Northland Capmk Has Positive Outlook of PANW FY2025 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) – Equities research analysts at Northland Capmk boosted their FY2025 earnings per share estimates for shares of Palo Alto Networks in a report released on Tuesday, December 17th. Northland Capmk analyst N. Chokshi now forecasts that the network technology company will earn $1.65 per share for the year, up from their previous estimate 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) last posted its quarterly earnings data on Wednesday, November 20th. The network technology company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.04. The company had revenue of $2.14 billion during 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 firm’s revenue for the quarter was up 13.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.32 earnings per share.

Other research analysts have also issued research reports about the company. Barclays decreased 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. Jefferies Financial Group raised their target price on shares of Palo Alto Networks from $225.00 to $240.00 and gave the stock a “buy” rating in a research note on Thursday. JPMorgan Chase & Co. upped their price target on Palo Alto Networks from $193.50 to $224.50 and gave the company an “overweight” rating in a research report on Monday, November 18th. StockNews.com upgraded Palo Alto Networks from a “hold” rating to a “buy” rating in a research report on Monday. Finally, Hsbc Global Res lowered shares of Palo Alto Networks from a “hold” rating to a “moderate sell” rating in a report on Friday, November 22nd. Two research analysts have rated the stock with a sell rating, nine have issued a hold rating, thirty-two have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $201.40.

Palo Alto Networks Price Performance

NASDAQ PANW opened at $189.36 on Friday. Palo Alto Networks has a 1-year low of $130.04 and a 1-year high of $207.24. The company has a market cap of $124.26 billion, a PE ratio of 24.66, a price-to-earnings-growth ratio of 5.75 and a beta of 1.12. The stock’s 50 day simple moving average is $191.89 and its 200-day simple moving average is $175.31.

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 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 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 Securities & Exchange Commission, which is available at this link. Also, EVP Nir Zuk sold 336,000 shares of Palo Alto Networks stock in a transaction that occurred on Monday, November 25th. The shares were sold at an average price of $193.70, for a total value of $65,081,520.00. Following the sale, the executive vice president now directly owns 3,643,516 shares in the company, valued at approximately $705,730,831.62. This trade 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 worth $107,074,352 in the last three months. 2.50% of the stock is owned by insiders.

Institutional Investors Weigh In On Palo Alto Networks

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

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.