Palo Alto Networks (NYSE:PANW)

CAPS Rating: 3 out of 5

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Member Avatar whulling (< 20) Submitted: 9/1/2015 9:56:05 AM : Outperform Start Price: $163.58 PANW Score: -2.02

Under valued going into 4Q2015 earnings later this month. Revenue is likely to be within guidance, but likely below consensus. More importantly, Estimates for billings continue to climb at rapid rates, and subscriptions are soaring. Penetration for Wildfire on paying subscribers is at 25% today, two years ago it was under 5%. And they are rumored to be releasing a 6th subscription offering prior to the end of calendar 2015. PANW is adding an estimated 1,500 (new) subscribers every quarter which screams massive growth. New offerings are likely to increase this trend.

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Member Avatar optioncoach (91.06) Submitted: 8/24/2015 4:20:12 PM : Outperform Start Price: $160.81 PANW Score: +0.65

Buying for the bounce.

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Member Avatar 1russianguy (84.36) Submitted: 8/21/2015 3:20:30 PM : Outperform Start Price: $158.00 PANW Score: +4.14

Playing for a bounce from a correction.

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Member Avatar NHWeston102 (< 20) Submitted: 8/20/2015 9:33:54 AM : Outperform Start Price: $170.57 PANW Score: +0.54

The more the hackin', the more PANW gets backin'. They seem also to have a leg up on FEYE but not sure why.

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Member Avatar motto1628 (43.74) Submitted: 8/5/2015 3:17:57 PM : Outperform Start Price: $190.17 PANW Score: -7.81

comparable to FEYE

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Member Avatar Chopperlicious (40.58) Submitted: 7/10/2015 10:28:55 PM : Outperform Start Price: $182.90 PANW Score: -5.02

A cyber security powerhouse.

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Member Avatar horsefeathers (< 20) Submitted: 5/21/2015 2:25:02 PM : Outperform Start Price: $159.91 PANW Score: +9.71

GROWTH MARKET

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Member Avatar BoughtByBulls (67.79) Submitted: 5/10/2015 2:42:10 PM : Outperform Start Price: $151.24 PANW Score: +14.67

Love the cyber-security sector. I believe the market leader is Palo Alto NetWorks. Also a movment I am very proud to support while everyones personal information should be protected from hackers.

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Member Avatar nakrak (< 20) Submitted: 3/16/2015 3:10:44 PM : Outperform Start Price: $143.58 PANW Score: +19.02

Leader in ongoing "hacking" solutions from other countries

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Member Avatar tj99 (93.95) Submitted: 3/5/2015 11:23:38 AM : Outperform Start Price: $144.00 PANW Score: +19.51

PANW seems to be considered the best of this industry, and reputation will matter more in cybersecurity than many other businesses. Seems to be broader-based/more established than FEYE, so I choose Palo Alto first.

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Member Avatar Hopel3ss (85.69) Submitted: 3/3/2015 12:25:41 AM : Outperform Start Price: $142.17 PANW Score: +21.46

Security

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Member Avatar Oberhofnarr (< 20) Submitted: 2/12/2015 4:02:16 AM : Outperform Start Price: $134.52 PANW Score: +26.35

- Internet security is a market growing.
- Products seem to be better than that from competitors

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Member Avatar balcobulls (33.67) Submitted: 2/11/2015 9:35:54 PM : Outperform Start Price: $134.52 PANW Score: +26.35

Enjoy this one.....will be the Tesla of cyber security....enjoy the ride

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Member Avatar Turbofish (62.29) Submitted: 12/5/2014 11:49:24 AM : Outperform Start Price: $112.62 PANW Score: +48.10

Security becoming omnipresent with networking reliance

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Member Avatar My535 (42.02) Submitted: 9/17/2014 12:07:36 PM : Outperform Start Price: $99.12 PANW Score: +65.93

Internet security is becoming a survival requirement

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Member Avatar IcarusKid (< 20) Submitted: 9/11/2014 6:53:40 AM : Outperform Start Price: $98.22 PANW Score: +66.79

I work for a ICT security integrator based in Belgium. I'm selling Palo Alto Network firewalls since 5 years now. They're still topdog in their game, pushing CheckPoint and Fortinet to the side line. They're still wildly perceived as the best a company could get in terms of firewalling. They're investing alot in new malware threats (e.g. WildFire,..) and the Cyvera buy is looking promising. To put it in RB's terms: Palo Alto Networks is truly a top dog performer and ,for the moment, is their to stay.

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Member Avatar moonlightsail (22.15) Submitted: 9/2/2014 9:59:15 AM : Outperform Start Price: $87.99 PANW Score: +86.64

cyber security

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Member Avatar atlas1701 (69.43) Submitted: 8/13/2014 4:17:30 PM : Outperform Start Price: $83.37 PANW Score: +95.07

Cyvera purchase is very interesting. I think PANW will soon be the largest name in cyber security by providing a holistic, integrated solution between endpoint and network.

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Member Avatar paek813 (99.71) Submitted: 2/24/2014 4:04:55 PM : Outperform Start Price: $55.46 PANW Score: +159.61

PANW posts $0.10 vs. $0.05 Q2 EPS on 46% revenue rise.

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Member Avatar RMFS (< 20) Submitted: 2/1/2014 12:10:45 PM : Outperform Start Price: $58.92 PANW Score: +164.20

Need and unique differentiation

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