Palo Alto Networks

PANW-N

NYSE:PANW

243.23
1.16 (0.48%)
Palo Alto Networks, Inc. is a network and enterprise security company based in Santa Clara, California.
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Analysis and Opinions about PANW-N

Signal
Opinion
Expert
COMMENT
COMMENT
November 13, 2019
Software security space? PANW or CYBR would be his picks. Although CYBR stock prices just spiked on recent earnings, so he would wait for a pullback on that one.
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Palo Alto Networks (PANW-N)
November 13, 2019
Software security space? PANW or CYBR would be his picks. Although CYBR stock prices just spiked on recent earnings, so he would wait for a pullback on that one.
Kim Bolton

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Price
$241.070
Owned
Unknown
TOP PICK
TOP PICK
July 22, 2019
He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)
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He's been in and out of this for five years. They dominate the cybersecurity space. True, their 40x PE is high, but their peers are even higher. PAWN is fairly valued. Earlier this year they struggled as they transitioned from licenses to subscriptions, but they will snap back. (Analysts’ price target is $269.44)
HOLD
HOLD
October 10, 2018

He loves the cyber-security theme. Earnings growth is projected in the 20-25% range. A high-quality name in the space, but trading at 20-40 times earnings. Be cautious.

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He loves the cyber-security theme. Earnings growth is projected in the 20-25% range. A high-quality name in the space, but trading at 20-40 times earnings. Be cautious.

BUY
BUY
January 25, 2018

Cyberspace sector? This is a long-term growth area, because Cyber Security is not going to get better, it is just going to get worse. This is a name that is very pure in this particular space. Trades at about 44X earnings on a forward basis with a 23% long-term growth rate. Not really cheap, but you are paying about 1.9X PEG in an area that is very, very important.

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Cyberspace sector? This is a long-term growth area, because Cyber Security is not going to get better, it is just going to get worse. This is a name that is very pure in this particular space. Trades at about 44X earnings on a forward basis with a 23% long-term growth rate. Not really cheap, but you are paying about 1.9X PEG in an area that is very, very important.

Stan Wong

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Price
$157.280
Owned
Unknown
TOP PICK
TOP PICK
October 30, 2017

They have grown 50% a year. Last year they had an execution issue and dropped their guidance. He found they were growing too aggressively and it was irritating customers. People didn’t understand this was the problem. Over the last two quarters they have been beating expectations. They are at 20% free cash flow growth now. (Analysts’ target: $165.00).

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They have grown 50% a year. Last year they had an execution issue and dropped their guidance. He found they were growing too aggressively and it was irritating customers. People didn’t understand this was the problem. Over the last two quarters they have been beating expectations. They are at 20% free cash flow growth now. (Analysts’ target: $165.00).

SELL
SELL
November 22, 2016

Has owned this in the past. In technology, semiconductors are absolutely leading the way, or you could hold the XSD ETF which holds the basket of semiconductors. He also likes Cloud. Security has been difficult recently and has been underperforming. Given the break in the stock, he would avoid it.

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Palo Alto Networks (PANW-N)
November 22, 2016

Has owned this in the past. In technology, semiconductors are absolutely leading the way, or you could hold the XSD ETF which holds the basket of semiconductors. He also likes Cloud. Security has been difficult recently and has been underperforming. Given the break in the stock, he would avoid it.

PAST TOP PICK
PAST TOP PICK
November 18, 2016

(A Top Pick Oct 29/15. Up 2.18%.) Got out of this a little while ago. Longer-term, he thinks it is pretty decent. It is in the computer security business, and they are one of the highest growth companies in that space. A good long term name that he will consider entering again at some time.

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Palo Alto Networks (PANW-N)
November 18, 2016

(A Top Pick Oct 29/15. Up 2.18%.) Got out of this a little while ago. Longer-term, he thinks it is pretty decent. It is in the computer security business, and they are one of the highest growth companies in that space. A good long term name that he will consider entering again at some time.

SELL
SELL
April 19, 2016

Security software came under pressure in December. They were higher multiple stocks, so were a little more expensive. Feels the long-term picture for security is very, very good, but thinks that what is happening in the near term is that many of the sectors that are benefiting in this market are sectors that are a little bit more economically sensitive. The stock broke down at about $168, and is now trading at $140. He would need to see the price start to behave better, relative to the market. He would move on and look at other sectors.

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Security software came under pressure in December. They were higher multiple stocks, so were a little more expensive. Feels the long-term picture for security is very, very good, but thinks that what is happening in the near term is that many of the sectors that are benefiting in this market are sectors that are a little bit more economically sensitive. The stock broke down at about $168, and is now trading at $140. He would need to see the price start to behave better, relative to the market. He would move on and look at other sectors.

