PANW - Palo Alto Networks, Inc.

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  1. stock1234

    stock1234 2017 Stockaholics Contest Winner

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    Palo Alto Networks, Inc. provides enterprise security platform to enterprises, service providers, and government entities worldwide. Its platform includes Next-Generation Firewall that delivers application, user, and content visibility and control, as well as protection against network-based cyber threats; Advanced Endpoint Protection that prevents cyber attacks that exploit software vulnerabilities on various fixed and virtual endpoints and servers; and Threat Intelligence Cloud that offers central intelligence capabilities, security for software as a service applications, and automated delivery of preventative measures against cyber attacks. The company provides firewall appliances; Panorama, a centralized security management solution for the control of appliances deployed on an end-customer’s network as a virtual or a physical appliance; and Virtual System Upgrades, which are available as extensions to the virtual system capacity that ships with the appliance. It also offers subscription services, such as threat detection and prevention, URL filtering, laptop and mobile devices protection, malware and threats protection, and windows-based fixed and virtual endpoints protection services; support and maintenance services; and professional services, including application traffic management, solution design and planning, configuration, and firewall migration services, as well as provides education services. Palo Alto Networks, Inc. primarily sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries comprising education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was founded in 2005 and is headquartered in Santa Clara, California.
     
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  2. T0rm3nted

    T0rm3nted Moderator
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    Reports today after close. I read on StockTwits that PANW has never beat Estimates since it's inception in 2012.

    upload_2016-5-26_14-43-58.png
     
  3. T0rm3nted

    T0rm3nted Moderator
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    Reported after close today (5/26/16)
    Earnings: EPS $0.42 Revenue $345.8M
    Estimates: EPS $0.42 Revenue $338.6M

    Down 8.93% after hours
     
  4. StockJock-e

    StockJock-e Brew Master
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    PANW making some great moves here for traders, lots of volume.

    Palo Alto Networks 'Deceleration' Worries Investors, Stock Down

    Security software vendor Palo Alto Networks (PANW) late Tuesday disappointed with its guidance for the current quarter, and forecast billings growth far below its previous three quarters, and shares were down nearly 6% in premarket trading in the stock market today.

    The company expects sales of $396 million to $402 million in the current quarter ending Oct. 31, up 34% from the year-ago quarter at the midpoint but missing the $402.9 million consensus of analysts polled by Thomson Reuters. Partly as a result of a change in accounting tied to deferred revenue, the firm sees earnings per share minus items this quarter of 51 cents to 53 cents, up 49%, where analysts had modeled 56 cents.
     
  5. fidelgeorge

    fidelgeorge Well-Known Member

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    Most of stocks had a positive bullish engulfing pattern but it may trap the bulls and Friday's ugly sell-off could resume soon.
     
  6. T0rm3nted

    T0rm3nted Moderator
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    Recent Insider Trading:

    upload_2016-10-27_0-9-48.png
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  7. T0rm3nted

    T0rm3nted Moderator
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    Recent Insider Trading:

    upload_2016-10-29_13-51-11.png
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  8. T0rm3nted

    T0rm3nted Moderator
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    Reported after close today (11/21/16)

    Earnings: EPS $0.53 Revenue $398.1M
    Estimates: EPS $0.53 Revenue $400.2M

    Down 12.82% after hours
     
  9. Tiptopptrader

    Tiptopptrader Well-Known Member

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    Palo Alto Networks Drops on Revenue Miss
     

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  10. LloydWCoutee

    LloydWCoutee Active Member

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    Retest to see if $140 holds then I'm in calls
     
  11. StockJock-e

    StockJock-e Brew Master
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    If there is a bit more volume here, this thing is going to bounce!
     
  12. T0rm3nted

    T0rm3nted Moderator
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    Down nearly 20% on missed earnings and poor guidance

    upload_2017-3-1_7-1-43.png
     
  13. Gambit

    Gambit Active Member

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    Always goes down after ER, always rebounds strong. They expect a quick recovery!
     

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  14. EcoWOLFrb

    EcoWOLFrb New Member

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    You guys think we're at a bottom here? Looks cheap
     
  15. Gray Wolf

    Gray Wolf Well-Known Member

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    They kind of look like they are consolidating at a low but the trend is still pretty precarious for entering a trend trade. There has been nothing but lower highs since the gap down. I would want it breaking 114 on some volume to give and uptrend a chance to take hold. Morningstar has them at a 3 star rating with fair value at 104
     
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  16. Onepoint272

    Onepoint272 2019 Stockaholics Contest Winner

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    Technically, long term, no, not even close. Wait for $1.

    I don't do fundamentals, but cheap? It has never had any earnings and selling for over 6 times revenues.:confused: I don't understand. Why do you think it looks cheap?

    What are the insiders doing? Wow, this is only part of the sell list. Appears they quit selling in February. Maybe they are orchestrating a bounce ??

    PANW.PNG
    :eek:
     
    #17 Onepoint272, Apr 29, 2017
    Last edited: Apr 29, 2017
  17. EcoWOLFrb

    EcoWOLFrb New Member

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    I'm not suggesting a long term bullish strategy here. I'm basically thinking it might bounce to around 120 before earnings at some point. There has been a good amount of valuation compression here, and it's below it's trend and looks to be holding. High volume might bounce it higher, though it's definitely risky, could be headed to 80 by the look of the chart. Just getting opinions.
     
  18. Onepoint272

    Onepoint272 2019 Stockaholics Contest Winner

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    I have no idea what "valuation compression" means, but like I said I don't analyze fundamentals.

    120 sounds possible. I get a short-term upside potential of 119 based on the cause built so far. Short term downside potential is showing as 101.

    $1-box by 1-box-reversal Point & Figure Chart:
    upload_2017-4-30_19-33-30.png

    • Ever since that supply bar (gap down) of March 1st, it has been in a downtrend and has not shown much of a dead cat bounce. I would expect that the big guys were buying on March 1st, so sooner or later they need to make a profit on their investment in public panic. They will not be satisfied with $120 though; I would expect nothing less than about half of that gap or about $133. So, yeah a move to $120 and then a pullback should be enough cause to sustain a rally to $133.
    • Like you said, the price has been holding; it has had trouble getting back down to the demand line of the downtrend channel.
    • The supply of stock available for trading appears to be about the same as before when it came into this price. Not much of a clue.
    • The close on Fryday appears slightly below midrange; not much help either; no sign the lesser big-dogs are competing for scraps yet. It'd be nice to see a high-range close.
    I will be most interested to see when the insider selling starts up again....those bastards are not our friends, because even though this will bounce, so they and their 0.1% friends can unload some more stock onto the public, the long-term point & figure count shows this going below zero. Below zero could be an over-estimate obviously, but non-the-less, there was a lot of distribution in 2015 and 2016 and into 2017; this long-term downtrend has a ways to go yet, I think.

    Daily Vertical Chart:
    upload_2017-4-30_20-29-24.png
     
    #19 Onepoint272, Apr 30, 2017
    Last edited: Apr 30, 2017
  19. Onepoint272

    Onepoint272 2019 Stockaholics Contest Winner

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    More thoughts on this by dropping the time frame down to 2-hr sticks. They may be accumulating in here, below the PS-line, in preparation to take it higher.
    upload_2017-4-30_23-24-27.png
     
    #20 Onepoint272, May 1, 2017
    Last edited: May 1, 2017

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