Northland Capmk Has Positive Outlook of PANW FY2025 Earnings

Palo Alto Networks, Inc. (NASDAQ:PANW) – Research analysts at Northland Capmk boosted their FY2025 earnings per share estimates for shares of Palo Alto Networks in a research report issued to clients and investors on Tuesday, December 17th. Northland Capmk analyst N. Chokshi now expects that the network technology company will post earnings per share of $1.65 for the year, up from their prior 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 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. The business had revenue of $2.14 billion for the quarter, compared to the consensus estimate of $2.12 billion. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. The business’s quarterly revenue was up 13.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.32 earnings per share.

PANW has been the subject of several other reports. Robert W. Baird lifted their price objective on Palo Alto Networks from $212.50 to $217.50 and gave the stock an “outperform” rating in a report on Thursday, November 21st. Northland Securities reissued a “market perform” rating and set a $185.00 price target (up previously from $175.00) on shares of Palo Alto Networks in a research note on Thursday, November 21st. 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, December 17th. Truist Financial increased their target price on Palo Alto Networks from $200.00 to $212.50 and gave the stock a “buy” rating in a research report on Monday, November 18th. Finally, Rosenblatt Securities upgraded Palo Alto Networks from a “neutral” rating to a “buy” rating and lifted their price target for the company from $195.00 to $215.00 in a report on Thursday, November 21st. Two investment 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 assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $201.40.

Palo Alto Networks Stock Performance

NASDAQ:PANW 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 stock has a fifty day moving average price of $191.89 and a two-hundred day moving average price of $175.79. The stock has a market capitalization of $122.57 billion, a price-to-earnings ratio of 24.32, a PEG ratio of 5.75 and a beta of 1.12.

Institutional Inflows and Outflows

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

Insider Activity at Palo Alto Networks

In related news, EVP Nir Zuk sold 72,000 shares of Palo Alto Networks stock in a transaction dated Tuesday, October 1st. The shares were sold at an average price of $166.25, for a total value of $11,970,000.00. Following the sale, the executive vice president now directly owns 2,231,134 shares in the company, valued at $370,926,027.50. This trade represents a 3.13 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Nikesh Arora sold 163,172 shares of the company’s stock in a transaction dated Thursday, October 10th. The stock was sold at an average price of $184.00, for a total transaction of $30,022,832.14. Following the completion of the transaction, the chief executive officer now owns 1,237,430 shares of the company’s stock, valued at approximately $227,680,932.85. This trade represents a 11.65 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 571,172 shares of company stock valued at $107,074,352. 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.