Brokers Set Expectations for PANW Q3 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) – Analysts at DA Davidson issued their Q3 2025 earnings per share estimates for Palo Alto Networks in a note issued to investors on Friday, February 14th. DA Davidson analyst R. Kessinger forecasts that the network technology company will post earnings per share of $0.41 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.

Other equities research analysts also recently issued reports about the company. Needham & Company LLC increased their price target on Palo Alto Networks from $192.50 to $225.00 and gave the stock a “buy” rating in a report on Thursday, November 21st. Westpark Capital reissued a “hold” rating and issued a $196.40 target price on shares of Palo Alto Networks in a report on Wednesday, February 12th. Citigroup reduced their target price on Palo Alto Networks from $216.00 to $205.00 and set a “buy” rating for the company in a report on Friday, January 17th. Susquehanna raised their target price on Palo Alto Networks from $217.50 to $230.00 and gave the company a “positive” rating in a report on Tuesday. Finally, Piper Sandler raised their target price on Palo Alto Networks from $165.00 to $192.50 and gave the company a “neutral” rating in a report on Thursday, November 21st. Three research analysts have rated the stock with a sell rating, twelve have assigned a hold rating, twenty-nine have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, Palo Alto Networks currently has a consensus rating of “Moderate Buy” and a consensus target price of $202.70.

Palo Alto Networks Price Performance

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

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Thursday, February 13th. The network technology company reported $0.81 earnings per share for the quarter, topping 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 firm had revenue of $2.26 billion during the quarter, compared to the consensus estimate of $2.24 billion.

Insider Transactions at Palo Alto Networks

In related news, CEO Nikesh Arora sold 176,242 shares of the business’s stock in a transaction that occurred on Monday, January 6th. The stock was sold at an average price of $180.04, for a total transaction of $31,730,609.68. Following the transaction, the chief executive officer now directly owns 1,086,404 shares of the company’s stock, valued at approximately $195,596,176.16. The trade was a 13.96 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Nir Zuk sold 336,000 shares of the business’s stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $193.70, for a total value of $65,081,520.00. Following the transaction, the executive vice president now directly owns 3,643,516 shares in the company, valued at $705,730,831.62. This trade represents a 8.44 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 1,458,864 shares of company stock worth $269,397,331. 2.50% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Palo Alto Networks

A number of institutional investors have recently made changes to their positions in the business. Capital Advisors Ltd. LLC increased its holdings in shares of Palo Alto Networks by 113.9% in the 3rd quarter. Capital Advisors Ltd. LLC now owns 77 shares of the network technology company’s stock valued at $26,000 after acquiring an additional 41 shares during the last quarter. Itau Unibanco Holding S.A. bought a new position in Palo Alto Networks during the 3rd quarter worth $29,000. Strategic Investment Solutions Inc. IL grew its stake in Palo Alto Networks by 177.4% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 86 shares of the network technology company’s stock worth $29,000 after buying an additional 55 shares during the last quarter. True Wealth Design LLC grew its stake in Palo Alto Networks by 2,933.3% during the 3rd quarter. True Wealth Design LLC now owns 91 shares of the network technology company’s stock worth $31,000 after buying an additional 88 shares during the last quarter. Finally, MidAtlantic Capital Management Inc. bought a new position in Palo Alto Networks during the 3rd quarter worth $32,000. 79.82% of the stock is 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.