Palo Alto Networks (NASDAQ:PANW) Posts Earnings Results, Beats Estimates By $0.06 EPS

Palo Alto Networks (NASDAQ:PANW) issued its earnings results on Thursday. The network technology company reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.75 by $0.06, reports. 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 for the quarter, compared to analyst estimates of $2.24 billion. Palo Alto Networks updated its Q3 2025 guidance to 0.760-0.770 EPS and its FY 2025 guidance to 3.180-3.240 EPS.

Palo Alto Networks Trading Down 0.9 %

Shares of NASDAQ PANW traded down $1.85 during midday trading on Friday, reaching $200.03. 13,981,536 shares of the stock were exchanged, compared to its average volume of 5,443,483. The company has a market capitalization of $131.26 billion, a P/E ratio of 52.09, a P/E/G ratio of 5.36 and a beta of 1.14. Palo Alto Networks has a 52-week low of $130.04 and a 52-week high of $207.24. The stock has a 50 day moving average price of $186.73 and a 200-day moving average price of $181.70.

Analyst Upgrades and Downgrades

PANW has been the topic of several research analyst reports. Wells Fargo & Company raised their target price on Palo Alto Networks from $208.00 to $225.00 and gave the stock an “overweight” rating in a research report on Thursday, November 21st. UBS Group raised their target price on Palo Alto Networks from $190.00 to $200.00 and gave the stock a “neutral” rating in a research report on Friday. Northland Securities reissued a “market perform” rating and set a $185.00 target price (up previously from $175.00) on shares of Palo Alto Networks in a research report on Thursday, November 21st. TD Cowen raised their price target on Palo Alto Networks from $200.00 to $210.00 and gave the stock a “buy” rating in a research note on Thursday, November 21st. Finally, Evercore ISI cut their price target on 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. Three equities research analysts have rated the stock with a sell rating, twelve have assigned a hold rating, twenty-nine have issued a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Palo Alto Networks has an average rating of “Moderate Buy” and a consensus target price of $202.40.

Insider Transactions at Palo Alto Networks

In related news, CEO Nikesh Arora sold 490,723 shares of the business’s stock in a transaction that occurred on Monday, February 3rd. The shares were sold at an average price of $182.45, for a total value of $89,532,411.35. Following the completion of the sale, the chief executive officer now directly owns 1,086,404 shares in the company, valued at approximately $198,214,409.80. The trade was a 31.11 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 700 shares of the business’s stock in a transaction that occurred on Monday, February 3rd. The shares were sold at an average price of $181.22, for a total transaction of $126,854.00. Following the completion of the sale, the chief accounting officer now owns 47,976 shares of the company’s stock, valued at approximately $8,694,210.72. The trade was a 1.44 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,458,864 shares of company stock worth $269,397,331 over the last ninety days. 2.50% of the stock is currently owned by corporate insiders.

Palo Alto Networks Company Profile

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.