Brokers Set Expectations for PANW Q3 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at DA Davidson issued their Q3 2025 earnings per share (EPS) estimates for Palo Alto Networks in a research note issued on Friday, February 14th. DA Davidson analyst R. Kessinger expects that the network technology company will earn $0.41 per share for the quarter. The consensus estimate for Palo Alto Networks’ current full-year earnings is $1.74 per share. DA Davidson also issued estimates for Palo Alto Networks’ FY2026 earnings at $2.16 EPS.

Several other equities research analysts also recently issued reports on PANW. Wells Fargo & Company increased their price objective on Palo Alto Networks from $208.00 to $225.00 and gave the stock an “overweight” rating in a research note on Thursday, November 21st. BTIG Research lowered Palo Alto Networks from a “buy” rating to a “neutral” rating in a research report on Wednesday, January 8th. Morgan Stanley upped their target price on Palo Alto Networks from $223.00 to $230.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 21st. Truist Financial upped their target price on Palo Alto Networks from $200.00 to $212.50 and gave the stock a “buy” rating in a research report on Monday, November 18th. Finally, OTR Global reaffirmed a “negative” rating on shares of Palo Alto Networks in a research report on Thursday, November 7th. Three investment analysts have rated the stock with a sell rating, twelve have issued a hold rating, twenty-nine have assigned a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $202.70.

Palo Alto Networks Trading Up 4.1 %

Shares of Palo Alto Networks stock opened at $208.28 on Monday. The stock has a 50-day moving average price of $186.84 and a 200 day moving average price of $182.29. The company has a market cap of $136.67 billion, a P/E ratio of 54.24, a P/E/G ratio of 5.36 and a beta of 1.14. Palo Alto Networks has a 1 year low of $130.04 and a 1 year high of $208.35.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Thursday, February 13th. The network technology company reported $0.81 EPS for the quarter, beating the consensus estimate of $0.75 by $0.06. Palo Alto Networks had a return on equity of 23.36% and a net margin of 32.99%. The business had revenue of $2.26 billion during the quarter, compared to the consensus estimate of $2.24 billion.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction 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 completion of the transaction, the chief accounting officer now owns 47,976 shares in the company, valued at approximately $8,694,210.72. The trade was a 1.44 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 120,000 shares of Palo Alto Networks stock in a transaction on Monday, January 6th. The shares were sold at an average price of $179.70, for a total value of $21,564,000.00. Following the completion of the transaction, the executive vice president now owns 365,856 shares of the company’s stock, valued at approximately $65,744,323.20. The trade was a 24.70 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 1,458,864 shares of company stock valued at $269,397,331 in the last 90 days. 2.50% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Palo Alto Networks

Several institutional investors have recently bought and sold shares of the business. Inspire Investing LLC raised its position in shares of Palo Alto Networks by 7.6% during the third quarter. Inspire Investing LLC now owns 834 shares of the network technology company’s stock worth $285,000 after acquiring an additional 59 shares during the last quarter. Swedbank AB raised its position in shares of Palo Alto Networks by 19.7% during the third quarter. Swedbank AB now owns 786,574 shares of the network technology company’s stock worth $268,851,000 after acquiring an additional 129,371 shares during the last quarter. Good Life Advisors LLC bought a new stake in shares of Palo Alto Networks during the third quarter worth $253,000. Bleakley Financial Group LLC raised its position in shares of Palo Alto Networks by 4.3% during the third quarter. Bleakley Financial Group LLC now owns 6,398 shares of the network technology company’s stock worth $2,187,000 after acquiring an additional 265 shares during the last quarter. Finally, Howard Capital Management Group LLC raised its position in shares of Palo Alto Networks by 1.5% during the third quarter. Howard Capital Management Group LLC now owns 106,248 shares of the network technology company’s stock worth $36,316,000 after acquiring an additional 1,619 shares during the last quarter. 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.