Palo Alto Networks (NASDAQ:PANW) Issues FY 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) updated its FY 2025 earnings guidance on Tuesday. The company provided EPS guidance of 3.260-3.280 for the period, compared to the consensus EPS estimate of 3.220. The company issued revenue guidance of $9.2 billion-$9.2 billion, compared to the consensus revenue estimate of $9.2 billion. Palo Alto Networks also updated its Q4 2025 guidance to 0.870-0.890 EPS.

Palo Alto Networks Stock Down 6.8%

NASDAQ PANW opened at $181.26 on Thursday. The stock has a market capitalization of $120.01 billion, a P/E ratio of 102.12, a P/E/G ratio of 5.64 and a beta of 1.02. Palo Alto Networks has a 52-week low of $142.01 and a 52-week high of $208.39. The firm has a 50-day moving average price of $178.01 and a 200 day moving average price of $185.29.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings results on Tuesday, May 20th. The network technology company reported $0.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.77 by $0.03. The firm had revenue of $2.29 billion during the quarter, compared to analysts’ expectations of $2.28 billion. Palo Alto Networks had a net margin of 14.64% and a return on equity of 21.93%. The firm’s revenue for the quarter was up 15.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.66 earnings per share. On average, equities research analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on PANW shares. Northland Securities lowered their target price on shares of Palo Alto Networks from $210.00 to $177.00 and set a “market perform” rating on the stock in a research report on Wednesday. Rosenblatt Securities restated a “buy” rating and set a $235.00 target price on shares of Palo Alto Networks in a research report on Tuesday. KeyCorp restated an “overweight” rating and set a $220.00 target price on shares of Palo Alto Networks in a research report on Wednesday. Wells Fargo & Company upped their target price on shares of Palo Alto Networks from $225.00 to $235.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Sanford C. Bernstein lowered their target price on shares of Palo Alto Networks from $229.00 to $225.00 and set an “outperform” rating on the stock in a research report on Wednesday. Two research analysts have rated the stock with a sell rating, fourteen have given a hold rating, twenty-nine have issued a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $206.40.

Insider Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of Palo Alto Networks stock in a transaction on Monday, April 7th. The shares were sold at an average price of $151.13, for a total value of $18,252,574.62. Following the transaction, the executive vice president now owns 321,774 shares in the company, valued at $48,629,704.62. This trade represents a 27.29% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Nikesh Arora sold 227,414 shares of Palo Alto Networks stock in a transaction on Wednesday, April 2nd. The shares were sold at an average price of $172.73, for a total transaction of $39,281,220.22. Following the completion of the transaction, the chief executive officer now owns 317,571 shares in the company, valued at approximately $54,854,038.83. This trade represents a 41.73% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 568,962 shares of company stock worth $96,933,690 in the last quarter. 2.50% of the stock is owned by insiders.

Hedge Funds Weigh In On Palo Alto Networks

A hedge fund recently raised its stake in Palo Alto Networks stock. Bison Wealth LLC grew its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW) by 169.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,212 shares of the network technology company’s stock after acquiring an additional 3,275 shares during the period. Bison Wealth LLC’s holdings in Palo Alto Networks were worth $948,000 as of its most recent SEC filing. 79.82% of the stock is currently owned by institutional investors and hedge funds.

About Palo Alto Networks

Palo Alto Networks, Inc provides cybersecurity solutions worldwide. The company offers firewall appliances and software; and Panorama, a security management solution for the global control of network security platform as a virtual or a physical appliance. It also provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline, as well as threat intelligence, and data loss prevention.