COMMENT
COMMENT
February 24, 2016

Likes the name. Security is going to be a problem that is not going to disappear anytime soon in terms of corporations, governments, etc. Has owned it in the past. Volatile because it has a PE of 72-73 on a forward basis. However, it does have a 35%+ growth metric attached to it. If markets start to worry about its growth, it is going to come down, and obviously the PE is going to come down quite a bit. A higher octane type of name, but over time it will do fine.

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Palo Alto Networks (PANW-N)
February 24, 2016

Likes the name. Security is going to be a problem that is not going to disappear anytime soon in terms of corporations, governments, etc. Has owned it in the past. Volatile because it has a PE of 72-73 on a forward basis. However, it does have a 35%+ growth metric attached to it. If markets start to worry about its growth, it is going to come down, and obviously the PE is going to come down quite a bit. A higher octane type of name, but over time it will do fine.

COMMENT
COMMENT
January 14, 2016

Cyber Security problems are not going to go away, but is probably going to get much worse, whether it involves governments, large corporations, banks or terrorism. This space will continue to be strong. This company happens to be one of the stronger or higher growth type of names in the area. Growing at well over 40% on a long-term growth basis. On this kind of name, you are going to want to trade or hold for a long-term. Trading just below its 200 day moving average.

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Cyber Security problems are not going to go away, but is probably going to get much worse, whether it involves governments, large corporations, banks or terrorism. This space will continue to be strong. This company happens to be one of the stronger or higher growth type of names in the area. Growing at well over 40% on a long-term growth basis. On this kind of name, you are going to want to trade or hold for a long-term. Trading just below its 200 day moving average.

TOP PICK
TOP PICK
October 29, 2015

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.

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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.

DON'T BUY
DON'T BUY
October 26, 2015

His model price is $45.18. It is coming back to 159.20 and the fundamental value is $45.18. If it goes to $148.48 he would be a seller. It looks like it is coming back to support at EBV +9. $202 is the street consensus, 29% upside.

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His model price is $45.18. It is coming back to 159.20 and the fundamental value is $45.18. If it goes to $148.48 he would be a seller. It looks like it is coming back to support at EBV +9. $202 is the street consensus, 29% upside.

COMMENT
COMMENT
September 17, 2015

A Canadian cyber security stock or ETF? He doesn’t know of any Canadian companies, and rather than using an ETF he would prefer an individual company like this one. ETF’s are going to include some names that are not necessarily 100% into cyber security. This is one that he is looking at very seriously. (See Top Picks.)

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Palo Alto Networks (PANW-N)
September 17, 2015

A Canadian cyber security stock or ETF? He doesn’t know of any Canadian companies, and rather than using an ETF he would prefer an individual company like this one. ETF’s are going to include some names that are not necessarily 100% into cyber security. This is one that he is looking at very seriously. (See Top Picks.)

BUY WEAKNESS
BUY WEAKNESS
August 13, 2015

He has used it as a top pick. It is in the very timely network security area. Companies are having to spend a lot of money to protect their networks. They continue to grow their earnings. There is risk in a stock like this. Seasonally it is coming into a tough period. Technically it is fine, but there are some cracks in this market that are concerning him. You may choose to buy it cheaper in the fall.

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He has used it as a top pick. It is in the very timely network security area. Companies are having to spend a lot of money to protect their networks. They continue to grow their earnings. There is risk in a stock like this. Seasonally it is coming into a tough period. Technically it is fine, but there are some cracks in this market that are concerning him. You may choose to buy it cheaper in the fall.

BUY
BUY
March 10, 2015

Security is a very important theme in the market. There are a couple of themes that have big tailwinds right now. Certainly the Internet of things, i.e., connected devices to the Internet, which means it is a great thing for semiconductor and software companies. The big issue that a lot of companies have right now is security risk, which is an a bull market right now. Companies that can help mitigate that are doing really well. This company appears to be the winner in this space. Their most recent quarter had 55% revenue growth and beat the estimate by about 12%. They are seeing consistent increases in the estimates coming from analysts. It is expensive, but he feels the analysts are being too conservative with their estimates of earnings and revenue growth.

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Security is a very important theme in the market. There are a couple of themes that have big tailwinds right now. Certainly the Internet of things, i.e., connected devices to the Internet, which means it is a great thing for semiconductor and software companies. The big issue that a lot of companies have right now is security risk, which is an a bull market right now. Companies that can help mitigate that are doing really well. This company appears to be the winner in this space. Their most recent quarter had 55% revenue growth and beat the estimate by about 12%. They are seeing consistent increases in the estimates coming from analysts. It is expensive, but he feels the analysts are being too conservative with their estimates of earnings and revenue growth.

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