Research Analysts Offer Predictions for PANW FY2025 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) - Equities research analysts at DA Davidson raised their FY2025 earnings estimates for shares of Palo Alto Networks in a research report issued on Wednesday, May 21st. DA Davidson analyst R. Kessinger now forecasts that the network technology company will earn $1.81 per share for the year, up from their prior forecast of $1.77. The consensus estimate for Palo Alto Networks' current full-year earnings is $1.76 per share. DA Davidson also issued estimates for Palo Alto Networks' Q4 2025 earnings at $0.53 EPS.

Several other research firms have also recently weighed in on PANW. Guggenheim restated a "sell" rating and set a $130.00 target price on shares of Palo Alto Networks in a research note on Wednesday. TD Securities reissued a "buy" rating and set a $230.00 price target on shares of Palo Alto Networks in a report on Wednesday. JMP Securities raised their price objective on Palo Alto Networks from $208.00 to $212.00 and gave the company a "market outperform" rating in a research note on Friday, February 14th. Rosenblatt Securities reiterated a "buy" rating and issued a $235.00 target price on shares of Palo Alto Networks in a research report on Tuesday. Finally, UBS Group increased their target price on shares of Palo Alto Networks from $190.00 to $200.00 and gave the stock a "neutral" rating in a report on Friday, February 14th. Two equities research analysts have rated the stock with a sell rating, fourteen have issued a hold rating, twenty-nine have assigned a buy rating and one has assigned a strong buy rating to the company's stock. According to MarketBeat.com, Palo Alto Networks has a consensus rating of "Moderate Buy" and an average target price of $206.40.

Palo Alto Networks Trading Down 6.8%

Shares of Palo Alto Networks stock opened at $181.26 on Thursday. The company has a market cap of $120.01 billion, a PE ratio of 102.12, a price-to-earnings-growth ratio of 5.64 and a beta of 1.02. The company has a 50 day moving average of $178.01 and a 200-day moving average of $185.29. Palo Alto Networks has a 1-year low of $142.01 and a 1-year high of $208.39.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last released its earnings results 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 firm had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.28 billion. Palo Alto Networks had a return on equity of 21.93% and a net margin of 14.64%. The company's revenue was up 15.3% compared to the same quarter last year. During the same period in the prior year, the company posted $0.66 EPS.

Insider Activity at Palo Alto Networks

In related news, CEO Nikesh Arora sold 227,414 shares of the business's stock in a transaction on Wednesday, April 2nd. The shares were sold at an average price of $172.73, for a total transaction of $39,281,220.22. Following the transaction, the chief executive officer now 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Lee Klarich sold 120,774 shares of the stock in a transaction on 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 transaction, the executive vice president now directly owns 321,774 shares in the company, valued at approximately $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. Insiders have sold a total of 568,962 shares of company stock worth $96,933,690 in the last 90 days. Corporate insiders own 2.50% of the company's stock.

Institutional Trading of Palo Alto Networks

Several large investors have recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Palo Alto Networks by 2.5% during the first quarter. Vanguard Group Inc. now owns 62,775,544 shares of the network technology company's stock valued at $10,712,019,000 after acquiring an additional 1,541,637 shares in the last quarter. Geode Capital Management LLC lifted its position in Palo Alto Networks by 87.8% in the 4th quarter. Geode Capital Management LLC now owns 14,382,116 shares of the network technology company's stock valued at $2,611,013,000 after acquiring an additional 6,725,148 shares in the last quarter. Capital Research Global Investors raised its stake in shares of Palo Alto Networks by 83.8% in the fourth quarter. Capital Research Global Investors now owns 8,427,062 shares of the network technology company's stock worth $1,533,419,000 after purchasing an additional 3,841,359 shares during the last quarter. Northern Trust Corp grew its holdings in Palo Alto Networks by 133.7% during the fourth quarter. Northern Trust Corp now owns 7,842,647 shares of the network technology company's stock worth $1,427,048,000 after buying an additional 4,486,654 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its holdings in Palo Alto Networks by 17.6% during the 4th quarter. Ameriprise Financial Inc. now owns 7,277,739 shares of the network technology company's stock worth $1,324,387,000 after acquiring an additional 1,088,631 shares during the last quarter. 79.82% of the stock is currently owned by institutional investors and hedge funds.

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.

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