What is DA Davidson’s Estimate for PANW FY2025 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at DA Davidson upped their FY2025 earnings estimates for Palo Alto Networks in a report released on Wednesday, May 21st. DA Davidson analyst R. Kessinger now forecasts that the network technology company will post earnings of $1.81 per share for the year, up from their prior forecast of $1.77. The consensus estimate for Palo Alto Networks’ current full-year earnings is $1.76 per share. DA Davidson also issued estimates for Palo Alto Networks’ Q4 2025 earnings at $0.53 EPS.

A number of other equities research analysts also recently issued reports on the stock. Truist Financial lowered their target price on shares of Palo Alto Networks from $213.00 to $205.00 and set a “buy” rating for the company in a report on Monday, March 31st. Jefferies Financial Group boosted their target price on shares of Palo Alto Networks from $215.00 to $225.00 and gave the company a “buy” rating in a report on Friday, May 16th. Cantor Fitzgerald restated an “overweight” rating and issued a $223.00 target price on shares of Palo Alto Networks in a report on Monday. Royal Bank of Canada restated an “outperform” rating and issued a $225.00 target price on shares of Palo Alto Networks in a report on Monday, February 10th. Finally, Morgan Stanley lowered their target price on shares of Palo Alto Networks from $230.00 to $205.00 and set an “overweight” rating for the company in a report on Wednesday, April 16th. Two investment analysts have rated the stock with a sell rating, fourteen have issued a hold rating, twenty-nine have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $206.40.

Palo Alto Networks Stock Performance

Palo Alto Networks stock opened at $186.14 on Thursday. Palo Alto Networks has a 1 year low of $142.01 and a 1 year high of $208.39. The firm has a 50 day moving average price of $178.03 and a 200 day moving average price of $185.33. The company has a market cap of $123.24 billion, a price-to-earnings ratio of 104.87, a PEG ratio of 5.64 and a beta of 1.02.

Palo Alto Networks (NASDAQ:PANW) last released its earnings results on Tuesday, May 20th. The network technology company reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.77 by $0.03. Palo Alto Networks had a net margin of 14.64% and a return on equity of 21.93%. The firm had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.28 billion. During the same period in the previous year, the firm earned $0.66 earnings per share. Palo Alto Networks’s revenue was up 15.3% compared to the same quarter last year.

Insider Transactions at Palo Alto Networks

In other news, EVP Lee Klarich sold 120,774 shares of the company’s stock in a transaction dated Monday, May 5th. The shares were sold at an average price of $189.27, for a total transaction of $22,858,894.98. Following the completion of the transaction, the executive vice president now owns 293,010 shares in the company, valued at approximately $55,458,002.70. This represents a 29.19% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Nikesh Arora sold 227,414 shares of the company’s stock in a transaction dated Wednesday, April 2nd. The stock was sold at an average price of $172.73, for a total transaction of $39,281,220.22. Following the completion of the sale, the chief executive officer now directly owns 317,571 shares of the company’s stock, valued at $54,854,038.83. The trade was a 41.73% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 568,962 shares of company stock worth $96,933,690. Insiders own 2.50% of the company’s stock.

Institutional Investors Weigh In On Palo Alto Networks

Institutional investors have recently bought and sold shares of the stock. Transce3nd LLC acquired a new stake in Palo Alto Networks in the fourth quarter worth about $25,000. SJS Investment Consulting Inc. lifted its holdings in Palo Alto Networks by 97.2% in the fourth quarter. SJS Investment Consulting Inc. now owns 140 shares of the network technology company’s stock worth $25,000 after purchasing an additional 69 shares during the period. Strategic Investment Solutions Inc. IL lifted its holdings in Palo Alto Networks by 64.0% in the fourth quarter. Strategic Investment Solutions Inc. IL now owns 141 shares of the network technology company’s stock worth $26,000 after purchasing an additional 55 shares during the period. Valued Wealth Advisors LLC lifted its holdings in Palo Alto Networks by 246.3% in the fourth quarter. Valued Wealth Advisors LLC now owns 142 shares of the network technology company’s stock worth $26,000 after purchasing an additional 101 shares during the period. Finally, Atlantic Edge Private Wealth Management LLC lifted its holdings in Palo Alto Networks by 265.0% in the fourth quarter. Atlantic Edge Private Wealth Management LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 106 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.