Q2 EPS Estimate for Palo Alto Networks Raised by Analyst

Palo Alto Networks, Inc. (NASDAQ:PANW) – Stock analysts at William Blair raised their Q2 2025 earnings per share estimates for shares of Palo Alto Networks in a research report issued on Tuesday, December 17th. William Blair analyst J. Ho now forecasts that the network technology company will earn $0.42 per share for the quarter, up from their prior estimate of $0.42. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. William Blair also issued estimates for Palo Alto Networks’ Q3 2025 earnings at $0.38 EPS, Q4 2025 earnings at $0.49 EPS, FY2025 earnings at $1.73 EPS and Q2 2026 earnings at $0.52 EPS.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Wednesday, November 20th. The network technology company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.04. The firm had revenue of $2.14 billion for the quarter, compared to analysts’ expectations of $2.12 billion. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. The company’s quarterly revenue was up 13.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.32 EPS.

Other equities analysts also recently issued research reports about the company. BMO Capital Markets upped their target price on Palo Alto Networks from $195.00 to $212.50 and gave the company an “outperform” rating in a report on Thursday, November 21st. JPMorgan Chase & Co. upped their price objective on shares of Palo Alto Networks from $193.50 to $224.50 and gave the company an “overweight” rating in a research note on Monday, November 18th. Truist Financial lifted their target price on shares of Palo Alto Networks from $200.00 to $212.50 and gave the company a “buy” rating in a research note on Monday, November 18th. The Goldman Sachs Group upped their price target on shares of Palo Alto Networks from $188.00 to $212.50 and gave the stock a “buy” rating in a research note on Tuesday, October 8th. Finally, Robert W. Baird lifted their price objective on Palo Alto Networks from $212.50 to $217.50 and gave the company an “outperform” rating in a research report on Thursday, November 21st. Two investment analysts have rated the stock with a sell rating, nine have issued a hold rating, thirty-two have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $201.40.

Palo Alto Networks Trading Down 1.4 %

NASDAQ:PANW opened at $186.78 on Friday. Palo Alto Networks has a 1-year low of $130.04 and a 1-year high of $207.24. The firm has a market capitalization of $122.57 billion, a price-to-earnings ratio of 24.32, a PEG ratio of 5.75 and a beta of 1.12. The business’s fifty day moving average price is $191.89 and its 200 day moving average price is $175.58.

Hedge Funds Weigh In On Palo Alto Networks

Hedge funds have recently modified their holdings of the stock. Tradewinds LLC. raised its stake in Palo Alto Networks by 1.2% during the third quarter. Tradewinds LLC. now owns 2,315 shares of the network technology company’s stock worth $791,000 after acquiring an additional 28 shares in the last quarter. Kathmere Capital Management LLC grew its holdings in shares of Palo Alto Networks by 3.4% in the 2nd quarter. Kathmere Capital Management LLC now owns 920 shares of the network technology company’s stock worth $312,000 after purchasing an additional 30 shares during the last quarter. FLC Capital Advisors increased its position in shares of Palo Alto Networks by 0.7% during the 3rd quarter. FLC Capital Advisors now owns 4,035 shares of the network technology company’s stock worth $1,379,000 after purchasing an additional 30 shares in the last quarter. Cromwell Holdings LLC lifted its holdings in Palo Alto Networks by 3.0% during the 3rd quarter. Cromwell Holdings LLC now owns 1,044 shares of the network technology company’s stock valued at $357,000 after purchasing an additional 30 shares during the last quarter. Finally, Rosenberg Matthew Hamilton boosted its position in Palo Alto Networks by 9.4% in the third quarter. Rosenberg Matthew Hamilton now owns 348 shares of the network technology company’s stock valued at $119,000 after buying an additional 30 shares in the last quarter. 79.82% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Palo Alto Networks

In related news, CEO Nikesh Arora sold 163,172 shares of the stock in a transaction dated Thursday, October 10th. The shares were sold at an average price of $184.00, for a total value of $30,022,832.14. Following the completion of the transaction, the chief executive officer now owns 1,237,430 shares of the company’s stock, valued at $227,680,932.85. This represents a 11.65 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Nir Zuk sold 336,000 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president now owns 3,643,516 shares of the company’s stock, valued at approximately $705,730,831.62. This represents a 8.44 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 571,172 shares of company stock valued at $107,074,352 in the last quarter. Corporate 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.