What is DA Davidson's Estimate for PANW Q2 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) - Analysts at DA Davidson issued their Q2 2025 earnings per share (EPS) estimates for Palo Alto Networks in a research report issued on Tuesday, December 17th. DA Davidson analyst R. Kessinger forecasts 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.

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

A number of other analysts also recently commented on the company. OTR Global restated a "negative" rating on shares of Palo Alto Networks in a report on Thursday, November 7th. Royal Bank of Canada restated an "outperform" rating and set a $225.00 price target on shares of Palo Alto Networks in a research note on Thursday, November 21st. Rosenblatt Securities raised Palo Alto Networks from a "neutral" rating to a "buy" rating and lifted their price objective for the company from $195.00 to $215.00 in a research note on Thursday, November 21st. Hsbc Global Res downgraded shares of Palo Alto Networks from a "hold" rating to a "moderate sell" rating in a research report on Friday, November 22nd. Finally, HSBC lowered shares of Palo Alto Networks from a "hold" rating to a "reduce" rating and cut their price target for the company from $152.00 to $145.50 in a report on Friday, November 22nd. Two investment analysts have rated the stock with a sell rating, nine have given 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, Palo Alto Networks presently has a consensus rating of "Moderate Buy" and a consensus target price of $201.40.

Palo Alto Networks Price Performance

NASDAQ:PANW traded up $0.60 during trading hours on Thursday, reaching $189.36. 5,465,213 shares of the company were exchanged, compared to its average volume of 7,542,798. The firm has a market cap of $124.26 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 5.75 and a beta of 1.12. The stock has a 50 day simple moving average of $191.89 and a 200 day simple moving average of $175.31. Palo Alto Networks has a 52-week low of $130.04 and a 52-week high of $207.24.

Institutional Investors Weigh In On Palo Alto Networks

Large investors have recently added to or reduced their stakes in the stock. Capital Advisors Ltd. LLC boosted its holdings in shares of Palo Alto Networks by 113.9% during the third quarter. Capital Advisors Ltd. LLC now owns 77 shares of the network technology company's stock valued at $26,000 after acquiring an additional 41 shares during the period. Sound Income Strategies LLC lifted its position in Palo Alto Networks by 352.6% in the 3rd quarter. Sound Income Strategies LLC now owns 86 shares of the network technology company's stock valued at $29,000 after purchasing an additional 67 shares during the last quarter. Strategic Investment Solutions Inc. IL boosted its stake in Palo Alto Networks by 177.4% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 86 shares of the network technology company's stock valued at $29,000 after purchasing an additional 55 shares during the period. Itau Unibanco Holding S.A. bought a new position in Palo Alto Networks in the 3rd quarter worth about $29,000. Finally, True Wealth Design LLC increased its stake in shares of Palo Alto Networks by 2,933.3% in the third quarter. True Wealth Design LLC now owns 91 shares of the network technology company's stock valued at $31,000 after purchasing an additional 88 shares during the period. 79.82% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Nikesh Arora sold 163,172 shares of the company's 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 of the company's stock, valued at approximately $227,680,932.85. This represents a 11.65 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Nir Zuk sold 336,000 shares of the firm's stock in a transaction that occurred on 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 completion of the sale, the executive vice president now directly owns 3,643,516 shares in the company, valued at approximately $705,730,831.62. This trade represents a 8.44 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 571,172 shares of company stock valued at $107,074,352 in the last quarter. Insiders own 2.50% of the company's stock.

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.