What is DA Davidson’s Forecast for PANW Q3 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at DA Davidson issued their Q3 2025 earnings per share estimates for Palo Alto Networks in a research report issued on Friday, February 14th. DA Davidson analyst R. Kessinger expects that the network technology company will post earnings per share of $0.41 for the quarter. The consensus estimate for Palo Alto Networks’ current full-year earnings is $1.74 per share. DA Davidson also issued estimates for Palo Alto Networks’ FY2026 earnings at $2.16 EPS.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Thursday, February 13th. The network technology company reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.75 by $0.06. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. The business had revenue of $2.26 billion during the quarter, compared to analysts’ expectations of $2.24 billion.

Several other research analysts have also recently weighed in on the company. StockNews.com cut Palo Alto Networks from a “buy” rating to a “hold” rating in a research note on Tuesday, December 24th. Morgan Stanley lifted their price objective on shares of Palo Alto Networks from $223.00 to $230.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 21st. Scotiabank increased their target price on shares of Palo Alto Networks from $200.00 to $225.00 and gave the company a “sector outperform” rating in a research note on Tuesday, January 21st. KeyCorp lifted their price target on shares of Palo Alto Networks from $217.00 to $240.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 11th. Finally, Stifel Nicolaus increased their price objective on Palo Alto Networks from $192.50 to $220.00 and gave the company a “buy” rating in a research report on Thursday, November 14th. Three analysts have rated the stock with a sell rating, twelve have issued a hold rating, twenty-nine have assigned a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $202.40.

Palo Alto Networks Stock Performance

Shares of PANW stock opened at $200.03 on Monday. Palo Alto Networks has a 1 year low of $130.04 and a 1 year high of $207.24. The business’s fifty day moving average is $186.73 and its 200-day moving average is $181.86. The stock has a market cap of $131.26 billion, a PE ratio of 52.09, a price-to-earnings-growth ratio of 5.36 and a beta of 1.14.

Institutional Investors Weigh In On Palo Alto Networks

Hedge funds and other institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of Palo Alto Networks by 104.4% during the 4th quarter. Vanguard Group Inc. now owns 61,233,907 shares of the network technology company’s stock worth $11,142,122,000 after purchasing an additional 31,281,359 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of Palo Alto Networks by 87.8% in the 4th quarter. Geode Capital Management LLC now owns 14,382,116 shares of the network technology company’s stock worth $2,611,013,000 after buying an additional 6,725,148 shares in the last quarter. Capital Research Global Investors grew its position in Palo Alto Networks by 83.8% in the fourth quarter. Capital Research Global Investors now owns 8,427,062 shares of the network technology company’s stock valued at $1,533,419,000 after acquiring an additional 3,841,359 shares during the period. Northern Trust Corp increased its position in shares of Palo Alto Networks by 133.7% during the 4th quarter. Northern Trust Corp now owns 7,842,647 shares of the network technology company’s stock worth $1,427,048,000 after purchasing an additional 4,486,654 shares in the last quarter. Finally, Jennison Associates LLC raised its stake in shares of Palo Alto Networks by 83.0% in the fourth quarter. Jennison Associates LLC now owns 5,759,689 shares of the network technology company’s stock valued at $1,048,033,000 after acquiring an additional 2,612,474 shares during the last quarter. Institutional investors and hedge funds own 79.82% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Nir Zuk sold 336,000 shares of the firm’s stock in a transaction dated Monday, November 25th. The stock was sold at an average price of $193.70, for a total value of $65,081,520.00. Following the sale, the executive vice president now directly owns 3,643,516 shares of the company’s stock, valued at approximately $705,730,831.62. This trade represents a 8.44 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Lee Klarich sold 99,707 shares of the business’s stock in a transaction dated Monday, February 3rd. The stock was sold at an average price of $182.45, for a total value of $18,191,542.15. Following the transaction, the executive vice president now directly owns 358,197 shares of the company’s stock, valued at $65,353,042.65. This represents a 21.77 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 1,458,864 shares of company stock valued at $269,397,331 over the last 90 days. 2.50% of the stock is currently owned by company insiders.

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.