Core Insights - The macro demand backdrop for cybersecurity is evolving, with AI becoming a significant focus for enterprises and hyperscalers, leading to increased funding and urgency to adopt AI technologies [3]. Group 1: Cybersecurity Demand - Cybersecurity is increasingly viewed as a budget priority as companies are motivated by fear of missing out (FOMO) on AI advancements, prompting them to invest in AI capabilities [3].

Palo Alto Networks, Inc. (NASDAQ:PANW) UBS Technology Conference December 3, 2024 11:35 AM ET Company Participants Nikesh Arora - Chairman and CEO Conference Call Participants Roger Boyd - UBS Roger Boyd We'll get started. I'm Roger Boyd, I'm the cybersecurity analyst here. It's my pleasure to introduce Nikesh Arora, Chairman and CEO of Palo Alto Networks. Nikesh, thanks for being here. Before we get started, we're going to have a 30-minute Q&A -- fireside chat. If you want to submit a question, you can use ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Palo Alto Networks TodayPANWPalo Alto Networks$387.82 +3.45 (+0.90%) 52-Week Range$260.09▼$408.53P/E Ratio50.50Price Target$402.03Add to WatchlistPalo Alto Networks NASDAQ: PANW is a prominent player in the cybersecurity sector, and the company has witnessed a remarkable 47% stock surge this year. Adding to this positive momentum, Palo Alto recently announced a 2-for-1 forward stock split scheduled for December. This development leaves many investors questioning the optimal investment strategy: should you ...

I'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a multi-strategy hedge fund. In my opinion, HODL can't generate significant alpha or maintain a high Sharpe ratio over the long run. Seeking Alpha requires active management and minimizing opportunity costs. Investors should understand seeking a high positive ...

The company is an industry leader with a long track record of growth.The S&P 500 is the most widely recognized stock market index in the U.S., consisting of the 500 largest companies in the country. Given the extensive reach of its member companies, it's considered by many to be the most reliable gauge of overall stock market performance. To be included in the S&P 500, a company must meet the following prerequisites:Be based in the U.S.Have a market cap of at least $18 billionBe highly liquidA minimum of 50 ...

Palo Alto Networks (PANW -3.04%) stock has delivered respectable gains of 30% so far this year, which is commendable considering that it started the year on a negative note and crashed big time in February after releasing its quarterly results.Investors were selling the stock in droves at that time as the cybersecurity specialist reduced its full-year guidance. However, the stock has been recovering in recent months, and the company's latest quarterly results indicate that it may be able to deliver more gai ...

Palo Alto Networks just announced its second stock split in two years.When a high-quality company creates a significant amount of value, its stock price can soar into the hundreds, or even thousands, of dollars. That makes the stock a little expensive for retail investors, which leaves the majority of shares in the hands of institutions and large investment funds.A stock split can resolve that situation. It increases the number of shares in circulation, which organically reduces the price per share by a pro ...

This marks just the second stock split ever for the cybersecurity specialist.There's no denying the ongoing threat of cybersecurity attacks. The global average cost of a data breach in 2024 thus far has been $4.88 million, according to a report by IBM, and that amount grows with each passing year. The stakes have never been higher and with the significant potential for business disruption, cybersecurity has become a critical consideration for any business -- and Palo Alto Networks (PANW 0.47%) is an undispu ...

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