PANW - Palo Alto Networks, Inc. 0 WATCHERS

If we are strictly talking about potential for 2026 then I like PANW, AMZN, NKE, PG, HD, and BA. All are well off ATHs, have good cash flow, and are solid (non speculative) companies. May not be sexy picks like your AI trades but I’m in on these 6 for …

Yall PANW calls for real.

FISV is certainly interesting BUT the new FISV will be a much lower growth company, mid single digit revenue growth and margins no better than new guidance for this year, and they may take two years to get there, two years of very low growth with higher spending and higher …

Morningstar provides their own fair value estimate for stocks in their coverage and there are a number of high-quality names that are under their fair value estimate right now. I have been picking up the following: CDNS (fair value $330) SNPS (fair value $515) PANW (fair value $225) ZS (fair …

Skip S. For cybersecurity I would go with PANW, CRWD, NET, and if you want a fourth ZS. If you want a broad collection CIBR.

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

Weirdly, CDNS and especially SNPS. Some of the highest quality companies out there. CDNS isn’t super cheap but SNPS is more discounted. I’m also looking at PANW and ZS. All four of these are high quality companies but trading at multiples for high quality companies. META, MSFT, and NVDA are …

Agree. Why not buy the 300-lb gorilla PANW while it’s below $200 per share as a safe long-term play that has a good chance of beating the market over the next 5-10 years? They are now a key identity player with a history of execution with a goal of doubling …

I too have been looking hard at this space as believe secular tailwinds are strong for cybersecurity. They may be 20% off the highs but the p/s multiples still pretty high. The 'leaders' are PANW and CRWD but they are trading at 13 and 30 price/sales multiples. Prettty pricey for …

Cybersecurity stocks like PANW or ZS

I like Crowdstrike and Rubrik but I’m just a Schmo. I’d like to add PANW on next pullback but again - I’m just a Schmo.

My research led me to hold PANW, CRWD, NET, and ZS and excluded the others for now. Equal weight all except PANW, which I hold at double weight of the others. My portfolio has been tech-focused for a few decades and starting a few years ago I re-mapped it toward …

If you aren’t buying the dip on ZS, NET, PANW… you must hate free money. CRWD and OKTA report next week, loading up if they dip too

From Google Gemini: ​Zscaler (ZS): A cloud security company that offers Zscaler Private Access (ZPA), which is considered a modern, "Zero Trust" alternative to traditional corporate VPNs. ​Palo Alto Networks, Inc. (PANW): A leading cybersecurity provider whose platform includes a secure remote access solution called GlobalProtect, which acts as an …

Ahora estoy comprando Meta y Meli, pero espero que caiga mas el mercado para poder comprar SPGI, FTNT y PANW.

PANW Cyber attacks is only going to grow, AI is already being used on both sides. Palo Alto has been number one in market share and growing even more through acquisitions.

Was going through my watchlists: Palo Alto Networks (PANW) -17% since October 28th, and ARM -26% in the same time frame. Neither seems particularly exposed to AI (if anything it could be a tailwind), but I suppose the P/E ratios remaining >100 after these drops means this is just a …

Happy to be buying CSU, META, MELI at these prices Happy to have bought TDG, BN and AWK My mega cap tech concentration is greatly reduced. I have also built smaller positions in the following CLMB, HWKN, FEIM, PANW. Was considering V/MA but that idea on the shelf rn due …

PANW. Cyber is only becoming more important.

PANW round tripping to where I bought it initially. Considering adding. Also I am really really starting to appreciate being patient and not FOMOing into stuff. Unless it’s an NVDA situation you are likely to get to buy back at a more reasonable value if you don’t chase. (My learning …

Yea.. where’s the PANW bag holders club

P/E of 124 lol. Shitty peg. I was wondering how a government titsucker like PANW could tank so hard after earnings. Puts on TSLA and Palantir should logically print in this environment. Bubble titsucker froth foam garbage stocks.

Congrats on touching grass, PANW. Market said “don’t care.”

8 MINUTES UNITL $PANW EARNINGS!!!

GOOG, MU, VRT, CRWD, PANW (I think AI is going to massively increase the need for good cybersecurity going forward)

Implied moves for next week - up or down idiot [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) 7.9% [$PANW](https://x.com/search?q=%24PANW&src=cashtag_click) 7.6% [$WMT](https://x.com/search?q=%24WMT&src=cashtag_click) 5.2% [$HD](https://x.com/search?q=%24HD&src=cashtag_click) 4.5% [$TGT](https://x.com/search?q=%24TGT&src=cashtag_click) 10.0% [$LOW](https://x.com/search?q=%24LOW&src=cashtag_click) 5.1% [$BULL](https://x.com/search?q=%24BULL&src=cashtag_click) 11.0% [$BIDU](https://x.com/search?q=%24BIDU&src=cashtag_click) 7.8% [$MDT](https://x.com/search?q=%24MDT&src=cashtag_click) 3.8% [$BJ](https://x.com/search?q=%24BJ&src=cashtag_click) 7.6% [$FUTU](https://x.com/search?q=%24FUTU&src=cashtag_click) 8.8% [$VEEV](https://x.com/search?q=%24VEEV&src=cashtag_click) 6.7% [$ESTC](https://x.com/search?q=%24ESTC&src=cashtag_click) 16.6% [$INTU](https://x.com/search?q=%24INTU&src=cashtag_click) 6.6% [$GAP](https://x.com/search?q=%24GAP&src=cashtag_click) 13.3% [$CPRT](https://x.com/search?q=%24CPRT&src=cashtag_click) 7.9%

Calls on $PANW they're going to break to the upside by 4% after earnings

Fortinet. Of the big 4 pure plays (PANW, CRWD, FTNT, ZS, maybe including NET if you're comfortable with 40x sales), Fortinet checks the most boxes *and* trades at the lowest price. -Founder owned, high insider ownership -Highest gross margins -Highest operating margins -Highest FCF margins after subtracting SBC -Lowest SBC …

many are focused on NVDA but PANW will be the one this week

The best ones are $CRWD and $PANW. Both are outstanding companies, but both are rather expensive right now. Another great company is Fortinet $FTNT. I would rank them a notch below the other two, but based on the valuation, this one is the most interesting one right now. In case …

Most will say PANW but I’ll go for ANET and FTNT

Palo Alto Networks (PANW) y Fortinet (FTNT). Son las unicas que generan beneficios neto y tienen poco SBC

I would suggest Palo Alto Networks, Inc. (PANW) - they have an acquisition coming and have chances to become the e2e security cloud leader. Fantastic retention, when you look at their ratios the value of their subscription model is kinda lost. There are some risks, ofc, but it feels like …