Q2 Earnings Estimate for PANW Issued By DA Davidson

Palo Alto Networks, Inc. (NASDAQ:PANW) – Analysts at DA Davidson issued their Q2 2025 earnings per share estimates for shares of Palo Alto Networks in a research report issued on Tuesday, December 17th. DA Davidson analyst R. Kessinger anticipates 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 equities analysts have also recently weighed in on PANW. JMP Securities lifted their price objective on shares of Palo Alto Networks from $190.00 to $207.50 and gave the stock a “market outperform” rating in a research report on Thursday, November 21st. Robert W. Baird increased their price objective on Palo Alto Networks from $212.50 to $217.50 and gave the stock an “outperform” rating in a report on Thursday, November 21st. Jefferies Financial Group raised their price objective on Palo Alto Networks from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Tuesday, November 19th. Truist Financial lifted their price objective on Palo Alto Networks from $200.00 to $212.50 and gave the company a “buy” rating in a report on Monday, November 18th. Finally, Rosenblatt Securities upgraded shares of Palo Alto Networks from a “neutral” rating to a “buy” rating and boosted their price target for the company from $195.00 to $215.00 in a research report on Thursday, November 21st. Two investment analysts have rated the stock with a sell rating, nine have assigned a hold rating, thirty-two have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $201.03.

Palo Alto Networks Trading Up 0.9 %

PANW stock traded up $1.66 during mid-day trading on Thursday, reaching $190.42. 735,999 shares of the stock traded hands, compared to its average volume of 7,522,856. The stock’s fifty day moving average is $191.80 and its 200-day moving average is $175.21. The company has a market cap of $62.48 billion, a P/E ratio of 24.79, a P/E/G ratio of 5.75 and a beta of 1.12. Palo Alto Networks has a 52-week low of $130.04 and a 52-week high of $207.24.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results 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 business 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 business’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 EPS.

Institutional Investors Weigh In On Palo Alto Networks

Large investors have recently made changes to their positions in the business. Legacy Wealth Management LLC MS raised its stake in shares of 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 valued at $8,539,000 after buying an additional 182 shares during the period. FFG Partners LLC lifted its stake in Palo Alto Networks by 1.2% in the 3rd quarter. FFG Partners LLC now owns 17,359 shares of the network technology company’s stock worth $5,933,000 after purchasing an additional 201 shares in the last quarter. Oddo BHF Asset Management Sas bought a new position in Palo Alto Networks in the 3rd quarter valued at $9,390,000. Boulder Wealth Advisors LLC purchased a new position in shares of Palo Alto Networks during the 3rd quarter valued at $214,000. Finally, Capasso Planning Partners LLC purchased a new position in shares of Palo Alto Networks during the third quarter worth about $219,000. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Palo Alto Networks

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 value 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 $227,680,932.85. This represents a 11.65 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Nir Zuk sold 72,000 shares of Palo Alto Networks stock in a transaction on Tuesday, October 1st. The stock was sold at an average price of $166.25, for a total value of $11,970,000.00. Following the sale, the executive vice president now 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 disclosure for this sale can be found here. In the last 90 days, insiders sold 571,172 shares of company stock valued at $107,074,352. 2.50% of the stock is owned by company 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.