PANW

Palo Alto Networks is one of the world's largest cybersecurity companies , providing security across enterprise networks, cloud infrastructure, endpoints, operations, identities, and increasingly, AI applications and AI agents as well.

The company originally built its business around next- generation firewalls , but has evolved into a much broader cybersecurity platform that aims to integrate many individual security products under a single vendor.

We're going to talk about Palo Alto Networks in particular. They are the biggest of the three, ticker symbol PANW. We're coming up actually on a decade of owning this stock. So, this is a bit of an earnings review after Q4 fiscal year 2026, but let's call it like a 10 years later review on this. Especially now, shares are up well over 100% since March, early April, around the time of the cloud mythos moment and investors deciding actually cybersecurity is going to be a major beneficiary of AI, not a top disrupted software industry by AI.

PaloAlto Networks down a little bit on earnings. Not much though folks. So not really anything that I'm getting my attention on here again if it were to flush and there might be a little bit of an opportunity down here around 333. Still $22 lower than current levels but nothing that I'm really focusing on.

Okay, let's talk about another one that had high expectations coming into its results, and that's Palo Alto Networks. Those shares are under a little bit of pressure, but look, um I mean, the stock was about double uh year-to-date uh in terms of its performance.

Yeah, bought a little bit higher there, and maybe the move was already built into the shares based on the fact of what we saw the uh their stock did after CrowdStrike and Okta earnings last week. It rallied, right? Uh sitting just below record highs,

Palo Alto Networks has been seen as one of these real leaders in cyber security, but this is also pretty competitive space and so as you assess an earnings event coming off of the heels of really strong reports from some of its peers, how do you think through this name?

Yeah, I think that definitely frames it very effectively. That is Palo Alto in itself is very attractive in terms of its revenue picture and I would say it's overall fiscal performance and that is actually alongside what's going on and across the entire cyber security market segment.

because they've got PaloAlto Networks in there as well.

Palo Alto network CEO predicts a specialized GPU specialized GPU cloud providers known as NeoClouds will see prices drop sharply once data centers and power supply catch up demand. He argues their high valuations rely on market euphoria to fund massive capex model that could falter when supply balances out.

We've got Palo Alto. That's the one that I have not. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways.

I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks. I put them in the medium category. Th this this is if you understand SAS, they're not purely SAS, but I mean if you understand SAS, you probably get this.