Northland Capmk Has Positive Outlook of PANW FY2025 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) – Northland Capmk boosted their FY2025 EPS estimates for shares of Palo Alto Networks in a research 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 previous estimate 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.

Several other research firms have also issued reports on PANW. Rosenblatt Securities upgraded Palo Alto Networks from a “neutral” rating to a “buy” rating and lifted their target price for the company from $195.00 to $215.00 in a research note on Thursday, November 21st. Truist Financial boosted their price objective on shares of Palo Alto Networks from $200.00 to $212.50 and gave the stock a “buy” rating in a research note on Monday, November 18th. Needham & Company LLC raised their target price on shares of Palo Alto Networks from $192.50 to $225.00 and gave the company a “buy” rating in a research note on Thursday, November 21st. Hsbc Global Res lowered shares of Palo Alto Networks from a “hold” rating to a “moderate sell” rating in a report on Friday, November 22nd. Finally, Bank of America upped their target price on Palo Alto Networks from $200.00 to $215.00 and gave the company a “neutral” rating in a research report on Thursday, November 21st. Two investment analysts have rated the stock with a sell rating, nine have issued a hold rating, thirty-two have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $201.40.

Palo Alto Networks Stock Performance

Shares of PANW opened at $186.78 on Friday. The stock has a market capitalization of $122.57 billion, a PE ratio of 24.32, a PEG ratio of 5.75 and a beta of 1.12. Palo Alto Networks has a fifty-two week low of $130.04 and a fifty-two week high of $207.24. The company has a 50 day moving average price of $191.89 and a 200-day moving average price of $175.79.

Palo Alto Networks (NASDAQ:PANW) last issued 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 firm had revenue of $2.14 billion during the quarter, compared to analyst estimates of $2.12 billion. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. The business’s revenue was up 13.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.32 earnings per share.

Insider Buying and Selling

In other Palo Alto Networks news, CEO Nikesh Arora sold 163,172 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer now owns 1,237,430 shares of the company’s stock, valued at $227,680,932.85. This trade represents a 11.65 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, 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 completion of the transaction, 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 ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 571,172 shares of company stock worth $107,074,352. 2.50% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Palo Alto Networks

Several large investors have recently bought and sold shares of the business. Mainstream Capital Management LLC purchased a new position in shares of Palo Alto Networks in the 3rd quarter valued at about $1,156,000. Alpha Cubed Investments LLC raised its holdings in Palo Alto Networks by 16.4% during the third quarter. Alpha Cubed Investments LLC now owns 231,566 shares of the network technology company’s stock worth $79,149,000 after purchasing an additional 32,626 shares in the last quarter. Harvest Portfolios Group Inc. purchased a new stake in shares of Palo Alto Networks during the 3rd quarter worth approximately $24,414,000. Handelsbanken Fonder AB boosted its holdings in shares of Palo Alto Networks by 3.8% in the 3rd quarter. Handelsbanken Fonder AB now owns 196,700 shares of the network technology company’s stock valued at $67,232,000 after buying an additional 7,291 shares in the last quarter. Finally, Jennison Associates LLC grew its position in shares of Palo Alto Networks by 50.1% in the 3rd quarter. Jennison Associates LLC now owns 3,147,215 shares of the network technology company’s stock valued at $1,075,718,000 after buying an additional 1,050,173 shares during the last quarter. Hedge funds and other 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.