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
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ
PANW Palo Alto Netwo... (Technology)

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 3,431 shares at 380.130USD 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
  • Valens Research
PANW Palo Alto Netwo... (Technology)

PANW - Embedded Expectations Analysis - 2021 06 28

Palo Alto Networks, Inc. (PANW:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 66.6x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about growth rates, their cloud security platforms, and the XSOAR product Specifically, management may have concerns about the deal sizes for XSOAR, the proportion of customers buying multiple cloud platforms, and low annualized recurring revenue from cloud-delivered security services. In addition, they may lack confidence in their ability...

Pierre FerraguÊ
  • Pierre FerraguÊ

ResearchPool Subscriptions

Get the most out of your insights

Get in touch