Palo Alto Networks (PANW)

Re: Palo Alto Networks (PANW)

Postby winston » Tue Oct 25, 2016 8:23 pm

not vested

Palo Alto Networks Inc. (NYSE: PANW), which composes 4.22% of HACK’s holdings, is one of the newest players to become a familiar name in any IT department and one of my favorite single plays in the sector.

It operates in three divisions: Next-Gen Firewall, Advanced Endpoint Protection, and Threat Intelligence Cloud.

It has clients in every sector, both public and private, but has had a tough time recently acquiring new clients because of the slack economy. But this is our advantage.

The stock is off 14.6% year to date, but the overall trend is up – it’s up 19% over the past three months and 183% since its mid-2012 IPO – which makes now a great time to get in.

Source: Money Morning
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Wed Nov 23, 2016 10:58 am

not vested

Palo Alto Networks Inc (PANW) Stock Is in for More Pain

PANW stock is crumbling after earnings, but profits are out there for traders willing to ride the bear coaster

By Tyler Craig

Source: Tales of a Technician

http://investorplace.com/2016/11/palo-a ... DUFk_l96M8
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Wed Mar 01, 2017 11:16 pm

not vested

Here's Why Palo Alto Networks Plunged 20% After Reporting Earnings

by Adam Sarhan

Palo Alto Networks plunged 20% in after-hours trading after the cyber security giant reported earnings.

The company reported 2nd Quarter January 2017 earnings of $0.63 per share on revenue of $422.6 million.

The consensus earnings estimate was $0.62 per share on revenue of nearly $430 million.

On face value that was not that bad but investors dumped the stock because of forward guidance.


Source: Forbes

https://www.forbes.com/sites/adamsarhan ... 00fd7a7f2d
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Tue May 09, 2017 8:50 pm

not vested

Has Palo Alto Networks Finally Bottomed?

by Gary Morrow

In the near term investors should take on a much more positive view of the stock. PANW now has a very solid support zone in place from the $114.50 to $112.00 area and is set up well for more upside. This key zone includes the April high near the upper band.

A dip back down to this area would offer a very low risk entry opportunity. On the downside, a close back below $112.00 would indicate more basing lies ahead before a significant rally can take hold.


Source: The Street

https://www.thestreet.com/story/1412381 ... yptr=yahoo
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Sun May 14, 2017 12:11 pm

not vested

Palo Alto Networks (NYSE: PANW) has built a reputation as an innovator in cybersecurity since its creation of next-generation firewall technology in 2009.

That helps it command premium pricing compared to peers and still retain corporate clients.

This competitive advantage has helped the company gain 15% of the enterprise firewall market share in an extremely fragmented market.

Palo Alto has grown sales by an impressive 51% annualized rate over the last three years.

It’s used this sales surge to reinvest in R&D to keep its technological advantage, but still has managed to build a cash balance of $1.3 billion, over 12% of its market cap.

Source: Daily Trade Alert
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby iam802 » Tue May 16, 2017 8:16 pm

https://www.tradingview.com/chart/PANW/ ... yday-over/

Image

==
PANW hit a high back in 2015 and has fallen since.

It breaks kumo support towards end of 2015 and hardly break above the kumo resistance in 2016.

Some are looking at the proverbial $100 as a support forming a good base.

However, if we look at the recent chart back in 2016, it seems like the downtrend will continue.

Kumo resistance ahead with no change in sign on the trend yet.

Should we take a long position, we will need to see it break above the kumo resistance.

For now, maintain a Short position.

1. Always wait for the setup. NO SETUP; NO TRADE

2. The trend will END but I don't know WHEN.

TA and Options stuffs on InvestIdeas:
The Ichimoku Thread | Option Strategies Thread | Japanese Candlesticks Thread
User avatar
iam802
Big Boss
 
Posts: 6353
Joined: Wed May 07, 2008 1:14 am

Re: Palo Alto Networks (PANW)

Postby winston » Fri Sep 01, 2017 10:10 pm

not vested

How Palo Alto Crushed Q4 Earnings

By Chris Lange

When Palo Alto Networks Inc. (NYSE: PANW) reported its fiscal fourth-quarter earnings results after the markets closed on Thursday, the firm said that it had $0.92 in earnings per share (EPS) and $509.1 million in revenue.

