Palo Alto Networks (NASDAQ:PANW) Issues 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.

Palo Alto Networks Price Performance

Shares of PANW stock opened at $194.48 on Wednesday. The firm has a market cap of $128.77 billion, a PE ratio of 109.57, a price-to-earnings-growth ratio of 5.64 and a beta of 1.02. The company has a 50-day moving average of $178.03 and a two-hundred day moving average of $185.32. Palo Alto Networks has a 1-year low of $142.01 and a 1-year high of $208.39.

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

Wall Street Analyst Weigh In

PANW has been the subject of several research analyst reports. KeyCorp lowered their target price on shares of Palo Alto Networks from $240.00 to $205.00 and set an “overweight” rating for the company in a research note on Thursday, April 17th. Jefferies Financial Group increased 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 note on Friday, May 16th. Rosenblatt Securities reissued a “buy” rating and issued a $235.00 price objective on shares of Palo Alto Networks in a research note on Tuesday. HSBC raised shares of Palo Alto Networks from a “reduce” rating to a “hold” rating and set a $156.00 price objective for the company in a research note on Thursday, April 10th. Finally, Truist Financial lowered their price objective on shares of Palo Alto Networks from $213.00 to $205.00 and set a “buy” rating for the company in a research note on Monday, March 31st. Two 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 issued a strong buy rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $203.46.

Insider Buying and Selling at Palo Alto Networks

In related news, CEO Nikesh Arora sold 227,414 shares of the business’s 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 sale, the chief executive officer now directly owns 317,571 shares in the company, valued at $54,854,038.83. The trade was a 41.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Lee Klarich sold 120,774 shares of the business’s stock in a transaction dated Monday, April 7th. The stock was sold at an average price of $151.13, for a total transaction of $18,252,574.62. Following the completion of the sale, the executive vice president now owns 321,774 shares in the company, valued at $48,629,704.62. This represents a 27.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 568,962 shares of company stock valued at $96,933,690. 2.50% of the stock is owned by company insiders.

Hedge Funds Weigh In On Palo Alto Networks

A hedge fund recently raised its stake in Palo Alto Networks stock. Bison Wealth LLC increased its position in Palo Alto Networks, Inc. (NASDAQ:PANW) by 169.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund 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 as of its most recent SEC filing. 79.82% of the stock is currently owned by hedge funds and other institutional investors.

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.