--- title: "Palo Alto Networks (PANW) After-Hours Q4 Preview" description: "Palo Alto Networks (PANW) is set to report its fiscal Q4 results on August 18, with expectations of an EPS of $0.89 and revenue near $2.5 billion. The stock has faced a 3% decline this year amid conce" type: "news" locale: "en" url: "https://longbridge.com/en/news/253476666.md" published_at: "2025-08-18T13:02:43.000Z" --- # Palo Alto Networks (PANW) After-Hours Q4 Preview > Palo Alto Networks (PANW) is set to report its fiscal Q4 results on August 18, with expectations of an EPS of $0.89 and revenue near $2.5 billion. The stock has faced a 3% decline this year amid concerns over a $25 billion CyberArk deal and slowing growth. Analysts are mixed but generally optimistic, with a Strong Buy consensus and an average price target of $215.73. Key factors to watch include revenue trends, CyberArk integration, and fiscal 2025 guidance, as the market anticipates a post-earnings volatility of about 7.97%. **Palo Alto Networks (NASDAQ:** **PANW****)** reports fiscal Q4 results after the bell on Monday, August 18. The stock has been under pressure this year - roughly a 3% slide - as investors wrestle with the hefty $25 billion CyberArk deal, signs of slowing top-line growth, and a patchy market reaction to Q3 results. Street estimates have baked in an EPS of about $0.89, up roughly 17% from a year ago, and revenue near $2.5 billion, roughly +14% year-over-year. Those figures line up with consensus data and sit against a notable streak: Palo Alto has topped EPS estimates in each of the last nine quarters. Analysts are split on the outlook but not universally pessimistic. Catharine Trebnick at Rosenblatt trimmed her price target to $215 from $235 while keeping a Buy rating. Her bullish signals center on steady demand for software firewalls, a refresh cycle for appliances, and uptake of AI-driven security tools like XSIAM. She also flagged early adoption of the new Prisma Access Browser as companies try to lock down GenAI-related and browser-based workflows. Rosenblatt expects fiscal 2025 revenue growth to exceed the company's 14.5% guidance, driven by renewals and larger multi-product deals, and projects improved margins and another upside surprise on the bottom line. Options markets are signaling a healthy dose of post-earnings volatility. The at-the-money straddle tied to the nearest post-report expiration implies an expected move of about 7.97% in either direction. That's the market pricing in uncertainty - not a prediction of direction, just magnitude. Wall Street's aggregate view remains tilted upbeat: 30 Buy calls, six Holds and one Sell, translating to a Strong Buy consensus and an average price target around $215.73 - about 21.8% above current levels. What will matter on the print is more than a number or two. Revenue trends, renewal cadence, commentary on CyberArk integration, and any change to fiscal-2025 guidance will drive the headline reaction. Management's tone on deal velocity and margins will probably carry more weight than the raw EPS figure. Expect a lively after-hours tape. ### 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|8-K:2026 財年 Q2 營收 25.94 億美元超過預期 | | [Link](https://longbridge.com/en/news/276168982.md) | | 去風險的增長和上升潛力推動了對下一代安全領導者的買入評級 | 羅伯特·W·貝爾德的分析師 Shrenik Kothari 維持了對 PANW 股票的買入評級,理由是其業績強於預期,並對全年前景持樂觀態度。他指出,核心下一代安全年經常性收入(ARR)增長強勁,收購整合有序,以及重申長期自由現金流目標都是 | [Link](https://longbridge.com/en/news/276200163.md) | | 谷歌突然發佈 Gemini 3.1 Pro:核心推理性能直接翻倍 | 谷歌發佈了最新的大模型 Gemini 3.1 Pro,其推理性能較去年發佈的 Gemini 3 Pro 翻倍。在 ARC-AGI-2 評測中,Gemini 3.1 Pro 得分 77.1%,顯示出強大的推理能力。新模型支持多源數據綜合和複雜 | [Link](https://longbridge.com/en/news/276396515.md) | | 沃爾瑪四季度財報超預期但盈利指引不及預期,CEO 稱 “美國低收入家庭只能勉強維持生計” | 沃爾瑪 Q4 營收超預期,新財年盈利指引(每股 2.75-2.85 美元)遠低於市場預期的 2.96 美元,顯示通脹壓力下消費者支出不確定性猶存,拖累股價下跌 1.38%。財報印證 K 型” 分化:高收入家庭驅動增長,低收入羣體 “錢包吃緊 | [Link](https://longbridge.com/en/news/276398633.md) | | 學習英偉達刺激芯片銷售,AMD 為 “AI 雲” 借款做擔保 | AMD 為擴大市場份額祭出金融 “狠招”!為初創公司 Crusoe 的 3 億美元購芯貸款提供擔保,承諾在其無客户時 “兜底” 租用芯片。這一復刻英偉達 “租卡雲” 路徑的策略雖能短期推高銷量,但也令 AMD 在 AI 需求放緩時面臨更大的 | [Link](https://longbridge.com/en/news/276401504.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.