Palo Alto Networks (NASDAQ:PANW) Updates 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.

Palo Alto Networks Stock Up 1.2 %

PANW stock opened at $397.41 on Friday. Palo Alto Networks has a twelve month low of $260.09 and a twelve month high of $408.53. The company has a market cap of $129.40 billion, a P/E ratio of 54.82, a PEG ratio of 5.63 and a beta of 1.12. The business has a fifty day moving average of $363.59 and a 200-day moving average of $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 created shares will be issued to shareholders after the closing bell on Friday, December 13th.

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

Analysts Set New Price Targets

Several equities analysts have weighed in on the company. Wells Fargo & Company increased their target price on Palo Alto Networks from $416.00 to $450.00 and gave the company an “overweight” rating in a research note on Thursday. BTIG Research lifted their price target on shares of Palo Alto Networks from $395.00 to $414.00 and gave the stock a “buy” rating in a research report on Thursday. Rosenblatt Securities upgraded shares of Palo Alto Networks from a “neutral” rating to a “buy” rating and upped their price objective for the company from $390.00 to $430.00 in a research report on Thursday. Deutsche Bank Aktiengesellschaft lifted their target price on Palo Alto Networks from $395.00 to $415.00 and gave the stock a “buy” rating in a report on Thursday. Finally, JPMorgan Chase & Co. raised their price target on Palo Alto Networks from $387.00 to $449.00 and gave the stock an “overweight” rating in a research report on Monday. Two equities research analysts have rated the stock with a sell rating, ten have given a hold rating, thirty-one have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Palo Alto Networks presently has an average rating of “Moderate Buy” and an average target price of $401.78.

Insiders Place Their Bets

In other news, Director Mary Pat Mccarthy sold 10,000 shares of the stock in a transaction on Tuesday, August 27th. The stock was sold at an average price of $348.49, for a total transaction of $3,484,900.00. Following the sale, the director now directly owns 31,517 shares of the company’s stock, valued at approximately $10,983,359.33. This represents a 24.09 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Nikesh Arora sold 66,666 shares of the firm’s stock in a transaction on Wednesday, September 4th. The stock was sold at an average price of $342.98, for a total value of $22,865,104.68. Following the completion of the transaction, the chief executive officer now owns 639,994 shares in the company, valued at $219,505,142.12. The trade was a 9.43 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 254,252 shares of company stock worth $89,041,637 in the last quarter. 2.50% of the stock is currently 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.