Palo Alto Networks (NASDAQ:PANW) Releases Q3 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) updated its third quarter 2025 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.760-0.770 for the period, compared to the consensus estimate of 0.760. The company issued revenue guidance of $2.3 billion-$2.3 billion, compared to the consensus revenue estimate of $2.3 billion. Palo Alto Networks also updated its FY 2025 guidance to 3.180-3.240 EPS.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Royal Bank of Canada reiterated an “outperform” rating and set a $225.00 price target on shares of Palo Alto Networks in a research report on Monday, February 10th. StockNews.com cut shares of Palo Alto Networks from a “buy” rating to a “hold” rating in a research report on Tuesday, December 24th. Evercore ISI reduced their price target on shares of Palo Alto Networks from $455.00 to $230.00 and set an “outperform” rating on the stock in a research report on Tuesday, December 31st. Citigroup reduced their price target on shares of Palo Alto Networks from $216.00 to $205.00 and set a “buy” rating on the stock in a research report on Friday, January 17th. Finally, TD Cowen boosted their price target on shares of Palo Alto Networks from $200.00 to $210.00 and gave the company a “buy” rating in a research report on Thursday, November 21st. Three investment analysts have rated the stock with a sell rating, twelve have issued a hold rating, twenty-nine have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $202.40.

Palo Alto Networks Stock Down 0.9 %

NASDAQ PANW opened at $200.03 on Friday. The firm has a market cap of $131.26 billion, a PE ratio of 52.09, a price-to-earnings-growth ratio of 5.36 and a beta of 1.14. The company has a 50 day moving average price of $186.79 and a 200 day moving average price of $181.42. Palo Alto Networks has a 52 week low of $130.04 and a 52 week high of $207.24.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Thursday, February 13th. The network technology company reported $0.81 EPS for the quarter, topping the consensus estimate of $0.75 by $0.06. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. On average, equities research analysts anticipate that Palo Alto Networks will post 1.74 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Nikesh Arora sold 490,723 shares of the company’s stock in a transaction on Monday, February 3rd. The shares were sold at an average price of $182.45, for a total value of $89,532,411.35. Following the sale, the chief executive officer now directly owns 1,086,404 shares of the company’s stock, valued at $198,214,409.80. This represents a 31.11 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction on Monday, February 3rd. The shares were sold at an average price of $181.22, for a total transaction of $126,854.00. Following the completion of the sale, the chief accounting officer now directly owns 47,976 shares in the company, valued at $8,694,210.72. This trade represents a 1.44 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 1,458,864 shares of company stock valued at $269,397,331. Insiders own 2.50% of the company’s stock.

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.