Posts on PANW

Latest ideas and analyses related to Palo Alto Networks Inc. Common Stock

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PANW

+36 pts



$PANW F4Q Preview – Still the Best House in a Moderating Growth Neighborhood

By junkfoodlover on Aug. 17, 2022, 2:24 p.m.
Tagged topics: earnings preview

Views: 11, Votes: 4, Responses: 0, Attachments: 1
PANW

+35 pts



4Q22 Preview – What's In Store for the FY23 Outlook?

By mooreideas on Aug. 15, 2022, 1:01 p.m.
Tagged topics: earnings preview

Views: 49, Votes: 4, Responses: 0, Attachments: 1
CRWD , INTU , MSFT , PANW , CRM , NOW , ZI , INST , VEEV , TEAM , DDOG , HUBS , MDB , SNOW , TWLO , NET , CFLT , HCP , SHOP

+46 pts



Software Gut Check – Entering Confession Season

By mooreideas on July 21, 2022, 3:18 p.m.
Tagged topics: analyst checks

Views: 60, Votes: 5, Responses: 1, Attachments: 1
PANW

+35 pts



$PANW - Still the One

By bbern3 on July 8, 2022, 10:49 a.m.
Tagged topics: analyst raises target

Views: 19, Votes: 5, Responses: 0, Attachments: 1
PANW , FTNT

+35 pts



Cybersecurity – WFH Survey Suggests Durable Firewall Demand, PANW Remains Top Pick

By mooreideas on June 27, 2022, 12:21 p.m.
Tagged topics: analyst checks

Views: 17, Votes: 5, Responses: 0, Attachments: 1
ZM , PANW , MSFT , RNG , EGHT

+35 pts



Collaboration software has been written off as WFH beneficiary, ignoring that investment remains elevated

By mooreideas on June 27, 2022, 12:12 p.m.
Tagged topics: return to office

Views: 203, Votes: 6, Responses: 0, Attachments: 1
PANW

+33 pts



$PANW On the road with management

By junkfoodlover on June 16, 2022, 12:12 p.m.
Tagged topics: non deal roadshow

Views: 16, Votes: 4, Responses: 0, Attachments: 1
CHKP , ESTC , MSFT , S , PANW , VRNS , NET

+42 pts



Macro Concerns Beginning to Surface in Cyber

By labjordan on June 13, 2022, 1:24 p.m.
Tagged topics: macro pressures

Views: 32, Votes: 6, Responses: 1, Attachments: 1
PANW

+54 pts



Expecting Upside to Product, NGS ARR, and RPO Bookings; Like on Sell- Off

By toastcrunch.info on May 24, 2022, 10:13 a.m.
Tagged topics: technology

Views: 20, Votes: 5, Responses: 0, Attachments: 1
PANW

+36 pts



$PANW - FQ3 beat and raise; thesis unfolding & should continue

By labjordan on May 20, 2022, 1:10 p.m.
Tagged topics: beat and raise

Views: 24, Votes: 5, Responses: 0, Attachments: 6
PANW

+30 pts



$PANW F3Q Preview - Defensible Platform

By phenphen on May 18, 2022, 10:49 p.m.
Tagged topics: earnings preview

Views: 2, Votes: 1, Responses: 0, Attachments: 1
OKTA , DT , PANW

+37 pts



Software Valuations and Comments on $OKTA and $DT

By labjordan on May 17, 2022, 4:40 p.m.
Tagged topics: valuations

Views: 20, Votes: 3, Responses: 0, Attachments: 1
PANW , FTNT , CHKP

+35 pts



$PANW $FTNT $CHKP - How sustainable is product growth? Likely longer than many expect.

By labjordan on May 17, 2022, 4:17 p.m.
Tagged topics: analyst checks , deep dive

Views: 217, Votes: 3, Responses: 1, Attachments: 1
CRWD , S , PANW , ZS

+39 pts



Partners on CRWD, S, PANW and ZS Demand Ahead of 1Q Earnings

By labjordan on May 17, 2022, 4:12 p.m.
Tagged topics: analyst checks

Views: 22, Votes: 5, Responses: 0, Attachments: 1
MSFT , GOOGL , AMZN , PANW , CRWD

+41 pts



Cloud Tracker - Indicating Healthy Demand in 2022

By junkfoodlover on May 16, 2022, 3:04 p.m.
Tagged topics: analyst checks

Views: 41, Votes: 3, Responses: 1, Attachments: 1
PANW

+31 pts



$PANW Security in security; Q3/22 preview

By CdnInvstr on May 13, 2022, 1 p.m.
Tagged topics: earnings preview

Views: 15, Votes: 1, Responses: 0, Attachments: 1
PANW

+45 pts



$PANW - Plotting The Path to $100 Billion

By realjoe on April 25, 2022, 11:24 a.m.
Tagged topics: analyst top pick

Views: 176, Votes: 7, Responses: 0, Attachments: 1
CRWD , PANW , VRNS , CHKP , S , SAIL , IRNT

+51 pts



Security Software - there is no “Microsoft” of security so prefer a basket investment approach

By mooreideas on April 18, 2022, 2:09 p.m.
Tagged topics: deep dive

Views: 163, Votes: 8, Responses: 2, Attachments: 1
PANW , CRWD , SPLK , DDOG , NOW , SMAR , DXC

+18 pts



As Gavin Baker said sometimes doing the obvious thing fast could be a great investment decision- in this case buying cyber security shares such as...

By yrc7777 on March 30, 2022, 12:58 a.m.
Tagged topics: analyst checks

Views: 27, Votes: 7, Responses: 0, Attachments: 0
SPLK , CRWD , DDOG , NOW , PANW , DXC , SMAR

+42 pts



Margins matter

By labjordan on March 28, 2022, 11:26 a.m.
Tagged topics: analyst checks

Views: 26, Votes: 3, Responses: 2, Attachments: 1