Get started
PALO ALTO NETWORKS INC COM USD0.0001PALO ALTO NETWORKS INC COM USD0.0001PALO ALTO NETWORKS INC COM USD0.0001

PALO ALTO NETWORKS INC COM USD0.0001

No trades
See on Supercharts
Overview Financials News
Ideas
Discussions Technicals Forecast Seasonals Bonds

0KF5 trade ideas

$PANW PT; $600 (More Cyber Attacks Inbound?!) #WhiteBoySummerpt2Eyes notate 3 instances of "Scuffed" "W" Double Bottoms ---> Into New #ATHs 116 Billion valuation , 250 Billion 1/4 T that crazy nowadays? Pelosi on board... People thought my old NVDA targets were wild (pre-split)... She was on board their too... We all have our confirmation signals, this at new ATHs is chaseable/rideable for a few weeks... QQQ island bottom SPY V recoVery , JPow per usual the day heading into ATH gap down... JPow = The Architect haha The Architect of #WhiteBoySummerpt2.0 IN PROGRESS
NASDAQ:PANWLong
by Prophecies_R_Us
Can Palo Alto Networks Sustain Its Cybersecurity Dominance?Palo Alto Networks has cemented its status as a cornerstone in the cybersecurity industry with a stellar Q4 performance. Their ability to not only meet but exceed expectations, coupled with a strategic pivot towards platformization, positions the company at the forefront of a rapidly evolving landscape. The company's financial results are a testament to its operational efficiency and strategic acumen. The impressive growth in Next-Generation Security ARR underscores the market's confidence in Palo Alto Networks' ability to deliver innovative and effective security solutions. This, combined with the company's strong balance sheet and cash flow generation, provides a solid foundation for future growth. However, the cybersecurity arena is characterized by constant evolution, with emerging threats and technological advancements demanding continuous adaptation. Palo Alto Networks will need to maintain its focus on research and development, while also expanding its market reach to sustain its leadership position. The company's success in navigating these challenges will be crucial in determining its long-term trajectory. Investors will be keen to monitor Palo Alto Networks' ability to execute its platformization strategy and expand its customer base. Additionally, the company's financial performance against the backdrop of a potentially slowing economy will be a key indicator of its resilience. Ultimately, Palo Alto Networks' capacity to innovate, adapt, and deliver exceptional value to its customers will be instrumental in shaping its future success.
NASDAQ:PANWLong
by signalmastermind
Palo Alto Networks (PANW) Delivers Strong Q4 EarningsPalo Alto Networks (NYSE: NASDAQ:PANW ) recently reported its fiscal fourth-quarter earnings for 2024, surpassing Wall Street expectations and reinforcing its position as a leader in the cybersecurity sector. The company's robust performance, driven by strategic platform expansion and continued innovation, has not only pleased investors but also sent a positive signal to the market about its long-term growth prospects. Here, we explore the earnings report's highlights, its technical implications, and what it means for investors moving forward. Earnings Highlights: Strong Performance Across the Board In its Q4 2024 report, Palo Alto Networks (NYSE: NASDAQ:PANW ) recorded a revenue of $2.18 billion, marking a 12% year-over-year increase. This growth slightly exceeded analysts' projections and was a testament to the company’s "strong execution" of its platformization strategy, as noted by CEO Nikesh Arora. The company’s net income also surged to $357.7 million, or $1.01 per share, surpassing analysts' estimates and reflecting the effectiveness of its business model. For the full fiscal year 2024, Palo Alto Networks (NYSE: NASDAQ:PANW ) reported $8.03 billion in revenue and $2.58 billion in net income, both figures exceeding market expectations. This strong performance underscores the company’s ability to scale its operations and maintain profitability in a competitive and evolving industry. Platformization Strategy: A Game-Changer Palo Alto Networks' platformization strategy has been a critical factor in its recent success. The company has consolidated its cybersecurity services into a unified platform, offering clients a comprehensive suite of tools to protect against a wide array of digital threats. This strategy not only simplifies cybersecurity for its customers but also positions Palo Alto as a one-stop shop in an increasingly complex market. The shift towards a platform-based approach has allowed Palo Alto to bundle its offerings, improving customer retention and expanding its market share. CEO Nikesh Arora highlighted that the company is focused on scaling its Next-Generation Security business, which includes cloud security suite Prisma and the AI-powered Cortex portfolio. This focus is expected to drive continued growth and innovation as Palo Alto heads into fiscal 2025. Technical Analysis: A Closer Look at PANW Stock From a technical perspective, NASDAQ:PANW stock has shown impressive strength throughout 2024, gaining over 16% year-to-date. After the earnings release, the stock saw a modest 1.9% increase in after-hours trading, reaching $349.90. During regular trading hours on the day of the earnings announcement, the stock climbed 2.8% to $343.36, signaling investor confidence in the company’s future. As of the time of writing, Palo Alto Networks ( NASDAQ:PANW ) stock is up 2.57% in Tuesday's premarket trading. Key Technical Indicators: 1. Moving Averages: NASDAQ:PANW stock is trading above its 50-day and 200-day moving averages, which are critical levels for gauging the overall trend. The stock’s position above these averages indicates a strong upward trend, suggesting that investors remain bullish on Palo Alto's prospects. 