overweight | maintained | Bullish | $165.51 | -12.4% | +1.6% | -1.8% | +29.1% | $225 close | ✓ |
| 2026-02-09 | Barclays | Overweight → Overweight | maintained | Bullish | $166.00 | -12.2% | -0.6% | -6.2% | +28.7% | $200 hit | ✗ |
| 2026-01-28 | Needham | Buy → Buy | reiterated | Bullish | $183.74 | -1.7% | -18.9% | -16.0% | -1.5% | $230 missed | ✗ |
| 2026-01-13 | UBS | Neutral → Neutral | maintained | Leans bullish · Neutral, target +12% | $190.85 | -0.4% | -14.7% | -12.3% | -14.8% | $215 missed | ✗ |
| 2026-01-05 | Piper Sandler | Overweight → Overweight | maintained | Bullish | $182.12 | -8.4% | -8.5% | -9.4% | -11.1% | $265 missed | ✗ |
| 2026-01-05 | Guggenheim | Sell → Neutral | upgrade | Bullish · raised to Neutral | $182.12 | -8.4% | -8.5% | -9.4% | -11.1% | — | ✗ |
| 2025-12-18 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $185.88 | -7.5% | -1.0% | -12.0% | -9.1% | $245 missed | ✗ |
| 2025-11-21 | HSBC | Hold → Reduce | downgrade | Bearish | $182.90 | -13.9% | +3.6% | +0.6% | -17.4% | $157 hit | ✗ |
| 2025-11-21 | Goldman Sachs | Buy → Buy | maintained | Bullish | $182.90 | -13.9% | +3.6% | +0.6% | -17.4% | $240 missed | ✓ |
| 2025-11-20 | UBS | Neutral → Neutral | maintained | Leans bullish · Neutral, target +18% | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $220 missed | ✓ |
| 2025-11-20 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $245 missed | ✓ |
| 2025-11-20 | Piper Sandler | Overweight → Overweight | maintained | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $230 missed | ✓ |
| 2025-11-20 | WestPark Capital | Hold → Hold | reiterated | True hold | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | — | not graded |
| 2025-11-20 | DA Davidson | Buy → Buy | maintained | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $240 missed | ✓ |
| 2025-11-20 | Wedbush | Outperform → Outperform | reiterated | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $225 missed | ✓ |
| 2025-11-20 | Cantor Fitzgerald | Overweight → Overweight | reiterated | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $250 missed | ✓ |
| 2025-11-20 | Rosenblatt | Buy → Buy | maintained | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $250 missed | ✓ |
| 2025-11-20 | Bernstein | Outperform → Outperform | maintained | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $210 missed | ✓ |
| 2025-11-20 | Needham | Buy → Buy | reiterated | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $230 missed | ✓ |
| 2025-11-20 | BTIG | Buy → Buy | reiterated | Bullish | $185.07 | -13.7% | +2.4% | -0.6% | -17.7% | $248 missed | ✓ |
| 2025-11-18 | Rosenblatt | Buy → Buy | maintained | Bullish | $201.00 | -3.3% | -7.5% | -8.4% | -18.7% | $250 missed | ✗ |
| 2025-11-17 | Mizuho | Outperform → Outperform | maintained | Bullish | $202.90 | -2.4% | -9.6% | -7.5% | -19.4% | $230 missed | ✗ |
| 2025-11-17 | BMO Capital | Outperform → Outperform | maintained | Bullish | $202.90 | -2.4% | -9.6% | -7.5% | -19.4% | $230 missed | ✗ |
| 2025-11-17 | BTIG | Buy → Buy | reiterated | Bullish | $202.90 | -2.4% | -9.6% | -7.5% | -19.4% | $248 missed | ✗ |
| 2025-11-13 | TD Cowen | Buy → Buy | maintained | Bullish | $204.77 | -1.3% | -9.2% | -7.8% | -19.3% | $255 missed | ✗ |
| 2025-11-13 | UBS | Neutral → Neutral | maintained | Leans bullish · Neutral, target +12% | $204.77 | -1.3% | -9.2% | -7.8% | -19.3% | $230 missed | ✗ |
| 2025-11-13 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $204.77 | -1.3% | -9.2% | -7.8% | -19.3% | $228 missed | ✗ |
| 2025-11-13 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $204.77 | -1.3% | -9.2% | -7.8% | -19.3% | $250 missed | ✗ |
| 2025-11-12 | Jefferies | Buy → Buy | maintained | Bullish | $210.04 | -1.5% | -8.7% | -10.1% | -21.2% | $250 missed | ✗ |
| 2025-11-10 | Barclays | Overweight → Overweight | maintained | Bullish | $216.54 | +3.8% | -10.9% | -12.7% | -23.3% | $230 missed | ✗ |
| 2025-10-27 | JMP Securities | Market Outperform → Market Outperform | maintained | Bullish | $220.29 | +8.9% | -15.9% | -14.4% | -16.4% | $250 missed | ✗ |
| 2025-10-17 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $207.89 | — | -2.4% | -10.0% | -9.7% | $245 missed | ✗ |
| 2025-10-13 | BTIG | Neutral → Buy | upgrade | Bullish | $213.28 | — | -1.5% | -10.1% | -11.4% | $248 missed | ✗ |
| 2025-09-26 | Tigress Financial | Buy | initiated | Bullish | $202.37 | — | +8.9% | -8.0% | -6.9% | $245 missed | ✓ |
Also in Cybersecurity
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. Letter grades print only where a record differs from a coin flip at two sigma; tested across the whole book on 2026-09-21, firm direction accuracy is sampling noise at these call counts, so the firm leaderboard ranks on 90-day price-target hit rate instead (the test, in full). "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
Get the 7 AM brief
The AM take, today's docket and the Street's calls — one email, weekdays, before the open.