Palo Alto Networks (PANW) Reports Next Week: Wall Street Expects Earnings Growth

Core Viewpoint - The market anticipates Palo Alto Networks (PANW) will report a year-over-year increase in earnings and revenues for the quarter ended April 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The upcoming earnings report is expected on May 20, 2025, with a consensus EPS estimate of $0.77, reflecting a +16.7% year-over-year change, and revenues projected at $2.27 billion, up 14.6% from the previous year [3][2]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.05% over the last 30 days, indicating a slight reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate matches the Zacks Consensus Estimate, resulting in an Earnings ESP of 0%, which complicates predictions of an earnings beat [10][11]. Historical Performance - Palo Alto has consistently beaten consensus EPS estimates in the past four quarters, with a +3.85% surprise in the last reported quarter [12][13]. Investment Considerations - Despite the historical performance, the current combination of a 0% Earnings ESP and a Zacks Rank of 3 suggests that Palo Alto may not be a strong candidate for an earnings beat [11][16].