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

Key Points

• DA Davidson predicts Palo Alto Networks will report earnings of $0.51 per share in Q1 2026, maintaining a "Buy" rating with a price target of $215.00.
• The current consensus estimate for the company's full-year earnings is $1.76 per share, with a consensus price target of $218.86 based on ratings from multiple analysts.
• Palo Alto Networks recently reported a quarterly EPS of $0.95, exceeding estimates, along with a revenue of $2.54 billion, up 15.8% year-over-year.

Palo Alto Networks, Inc. (NASDAQ:PANW - Free Report) - Research analysts at DA Davidson issued their Q1 2026 earnings 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 post earnings of $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.

Other research analysts also recently issued research reports about the stock. Wells Fargo & Company increased their price objective on shares of Palo Alto Networks from $225.00 to $235.00 and gave the company an "overweight" rating in a research report on Wednesday, May 21st. Truist Financial set a $220.00 price objective on shares of Palo Alto Networks and gave the company a "buy" rating in a research report on Tuesday. Jefferies Financial Group set a $235.00 price objective on shares of Palo Alto Networks in a research report on Tuesday, July 29th. JPMorgan Chase & Co. lowered their price objective on shares of Palo Alto Networks from $225.00 to $221.00 and set an "overweight" rating on the stock in a research report on Wednesday, May 21st. Finally, BMO Capital Markets increased their price target on shares of Palo Alto Networks from $217.00 to $225.00 and gave the stock an "outperform" rating in a research report on Tuesday. Twenty-eight equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $218.86.

Palo Alto Networks Stock Performance

Shares of NASDAQ PANW opened at $181.56 on Wednesday. The firm's 50 day moving average price is $191.31 and its 200-day moving average price is $186.32. The company has a market cap of $121.06 billion, a PE ratio of 113.12, a P/E/G ratio of 4.33 and a beta of 0.94. Palo Alto Networks has a 52-week low of $144.15 and a 52-week high of $210.39.

Palo Alto Networks (NASDAQ:PANW - Get Free Report) last posted its quarterly earnings data on Monday, August 18th. The network technology company reported $0.95 EPS for the quarter, topping the consensus estimate of $0.89 by $0.06. The business had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.50 billion. Palo Alto Networks had a net margin of 12.30% and a return on equity of 18.55%. Palo Alto Networks's quarterly revenue was up 15.8% on a year-over-year basis. During the same quarter in the previous year, the firm 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.

Institutional Investors Weigh In On Palo Alto Networks

Several large investors have recently added to or reduced their stakes in the stock. Rehmann Capital Advisory Group grew its stake in shares of Palo Alto Networks by 106.4% during the fourth quarter. Rehmann Capital Advisory Group now owns 2,378 shares of the network technology company's stock valued at $433,000 after buying an additional 1,226 shares during the last quarter. GAMMA Investing LLC grew its stake in Palo Alto Networks by 10.8% in the first quarter. GAMMA Investing LLC now owns 14,125 shares of the network technology company's stock worth $2,410,000 after purchasing an additional 1,374 shares in the last quarter. Diligent Investors LLC grew its stake in Palo Alto Networks by 100.0% in the fourth quarter. Diligent Investors LLC now owns 3,430 shares of the network technology company's stock worth $624,000 after purchasing an additional 1,715 shares in the last quarter. Nisa Investment Advisors LLC grew its stake in Palo Alto Networks by 8.0% in the first quarter. Nisa Investment Advisors LLC now owns 137,663 shares of the network technology company's stock worth $23,491,000 after purchasing an additional 10,180 shares in the last quarter. Finally, Shorepoint Capital Partners LLC grew its stake in Palo Alto Networks by 108.4% in the fourth quarter. Shorepoint Capital Partners LLC now owns 20,898 shares of the network technology company's stock worth $3,803,000 after purchasing an additional 10,868 shares in the last quarter. 79.82% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CAO Josh D. Paul sold 800 shares of the business's stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $201.05, for a total value of $160,840.00. Following the transaction, the chief accounting officer directly owned 42,033 shares in the company, valued at $8,450,734.65. The trade was a 1.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Dipak Golechha sold 5,000 shares of the business's stock in a transaction dated Monday, June 23rd. The stock was sold at an average price of $201.85, for a total value of $1,009,250.00. Following the completion of the sale, the executive vice president owned 101,135 shares in the company, valued at $20,414,099.75. This represents a 4.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 669,248 shares of company stock valued at $126,423,337. Insiders own 2.50% 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.

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