Palo Alto Networks (NASDAQ:PANW) Updates FY 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.260-3.280 for the period, compared to the consensus earnings per share estimate of 3.220. The company issued revenue guidance of $9.2 billion-$9.2 billion, compared to the consensus revenue estimate of $9.2 billion. Palo Alto Networks also updated its Q4 2025 guidance to 0.870-0.890 EPS.

Palo Alto Networks Price Performance

NASDAQ:PANW opened at $194.48 on Wednesday. The stock has a market cap of $128.77 billion, a P/E ratio of 109.57, a PEG ratio of 5.64 and a beta of 1.02. Palo Alto Networks has a one year low of $142.01 and a one year high of $208.39. The company has a fifty day moving average price of $178.03 and a 200 day moving average price of $185.32.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Tuesday, May 20th. The network technology company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.77 by $0.03. Palo Alto Networks had a net margin of 14.64% and a return on equity of 21.93%. The company’s quarterly revenue was up 15.3% on a year-over-year basis. During the same period in the previous year, the business posted $0.66 earnings per share. As a group, equities research analysts anticipate that Palo Alto Networks will post 1.76 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on PANW shares. Morgan Stanley dropped their target price on shares of Palo Alto Networks from $230.00 to $205.00 and set an “overweight” rating for the company in a research report on Wednesday, April 16th. Stephens cut shares of Palo Alto Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 1st. Scotiabank raised their price objective on shares of Palo Alto Networks from $200.00 to $225.00 and gave the company a “sector outperform” rating in a research report on Tuesday, January 21st. Westpark Capital restated a “hold” rating and issued a $196.40 price objective on shares of Palo Alto Networks in a research report on Wednesday, February 12th. Finally, Cantor Fitzgerald restated an “overweight” rating and issued a $223.00 price objective on shares of Palo Alto Networks in a research report on Monday. Two equities research analysts have rated the stock with a sell rating, fifteen have issued a hold rating, twenty-eight have given a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $203.46.

Insider Buying and Selling

In related news, EVP Lee Klarich sold 120,774 shares of the stock in a transaction dated Monday, April 7th. The stock was sold at an average price of $151.13, for a total transaction of $18,252,574.62. Following the completion of the transaction, the executive vice president now directly owns 321,774 shares in the company, valued at approximately $48,629,704.62. This trade represents a 27.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Nir Zuk sold 100,000 shares of the stock in a transaction dated Friday, April 11th. The stock was sold at an average price of $165.41, for a total value of $16,541,000.00. Following the transaction, the executive vice president now owns 3,543,516 shares of the company’s stock, valued at approximately $586,132,981.56. The trade was a 2.74% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 568,962 shares of company stock worth $96,933,690. 2.50% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A hedge fund recently raised its stake in Palo Alto Networks stock. Brighton Jones LLC increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 147.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,761 shares of the network technology company’s stock after buying an additional 4,031 shares during the quarter. Brighton Jones LLC’s holdings in Palo Alto Networks were worth $1,230,000 as of its most recent filing with the Securities and Exchange Commission (SEC). 79.82% of the stock is currently owned by institutional investors and hedge funds.

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.