is quickly becoming one of the most crucial industries in the world. A broad
range of estimates place the value of the sector's opportunity in the trillions
of dollars; one calculation by research firm McKinsey & Company suggests
organizations are already underinvested in cybersecurity by about $1.8 trillion.
Cybersecurity giant Palo Alto Networks Inc (NASDAQ:
the world's most valuable cybersecurity company today with a market
capitalization of $70 billion.
Palo Alto Networks has been
benefiting from continuous deal wins and the increasing adoption of PANW’s
next-generation security platforms, attributable to the rise in the remote work
environment and the need for stronger security.
Growing traction in Prisma and Cortex offerings is acting as a tailwind.
PANW continues to acquire new customers and increase wallet share with existing
customers. Estimates suggest that Palo Alto’s revenues will witness a CAGR of 21.1%
through fiscal 2023-2025.
For further reading.....
Rally On S&P Inclusion!"
Why the PANW Weekly
Options Trade was Executed?
Shares of Palo Alto
Networks Inc (NASDAQ: PANW) rallied 7.3% late Friday after S&P Dow
Jones promoted the $66 billion cybersecurity company to the S&P 500 index, replacing
Dish Network (DISH), in a series of quarterly index adjustments to account for
PANW stock will join the
S&P 500 before the market open on June 20. It's part of a quarterly
rebalancing for the S&P indexes.
past three months, the Consensus Estimate for PANW's full-year earnings has
moved 21.1% higher. This shows that analyst sentiment has improved and the
company's earnings outlook is stronger.
available data shows that PANW has returned about 55.4% since the start of the
The PANW Weekly Options Trade Explained.....
** OPTION TRADE: Buy PANW JUN
23 2023 230.000 CALLS - price at last close was $2.88 - adjust accordingly.
Obviously the results will vary from trader to trader
depending on entry cost and exit price that was undertaken.
Entered the PANW Weekly Options (CALL) Trade on Monday, June 05, 2023, at 9:55, for $3.71.
Sold half the PANW weekly options contracts on Monday, June 05, 2023, at 12:14 (about 2 hours),
for $6.50; a
potential profit of 75%.
Total Dollar Profit is $650 - $371 (cost of contract)
Sold the remaining PANW weekly options contracts on Tuesday, June 13,
2023 for $7.55; a potential profit of 104%.
Total Dollar Profit on Tuesday is $755 - $371 (cost of
contract) = $384
Thursday + Friday Profits = $463
For any members that missed selling their weekly
options contracts there is still time as PANW stock is still performing well.
We may also consider taking another weekly options
contract on PANW in the near future!
Don’t miss out on further trades – become a member today!
Networks Inc is a leading cybersecurity company that provides advanced security
solutions to businesses, governments and organizations worldwide. Founded in
2005, Palo Alto Networks has become a market leader in next-generation firewall
technology and cloud-based security solutions.
company's mission is to protect its customers from cyber threats by providing
innovative security solutions that are easy to use and deploy. Palo Alto
Networks offers various products and services to protect networks, endpoints
and cloud-based applications from advanced cyber-attacks.
Networks' flagship product is its Next-Generation Firewall (NGFW) which
provides advanced security features such as intrusion prevention, application
control and threat prevention. The NGFW is designed to provide real-time
visibility and control over network traffic, enabling businesses to detect and
prevent cyber-attacks before they cause harm.
to its NGFW product line, Palo Alto Networks offers a range of cloud-based
security solutions. Its Prisma Cloud platform provides comprehensive security
for cloud-based applications and data. Palo Alto Network has also developed the
Cortex XDR platform, which provides endpoint detection and response (EDR)
capabilities. This platform allows businesses to detect and respond to cyber
threats stopping a hacker before they reach critical infrastructure.
Networks' solutions are trusted by some of the world's largest and most
security-conscious organizations, including government agencies, financial
institutions and healthcare providers. The company has developed a reputation
for delivering innovative and effective security solutions and it has been
recognized by industry analysts for its leadership in the cybersecurity market.
Moving Ahead With Palo Alto Networks …..
Palo Alto claims
to use AI to a greater extent than any of its competitors, and perhaps that's
true given that it has the most comprehensive portfolio of cybersecurity
products. It's working to embed AI into its three core segments: cloud
security, network security, and security operations.
AI models already block 8.6 billion attacks on behalf of customers each day,
the company says, which is a culmination of the learning achieved by ingesting
750 million data points every 24 hours.
a Morgan Stanley survey of chief information officers in July, cloud computing
and security software remain at the top of priority lists, followed by business
intelligence/analytics, digital transformation and artificial intelligence.
In a recent
initiation on cybersecurity stocks, Goldman Sachs analyst Gabriela Borges
pointed to long-term trends.
platforms have gained momentum and are closer to solving the challenge of
staying innovative in subsegments historically defined by boom and bust product
cycles," said Borges.
"The industry is less cyclical as mix shifts away from hardware and toward
SaaS (software-as-a-service). There are natural extensions for growth for
industry incumbents that would otherwise be facing market saturation. They
include Secure Access Service Edge for
network security leaders and cloud workload protection platforms."
The company expanded
its firewall into a much larger ecosystem. Today, Palo Alto operates three main
platforms: Strata for its NGFW and on-site network security tools, Cortex for
its artificial intelligence-powered threat detection services, and Prisma for
its cloud-native security services.
now serves more than 61,000 active customers worldwide, including all of the
Fortune 100 and most of the Global 2000. And, Palo Alto continues to generate
double-digit revenue and earnings growth.
2023 (which ends this July), Palo Alto expects its revenue to rise 25% to 28%
and for its adjusted EPS to grow 69% to 70%. It has also stayed profitable on a
GAAP basis over the past four quarters. It attributes most of its growth to the
expansion of Cortex and Prisma, which accounted for 40% of its trailing
2024, analysts expect its revenue and adjusted EPS to rise 22% and 16%, respectively.
Palo Alto's stock isn't a bargain at 44 times forward earnings, but it is believed
its diversification, scale, and rising GAAP profits all make it a promising
Palo Alto stock just earned a place in the
S&P 500 index, which validates its incredible rise to the top of its field
over the last few years. Based on the growing need for cybersecurity, spending
should easily run into the trillions of dollars by 2040, and this company is
well-positioned to remain at the front of the pack.
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