Summer Sale
50% off Premium Yearly
Opinions Stan Wong
Palo Alto NetworksPANWTOP PICKOct 29, 2015
Stan WongStock price when the opinion was issued
As of Jun 12, 2026. Market Open.
You might be interested:
Likes cybersecurity, but look at the move on the chart since April, and now it's gone parabolic -- doesn't like that trend. He doesn't want to be that buyer when everyone else is getting out.
That said, expects significant growth in security markets. Premier name, great company. Wait for a better entry point. The recent pullback is not enough. Be patient, you'll get your chance. Below $200 would be the time to take a look.
Is in a strong uptrend with higher highs since late February. Each pullback has been a fine buying opportunity with strong volumes. The Chakykin Money Flow shows strong institutional buying which surprised him in a good way. Are lots of options flows. The market is bullish.
After talking to tech CEOs, she doesn't believe AI will take over their business like PANW's but rather will get even more business as companies use more AI to code. Doesn't see the catalyst with PANW, but fundamentals are strong and product revenues and margins are growing. They will buy back $1 billion in shares. Trades at 10x price to sales (CRWD is at 25x). She will stick with it and will eventually buy more, though present weakness is frustrating.
He just bought more at $160. Expects cybersecurity stocks to embrace AI and does not expect Anthropic to take over this sector.
Kevin SimpsonAll cybersecurity sold off on earnings for some reason. More AI demands more cybersecurity, and since the Iran war, these stocks have been on a tear.
Kevin SimpsonEarnings per share of $1.03 beat the $0.94 estimate, and revenue of $2.6B topped the $2.58B forecast. Revenue rose 15% year-over-year, driven by subscription and support sales (roughly 80% of total). Operating margins stayed around 30%, and RPO of $16.0B grew 23%. FY2026 guidance calls for 22-23% revenue growth and EPS of $3.65-$3.70. Investors found the profit outlook conservative despite strong results and raised revenue guidance, though this caution reflected integration costs from major acquisitions. They viewed the results as solid but noted the stock has declined with the broader software selloff. They would consider buying gradually at current levels while acknowledging potential for further downside. Unlock Premium - Try 5i Free
Cybersecurity companies won't be going away, not easily replaced. Drop could be due to multiple compression. Just because a stock used to be $xxx, doesn't mean that was the value of it. Good company, and maybe the price should never have been $220.
Going forward, these types of companies should be good. They'll be volatile.
As for its being part of an ETF, there's a good chance it would be in a software ETF and would (theoretically) be drawn down along with that sector.
Provides enterprise and network security solutions. Unlike a lot of anti-hacking companies, they are more of an integrated company, where they provide services and solutions across the board. There have been a lot of recent high profile security breaches with governments and companies, with credit cards and information being leaked out. That is going to be a very big thing going forward. Security breaches will continue to move higher going into the future. One of the few companies delivering a 35%-40% growth rate, and still making very, very strong revenues in earnings. Since their IPO in 2012, they have met or beat analysts’ expectations on every single quarter. The stock dropped recently creating a good buying opportunity.