Palo Alto Networks

Palo Alto Networks provides a platform that allows enterprises, service providers, and government entities to secure their organizations. The company's platform uses a traffic classification engine that identifies network traffic by application, user, and content and provides security across the network, endpoint, and cloud. The company's product, subscription, and support offerings include: firewall appliances and software; and Panorama, which is a centralized security management solution for global control of various firewall appliances and software deployed on an end-customer's network as well as in their instances in public or private cloud environments as a virtual appliance or a physical appliance.
  • TickerPANW
  • ISINUS6974351057
  • ExchangeNew York Stock Exchange
  • SectorSoftware & Computer Services
  • CountryUnited States

Analysts

Keith Snyder

Palo Alto Networks, Inc.

Valens Research

PANW - Embedded Expectations Analysis - 2020 04 01

 Palo Alto Networks, Inc. (PANW:USA) currently trades above peer averages relative to UAFRS-based (Uniform) earnings, with a 30.5x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm, but management is confident about their capital allocation strategy, branding, and XSOAR  Specifically, management is confident that the proposed ASR represents the capital allocation strategy that returns value to shareholders, while allowing them sufficient flexibility to achieve their goal. Moreover, they are confident about the new Palo Alto Networks branding and ab...

ValuEngine Rating and Forecast Report for PANW

ValuEngine Rating and Forecast Report for PANW

Keith Snyder

Palo Alto Networks, Inc.

ValuEngine Rating and Forecast Report for PANW

ValuEngine Rating and Forecast Report for PANW

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: Sector Synopsis

STRATEGY: Up and to the Right In our September Macro Vision strategy, we suggested shifting towards value oriented names, which continue to outperform growth. We also believed breadth would improve followed by likely new highs and if the cyclicals could bottom it would reflect optimism that a recession has been shelved. In hindsight, there have been improvements in many of the cyclical Sectors (Manufacturing, Transportation, and Basic Materials) and a move away from defensive areas of the market (Services, Consumer Staples, and Utilities). Historically rotations such as this provide a favorab...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: U.S. Equity Strategy

The last several months have been that of digestion and consolidation. While Sector and group leadership have taken a back seat to stock selection, rotations still seem to be the norm. We have on a number of occasions indicated that the current rotations are reminiscent of the rotations of 1994. Bill Clinton was President and in that year the Republicans had swept the house under their “Contract with America”. Clinton had imposed tariffs on steel imports late in 1993 and with the onslaught of foreign competition, the administration also pushed for punitive tariffs on Japanese autos and auto...

GMR Weekly Notes - Week of 4 June 2018

Markets this Week: Stocks: Netflix (NFLX); Amazon (AMZN); Alphabet (GOOG); Petrobras (PBR); Palo Alto Networks (PANW); Twitter (TWTR) Forex: DXY; CADJPY; USDCNH Rates: Italy 10s (GBTPGR10); Bunds (GDBR10) Commodities: WTI Crude (CL1)

Palo Alto Networks Inc: 1 director sold

A director at Palo Alto Networks Inc sold 12,000 shares at 183.907USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names...

Valens Research

PANW - Embedded Expectations Analysis - 2020 04 01

 Palo Alto Networks, Inc. (PANW:USA) currently trades above peer averages relative to UAFRS-based (Uniform) earnings, with a 30.5x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm, but management is confident about their capital allocation strategy, branding, and XSOAR  Specifically, management is confident that the proposed ASR represents the capital allocation strategy that returns value to shareholders, while allowing them sufficient flexibility to achieve their goal. Moreover, they are confident about the new Palo Alto Networks branding and ab...

Keith Snyder

Palo Alto Networks, Inc.

Keith Snyder

Palo Alto Networks, Inc.

Keith Snyder

Palo Alto Networks, Inc.

Keith Snyder

Palo Alto Networks, Inc.

The 'Trap-Door'' and Other Formations; Stocks Point Lower Into Dec (GMR Weekly Notes - 26 Nov 2018)

Markets This Week: Stocks: S&P500 (SPX); DJIA (INDU); Financial Sector ETF (XLF); Goldman Sachs (GS); Dish Network (DISH); Palo Alto Networks (PANW); Microsoft (MSFT); AstraZeneca (AZN) Forex: Dollar Index (DXY); USDCNH; USDBRL Rates: 2s/5s/10s Fly (BF0205010); 5s/30s

GMR Weekly Notes - 3 September 2018

Markets This Week: Stocks: Russell 2000 (RUT); Apple (AAPL); Palo Alto Networks (PANW); General Electric (GE); Walmart (WMT); InterActiveCorp (IAC) Forex: EURCHF; USDCNH; USDINR Rates: BF020510; BTPs (GBTPGR10); 5s/30s.

Keith Snyder

Palo Alto Networks, Inc.

ValuEngine Rating and Forecast Report for PANW

ValuEngine Rating and Forecast Report for PANW

ValuEngine Rating and Forecast Report for PANW

ValuEngine Rating and Forecast Report for PANW

Keith Snyder

Palo Alto Networks, Inc.

ValuEngine Rating and Forecast Report for PANW

ValuEngine Rating and Forecast Report for PANW

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