Palo Alto Networks

PANW-N

NYSE:PANW

242.34
4.02 (1.63%)
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
STRONG BUY
STRONG BUY
September 18, 2020
The CEO has vision and the company has gotten big into cloud computing and acquisitions (https://finance.yahoo.com/news/palo-alto-networks-completes-acquisition-200500673.html). He'd make this a 5% position.
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Palo Alto Networks (PANW-N)
September 18, 2020
The CEO has vision and the company has gotten big into cloud computing and acquisitions (https://finance.yahoo.com/news/palo-alto-networks-completes-acquisition-200500673.html). He'd make this a 5% position.
PAST TOP PICK
PAST TOP PICK
September 3, 2020
(A Top Pick Aug 06/20, Down 5.29%)Stockchase Research Editor: Michael O'Reilly We are following recommending to cover any holding in PANW as we have breached the $250 stop-loss threshold we set. Market conditions are changing and we are choosing to remain disciplined and seek opportunities elsewhere.
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Palo Alto Networks (PANW-N)
September 3, 2020
(A Top Pick Aug 06/20, Down 5.29%)Stockchase Research Editor: Michael O'Reilly We are following recommending to cover any holding in PANW as we have breached the $250 stop-loss threshold we set. Market conditions are changing and we are choosing to remain disciplined and seek opportunities elsewhere.
TOP PICK
TOP PICK
August 6, 2020
Stockchase Research Editor: Michael O'Reilly PANW is well positioned as a leader in cyber-security and the trend towards work-from-home is adding more reason to see additional follow through. An analyst at BTIG just upgraded their view on the stock to a target of $313 -- upside of over 18% -- on the back of growing success in federal contract deals. This is after Q3 earnings showed a 35% increase in EPS and sales increasing by over 35% for the past five consecutive years. The stock just broke out of key resistance at $250, which creates good upward momentum. We would trade this using the $250 level as key support. Yield 0%
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Stockchase Research Editor: Michael O'Reilly PANW is well positioned as a leader in cyber-security and the trend towards work-from-home is adding more reason to see additional follow through. An analyst at BTIG just upgraded their view on the stock to a target of $313 -- upside of over 18% -- on the back of growing success in federal contract deals. This is after Q3 earnings showed a 35% increase in EPS and sales increasing by over 35% for the past five consecutive years. The stock just broke out of key resistance at $250, which creates good upward momentum. We would trade this using the $250 level as key support. Yield 0%
PAST TOP PICK
PAST TOP PICK
July 15, 2020
(A Top Pick Jul 22/19, Up 10%) It is the largest network cyber-security player. It may not be as nimble as some others. His price target is $260, so he will continue to hold it.
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(A Top Pick Jul 22/19, Up 10%) It is the largest network cyber-security player. It may not be as nimble as some others. His price target is $260, so he will continue to hold it.
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.
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.

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.

Showing 1 to 15 of 21 entries

Palo Alto Networks(PANW-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Palo Alto Networks is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Palo Alto Networks(PANW-N) Frequently Asked Questions

What is Palo Alto Networks stock symbol?

Palo Alto Networks is a American stock, trading under the symbol PANW-N on the New York Stock Exchange (PANW). It is usually referred to as NYSE:PANW or PANW-N

Is Palo Alto Networks a buy or a sell?

In the last year, 3 stock analysts published opinions about PANW-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is STRONG BUY. Read the latest stock experts' ratings for Palo Alto Networks.

Is Palo Alto Networks a good investment or a top pick?

Palo Alto Networks was recommended as a Top Pick by Jim Cramer - Mad Money on 2020-09-18. Read the latest stock experts ratings for Palo Alto Networks.

Why is Palo Alto Networks stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Palo Alto Networks worth watching?

3 stock analysts on Stockchase covered Palo Alto Networks In the last year. It is a trending stock that is worth watching.

What is Palo Alto Networks stock price?

On 2020-10-19, Palo Alto Networks (PANW-N) stock closed at a price of $242.34.