Q2 EPS Estimate for Palo Alto Networks Increased by Analyst

Palo Alto Networks, Inc. (NASDAQ:PANW) – Wedbush increased their Q2 2025 EPS estimates for shares of Palo Alto Networks in a report released on Tuesday, December 17th. Wedbush analyst D. Ives now anticipates that the network technology company will post earnings per share of $0.42 for the quarter, up from their previous forecast of $0.42. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. Wedbush also issued estimates for Palo Alto Networks’ Q1 2026 earnings at $0.48 EPS and Q3 2026 earnings at $0.52 EPS.

Other research analysts also recently issued research reports about the stock. The Goldman Sachs Group upped their price target on shares of Palo Alto Networks from $188.00 to $212.50 and gave the stock a “buy” rating in a research report on Tuesday, October 8th. JMP Securities upped their target price on shares of Palo Alto Networks from $190.00 to $207.50 and gave the stock a “market outperform” rating in a research report on Thursday, November 21st. Morgan Stanley raised their price target on shares of Palo Alto Networks from $195.00 to $210.50 and gave the company an “overweight” rating in a report on Friday, October 11th. BTIG Research boosted their price objective on shares of Palo Alto Networks from $197.50 to $207.00 and gave the stock a “buy” rating in a research report on Thursday, November 21st. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $222.50 target price on shares of Palo Alto Networks in a research note on Thursday, November 21st. Two analysts have rated the stock with a sell rating, nine have given a hold rating, thirty-two have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $201.03.

Palo Alto Networks Stock Performance

Palo Alto Networks stock traded up $1.66 on Thursday, reaching $190.42. The company’s stock had a trading volume of 735,999 shares, compared to its average volume of 7,522,856. Palo Alto Networks has a twelve month low of $130.04 and a twelve month high of $207.24. The company has a market cap of $62.48 billion, a price-to-earnings ratio of 24.79, a PEG ratio of 5.75 and a beta of 1.12. The business’s fifty day moving average price is $191.80 and its 200 day moving average price is $175.21.

Palo Alto Networks (NASDAQ:PANW) last posted its earnings results on Wednesday, November 20th. The network technology company reported $0.78 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.74 by $0.04. The company had revenue of $2.14 billion during the quarter, compared to analysts’ expectations of $2.12 billion. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. Palo Alto Networks’s quarterly revenue was up 13.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.32 earnings per share.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Nir Zuk sold 336,000 shares of Palo Alto Networks stock in a transaction on Monday, November 25th. The stock was sold at an average price of $193.70, for a total value of $65,081,520.00. Following the completion of the transaction, the executive vice president now directly owns 3,643,516 shares of the company’s stock, valued at $705,730,831.62. The trade was a 8.44 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Nikesh Arora sold 163,172 shares of the company’s stock in a transaction on Thursday, October 10th. The shares were sold at an average price of $184.00, for a total value of $30,022,832.14. Following the sale, the chief executive officer now owns 1,237,430 shares of the company’s stock, valued at approximately $227,680,932.85. The trade was a 11.65 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 571,172 shares of company stock worth $107,074,352. Corporate insiders own 2.50% of the company’s stock.

Hedge Funds Weigh In On Palo Alto Networks

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Tradewinds LLC. increased its position in Palo Alto Networks by 1.2% in the 3rd quarter. Tradewinds LLC. now owns 2,315 shares of the network technology company’s stock valued at $791,000 after acquiring an additional 28 shares during the period. Kathmere Capital Management LLC lifted its stake in shares of Palo Alto Networks by 3.4% in the second quarter. Kathmere Capital Management LLC now owns 920 shares of the network technology company’s stock worth $312,000 after acquiring an additional 30 shares during the period. FLC Capital Advisors boosted its holdings in Palo Alto Networks by 0.7% in the third quarter. FLC Capital Advisors now owns 4,035 shares of the network technology company’s stock valued at $1,379,000 after acquiring an additional 30 shares during the last quarter. Cromwell Holdings LLC raised its holdings in Palo Alto Networks by 3.0% during the 3rd quarter. Cromwell Holdings LLC now owns 1,044 shares of the network technology company’s stock worth $357,000 after purchasing an additional 30 shares during the last quarter. Finally, Rosenberg Matthew Hamilton increased its position in shares of Palo Alto Networks by 9.4% during the third quarter. Rosenberg Matthew Hamilton now owns 348 shares of the network technology company’s stock worth $119,000 after buying an additional 30 shares during the period. 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.