Palo Alto Networks (NASDAQ:PANW) Releases Q2 2025 Earnings Guidance

Palo Alto Networks (NASDAQ:PANW) updated its second quarter 2025 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.540-1.560 for the period, compared to the consensus earnings per share estimate of 1.550. The company issued revenue guidance of $2.2 billion-$2.3 billion, compared to the consensus revenue estimate of $2.2 billion. Palo Alto Networks also updated its FY 2025 guidance to 6.260-6.390 EPS.

Analysts Set New Price Targets

Several research firms have weighed in on PANW. Needham & Company LLC lifted their price objective on shares of Palo Alto Networks from $385.00 to $450.00 and gave the stock a “buy” rating in a research report on Thursday. Westpark Capital reiterated a “hold” rating on shares of Palo Alto Networks in a report on Thursday. Citigroup increased their price objective on Palo Alto Networks from $395.00 to $432.00 and gave the stock a “buy” rating in a research note on Thursday. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $445.00 target price on shares of Palo Alto Networks in a research note on Thursday. Finally, The Goldman Sachs Group upped their target price on Palo Alto Networks from $376.00 to $425.00 and gave the company a “buy” rating in a report on Tuesday, October 8th. Two research analysts have rated the stock with a sell rating, ten have issued a hold rating, thirty-one have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $401.78.

Palo Alto Networks Trading Up 1.2 %

Shares of PANW stock opened at $397.41 on Friday. The firm has a market capitalization of $129.40 billion, a P/E ratio of 54.82, a price-to-earnings-growth ratio of 5.63 and a beta of 1.12. Palo Alto Networks has a 1 year low of $260.09 and a 1 year high of $408.53. The firm’s fifty day simple moving average is $363.59 and its 200 day simple moving average is $338.82.

Palo Alto Networks’s stock is going to split on the morning of Monday, December 16th. The 2-1 split was announced on Wednesday, November 20th. The newly minted shares will be payable to shareholders after the closing bell on Friday, December 13th.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Wednesday, November 20th. The network technology company reported $1.56 earnings per share for the quarter, beating the consensus estimate of $1.48 by $0.08. Palo Alto Networks had a net margin of 32.11% and a return on equity of 26.83%. The business had revenue of $2.14 billion during the quarter, compared to analysts’ expectations of $2.12 billion. During the same quarter last year, the company earned $0.63 earnings per share. The firm’s revenue was up 13.9% on a year-over-year basis. Equities research analysts anticipate that Palo Alto Networks will post 3.56 EPS for the current fiscal year.

Insider Activity at Palo Alto Networks

In related news, EVP Nir Zuk sold 36,000 shares of the business’s stock in a transaction on Tuesday, October 1st. The stock was sold at an average price of $332.50, for a total value of $11,970,000.00. Following the sale, the executive vice president now owns 1,115,567 shares of the company’s stock, valued at $370,926,027.50. The trade was a 3.13 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Nikesh Arora sold 81,586 shares of the business’s stock in a transaction on Thursday, October 10th. The shares were sold at an average price of $367.99, for a total transaction of $30,022,832.14. Following the completion of the sale, the chief executive officer now owns 618,715 shares in the company, valued at $227,680,932.85. This represents a 11.65 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 254,252 shares of company stock worth $89,041,637. 2.50% of the stock is owned by corporate insiders.

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.