What is DA Davidson’s Estimate for PANW Q2 Earnings?

Palo Alto Networks, Inc. (NASDAQ:PANW) – DA Davidson issued their Q2 2026 earnings estimates for Palo Alto Networks in a note issued to investors on Thursday, November 20th. DA Davidson analyst R. Kessinger anticipates that the network technology company will post earnings of $0.54 per share for the quarter. DA Davidson has a “Buy” rating and a $240.00 price target on the stock. 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’ FY2026 earnings at $2.22 EPS and FY2027 earnings at $2.47 EPS.

A number of other brokerages have also recently issued reports on PANW. Sanford C. Bernstein lifted their price objective on Palo Alto Networks from $207.00 to $210.00 and gave the company an “outperform” rating in a report on Thursday. Weiss Ratings restated a “hold (c)” rating on shares of Palo Alto Networks in a research report on Thursday, November 13th. Needham & Company LLC reaffirmed a “buy” rating and set a $230.00 price objective on shares of Palo Alto Networks in a report on Thursday. Rosenblatt Securities boosted their target price on Palo Alto Networks from $225.00 to $250.00 and gave the stock a “buy” rating in a report on Tuesday, November 18th. Finally, Scotiabank raised their price target on Palo Alto Networks from $225.00 to $228.00 and gave the company a “sector outperform” rating in a report on Tuesday, August 19th. Thirty research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $225.09.

Palo Alto Networks Price Performance

Shares of PANW stock opened at $182.90 on Friday. The stock’s fifty day simple moving average is $208.77 and its 200 day simple moving average is $197.37. Palo Alto Networks has a one year low of $144.15 and a one year high of $223.61. The firm has a market cap of $125.10 billion, a price-to-earnings ratio of 115.76, a P/E/G ratio of 4.34 and a beta of 0.95.

Palo Alto Networks (NASDAQ:PANW) last released its quarterly earnings data on Wednesday, November 19th. The network technology company reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.89 by $0.04. Palo Alto Networks had a return on equity of 17.05% and a net margin of 11.69%.The company had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.46 billion. During the same period in the previous year, the business earned $1.56 earnings per share. The company’s quarterly revenue was up 15.7% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.800-3.900 EPS. Q2 2026 guidance at 0.930-0.950 EPS.

Insider Activity

In other Palo Alto Networks news, CAO Josh D. Paul sold 700 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $219.97, for a total value of $153,979.00. Following the transaction, the chief accounting officer directly owned 47,505 shares of the company’s stock, valued at $10,449,674.85. This trade represents a 1.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Nikesh Arora sold 846,408 shares of the business’s stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $204.06, for a total transaction of $172,718,016.48. Following the completion of the transaction, the chief executive officer owned 275,013 shares of the company’s stock, valued at $56,119,152.78. The trade was a 75.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,215,130 shares of company stock valued at $249,031,488. Corporate insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Palo Alto Networks

Several institutional investors and hedge funds have recently added to or reduced their stakes in PANW. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks during the second quarter worth $25,000. Whipplewood Advisors LLC grew its position in Palo Alto Networks by 6,400.0% during the 2nd quarter. Whipplewood Advisors LLC now owns 130 shares of the network technology company’s stock worth $27,000 after acquiring an additional 128 shares during the last quarter. Briaud Financial Planning Inc acquired a new position in Palo Alto Networks in the 2nd quarter worth about $28,000. Howard Hughes Medical Institute bought a new position in Palo Alto Networks in the second quarter valued at about $29,000. Finally, Winch Advisory Services LLC boosted its stake in shares of Palo Alto Networks by 96.1% during the third quarter. Winch Advisory Services LLC now owns 149 shares of the network technology company’s stock valued at $30,000 after purchasing an additional 73 shares in the last quarter. Institutional investors 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.