Sundry Photography Market volatility is back in full force as investors question the possible pace of Fed rate decreases. At this time, richly valued tech stocks are being pummeled more than the rest of the market, and companies with slowing fundamentals are top candidates to be culled from our portfolios. Consider especially Palo Alto Networks…
BlackJack3D Leveraging Breadth for the New Plaftormization Strategy Since 2022, Palo Alto Networks (NASDAQ:PANW) has presented its business as three divisions, that are now referred to as platforms – Network Security, Cloud Security, and SecOps. Each division has acquired a significant number of leadership accolades from market analysts, such as Gartner and Forrester. Palo Alto…
Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 2:45 PM ET Company Participants Nikesh Arora – Chief Executive Officer and Chairman Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, or almost good afternoon, everybody. I hope you’re doing well. My name is Hamza…
da-kuk Palo Alto Networks (PANW) plunged post-earnings last week. The once high-flying cybersecurity stock fell from near $380 to about $260 peak to trough in February. Shares have since bounced as investors re-assessed the situation. Such major corrective moves are not uncommon following meteoric rises in key investment themes in volatile niches. For many investors,…
BlackJack3D Introduction Cybersecurity has always been one of my major interests. That’s why I have been screening for high-quality companies in this space recently. It is a highly fragmented market, and the universe of public companies is large, offering a lot to choose from. One of the companies that I found more attractive than its…
asbe Introduction If there’s one thing I have highlighted in recent articles, it’s my increased focus on value stocks, given that the stock market valuation hints at subdued long-term total returns. Generally speaking, this favors stocks with low valuations and/or decent yields, as we can expect a bigger part of future total returns to come…
da-kuk Palo Alto Networks’ (NASDAQ:PANW) Q1 FY2024 results were somewhat soft, with NGS growth beginning to moderate and hardware sales normalizing. The company remains well positioned though, due to its large customer base and broad portfolio of solutions. In particular, XSIAM and SASE should drive growth going forward. The stock is starting to look fully…
hapabapa Earnings season has been dramatic. The S&P 500’s blended EPS growth rate for the quarter is solid at 2.7% – above what strategists had predicted heading into the Q3 reporting period. Despite the generally decent results, earnings revisions have been cautious and stock price reactions have been downright spooky. FactSet notes that companies beating…
BlackJack3D/iStock via Getty Images In my past write-ups of Palo Alto Networks (NASDAQ:PANW) I noted that while XSIAM and AI were certainly creating some renewed excitement and that company had done a nice job diversifying away from its traditional firewall business that I thought the stock looked fairly valued. The stock is up over 25%…
Palo Alto Networks, Inc. (NASDAQ:PANW) Goldman Sachs 2023 Communacopia & Technology Conference September 7, 2023 6:45 PM ET Company Participants Nikesh Arora – CEO Conference Call Participants Gabriela Borges – Goldman Sachs Gabriela Borges Good afternoon. And thank you for joining us at the Palo Alto Networks keynote at the Goldman Sachs Communacopia & Technology…
Just_Super Investment Thesis Palo Alto Networks (NASDAQ:PANW) reported results on Friday, after the close. The oddest time for a large mega-cap company to report. This kept many investors on the sidelines for fear that something odd would surface. Investors needn’t be concerned as the underlying thesis continues to unfold. Recall, I’ve consistently made the declaration…
Hwangdaesung/iStock via Getty Images Leading pure-play cybersecurity company Palo Alto Networks, Inc. (NASDAQ:PANW) surprised Wall Street analysts as it decided to report its fourth-quarter or Q4FY2023 earnings release on August 18 (Friday) after the market closed. Wedbush’s Dan Ives even spooked investors that the company’s decision to release earnings on a Friday evening was a…