Palo Alto Networks (NASDAQ:PANW) Releases Q4 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.870-0.890 for the period, compared to the consensus EPS estimate of 0.870. The company issued revenue guidance of $2.5 billion-$2.5 billion, compared to the consensus revenue estimate of $2.5 billion. Palo Alto Networks also updated its FY 2025 guidance to 3.260-3.280 EPS.

Analyst Ratings Changes

PANW has been the subject of a number of research reports. Stephens cut Palo Alto Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 1st. Hsbc Global Res raised shares of Palo Alto Networks from a “moderate sell” rating to a “hold” rating in a report on Thursday, April 10th. Rosenblatt Securities reiterated a “buy” rating and issued a $235.00 price target on shares of Palo Alto Networks in a research report on Tuesday. Citigroup boosted their price objective on shares of Palo Alto Networks from $205.00 to $220.00 and gave the company a “buy” rating in a research report on Tuesday, February 25th. Finally, Scotiabank raised their target price on Palo Alto Networks from $200.00 to $225.00 and gave the stock a “sector outperform” rating in a report on Tuesday, January 21st. Two investment analysts have rated the stock with a sell rating, fifteen have assigned a hold rating, twenty-eight have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $203.46.

Palo Alto Networks Stock Up 0.1%

PANW stock traded up $0.18 during trading on Tuesday, hitting $194.48. 8,808,644 shares of the company’s stock traded hands, compared to its average volume of 5,587,954. The firm has a market capitalization of $128.77 billion, a P/E ratio of 109.57, a PEG ratio of 5.64 and a beta of 1.02. Palo Alto Networks has a 1 year low of $142.01 and a 1 year high of $208.39. The business has a fifty day simple moving average of $177.67 and a two-hundred day simple moving average of $185.26.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings data on Tuesday, May 20th. The network technology company reported $0.43 earnings per share for the quarter, missing analysts’ consensus estimates of $0.77 by ($0.34). Palo Alto Networks had a net margin of 14.64% and a return on equity of 21.93%. On average, equities research analysts predict that Palo Alto Networks will post 1.76 EPS for the current fiscal year.

Insiders Place Their Bets

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction on Monday, May 5th. The shares were sold at an average price of $189.27, for a total value of $22,858,894.98. Following the completion of the transaction, the executive vice president now owns 293,010 shares of the company’s stock, valued at approximately $55,458,002.70. This trade represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Nikesh Arora sold 227,414 shares of the stock in a transaction dated Wednesday, April 2nd. The shares were sold at an average price of $172.73, for a total value of $39,281,220.22. Following the completion of the transaction, the chief executive officer now directly owns 317,571 shares in the company, valued at $54,854,038.83. This represents a 41.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 568,962 shares of company stock valued at $96,933,690. 2.50% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Palo Alto Networks

An institutional investor recently raised its position in Palo Alto Networks stock. Bison Wealth LLC raised its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 169.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,212 shares of the network technology company’s stock after buying an additional 3,275 shares during the period. Bison Wealth LLC’s holdings in Palo Alto Networks were worth $948,000 at the end of the most recent quarter. Institutional investors own 79.82% 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.