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

Palo Alto Networks (NASDAQ:PANW) updated its fourth quarter 2025 earnings guidance on Tuesday. 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 Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Hsbc Global Res raised shares of Palo Alto Networks from a “moderate sell” rating to a “hold” rating in a research report on Thursday, April 10th. Morgan Stanley reduced their target price on shares of Palo Alto Networks from $230.00 to $205.00 and set an “overweight” rating on the stock in a research report on Wednesday, April 16th. Jefferies Financial Group boosted their target price on shares of Palo Alto Networks from $215.00 to $225.00 and gave the stock a “buy” rating in a research report on Friday, May 16th. Rosenblatt Securities reissued a “buy” rating and set a $235.00 target price on shares of Palo Alto Networks in a research report on Tuesday. Finally, Stephens cut shares of Palo Alto Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 1st. Two research analysts have rated the stock with a sell rating, fifteen have assigned a hold rating, twenty-eight have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $203.46.

Palo Alto Networks Stock Up 0.1%

Palo Alto Networks stock opened at $194.48 on Wednesday. The firm has a 50-day moving average price of $178.03 and a two-hundred day moving average price of $185.32. The firm has a market capitalization of $128.77 billion, a price-to-earnings ratio of 109.57, a PEG 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.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Tuesday, May 20th. The network technology company reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.77 by $0.03. Palo Alto Networks had a net margin of 14.64% and a return on equity of 21.93%. During the same period last year, the company posted $0.66 earnings per share. The company’s revenue for the quarter was up 15.3% on a year-over-year basis. Research analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Nir Zuk sold 100,000 shares of the company’s stock in a transaction that occurred on Friday, April 11th. The shares were sold at an average price of $165.41, for a total value of $16,541,000.00. Following the transaction, the executive vice president now owns 3,543,516 shares in the company, valued at approximately $586,132,981.56. This represents a 2.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction that occurred on Monday, May 5th. The shares were sold at an average price of $189.27, for a total transaction of $22,858,894.98. Following the completion of the transaction, the executive vice president now owns 293,010 shares in the company, valued at approximately $55,458,002.70. This represents a 29.19% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 568,962 shares of company stock valued at $96,933,690 over the last ninety days. Insiders own 2.50% of the company’s stock.

Institutional Inflows and Outflows

An institutional investor recently raised its position in Palo Alto Networks stock. Brighton Jones LLC lifted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 147.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,761 shares of the network technology company’s stock after purchasing an additional 4,031 shares during the quarter. Brighton Jones LLC’s holdings in Palo Alto Networks were worth $1,230,000 as of its most recent SEC filing. Institutional investors own 79.82% of the company’s stock.

Palo Alto Networks Company Profile

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.