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

Palo Alto Networks (NASDAQ:PANW) updated its third quarter 2025 earnings guidance on Thursday. 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.

Analyst Upgrades and Downgrades

PANW has been the topic of several recent research reports. Wells Fargo & Company upped their price target on Palo Alto Networks from $208.00 to $225.00 and gave the stock an “overweight” rating in a research note on Thursday, November 21st. Needham & Company LLC raised their price target on Palo Alto Networks from $192.50 to $225.00 and gave the company a “buy” rating in a report on Thursday, November 21st. OTR Global reaffirmed a “negative” rating on shares of Palo Alto Networks in a research report on Thursday, November 7th. BTIG Research downgraded shares of Palo Alto Networks from a “buy” rating to a “neutral” rating in a research report on Wednesday, January 8th. Finally, StockNews.com cut shares of Palo Alto Networks from a “buy” rating to a “hold” rating in a report on Tuesday, December 24th. Three investment analysts have rated the stock with a sell rating, twelve have given a hold rating, twenty-nine have assigned a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, Palo Alto Networks presently has a consensus rating of “Moderate Buy” and an average target price of $201.77.

Palo Alto Networks Trading Up 2.6 %

NASDAQ:PANW opened at $201.88 on Friday. The stock has a 50-day moving average price of $186.78 and a 200 day moving average price of $181.28. The stock has a market capitalization of $132.47 billion, a P/E ratio of 52.57, a P/E/G ratio of 5.36 and a beta of 1.14. Palo Alto Networks has a 12-month low of $130.04 and a 12-month high of $207.24.

Palo Alto Networks (NASDAQ:PANW) last announced its quarterly earnings data on Thursday, February 13th. The network technology company reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.75 by ($0.32). Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. On average, research analysts predict that Palo Alto Networks will post 1.74 earnings per share for the current fiscal year.

Insider Activity at Palo Alto Networks

In other Palo Alto Networks news, EVP Nir Zuk sold 336,000 shares of the firm’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 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 $705,730,831.62. This trade represents a 8.44 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CAO Josh D. Paul sold 700 shares of Palo Alto Networks stock in a transaction that occurred on Monday, February 3rd. The stock was sold at an average price of $181.22, for a total value of $126,854.00. Following the completion of the sale, the chief accounting officer now directly owns 47,976 shares in the company, valued at approximately $8,694,210.72. The trade was a 1.44 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 1,458,864 shares of company stock valued at $269,397,331. Corporate insiders own 2.50% of the company’s stock.

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.