Q2 Earnings Forecast for PANW Issued By DA Davidson

Palo Alto Networks, Inc. (NASDAQ:PANW) – Equities researchers at DA Davidson issued their Q2 2025 earnings per share estimates for shares of Palo Alto Networks in a note issued to investors on Tuesday, December 17th. DA Davidson analyst R. Kessinger expects that the network technology company will post earnings per share of $0.42 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.

Several other analysts have also recently issued reports on PANW. KeyCorp boosted their price target on Palo Alto Networks from $200.00 to $217.50 and gave the company an “overweight” rating in a report on Friday, October 18th. Morgan Stanley boosted their target price on Palo Alto Networks from $195.00 to $210.50 and gave the company an “overweight” rating in a research note on Friday, October 11th. Wells Fargo & Company raised their price target on Palo Alto Networks from $208.00 to $225.00 and gave the stock an “overweight” rating in a research note on Thursday, November 21st. BTIG Research boosted their price objective on shares of Palo Alto Networks from $197.50 to $207.00 and gave the company a “buy” rating in a research report on Thursday, November 21st. Finally, Northland Securities restated a “market perform” rating and issued a $185.00 price objective (up from $175.00) on shares of Palo Alto Networks 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 given a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the stock currently 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’s 50-day moving average price is $191.89 and its two-hundred day moving average price is $175.31. The stock has a market capitalization of $124.26 billion, a price-to-earnings ratio of 24.66, a PEG ratio of 5.75 and a beta of 1.12. Palo Alto Networks has a 12-month low of $130.04 and a 12-month high of $207.24.

Palo Alto Networks (NASDAQ:PANW) last issued its earnings results on Wednesday, November 20th. The network technology company reported $0.78 EPS for the quarter, topping the consensus estimate of $0.74 by $0.04. The company had revenue of $2.14 billion for 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 for the quarter was up 13.9% on a year-over-year basis. During the same period in the previous year, the firm earned $0.32 earnings per share.

Hedge Funds Weigh In On Palo Alto Networks

A number of institutional investors have recently bought and sold shares of the stock. Legacy Wealth Management LLC MS increased its position in Palo Alto Networks by 0.7% in the third quarter. Legacy Wealth Management LLC MS now owns 24,982 shares of the network technology company’s stock worth $8,539,000 after buying an additional 182 shares in the last quarter. FFG Partners LLC grew its stake in shares of Palo Alto Networks by 1.2% during the 3rd quarter. FFG Partners LLC now owns 17,359 shares of the network technology company’s stock valued at $5,933,000 after acquiring an additional 201 shares during the period. Oddo BHF Asset Management Sas bought a new position in shares of Palo Alto Networks during the 3rd quarter valued at approximately $9,390,000. Boulder Wealth Advisors LLC purchased a new stake in Palo Alto Networks in the 3rd quarter worth approximately $214,000. Finally, Capasso Planning Partners LLC bought a new stake in Palo Alto Networks during the 3rd quarter worth approximately $219,000. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Nir Zuk sold 336,000 shares of the stock in a transaction that occurred on Monday, November 25th. The shares were sold at an average price of $193.70, for a total value of $65,081,520.00. Following the transaction, the executive vice president now owns 3,643,516 shares in the company, valued at $705,730,831.62. This represents a 8.44 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Nikesh Arora sold 163,172 shares of the firm’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 in the company, valued at approximately $227,680,932.85. The trade was a 11.65 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 571,172 shares of company stock valued at $107,074,352. Company insiders own 2.50% 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.