Palo Alto Networks (NASDAQ:PANW) Updates Q4 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 0.870-0.890 for the period, compared to the consensus earnings per share estimate of 0.870. The company issued revenue guidance of $2.5 billion-$2.5 billion, compared to the consensus revenue estimate of $2.5 billion. Palo Alto Networks also updated its FY 2025 guidance to 3.260-3.280 EPS.

Palo Alto Networks Trading Up 0.1%

Shares of PANW traded up $0.18 during trading hours on Tuesday, hitting $194.48. 8,485,607 shares of the stock traded hands, compared to its average volume of 5,717,047. The business has a fifty day moving average of $177.67 and a 200-day moving average of $185.26. The firm has a market capitalization of $128.77 billion, a PE ratio of 109.57, a price-to-earnings-growth ratio of 5.64 and a beta of 1.02. Palo Alto Networks has a 1-year low of $142.01 and a 1-year high of $208.39.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Tuesday, May 20th. The network technology company reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.77 by ($0.34). Palo Alto Networks had a net margin of 14.64% and a return on equity of 21.93%. As a group, equities research analysts expect that Palo Alto Networks will post 1.76 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have commented on PANW shares. Hsbc Global Res raised shares of Palo Alto Networks from a “moderate sell” rating to a “hold” rating in a research note on Thursday, April 10th. Rosenblatt Securities restated a “buy” rating and issued a $235.00 price objective on shares of Palo Alto Networks in a research report on Tuesday. UBS Group lifted their target price on Palo Alto Networks from $190.00 to $200.00 and gave the stock a “neutral” rating in a report on Friday, February 14th. Citigroup increased their price target on Palo Alto Networks from $205.00 to $220.00 and gave the stock a “buy” rating in a report on Tuesday, February 25th. Finally, Stephens lowered Palo Alto Networks from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 1st. Two equities research analysts have rated the stock with a sell rating, fifteen have assigned a hold rating, twenty-eight have given a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $203.46.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction that occurred on Monday, May 5th. The shares were sold at an average price of $189.27, for a total value of $22,858,894.98. Following the sale, the executive vice president now owns 293,010 shares in the company, valued at $55,458,002.70. This trade represents a 29.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Nikesh Arora sold 227,414 shares of the company’s stock in a transaction on Wednesday, April 2nd. The stock was sold at an average price of $172.73, for a total transaction of $39,281,220.22. Following the transaction, the chief executive officer now owns 317,571 shares of the company’s stock, valued at $54,854,038.83. This trade represents a 41.73% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 568,962 shares of company stock valued at $96,933,690 over the last three months. 2.50% of the stock is owned by insiders.

Institutional Investors Weigh In On Palo Alto Networks

A hedge fund recently raised its stake in Palo Alto Networks stock. Bison Wealth LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW) by 169.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,212 shares of the network technology company’s stock after purchasing an additional 3,275 shares during the quarter. Bison Wealth LLC’s holdings in Palo Alto Networks were worth $948,000 as of its most recent SEC filing. 79.82% of the stock is owned by hedge funds and other institutional investors.

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.