Q4 EPS Estimates for Palo Alto Networks Cut by Wedbush

Palo Alto Networks, Inc. (NASDAQ:PANW) – Stock analysts at Wedbush reduced their Q4 2025 EPS estimates for Palo Alto Networks in a research note issued to investors on Tuesday, December 17th. Wedbush analyst D. Ives now anticipates that the network technology company will post earnings of $0.48 per share for the quarter, down from their prior estimate of $0.49. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. Wedbush also issued estimates for Palo Alto Networks’ Q2 2026 earnings at $0.49 EPS and FY2026 earnings at $2.13 EPS.

Other analysts have also recently issued reports about the company. Piper Sandler upped their price target on Palo Alto Networks from $165.00 to $192.50 and gave the company a “neutral” rating in a research report on Thursday, November 21st. Needham & Company LLC upped their target price on shares of Palo Alto Networks from $192.50 to $225.00 and gave the stock a “buy” rating in a report on Thursday, November 21st. Hsbc Global Res downgraded shares of Palo Alto Networks from a “hold” rating to a “moderate sell” rating in a report on Friday, November 22nd. The Goldman Sachs Group boosted their price target on shares of Palo Alto Networks from $188.00 to $212.50 and gave the company a “buy” rating in a research report on Tuesday, October 8th. Finally, HSBC cut shares of Palo Alto Networks from a “hold” rating to a “reduce” rating and cut their target price for the company from $152.00 to $145.50 in a research note on Friday, November 22nd. Two equities research analysts have rated the stock with a sell rating, nine have assigned a hold rating, thirty-two have given a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $201.40.

Palo Alto Networks Trading Down 1.4 %

PANW stock 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 business’s 50 day moving average is $191.89 and its 200-day moving average is $175.58. The firm has a market cap of $122.57 billion, a P/E ratio of 24.32, a P/E/G ratio of 5.75 and a beta of 1.12.

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

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Capital Advisors Ltd. LLC increased its holdings in shares of Palo Alto Networks by 113.9% in the third quarter. Capital Advisors Ltd. LLC now owns 77 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 41 shares during the last quarter. Itau Unibanco Holding S.A. acquired a new position in shares of Palo Alto Networks during the 3rd quarter worth approximately $29,000. Sound Income Strategies LLC grew its position in shares of Palo Alto Networks by 352.6% during the 3rd quarter. Sound Income Strategies LLC now owns 86 shares of the network technology company’s stock worth $29,000 after purchasing an additional 67 shares in the last quarter. Strategic Investment Solutions Inc. IL raised its position in shares of Palo Alto Networks by 177.4% in the third quarter. Strategic Investment Solutions Inc. IL now owns 86 shares of the network technology company’s stock valued at $29,000 after buying an additional 55 shares in the last quarter. Finally, True Wealth Design LLC boosted its stake in shares of Palo Alto Networks by 2,933.3% in the third quarter. True Wealth Design LLC now owns 91 shares of the network technology company’s stock valued at $31,000 after buying an additional 88 shares during the period. Institutional investors own 79.82% of the company’s stock.

Insider Activity

In other Palo Alto Networks news, CEO Nikesh Arora sold 163,172 shares of the business’s stock in a transaction that occurred on Thursday, October 10th. The stock was sold at an average price of $184.00, for a total value of $30,022,832.14. Following the sale, the chief executive officer now owns 1,237,430 shares in the company, valued at approximately $227,680,932.85. The trade was a 11.65 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 transaction, the executive vice president now directly owns 3,643,516 shares of the company’s stock, valued at $705,730,831.62. This represents a 8.44 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 571,172 shares of company stock worth $107,074,352 over the last three months. 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.