Palo Alto Networks (NYSE:PANW)

CAPS Rating: 3 out of 5

Results 1 - 12 of 12

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Member Avatar OklaBoston (69.28) Submitted: 11/24/2014 2:12:30 PM : Underperform Start Price: $112.42 PANW Score: -7.06

Earnings report due today will have to significantly beat forecasts to keep this in an uptrend.

I would pay no more than $14 for it.

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Member Avatar My535 (48.44) Submitted: 9/17/2014 12:07:36 PM : Outperform Start Price: $99.12 PANW Score: +18.14

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: +18.59

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 (< 20) Submitted: 9/2/2014 9:59:15 AM : Outperform Start Price: $87.99 PANW Score: +33.57

cyber security

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Member Avatar atlas1701 (71.47) Submitted: 8/13/2014 4:17:30 PM : Outperform Start Price: $83.37 PANW Score: +39.28

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 TSIF (99.96) Submitted: 5/31/2014 5:50:45 PM : Underperform Start Price: $76.73 PANW Score: -48.90

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.

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Member Avatar paek813 (99.68) Submitted: 2/24/2014 4:04:55 PM : Outperform Start Price: $55.46 PANW Score: +76.77

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

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Member Avatar Augster77 (< 20) Submitted: 2/7/2014 1:13:43 AM : Outperform Start Price: $67.13 PANW Score: +63.20

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

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Member Avatar RMFS (< 20) Submitted: 2/1/2014 12:10:45 PM : Outperform Start Price: $58.92 PANW Score: +87.07

Need and unique differentiation

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Member Avatar TMFTypeoh (82.25) Submitted: 11/18/2013 1:49:22 PM : Outperform Start Price: $45.29 PANW Score: +151.04

Leading in an important space.

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Member Avatar taobabe (< 20) Submitted: 11/11/2013 4:20:19 PM : Outperform Start Price: $41.87 PANW Score: +170.68

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.

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Member Avatar robepete (66.50) Submitted: 9/25/2012 6:10:17 PM : Outperform Start Price: $63.97 PANW Score: +44.40

Large competitors are still catching up so they will win market share

Results 1 - 12 of 12

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