Palo Alto Networks (PANW) Expected to Announce Earnings on Monday

Key Points

• Palo Alto Networks is set to release its Q4 2025 earnings report on August 18th, with analysts predicting earnings of $0.88 per share and revenue of $2.50 billion.
• The company's last earnings report indicated a 15.3% year-over-year revenue increase, reporting $2.29 billion in revenue and $0.80 EPS, exceeding analyst expectations.
• Palo Alto Networks has received a range of ratings from analysts, with a consensus rating of "Moderate Buy" and an average price target of $209.61.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) is anticipated to announce its Q4 2025 earnings results after the market closes on Monday, August 18th. Analysts expect the company to announce earnings of $0.88 per share and revenue of $2.50 billion for the quarter. Palo Alto Networks has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.870-0.890 EPS.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last released its quarterly earnings data on Tuesday, May 20th. The network technology company reported $0.80 earnings per share for the quarter, beating analysts' consensus estimates of $0.77 by $0.03. The business had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.28 billion. Palo Alto Networks had a return on equity of 19.48% and a net margin of 13.95%. The company's revenue was up 15.3% on a year-over-year basis. During the same quarter last year, the business posted $0.66 EPS. On average, analysts expect Palo Alto Networks to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Palo Alto Networks Trading Up 0.7%

Shares of NASDAQ PANW traded up $1.11 during trading on Monday, reaching $168.17. 10,213,853 shares of the company traded hands, compared to its average volume of 9,916,460. The firm's fifty day simple moving average is $193.70 and its 200 day simple moving average is $186.78. The stock has a market cap of $112.14 billion, a P/E ratio of 96.10, a PEG ratio of 3.96 and a beta of 0.94. Palo Alto Networks has a 12-month low of $144.15 and a 12-month high of $210.39.

Insider Transactions at Palo Alto Networks

In related news, CAO Josh D. Paul sold 800 shares of the company's stock in a transaction that occurred on Friday, June 20th. The stock was sold at an average price of $201.05, for a total value of $160,840.00. Following the transaction, the chief accounting officer directly owned 42,033 shares in the company, valued at approximately $8,450,734.65. This represents a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Lee Klarich sold 120,774 shares of the company's stock in a transaction that occurred on Wednesday, June 4th. The shares were sold at an average price of $195.14, for a total value of $23,567,838.36. Following the completion of the transaction, the executive vice president owned 264,246 shares in the company, valued at $51,564,964.44. This represents a 31.37% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 669,248 shares of company stock valued at $126,423,337 in the last ninety days. 2.50% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

An institutional investor recently raised its position in Palo Alto Networks stock. Bison Wealth LLC lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) by 169.1% during the fourth quarter, according to its most recent disclosure 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 quarter. Bison Wealth LLC's holdings in Palo Alto Networks were worth $948,000 as of its most recent filing with the Securities and Exchange Commission. 79.82% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on PANW shares. KeyCorp cut Palo Alto Networks from an "overweight" rating to a "sector weight" rating in a research report on Thursday, July 31st. Wells Fargo & Company raised their target price on Palo Alto Networks from $225.00 to $235.00 and gave the company an "overweight" rating in a research report on Wednesday, May 21st. Northland Securities dropped their target price on Palo Alto Networks from $210.00 to $177.00 and set a "market perform" rating on the stock in a research report on Wednesday, May 21st. DA Davidson dropped their target price on Palo Alto Networks from $225.00 to $215.00 and set a "buy" rating on the stock in a research report on Thursday, July 31st. Finally, Guggenheim restated a "sell" rating and set a $130.00 target price on shares of Palo Alto Networks in a research report on Wednesday, May 21st. Two investment analysts have rated the stock with a sell rating, fourteen have assigned a hold rating and twenty-six have assigned a buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $217.07.

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.