PANW - Palo Alto Networks, Inc.

decent earning, but i don't think it justify the share price still.
With negative margin and GAAP loss...Not sure if this marketing heavy model is working
CHKP & FTNT are still better choice

 

Think today might have been on sale for a little bit. These companies have a vast market that is opening up to them. Cyber/Data security will be on every public company's mind; no one wants to tank 20%.

 

Palo Alto shares are up 54% year-to-date and investors continue to be optimistic about the company’s growth. The company is a leader in the cybersecurity business. Its firewalls and cloud-based services are in great demand in the modern era of business computing.

 

Palo Alto Networks Initiated at Overweight by Wells Fargo
9:05 am ET January 6, 2022 (Dow Jones)

 

Palo Alto Networks shares are trading higher after the company reported better-than-expected Q2 results and issued strong guidance.

Feb 22, 2023 8:26a ET

 

Strong, breakout above $200

 

Up another 5% after hours on Friday afternoon, they will be joining the S&P 500.

 

sure it is!

 

Big -28% gap down, back to the 200 sma. Liking it here. CRWD reports in a couple weeks.

 

I've been following a few network security related companies for many years. It may be the only micro segment in which merit is directly tied to stock price.

 

you are tempted to get in aren't you....confess!

 

She's widely regarded as the greatest trader alive.