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

Palo Alto Networks, Inc. (NASDAQ:PANW) – Research analysts at DA Davidson issued their Q2 2025 earnings per share estimates for Palo Alto Networks in a report released on Tuesday, December 17th. DA Davidson analyst R. Kessinger anticipates that the network technology company will earn $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 analysts have also recently issued reports on the stock. Susquehanna raised their target price on shares of Palo Alto Networks from $210.00 to $217.50 and gave the stock a “positive” rating in a report on Thursday, November 21st. JPMorgan Chase & Co. raised their price target on Palo Alto Networks from $193.50 to $224.50 and gave the stock an “overweight” rating in a report on Monday, November 18th. Stifel Nicolaus upped their price objective on Palo Alto Networks from $192.50 to $220.00 and gave the stock a “buy” rating in a research note on Thursday, November 14th. Rosenblatt Securities upgraded Palo Alto Networks from a “neutral” rating to a “buy” rating and raised their target price for the company from $195.00 to $215.00 in a research note on Thursday, November 21st. Finally, JMP Securities boosted their price target on shares of Palo Alto Networks from $190.00 to $207.50 and gave the company a “market outperform” rating in a report on Thursday, November 21st. Two equities 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 stock. Based on data from MarketBeat.com, Palo Alto Networks has a consensus rating of “Moderate Buy” and a consensus target price of $201.40.

Palo Alto Networks Stock Performance

NASDAQ PANW opened at $186.78 on Thursday. Palo Alto Networks has a one year low of $130.04 and a one year high of $207.24. The company has a 50-day simple moving average of $191.89 and a 200-day simple moving average of $175.58. The firm has a market capitalization of $122.57 billion, a PE ratio of 24.32, a price-to-earnings-growth ratio of 5.75 and a beta of 1.12.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Wednesday, November 20th. The network technology company reported $0.78 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.04. The firm 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%. The firm’s revenue was up 13.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.32 earnings per share.

Insider Buying and Selling

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

Institutional Trading of Palo Alto Networks

Several hedge funds and other institutional investors have recently modified their holdings of the business. Mainstream Capital Management LLC acquired a new stake in Palo Alto Networks during the 3rd quarter worth about $1,156,000. Alpha Cubed Investments LLC lifted its position in shares of Palo Alto Networks by 16.4% in the third quarter. Alpha Cubed Investments LLC now owns 231,566 shares of the network technology company’s stock worth $79,149,000 after purchasing an additional 32,626 shares in the last quarter. Harvest Portfolios Group Inc. acquired a new stake in shares of Palo Alto Networks during the third quarter worth approximately $24,414,000. Handelsbanken Fonder AB grew its position in Palo Alto Networks by 3.8% during the third quarter. Handelsbanken Fonder AB now owns 196,700 shares of the network technology company’s stock valued at $67,232,000 after purchasing an additional 7,291 shares in the last quarter. Finally, Jennison Associates LLC increased its stake in Palo Alto Networks by 50.1% in the 3rd quarter. Jennison Associates LLC now owns 3,147,215 shares of the network technology company’s stock valued at $1,075,718,000 after buying an additional 1,050,173 shares during the period. Institutional investors and hedge funds own 79.82% of the company’s stock.

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.