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PANW

+1 pts





By mourinhaplays on June 10, 2021, 8:30 p.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PANW , CRWD , CSCO

+35 pts



$PANW - Deutsche provides an in-depth look at why a large US enterprise is going "All-In" with Palo Alto Networks solutions

By junkfoodlover on June 10, 2021, 11:29 a.m.
Tagged topics: Prisma Cloud , deep dive , Deutsche Bank , cybersecurity , Prisma Access , Cloudgenix , SASE architecture

Views: 84, Votes: 3, Responses: 0, Attachments: 3
PANW

+34 pts



$PANW - Stifel sees high-teens growth and upside to valuation multiple in the current 'heightened threat landscape' (deep dive)

By junkfoodlover on May 25, 2021, 11:06 a.m.
Tagged topics: multiple expansion , free cash flow , margin improvement , deep dive , Stifel , security software , upside to valuation

Views: 105, Votes: 2, Responses: 1, Attachments: 26
PANW

+30 pts



$PANW - Jefferies believes Q3 will help alleviate concerns on guidance, and new equity structure should provide floor to shares

By rIsILAwr on May 20, 2021, 1:04 p.m.
Tagged topics: alleviate concerns , Prisma Cloud , earnings preview , Jefferies , security software , risk to guidance

Views: 101, Votes: 1, Responses: 0, Attachments: 7
PANW , CYBR , MIME

+5 pts





By Noto on May 20, 2021, 2:32 a.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PANW , CYBR , MIME

+7 pts





By anon7828 on May 18, 2021, 7:09 p.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

Views: 3, Votes: 1, Responses: 1, Attachments: 0
PANW , CYBR , MIME

+34 pts



Barclays data indicate growing focus on cybersecurity among corporate managers, see increasing investment to reduce cost of cyberattacks (deep dive)

By rIsILAwr on May 18, 2021, 6:10 p.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

Views: 145, Votes: 1, Responses: 2, Attachments: 48
PANW

+30 pts



$PANW - Raymond James upgrades to Outperform, sees company entering period of healthy growth and increased profitability

By rIsILAwr on May 18, 2021, 12:18 p.m.
Tagged topics: margin improvement , secular growth , analyst upgrade , improving outlook , Raymond James , security software

Views: 98, Votes: 1, Responses: 0, Attachments: 14
FEYE , CRWD , PANW , TENB

+33 pts



Goldman says the Colonial Pipeline ransomware attack could benefit security software vendors long-term

By junkfoodlover on May 10, 2021, 1:18 p.m.
Tagged topics: Goldman Sachs , cyberattack , security software , cybersecurity , ransomware attack , Colonial Pipeline

Views: 185, Votes: 5, Responses: 0, Attachments: 2
RPD , PANW , SPLK

+30 pts



Piper Sandler favors $RPD, $PANW, and $SPLK as beneficiaries of accelerated digital transformation and cloud tailwinds, with valuations bouncing back

By junkfoodlover on May 4, 2021, 2:05 p.m.
Tagged topics: valuations , digital transformation , secular growth , Piper Sandler , security software , cloud adoption

Views: 58, Votes: 1, Responses: 0, Attachments: 22