Q2 Earnings Estimate for PANW Issued By DA Davidson

Palo Alto Networks, Inc. (NASDAQ:PANW) – Analysts at DA Davidson issued their Q2 2025 earnings estimates for Palo Alto Networks in a research report issued to clients and investors on Tuesday, December 17th. DA Davidson analyst R. Kessinger expects 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) last posted its earnings results on Wednesday, November 20th. The network technology company reported $0.78 earnings per share for the quarter, beating analysts’ consensus estimates of $0.74 by $0.04. Palo Alto Networks had a return on equity of 23.36% and a net margin of 32.99%. The company had revenue of $2.14 billion for the quarter, compared to analyst estimates of $2.12 billion. During the same quarter last year, the company earned $0.32 earnings per share. The company’s revenue for the quarter was up 13.9% on a year-over-year basis.

Other research analysts have also recently issued reports about the stock. Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a report on Thursday, November 21st. BTIG Research upped their target price on Palo Alto Networks from $197.50 to $207.00 and gave the company a “buy” rating in a report on Thursday, November 21st. HSBC lowered Palo Alto Networks from a “hold” rating to a “reduce” rating and dropped their price target for the stock from $152.00 to $145.50 in a report on Friday, November 22nd. StockNews.com upgraded Palo Alto Networks from a “hold” rating to a “buy” rating in a research note on Monday. Finally, BMO Capital Markets lifted their target price on Palo Alto Networks from $195.00 to $212.50 and gave the stock an “outperform” rating in a research note on Thursday, November 21st. 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 given a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $201.03.

Palo Alto Networks Stock Performance

PANW traded up $1.66 during mid-day trading on Thursday, reaching $190.42. 735,999 shares of the stock were exchanged, compared to its average volume of 7,522,856. The company has a 50 day moving average price of $191.80 and a two-hundred day moving average price of $175.21. The stock has a market capitalization of $62.48 billion, a PE ratio of 24.79, a price-to-earnings-growth ratio of 5.75 and a beta of 1.12. Palo Alto Networks has a 1 year low of $130.04 and a 1 year high of $207.24.

Insider Buying and Selling

In related news, EVP Nir Zuk sold 72,000 shares of the business’s stock in a transaction that occurred on Tuesday, October 1st. The stock was sold at an average price of $166.25, for a total transaction of $11,970,000.00. Following the completion of the sale, the executive vice president now directly owns 2,231,134 shares in the company, valued at approximately $370,926,027.50. The trade was a 3.13 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 $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. Insiders sold 571,172 shares of company stock worth $107,074,352 in the last three months. 2.50% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in PANW. Tradewinds LLC. grew its stake in shares of Palo Alto Networks by 1.2% during the 3rd 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 period. Kathmere Capital Management LLC grew its stake in shares of Palo Alto Networks by 3.4% during the 2nd quarter. Kathmere Capital Management LLC now owns 920 shares of the network technology company’s stock valued at $312,000 after buying an additional 30 shares during the period. FLC Capital Advisors raised its holdings 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 valued at $1,379,000 after buying an additional 30 shares during the period. Cromwell Holdings LLC raised its stake in shares of Palo Alto Networks by 3.0% in the 3rd 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 period. Finally, Rosenberg Matthew Hamilton lifted its position in Palo Alto Networks by 9.4% during the 3rd 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. 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.