---
title: "What To Expect From Palo Alto Networks’s (PANW) Q2 Earnings"
description: "What To Expect From Palo Alto Networks’s (PANW) Q2 Earnings"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/253321587.md"
published_at: "2025-08-17T03:01:00.000Z"
---

# What To Expect From Palo Alto Networks’s (PANW) Q2 Earnings

Cybersecurity platform provider Palo Alto Networks will be announcing earnings results this Monday after market hours. Here’s what investors should know.

Palo Alto Networks beat analysts’ revenue expectations by 0.5% last quarter, reporting revenues of $2.29 billion, up 15.3% year on year. It was a satisfactory quarter for the company, with an impressive beat of analysts’ EBITDA estimates but full-year revenue guidance meeting analysts’ expectations.

Is Palo Alto Networks a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Palo Alto Networks’s revenue to grow 14.2% year on year to $2.50 billion, improving from the 12.1% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.89 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Palo Alto Networks has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 0.8% on average.

Looking at Palo Alto Networks’s peers in the cybersecurity segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Varonis Systems delivered year-on-year revenue growth of 16.7%, beating analysts’ expectations by 2.8%, and Qualys reported revenues up 10.3%, topping estimates by 1.7%. Varonis Systems traded up 5.3% following the results while Qualys’s stock price was unchanged.

Read our full analysis of Varonis Systems’s results here and Qualys’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the cybersecurity stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.5% on average over the last month. Palo Alto Networks is down 9.3% during the same time and is heading into earnings with an average analyst price target of $212.12 (compared to the current share price of $177.48).

Today’s young investors won’t have read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.

### Related Stocks

- [PANW.US - Palo Alto Networks](https://longbridge.com/en/quote/PANW.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 派拓網絡對於是否會收購安全初創公司保持沉默 | 據報道，派拓網絡正在考慮以 4 億美元收購以色列網絡安全初創公司 Koi，該公司去年籌集了 4800 萬美元。該公司尚未確認這一傳聞，但首席執行官 Nikesh Arora 最近訪問特拉維夫引發了猜測。Koi 專注於終端軟件安全，由前以色列 | [Link](https://longbridge.com/en/news/271550774.md) |
| 是的，犯罪分子正在利用 AI 來編碼惡意軟件的特徵 | 根據 Palo Alto Networks 的 Kate Middagh 的説法，犯罪分子越來越多地使用人工智能工具進行惡意軟件開發。雖然人工智能輔助編碼可能引入安全漏洞，但它也存在缺陷，可能導致攻擊失敗。為了降低風險，Palo Alto  | [Link](https://longbridge.com/en/news/271974815.md) |
| Tempus AI 執行副總裁 Erik Phelps 出售了部分股份 | 埃裏克·菲爾普斯（Erik Phelps），Tempus AI 的執行副總裁兼首席行政官，於 2026 年 2 月 19 日出售了 9,464 股 A 類普通股，總金額為 562,472 美元。此次銷售包括 3,814 股，每股售價為 60 | [Link](https://longbridge.com/en/news/276495655.md) |
| Annette Franqui 購買了 1,540 股 OFG Bancorp（紐約證券交易所代碼：OFG）的股票 | OFG Bancorp 董事 Annette Franqui 以每股 42.06 美元購買了 1,540 股公司股票，總計 64,772.40 美元。這次收購使她的持股增加了 81.05%，使她的總持股達到 3,440 股，價值 144,6 | [Link](https://longbridge.com/en/news/276494822.md) |
| 彭博新聞報道，康菲石油正在考慮出售其價值 20 億美元的二疊紀資產 | 2 月 20 日（路透社）- 據彭博新聞週五報道，康菲石油正在探索出售其部分二疊紀盆地資產，這是其更廣泛的投資組合精簡的一部分，消息人士透露。這些資產是通過與 Concho Resources 和 Shell（SHEL.L）的交易在多年中收 | [Link](https://longbridge.com/en/news/276478732.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.