What is DA Davidson’s Forecast for PANW Q2 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – Stock analysts at DA Davidson issued their Q2 2025 earnings per share estimates for shares of Palo Alto Networks in a research note issued on Tuesday, December 17th. DA Davidson analyst R. Kessinger forecasts that the network technology company will post earnings of $0.42 per share for the quarter. The consensus estimate for Palo Alto Networks’ current full-year earnings is $3.49 per share. DA Davidson also issued estimates for Palo Alto Networks’ FY2026 earnings at $2.14 EPS.

A number of other equities research analysts also recently weighed in on PANW. BTIG Research lifted their target price on Palo Alto Networks from $197.50 to $207.00 and gave the stock a “buy” rating in a report on Thursday, November 21st. OTR Global reiterated a “negative” rating on shares of Palo Alto Networks in a research report on Thursday, November 7th. Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a report on Thursday, November 21st. Bank of America upped their price objective on shares of Palo Alto Networks from $200.00 to $215.00 and gave the company a “neutral” rating in a report on Thursday, November 21st. Finally, Stifel Nicolaus increased their price objective on shares of Palo Alto Networks from $192.50 to $220.00 and gave the stock a “buy” rating in a research report on Thursday, November 14th. Two research analysts have rated the stock with a sell rating, nine have issued a hold rating, thirty-two have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $201.40.

Palo Alto Networks Trading Up 0.3 %

PANW stock opened at $189.36 on Thursday. The firm has a market cap of $124.26 billion, a PE ratio of 24.66, a price-to-earnings-growth ratio of 5.75 and a beta of 1.12. The stock has a 50-day moving average price of $191.89 and a 200-day moving average price of $175.31. Palo Alto Networks has a 1-year low of $130.04 and a 1-year high of $207.24.

Palo Alto Networks (NASDAQ:PANW) last announced its earnings results on Wednesday, November 20th. The network technology company reported $0.78 earnings per share for the quarter, topping analysts’ consensus estimates of $0.74 by $0.04. The business had revenue of $2.14 billion during the quarter, compared to the consensus estimate of $2.12 billion. Palo Alto Networks had a net margin of 32.99% and a return on equity of 23.36%. Palo Alto Networks’s quarterly revenue was up 13.9% on a year-over-year basis. During the same quarter last year, the firm earned $0.32 earnings per share.

Institutional Trading of Palo Alto Networks

A number of hedge funds have recently made changes to their positions in the stock. Tradewinds LLC. lifted its stake in Palo Alto Networks by 1.2% during the third quarter. Tradewinds LLC. now owns 2,315 shares of the network technology company’s stock worth $791,000 after purchasing an additional 28 shares during the last quarter. Kathmere Capital Management LLC lifted its position in Palo Alto Networks by 3.4% in the 2nd quarter. Kathmere Capital Management LLC now owns 920 shares of the network technology company’s stock worth $312,000 after buying an additional 30 shares during the last quarter. FLC Capital Advisors boosted its stake in Palo Alto Networks by 0.7% in the third quarter. FLC Capital Advisors now owns 4,035 shares of the network technology company’s stock worth $1,379,000 after buying an additional 30 shares in the last quarter. Cromwell Holdings LLC grew its position in Palo Alto Networks by 3.0% during the third quarter. Cromwell Holdings LLC now owns 1,044 shares of the network technology company’s stock valued at $357,000 after acquiring an additional 30 shares during the last quarter. Finally, Rosenberg Matthew Hamilton raised its stake in shares of Palo Alto Networks by 9.4% during the third quarter. Rosenberg Matthew Hamilton now owns 348 shares of the network technology company’s stock worth $119,000 after acquiring an additional 30 shares in the last quarter. 79.82% of the stock is owned by institutional investors.

Insider Activity

In related news, CEO Nikesh Arora sold 163,172 shares of the firm’s stock in a transaction that occurred on Thursday, October 10th. The shares were sold at an average price of $184.00, for a total value of $30,022,832.14. Following the sale, the chief executive officer now directly owns 1,237,430 shares of the company’s stock, valued at $227,680,932.85. This trade represents a 11.65 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Nir Zuk sold 72,000 shares of Palo Alto Networks stock in a transaction that occurred on Tuesday, October 1st. The shares were sold at an average price of $166.25, for a total transaction of $11,970,000.00. Following the sale, the executive vice president now owns 2,231,134 shares of the company’s stock, valued at approximately $370,926,027.50. The trade was a 3.13 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 571,172 shares of company stock worth $107,074,352. 2.50% of the stock is owned by corporate insiders.

About Palo Alto Networks

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.