+ Watch PANW
on My Watchlist
Palo Alto Networks is showing good YoY growth, but is still "cheating" in regard to the market's treatment of it'[s lofty P/E. I'm willing to value good growth forward and Palo Alto Networks is in a key market, network security, that is getting a great deal of "free press" from the rash of successful hacking. However, part of the 9% jump Palo Alto saw on their $0.11 EPS QoQ was from a patent infringement case that resulted in a lower fine than most thought they would receive. Settling when you're "guilty' and getting it behind you is good news, but it still leaves you with egg on your face after the CEO boldly predicted they would not be found guilty and leaves you scarce cash shorter, although part of the $175M is in stock and warrant... "$75 million in cash, $70 million in shares of common stock, and a warrant to purchase roughly $30 million of common stock." I don't see rival Juniper Networks being to quick to hold onto the stock and warrants, but overall, it's not a lot of stock in the scheme of things and both can use the disputed patents.While the markets may be willing to give Palo Alto a 10X P/S and a 122 P/E, they will have to stay hyper performing to keep it. Overall, that is a little too "Alto" for me.Short term market retrace.
PANW posts $0.10 vs. $0.05 Q2 EPS on 46% revenue rise.
Earnings out 2/24, but I can't wait. If they have a blowout quarter, I don't want to be left holding the bag.
This is one of the hottest companies in an evergrowing hot market. With off of the databbreeches with Target the highest profiled, coroportation are seeing just how important a real firewall is. Growth has been off the charts over the last year or 2. Huge rate of employment opportunities shows they anticipate growth to continue and probably even accelerate, I'm very excited to have been long here since Dec 16, 2013, and plan on holding this for a long time. Very small field of marketable companies. With ligition now going in favor of PANW, maybe a big boy will scoop up this one. I got my money on hypergrowth and possiblility of even a buyout as gravy. FYI, I'm also heavily invested in CHKP in this same sector
Need and unique differentiation
Leading in an important space.
Even as the internet gets progressively more dangerous to traverse, the number of computer users continue to increase exponentially. Add to this, the explosion of smart phones and phablets in the hands of billions of people, and suddenly the need for better, easier to manage firewalls become irrefutable.
Large competitors are still catching up so they will win market share
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