Consensus estimates had called for $0.79 in EPS and revenue of $486.5 million.

During the quarter, the company said it added 3,000 new customers, and it reported record revenues, an increase of 27% from last year.

It also delivered record deferred revenue and billings, while generating cash flow from operations of $240 million and free cash flow of $190 million.

Source: 24 7 Wall Street

http://247wallst.com/technology-3/2017/ ... -earnings/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Thu Nov 23, 2017 12:40 pm

Palo Alto Stock: A Strong Bet on Fundamentals

By: Christian Tharp, CMT

The Santa Clara-based cybersecurity company’s revenue increased by 27% year over year to $509.1 million in the fourth quarter.

Deferred revenue in the quarter jumped 43%.

The massive rise in deferred revenue shows that Palo Alto’ strategy of focusing on subscription revenue is working.

The company also announced that it added a record number of new customers in the fourth quarter. Palo Alto stock also gave a solid guidance for the current quarter. Its guidance shows that the company expects its revenue to increase by 21 to 24%.

However, Palo Alto has a chronic problem of increasing expenses. Earnings plummeted by 20% in the quarter. The company has promised to cut its expenses in the coming quarters.

However, it is important to note than increased spending means more products and R&D. Palo Alto will launch its Next-Generation Security Platform next year.

The company will also release Application Framework in 2018. The SaaS framework will give customers access to Palo Alto’s cloud-based security services and APIs.

In October, investment firm Stephens increased its price target for Palo Alto stock from $155 to $165 and gave it an Overweight rating. The firm said in a report that Palo Alto’s execution and strategy remains strong.

In September, Maxim Group increased its price target for Palo Alto Networks from $168 to $195 and issued a Buy rating. Maxim’s analyst Nehal Chokshi said in a note that Palo Alto Networks is a “Best-in-Class” name in the industry.

Earlier this month, famous analyst Jim Cramer said in a program on CNBC that Palo Alto stock should be bought on the current weakness amid the upcoming quarterly report.

Cramer is bullish on the stock because he thinks cyber-security is an evergreen industry that will keep growing with the rise in cyber-attacks and digital threats.

Source: Tech Stock Sensei

http://techstocksensei.com/2017/11/palo ... -security/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Thu Apr 12, 2018 8:50 pm

not vested

DATA PROTECTION SOARS IN A RAPIDLY CHANGING WORLD

Today's chart reflects the growing value of data security...

Regular readers know that following big secular trends is one of our favorite investing strategies. These days, companies upload and share information constantly.

And as more breaches take place, it looks like protecting customer data is becoming a long-term necessity...

Cybersecurity firm Palo Alto Networks (PANW) is a leading provider of enterprise network firewalls. This is proving to be a vital service... Just last week, airline Delta Air Lines (DAL) and department-store owner Sears Holdings (SHLD) reported that a data breach may have hit hundreds of thousands of their customers, exposing their credit-card information.

And in February, hackers stole the personal data of 150 million MyFitnessPal users. With recurring data breach headlines, it's no wonder Palo Alto's latest quarterly revenue has increased 28% year over year...

Meanwhile, shares have jumped more than 65% since last year, recently hitting a new multiyear high. As businesses depend more on cybersecurity to prevent data breaches, this company's stock should climb higher still...

Source: Daily Wealth
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

Re: Palo Alto Networks (PANW)

Postby winston » Mon Oct 22, 2018 9:19 pm

This Stock Could Soar

First, Palo Alto has an excellent leadership team.
Arora was previously the SoftBank Group Corp. (OTC: SFTBY) chief operating officer.

Second, Palo Alto has solid financials.
Palo Alto Networks has a 43% ROE and 22% profit margin.

Third, Palo Alto’s business is booming.
In the most recent quarter, the company boosted its sales by 29%.


Source: Money Morning

http://dailytradealert.com/2018/10/22/t ... ld-soar-2/
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 118528
Joined: Wed May 07, 2008 9:28 am

PreviousNext

Return to L to R

Who is online

Users browsing this forum: No registered users and 7 guests

cron