$PANW

4 theses

bullish 25%neutral 0%bearish 75%

Avg return (1w)

-1.3%

Win rate (1w)

25% (4 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$PANWr/ValueInvestingDiscussionbearish

u/blackdragon1299 · 29d ago1 prior · awaiting results

“I own PANW, but last bought during Feb/March SaaSpocalyse scare”

Who's chasing cybersecurity names at these valuations?

PANW is similarly overvalued at current levels. Despite being a quality compounder in cybersecurity, valuation multiples have reached unsustainable euphoria that likely requires consolidation.

At post $389.92Now $380.55-2.4% since postedas of Oct 23, 4:45 PM ET

1d-3.9%

3d-3.9%

1w+1.6%

1m—

3m—

6m—

1y—

original post →

$PANWr/wallstreetbetsGainbearish

u/oprah_2024 · 37d ago23 prior · 40% at 3mo

Long PANW $372.5P exp Sep 18

GAIN: PANW $372.5 9/18 puts

Author profited from put options on PANW after a price decline driven by analyst downgrade. The position benefited from the stock moving down toward the strike price.

At post $375.06Now $380.55+1.5% since postedas of Oct 23, 4:45 PM ET

1d-3.1%

3d-3.1%

1w+4.0%

1m-8.8%

3m—

6m—

1y—

original post →

$PANWr/ValueInvestingStock Analysisbearish

u/Playful-Storage-5197 · 41d ago1 prior · awaiting results

Why are people still buying crowdstrike and Palo Alto

Palo Alto is grouped with CrowdStrike as an overvalued cybersecurity stock that does not justify its elevated valuation metrics despite competitive advantages. The author questions whether current market leaders can maintain dominance as the cybersecurity landscape evolves.

At post $373.94Now $380.55+1.8% since postedas of Oct 23, 4:45 PM ET

1d—

3d+0.5%

1w-2.8%

1m+6.2%

3m—

6m—

1y—

original post →

$PANWr/ValueInvestingQuestion / Helpbullish

u/Iwarrior01 · 255d ago4 prior · 100% at 3mo

Which beaten down software stocks are you looking at to buy at this dip?

Palo Alto Networks has strong sector-specific moat and will continue to grow in cybersecurity despite AI disruption. The company is difficult to dislodge from its market position.

At post $165.30Now $380.55+130.2% since postedas of Oct 23, 4:45 PM ET

1d-1.5%

3d+1.0%

1w-7.8%

1m+1.0%

3m+30.4%

6m+132.9%

1y—

original post →

End of results.