Q4 EPS Estimates for Palo Alto Networks Decreased by Wedbush

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at Wedbush decreased their Q4 2025 earnings per share (EPS) estimates for Palo Alto Networks in a research note issued to investors on Tuesday, December 17th. Wedbush analyst D. Ives now forecasts that the network technology company will post earnings of $0.48 per share for the quarter, down from their previous forecast of $0.49. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. Wedbush also issued estimates for Palo Alto Networks’ Q2 2026 earnings at $0.49 EPS and FY2026 earnings at $2.13 EPS.

Several other research firms have also recently issued reports on PANW. Citigroup boosted their price objective on shares of Palo Alto Networks from $197.50 to $216.00 and gave the company a “buy” rating in a research report on Thursday, November 21st. TD Cowen boosted their price target on Palo Alto Networks from $200.00 to $210.00 and gave the company a “buy” rating in a report on Thursday, November 21st. Morgan Stanley increased their price objective on Palo Alto Networks from $195.00 to $210.50 and gave the stock an “overweight” rating in a research note on Friday, October 11th. Susquehanna lifted their target price on Palo Alto Networks from $210.00 to $217.50 and gave the company a “positive” rating in a research report on Thursday, November 21st. Finally, Needham & Company LLC increased their price target on Palo Alto Networks from $192.50 to $225.00 and gave the stock a “buy” rating in a research report 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 given a strong buy rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $201.40.

Palo Alto Networks Trading Down 1.4 %

Shares of PANW opened at $186.78 on Friday. The firm has a fifty day moving average price of $191.89 and a 200-day moving average price of $175.79. The firm 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.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data 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. Palo Alto Networks had a return on equity of 23.36% and a net margin of 32.99%. The company had revenue of $2.14 billion during the quarter, compared to analysts’ expectations of $2.12 billion. During the same quarter in the previous year, the business earned $0.32 EPS. Palo Alto Networks’s revenue was up 13.9% compared to the same quarter last year.

Hedge Funds Weigh In On Palo Alto Networks

Hedge funds and other institutional investors have recently modified their holdings of the business. Capital Advisors Ltd. LLC boosted its holdings in shares of Palo Alto Networks by 113.9% during the 3rd quarter. Capital Advisors Ltd. LLC now owns 77 shares of the network technology company’s stock worth $26,000 after purchasing an additional 41 shares during the last quarter. Itau Unibanco Holding S.A. purchased a new position in Palo Alto Networks during the third quarter worth approximately $29,000. Sound Income Strategies LLC boosted its stake in Palo Alto Networks by 352.6% during the third quarter. Sound Income Strategies LLC now owns 86 shares of the network technology company’s stock worth $29,000 after buying an additional 67 shares during the last quarter. Strategic Investment Solutions Inc. IL grew its holdings in Palo Alto Networks by 177.4% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 86 shares of the network technology company’s stock valued at $29,000 after buying an additional 55 shares in the last quarter. Finally, True Wealth Design LLC increased its stake in shares of Palo Alto Networks by 2,933.3% in the 3rd quarter. True Wealth Design LLC now owns 91 shares of the network technology company’s stock worth $31,000 after acquiring an additional 88 shares during the last quarter. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

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