Northland Capmk Has Strong Estimate for PANW FY2025 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) - Equities researchers at Northland Capmk upped their FY2025 EPS estimates for Palo Alto Networks in a research report issued on Tuesday, December 17th. Northland Capmk analyst N. Chokshi now anticipates that the network technology company will post earnings per share of $1.65 for the year, up from their previous forecast of $1.65. The consensus estimate for Palo Alto Networks' current full-year earnings is $3.49 per share. Northland Capmk also issued estimates for Palo Alto Networks' Q4 2025 earnings at $0.45 EPS.

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

Several other research firms have also recently issued reports on PANW. Morgan Stanley boosted their price objective on shares of Palo Alto Networks from $195.00 to $210.50 and gave the company an "overweight" rating in a research report on Friday, October 11th. Evercore ISI boosted their price target on Palo Alto Networks from $197.50 to $227.50 and gave the company an "outperform" rating in a report on Monday, November 18th. Barclays reduced their price objective on Palo Alto Networks from $425.00 to $213.00 and set an "overweight" rating on the stock in a report on Tuesday. Truist Financial upped their target price on Palo Alto Networks from $200.00 to $212.50 and gave the stock a "buy" rating in a report on Monday, November 18th. Finally, Rosenblatt Securities upgraded Palo Alto Networks from a "neutral" rating to a "buy" rating and raised their price target for the company from $195.00 to $215.00 in a research note on Thursday, November 21st. Two investment analysts have rated the stock with a sell rating, nine have given a hold rating, thirty-two have issued a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $201.40.

Palo Alto Networks Trading Down 1.4 %

Shares of PANW traded down $2.58 during trading hours on Friday, reaching $186.78. 13,331,253 shares of the company traded hands, compared to its average volume of 7,566,424. The stock's fifty day moving average price is $191.89 and its 200 day moving average price is $175.58. The firm has a market cap of $122.57 billion, a price-to-earnings ratio of 24.32, a PEG ratio of 5.75 and a beta of 1.12. Palo Alto Networks has a 12-month low of $130.04 and a 12-month high of $207.24.

Insider Buying and Selling

In other Palo Alto Networks news, CEO Nikesh Arora sold 163,172 shares of the company'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. This represents a 11.65 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Nir Zuk sold 72,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, October 1st. The shares were sold at an average price of $166.25, for a total transaction of $11,970,000.00. Following the transaction, the executive vice president now directly owns 2,231,134 shares of the company's stock, valued at approximately $370,926,027.50. This trade represents a 3.13 % decrease in their ownership of the stock. 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 over the last 90 days. Insiders own 2.50% of the company's stock.

Institutional Trading of Palo Alto Networks

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Retirement Systems of Alabama increased its stake in shares of Palo Alto Networks by 2.4% in the 2nd quarter. Retirement Systems of Alabama now owns 71,274 shares of the network technology company's stock valued at $24,163,000 after purchasing an additional 1,684 shares in the last quarter. TrueWealth Advisors LLC acquired a new position in shares of Palo Alto Networks during the 2nd quarter worth approximately $283,000. LRI Investments LLC raised its stake in shares of Palo Alto Networks by 1,744.9% during the 2nd quarter. LRI Investments LLC now owns 3,450 shares of the network technology company's stock worth $1,170,000 after buying an additional 3,263 shares during the period. Capital Insight Partners LLC lifted its position in shares of Palo Alto Networks by 2.4% during the 2nd quarter. Capital Insight Partners LLC now owns 5,837 shares of the network technology company's stock valued at $1,979,000 after buying an additional 135 shares in the last quarter. Finally, Beacon Capital Management LLC grew its stake in Palo Alto Networks by 790.5% in the 2nd quarter. Beacon Capital Management LLC now owns 187 shares of the network technology company's stock valued at $63,000 after acquiring an additional 166 shares during the period. Institutional investors and hedge funds own 79.82% 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.