2. Relative Strength Index (RSI): The RSI for NASDAQ:PANW stock currently sits around 59 as of yesterday's market close, which is below the overbought threshold of 70. This suggests that while the stock has gained significantly, it still has room to run before reaching overbought conditions, indicating potential for further upside. 3. Volume: Trading volume following the earnings announcement was higher than average, reflecting strong market interest and reinforcing the stock’s bullish momentum. 4. Support and Resistance Levels: The stock has established a solid support level around $320, while resistance is observed near $355. A breakout above the resistance level could signal a new leg up, potentially pushing the stock towards new highs. Future Outlook: Guidance and Strategic Focus Looking ahead, Palo Alto Networks (PANW) has provided optimistic guidance for fiscal 2025, projecting revenue in the range of $9.1 billion to $9.15 billion. The company’s focus on expanding its cloud-based security offerings and driving innovation through its platformization strategy positions it well to capitalize on the growing demand for cybersecurity solutions. Additionally, Palo Alto Networks ( NASDAQ:PANW ) has announced a $500 million share buyback program, which is likely to support the stock price and provide additional value to shareholders. This move, combined with the company’s strong fundamentals and strategic focus, suggests that PANW stock remains an attractive investment for those seeking exposure to the cybersecurity sector. Conclusion: Is PANW a Buy? Palo Alto Networks ( NASDAQ:PANW ) has demonstrated strong financial performance and strategic execution, making it a compelling investment in the cybersecurity space. The company’s technical indicators also support a bullish outlook, with the stock poised for potential gains in the near term. Investors should consider Palo Alto’s robust growth prospects, strategic focus, and technical strength when evaluating whether to add PANW to their portfolios. As with any investment, it’s essential to keep an eye on market conditions and the broader economic landscape, but Palo Alto Networks’ solid fundamentals and strong technical profile make it a stock worth watching in the coming quarters.
NASDAQ:PANWLong
by DEXWireNews
8/19/24 - $panw - r/r ambiguous at $334, sidelines into print8/19/24 :: VROCKSTAR :: NASDAQ:PANW r/r ambiguous at $334, sidelines into print - i think among the cyber names this one is the bluest of chips (notably after NASDAQ:CRWD had it's "snafu" - though i think there's more here than meets the eye and i've written about it) - 3.5% cash gen (half of that is stock comp - but gets a pass b/c the company/ leadership and stock price are up to the right). this number is better than cash yields given growth. - let's look at the expected EPS growth beyond just 24 vs 23 (because this year is over as far as how wallstreet looks at things), so 25/24 and 26/25... low teens growth. this is hardly "great" and i think part of what informs my sidelines. if it were even high teens or better 20s, i'd say "scarce and growth good enough". but what's weird here is that a beat probably raises the '24 # and to a slightly lesser extent '25 and '26 which further grow multiples on stock and looks more expensive. - on the other hand, a miss and this thing looks like it trades at 60x this year and 54x '25... which isn't cheap for these EPS growth rates in the outer years we're referring to. - so ambiguious b/c this asset for all intents and purposes *should* continue to trend higher. but the valuation requires a sizeable beat to maintain it's upward trajectory. the chart has a nice gap to fill higher in the $360s which is den in play (that's 10% higher, nothing to scoff at). on the other hand, a miss probably does a similar move. if something's truly broken or we we get a weird guide, maybe 15% off. I have a hard time understanding why this thing sells off 20%. so the risk is pretty balanced. for that reason, i typically don't like to take shots. put a gun to my head... stock is up on earnings. but it's a 6/10 conviction guess and i typically just watch these from the sidelines and act ex post. lmk if you see it differently. V
NASDAQ:PANW
by VROCKSTAR
1
Palo Alto (PANW): A Golden Pocket OpportunityPalo Alto's chart is looking particularly promising in a market where many stocks seem to be constantly soaring. These defined ranges present a strong trading opportunity, which we're closely monitoring. It appears that Palo Alto has completed its Wave (3) and is now in the midst of Wave (4). We anticipate that Wave (4) will conclude within the 38.2% to 61.8% Fibonacci retracement levels, providing a potential entry point. The golden pocket around the 61.8% level is particularly intriguing, though we haven't highlighted the 50% retracement as it doesn’t align with key support levels. We see two potential scenarios for Palo Alto: a correction to the 38.2% level, meeting the support zone around $249, or a deeper retracement into the broader support area and golden pocket between $191 and $160. If we take a long position at the first support zone, we would likely move the stop loss quickly to secure the position, with plans to add to our position if the price drops further into the lower support range. For now, we're waiting on the sidelines, keeping a close watch on the upcoming earnings call. If it brings any significant news, we’ll outline our strategy for PANW.
