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

Palo Alto Networks, Inc. (NASDAQ:PANW) – Research analysts at DA Davidson issued their Q2 2026 earnings per share estimates for shares of Palo Alto Networks in a research note issued on Thursday, November 20th. DA Davidson analyst R. Kessinger forecasts 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.

Several other analysts also recently weighed in on PANW. Westpark Capital restated a “hold” rating on shares of Palo Alto Networks in a research note on Thursday. Mizuho raised their price objective on Palo Alto Networks from $220.00 to $230.00 and gave the company an “outperform” rating in a research note on Monday, November 17th. Royal Bank Of Canada lifted their price objective on Palo Alto Networks from $232.00 to $250.00 and gave the stock an “outperform” rating in a report on Wednesday, November 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of Palo Alto Networks in a research note on Thursday, November 13th. Finally, Barclays lifted their price target on shares of Palo Alto Networks from $215.00 to $230.00 and gave the stock an “overweight” rating in a research note on Monday, November 10th. Thirty equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Palo Alto Networks currently has an average rating of “Moderate Buy” and an average price target of $225.09.

Palo Alto Networks Price Performance

Palo Alto Networks stock opened at $182.90 on Friday. Palo Alto Networks has a 12-month low of $144.15 and a 12-month high of $223.61. The company has a market capitalization of $125.10 billion, a price-to-earnings ratio of 115.76, a price-to-earnings-growth ratio of 4.39 and a beta of 0.95. The firm’s fifty day moving average price is $208.77 and its 200 day moving average price is $197.31.

Palo Alto Networks (NASDAQ:PANW) last posted its quarterly earnings data on Wednesday, November 19th. The network technology company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.04. The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.46 billion. Palo Alto Networks had a net margin of 11.69% and a return on equity of 17.05%. The business’s quarterly revenue was up 15.7% on a year-over-year basis. During the same quarter last year, the firm posted $1.56 earnings per share. 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 Buying and Selling at Palo Alto Networks

In other Palo Alto Networks news, EVP Lee Klarich sold 120,774 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $217.94, for a total value of $26,321,485.56. Following the transaction, the executive vice president owned 356,409 shares of the company’s stock, valued at $77,675,777.46. This trade represents a 25.31% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total value of $1,020,950.00. Following the transaction, the executive vice president directly owned 96,135 shares of the company’s stock, valued at $19,629,805.65. This trade represents a 4.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,215,130 shares of company stock worth $249,031,488 in the last ninety days. Insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Palo Alto Networks

Hedge funds and other institutional investors have recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Palo Alto Networks by 147.7% during the fourth quarter. Brighton Jones LLC now owns 6,761 shares of the network technology company’s stock valued at $1,230,000 after buying an additional 4,031 shares during the last quarter. Bison Wealth LLC increased its position in Palo Alto Networks by 169.1% in the 4th quarter. Bison Wealth LLC now owns 5,212 shares of the network technology company’s stock valued at $948,000 after acquiring an additional 3,275 shares during the period. PFG Advisors raised its stake in Palo Alto Networks by 3.4% during the 1st quarter. PFG Advisors now owns 5,604 shares of the network technology company’s stock valued at $956,000 after acquiring an additional 183 shares in the last quarter. Advisors Preferred LLC acquired a new position in Palo Alto Networks during the 1st quarter worth $548,000. Finally, Wakefield Asset Management LLLP bought a new position in shares of Palo Alto Networks in the first quarter worth $248,000. 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.