Palo Alto Networks (NASDAQ:PANW) Updates Q3 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) issued an update on its third quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.760-0.770 for the period, compared to the consensus earnings per share estimate of 0.760. The company issued revenue guidance of $2.3 billion-$2.3 billion, compared to the consensus revenue estimate of $2.3 billion. Palo Alto Networks also updated its FY 2025 guidance to 3.180-3.240 EPS.

Palo Alto Networks Stock Down 0.9 %

NASDAQ PANW opened at $200.03 on Friday. The company has a market cap of $131.26 billion, a price-to-earnings 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 business has a 50 day moving average price of $186.79 and a 200-day moving average price of $181.42.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data 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%. On average, equities research analysts anticipate that Palo Alto Networks will post 1.74 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently issued reports on PANW. Stifel Nicolaus upped their price target on Palo Alto Networks from $192.50 to $220.00 and gave the stock a “buy” rating in a report on Thursday, November 14th. Truist Financial upped their price target on Palo Alto Networks from $200.00 to $212.50 and gave the stock a “buy” rating in a report on Monday, November 18th. Scotiabank upped their price target on Palo Alto Networks from $200.00 to $225.00 and gave the stock a “sector outperform” rating in a report on Tuesday, January 21st. Morgan Stanley upped their price objective on Palo Alto Networks from $223.00 to $230.00 and gave the company an “overweight” rating in a research note on Tuesday, January 21st. Finally, Citigroup reduced their price objective on Palo Alto Networks from $216.00 to $205.00 and set a “buy” rating for the company in a research note on Friday, January 17th. Three investment analysts have rated the stock with a sell rating, twelve have given a hold rating, twenty-nine have given a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the stock has a consensus 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 Palo Alto Networks stock in a transaction 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 transaction, the chief executive officer now owns 1,086,404 shares in the company, valued at $198,214,409.80. This trade represents a 31.11 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Nir Zuk sold 336,000 shares of Palo Alto Networks stock in a transaction on Monday, November 25th. The stock was sold at an average price of $193.70, for a total transaction of $65,081,520.00. Following the completion of the transaction, the executive vice president now owns 3,643,516 shares in the company, valued at approximately $705,730,831.62. The trade was a 8.44 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 1,458,864 shares of company stock valued at $269,397,331. Insiders own 2.50% of the company’s stock.

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.