Equities Analysts Offer Predictions for PANW FY2025 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) – Equities research analysts at Northland Capmk lifted their FY2025 EPS estimates for shares of Palo Alto Networks in a report issued on Tuesday, December 17th. Northland Capmk analyst N. Chokshi now forecasts that the network technology company will post earnings per share of $1.65 for the year, up from their prior forecast of $1.65. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. Northland Capmk also issued estimates for Palo Alto Networks’ Q4 2025 earnings at $0.45 EPS.

Other equities research analysts also recently issued research reports about the company. Citigroup raised their price target on Palo Alto Networks from $197.50 to $216.00 and gave the company a “buy” rating in a report on Thursday, November 21st. StockNews.com upgraded shares of Palo Alto Networks from a “hold” rating to a “buy” rating in a research note on Monday, December 16th. Jefferies Financial Group upped their price target on shares of Palo Alto Networks from $225.00 to $240.00 and gave the company a “buy” rating in a research note on Thursday. HSBC downgraded shares of Palo Alto Networks from a “hold” rating to a “reduce” rating and cut their price objective for the stock from $152.00 to $145.50 in a research report on Friday, November 22nd. Finally, JMP Securities upped their target price on Palo Alto Networks from $190.00 to $207.50 and gave the company a “market outperform” rating in a research report on Thursday, November 21st. Two analysts have rated the stock with a sell rating, nine have assigned a hold rating, thirty-two have assigned a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $201.40.

Palo Alto Networks Trading Down 1.4 %

Shares of NASDAQ PANW opened at $186.78 on Friday. The company has a market capitalization of $122.57 billion, a P/E ratio of 24.32, a P/E/G ratio of 5.75 and a beta of 1.12. Palo Alto Networks has a 12 month low of $130.04 and a 12 month high of $207.24. The stock has a 50 day moving average of $191.89 and a 200-day moving average of $175.58.

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

Institutional Trading of Palo Alto Networks

Several institutional investors have recently added to or reduced their stakes in the stock. Retirement Systems of Alabama increased its position in shares of Palo Alto Networks by 2.4% during the second quarter. Retirement Systems of Alabama now owns 71,274 shares of the network technology company’s stock worth $24,163,000 after buying an additional 1,684 shares during the period. TrueWealth Advisors LLC acquired a new stake in Palo Alto Networks during the 2nd quarter worth about $283,000. LRI Investments LLC raised its position in shares of Palo Alto Networks by 1,744.9% in the 2nd quarter. LRI Investments LLC now owns 3,450 shares of the network technology company’s stock worth $1,170,000 after acquiring an additional 3,263 shares in the last quarter. Capital Insight Partners LLC lifted its stake in shares of Palo Alto Networks by 2.4% in the 2nd quarter. Capital Insight Partners LLC now owns 5,837 shares of the network technology company’s stock valued at $1,979,000 after purchasing an additional 135 shares during the period. Finally, Beacon Capital Management LLC boosted its position in shares of Palo Alto Networks by 790.5% during the 2nd quarter. Beacon Capital Management LLC now owns 187 shares of the network technology company’s stock valued at $63,000 after purchasing an additional 166 shares in the last quarter. 79.82% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Nir Zuk sold 72,000 shares of the business’s stock in a transaction on Tuesday, October 1st. The shares were sold at an average price of $166.25, for a total value of $11,970,000.00. Following the sale, the executive vice president now owns 2,231,134 shares of the company’s stock, valued at $370,926,027.50. The trade was a 3.13 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Nikesh Arora sold 163,172 shares of the firm’s stock in a transaction on Thursday, October 10th. The stock was sold at an average price of $184.00, for a total value of $30,022,832.14. Following the transaction, the chief executive officer now directly owns 1,237,430 shares of the company’s stock, valued at approximately $227,680,932.85. This represents a 11.65 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 571,172 shares of company stock valued at $107,074,352 over the last quarter. 2.50% of the stock is owned by company insiders.

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.