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 (EPS) guidance of 0.760-0.770 for the period, compared to the consensus 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.

Wall Street Analyst Weigh In

A number of brokerages have commented on PANW. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $190.00 price target (down previously from $207.00) on shares of Palo Alto Networks in a research report on Wednesday, January 8th. Truist Financial lifted their target price on Palo Alto Networks from $200.00 to $212.50 and gave the stock a “buy” rating in a report on Monday, November 18th. Rosenblatt Securities increased their price target on shares of Palo Alto Networks from $212.50 to $235.00 and gave the stock a “buy” rating in a report on Tuesday. Evercore ISI decreased their price objective on shares of Palo Alto Networks from $455.00 to $230.00 and set an “outperform” rating for the company in a research note on Tuesday, December 31st. Finally, Citigroup dropped their price objective on shares of Palo Alto Networks from $216.00 to $205.00 and set a “buy” rating on the stock in a report on Friday, January 17th. Three analysts have rated the stock with a sell rating, twelve have issued a hold rating, twenty-nine have given a buy rating and one has assigned a strong buy rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $201.77.

Palo Alto Networks Trading Up 2.6 %

PANW stock traded up $5.15 during mid-day trading on Thursday, reaching $201.88. The company’s stock had a trading volume of 12,342,603 shares, compared to its average volume of 5,993,768. The company’s 50 day moving average is $186.78 and its two-hundred day moving average is $181.28. Palo Alto Networks has a fifty-two week low of $130.04 and a fifty-two week high of $207.24. The stock has a market cap of $132.47 billion, a PE ratio of 52.57, a P/E/G ratio of 5.36 and a beta of 1.14.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Thursday, February 13th. The network technology company reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.75 by ($0.32). Palo Alto Networks had a return on equity of 23.36% and a net margin of 32.99%. On average, analysts forecast that Palo Alto Networks will post 1.74 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Nir Zuk sold 336,000 shares of the business’s stock in a transaction dated 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 directly owns 3,643,516 shares in the company, valued at approximately $705,730,831.62. The trade was a 8.44 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Lee Klarich sold 120,000 shares of the stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $179.70, for a total transaction of $21,564,000.00. Following the transaction, the executive vice president now directly owns 365,856 shares of the company’s stock, valued at approximately $65,744,323.20. This trade represents a 24.70 % 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. 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.