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

Palo Alto Networks, Inc. (NASDAQ:PANW) – DA Davidson issued their Q2 2026 earnings per share (EPS) estimates for Palo Alto Networks in a report released on Thursday, November 20th. DA Davidson analyst R. Kessinger forecasts that the network technology company will earn $0.54 per share for the quarter. DA Davidson currently has a “Buy” rating and a $240.00 target price 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.

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 for the quarter, beating analysts’ consensus estimates of $0.89 by $0.04. The firm 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 17.95%. Palo Alto Networks’s quarterly revenue was up 15.7% on a year-over-year basis. During the same period last year, the firm posted $1.56 EPS. Palo Alto Networks has set its FY 2026 guidance at 3.800-3.900 EPS. Q2 2026 guidance at 0.930-0.950 EPS.

Other research analysts have also recently issued research reports about the company. New Street Research increased their price objective on Palo Alto Networks from $235.00 to $240.00 and gave the stock a “buy” rating in a research report on Friday, September 12th. KeyCorp cut shares of Palo Alto Networks from an “overweight” rating to a “sector weight” rating in a research note on Thursday, July 31st. Oppenheimer reissued an “outperform” rating and set a $245.00 price objective on shares of Palo Alto Networks in a report on Thursday. Stephens boosted their price target on Palo Alto Networks from $205.00 to $215.00 and gave the stock an “equal weight” rating in a research note on Thursday. Finally, Barclays raised their price objective on Palo Alto Networks from $215.00 to $230.00 and gave the company an “overweight” rating in a research note on Monday, November 10th. Thirty analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $225.09.

Palo Alto Networks Stock Down 7.4%

Shares of Palo Alto Networks stock opened at $185.07 on Friday. The firm has a market cap of $126.58 billion, a price-to-earnings ratio of 117.13, a price-to-earnings-growth ratio of 4.75 and a beta of 0.95. Palo Alto Networks has a 52-week low of $144.15 and a 52-week high of $223.61. The company’s 50-day simple moving average is $209.04 and its 200-day simple moving average is $197.35.

Institutional Trading of Palo Alto Networks

Hedge funds and other institutional investors have recently modified their holdings of the business. Kensington Investment Counsel LLC boosted its holdings in Palo Alto Networks by 2.7% in the third quarter. Kensington Investment Counsel LLC now owns 4,565 shares of the network technology company’s stock valued at $930,000 after purchasing an additional 118 shares during the last quarter. Portus Wealth Advisors LLC acquired a new position in shares of Palo Alto Networks in the 3rd quarter valued at approximately $1,306,000. Centaurus Financial Inc. boosted its stake in shares of Palo Alto Networks by 8.8% during the 3rd quarter. Centaurus Financial Inc. now owns 23,730 shares of the network technology company’s stock valued at $4,832,000 after buying an additional 1,911 shares during the last quarter. First Affirmative Financial Network grew its position in shares of Palo Alto Networks by 3.0% during the third quarter. First Affirmative Financial Network now owns 3,662 shares of the network technology company’s stock worth $746,000 after buying an additional 105 shares in the last quarter. Finally, Caerus Investment Advisors LLC bought a new stake in shares of Palo Alto Networks in the third quarter worth $299,000. 79.82% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP Dipak Golechha sold 5,000 shares of the firm’s stock in a transaction on Tuesday, September 23rd. The shares were sold at an average price of $204.19, for a total transaction of $1,020,950.00. Following the completion of the sale, the executive vice president directly owned 96,135 shares of the company’s stock, valued at approximately $19,629,805.65. This trade represents a 4.94% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Josh D. Paul sold 700 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $219.97, for a total transaction of $153,979.00. Following the completion of the transaction, the chief accounting officer owned 47,505 shares in the company, valued at $10,449,674.85. This represents a 1.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,215,130 shares of company stock worth $249,031,488 over the last 90 days. Corporate insiders own 1.40% of the company’s stock.

About Palo Alto Networks

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.