Santa Clara, California-based Palo Alto Networks, Inc. (PANW) offers network security solutions to enterprises, service providers, and government entities worldwide. The company’s market cap currently stands at $131.2 billion, and it is expected to release its Q4 2025 earnings on Monday, August 18. 

Ahead of this event, analysts project PANW to report earnings of $0.50 per share, which represents a 16.3% growth from $0.43 in the same quarter last year. The company has surpassed or matched Wall Street’s bottom-line estimates in each of the past four quarters, which is impressive.

For fiscal 2025, analysts forecast PANW to report an EPS of $1.76, marking a 17.3% increase from $1.50 reported in fiscal 2024. Moreover, in fiscal 2026, its earnings are expected to grow 16.5% year-over-year to $2.05 per share.

PANW stock has grown 18.7% over the past 52 weeks, slightly outperforming the Technology Select Sector SPDR Fund’s (XLK) 15.6% surge and the S&P 500 Index’s ($SPX) 14.5% uptick during the same time frame.

On May 20, PANW shares grew marginally following the release of its Q3 results. The company’s revenue came in at $2.29 billion, topping Wall Street forecasts of $2.28 billion. Moreover, its adjusted EPS for the quarter amounted to $0.43 and surpassed the consensus estimates by 4.9%. Looking ahead, PANW expects full-year adjusted EPS in the range of $3.26 to $3.28, and revenue to be between $9.17 billion and $9.19 billion.

Analysts' consensus view on PANW is highly optimistic, with an overall "Strong Buy" rating. Out of 49 analysts covering the stock, opinions include 33 "Strong Buys," two “Moderate Buys,” 13 “Holds,” and one "Strong Sell.” Its mean price target of $212.85 suggests a 6.8% upside potential from current price levels.