What is DA Davidson’s Estimate for PANW Q1 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – Investment analysts at DA Davidson issued their Q1 2026 earnings per share estimates for Palo Alto Networks in a report released on Tuesday, August 19th. DA Davidson analyst R. Kessinger anticipates that the network technology company will earn $0.51 per share for the quarter. DA Davidson has a “Buy” rating and a $215.00 price target on the stock. The consensus estimate for Palo Alto Networks’ current full-year earnings is $1.76 per share.

Palo Alto Networks (NASDAQ:PANW) last issued its quarterly earnings results on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, beating analysts’ consensus estimates of $0.89 by $0.06. The firm had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.50 billion. Palo Alto Networks had a return on equity of 17.66% and a net margin of 12.30%.Palo Alto Networks’s revenue for the quarter was up 15.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.75 earnings per share. Palo Alto Networks has set its FY 2026 guidance at 3.750-3.850 EPS. Q1 2026 guidance at 0.880-0.900 EPS.

Other research analysts also recently issued research reports about the company. TD Securities reissued a “buy” rating and issued a $230.00 price target on shares of Palo Alto Networks in a report on Wednesday, May 21st. Sanford C. Bernstein set a $207.00 target price on Palo Alto Networks and gave the stock an “outperform” rating in a report on Tuesday. Roth Capital started coverage on Palo Alto Networks in a report on Thursday, May 15th. They set a “neutral” rating and a $210.00 target price on the stock. Guggenheim increased their target price on Palo Alto Networks from $130.00 to $135.00 and gave the stock a “sell” rating in a report on Tuesday. Finally, Stephens reaffirmed an “equal weight” rating and set a $205.00 target price on shares of Palo Alto Networks in a report on Tuesday. Twenty-eight research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Palo Alto Networks presently has an average rating of “Moderate Buy” and a consensus target price of $211.52.

Palo Alto Networks Stock Performance

Shares of PANW opened at $184.43 on Wednesday. The company has a market capitalization of $122.98 billion, a P/E ratio of 114.91, a P/E/G ratio of 4.46 and a beta of 0.94. Palo Alto Networks has a one year low of $144.15 and a one year high of $210.39. The stock has a 50-day moving average price of $191.11 and a 200 day moving average price of $186.31.

Insider Buying and Selling at Palo Alto Networks

In other news, EVP Nir Zuk sold 100,000 shares of the stock in a transaction that occurred on Friday, August 1st. The stock was sold at an average price of $172.80, for a total transaction of $17,280,000.00. Following the sale, the executive vice president directly owned 3,143,516 shares in the company, valued at approximately $543,199,564.80. This represents a 3.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Josh D. Paul sold 600 shares of the firm’s stock in a transaction that occurred on Tuesday, July 1st. The shares were sold at an average price of $204.00, for a total value of $122,400.00. Following the completion of the sale, the chief accounting officer owned 41,433 shares in the company, valued at approximately $8,452,332. This represents a 1.43% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 669,248 shares of company stock worth $126,423,337. Corporate insiders own 2.50% of the company’s stock.

Institutional Trading of Palo Alto Networks

Several large investors have recently added to or reduced their stakes in PANW. Transce3nd LLC acquired a new stake in Palo Alto Networks in the 4th quarter valued at approximately $25,000. Darwin Wealth Management LLC acquired a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $25,000. Whipplewood Advisors LLC increased its position in Palo Alto Networks by 6,400.0% in the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 128 shares during the period. Briaud Financial Planning Inc acquired a new stake in Palo Alto Networks in the 2nd quarter valued at approximately $28,000. Finally, Capital A Wealth Management LLC acquired a new stake in Palo Alto Networks in the 4th quarter valued at approximately $29,000. 79.82% of the stock is currently owned by institutional investors and hedge funds.

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.