NASDAQ:PANW
by freeguy_by_wmc
PANW IdeaThere was some hype about this stock after the news of Nancy Pelosi getting in on the action in the options market after the infamous slam dunk on the NVDIA stock, so I decided to russell up a little exotic background for the future that might come. As you can see I don't envision a highly bullish path for this one on the longer run, it could get bumpy, but this is good news, as swings can be traded with the right pivots. Considering the background and the hype, it is possible that after any drop, the herd will dive in hoping to buy the dip. Hence, swings and bounces, even though I have a high rectangle lurking above signifying resistance. All elements in the snapshot are potential support and resistance while the curves might highlight bigger forces at play that can influence the price. If these elements are broken, the picture changes. I decided to post now because I like the setup at the green rectangle I developed right after the news of the Pelosi bet (several days ago). Since then I have been watching this stock and was wondering what will actually happen in this murky water of cybersecurity, which is a sector I am highly bullish biased on for several reasons. Happy hunting. Hope it will be as successful as the Pin Ball on Apple. That one has already 4 or 5 bounces from shapes.
NASDAQ:PANW
by UnknownUnicorn903284
7
PANW Breaks Out! Chart Analysis and Trade SetupThe current situation at the company Palo Alto Networks reported robust financial results, with total revenue hitting $1.98 billion, a solid 15% year-over-year increase. Their Next-Generation Security (NGS) Annual Recurring Revenue (ARR) soared to approximately $4 billion, up 47% from the previous year. These numbers underscore Palo Alto Networks' strong positioning in the cybersecurity market, fueled by increasing demand for advanced security solutions. These results highlight PANW 0.79%↑, a solid position in the cybersecurity sector amidst increasing demand for advanced security solutions. Strategically, Palo Alto Networks made significant moves, including a $500 million deal with IBM to acquire QRadar assets. This acquisition not only expands their cybersecurity offerings but also strengthens their market presence. However, the impact on revenue from this acquisition is expected to be modest for FY 2025 due to deferred revenue recognition, showcasing a careful approach to integration and financial management. Financially, PANW improved its operating margins by 200 basis points compared to last year, with operating income growing by 25%. Despite these gains, the company anticipates a slight dip in non-GAAP EPS for Q4 FY 2024, projecting earnings in the range of $1.40 to $1.42, a decrease of 1% to 3% year-over-year. Looking ahead, I remain optimistic about the rest of FY 2024. With continued growth expected in billings, revenue, and next-generation security ARR, the company is well-positioned to capitalize on the increasing demand for cybersecurity solutions worldwide. PANW recently exhibited a classic cup-and-handle pattern, suggesting strong potential for bullish momentum. Since the end of June, the stock entered a consolidation phase, following the breakout of the handle. During this period, trading volume decreased, typical for such formations, signaling potential accumulation by institutional investors. The breakout above the handle's high at $326 was accompanied by increased trading volume, confirming the bullish continuation. PANW swiftly surged past previous highs, to further validate the pattern's signal. Looking ahead, I think there is still room for upside potential. Based on historical precedents of cup-and-handle patterns, which often lead to substantial price gains, PANW could see a continuation of its upward trajectory and fill the gap to $364.
NASDAQ:PANWLong
by RickHardyPro
PANW Ascending Triangle Break OutPANW has a really beautiful setup. The weekly chart shows us a inside weekly hammer candle at the highs of that mother bar. We have the rest of the gap to fill above. The daily chart provides continuous bullish price action (ascending triangle), looking to break and hold above $342.44 resistance level. If we can continue upside, I've provided some targets to go after. Looking to open some swing calls on this, Possibly $355c or $360c 7/19 exp. (short swing) If this breaks below the trend line support + below $338.48 (PDL), then this thesis is invalid.
NASDAQ:PANWLong
by AftaShock
1