Palo Alto Networks (NASDAQ:PANW) Releases Q3 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) updated its third quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 0.760-0.770 for the period, compared to the consensus earnings per share estimate of 0.760. The company issued revenue guidance of $2.3 billion-$2.3 billion, compared to the consensus revenue estimate of $2.3 billion. Palo Alto Networks also updated its FY 2025 guidance to 3.180-3.240 EPS.

Analysts Set New Price Targets

A number of equities analysts have recently commented on PANW shares. Loop Capital dropped their target price on Palo Alto Networks from $385.00 to $180.00 and set a “hold” rating for the company in a report on Tuesday, January 14th. Rosenblatt Securities lifted their price objective on shares of Palo Alto Networks from $212.50 to $235.00 and gave the stock a “buy” rating in a research note on Tuesday. Westpark Capital reissued a “hold” rating and issued a $196.40 target price on shares of Palo Alto Networks in a research note on Wednesday. Bank of America raised their target price on shares of Palo Alto Networks from $200.00 to $215.00 and gave the stock a “neutral” rating in a report on Thursday, November 21st. Finally, HSBC downgraded shares of Palo Alto Networks from a “hold” rating to a “reduce” rating and cut their price target for the company from $152.00 to $145.50 in a report on Friday, November 22nd. Three investment analysts have rated the stock with a sell rating, twelve have issued a hold rating, twenty-nine have issued a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus target price of $201.77.

Palo Alto Networks Trading Up 2.6 %

NASDAQ PANW opened at $201.88 on Friday. The firm’s fifty day simple moving average is $186.78 and its two-hundred day simple moving average is $181.28. The firm has a market capitalization of $132.47 billion, a P/E ratio of 52.57, a P/E/G ratio of 5.36 and a beta of 1.14. Palo Alto Networks has a 12-month low of $130.04 and a 12-month high of $207.24.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Thursday, February 13th. The network technology company reported $0.43 earnings per share for the quarter, missing the consensus estimate of $0.75 by ($0.32). Palo Alto Networks had a return on equity of 23.36% and a net margin of 32.99%. As a group, sell-side analysts predict that Palo Alto Networks will post 1.74 earnings per share for the current fiscal year.

Insider Activity

In related news, CAO Josh D. Paul sold 700 shares of the company’s stock in a transaction that occurred on Monday, February 3rd. The stock was sold at an average price of $181.22, for a total value of $126,854.00. Following the sale, the chief accounting officer now owns 47,976 shares in the company, valued at $8,694,210.72. This represents a 1.44 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Nikesh Arora sold 490,723 shares of the stock in a transaction that occurred on Monday, February 3rd. The stock was sold at an average price of $182.45, for a total transaction of $89,532,411.35. Following the completion of the transaction, the chief executive officer now owns 1,086,404 shares in the company, valued at approximately $198,214,409.80. This trade represents a 31.11 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 1,458,864 shares of company stock valued at $269,397,331 over the last ninety days. 2.50% of the stock is currently owned by insiders.

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.