Palo Alto(PANW)
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Is the expensive Palo Alto Networks stock a buy or sell ahead of earnings?
Invezz· 2025-11-17 16:09
Palo Alto Networks stock price has pulled back in the past few weeks, moving from the year-to-date high of $223 in October to the current $205. PANW will now be in the spotlight this week as the comp... ...
Zscaler, Palo Alto Networks And More On CNBC’s ‘Final Trades’ - Palo Alto Networks (NASDAQ:PANW), Raymond James Finl (NYSE:RJF)
Benzinga· 2025-11-17 12:51
On CNBC's “Halftime Report Final Trades,” Malcolm Ethridge, managing partner at Capital Area Planning Group, picked Zscaler, Inc. (NASDAQ:ZS) , which is scheduled to release quarterly earnings next week.Analysts expect Zscaler to report quarterly earnings at 86 cents per share, up from 77 cents per share in the year-ago period. The cloud security company expects quarterly earnings at $773.86 million. A year ago, Zscaler reported $627.96 million a year earlier.Zscaler Gains Momentum As enterprise demand for ...
Option Volatility and Earnings Report for November 17 - 21
Yahoo Finance· 2025-11-17 12:00
It’s a big week for earnings this week with Nvidia and some key retail names taking center stage. This week we have Nvidia (NVDA), Home Depot (HD), Walmart (WMT), Target (TGT), Lowes (LOW), Palo Alto Networks (PANW), Medtronic (MDT) and Pdd Holdings (PDD) all reporting. Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators and hedgers create huge demand for the company’s options which increases the implied volatility ...
Palo Alto(PANW.US)Q1财报倒计时:能否续写Q4超预期表现?
Zhi Tong Cai Jing· 2025-11-17 07:04
美国网络安全巨头Palo Alto Networks(PANW.US)将在美东时间11月19日盘后公布第一财季报告,华尔街 分析师预计营收达到24.6亿美元,较去年同期增长15.1%,预计每股收益达0.89美元,同比增长14.1%。 Palo Alto Networks上一季度财报表现优异,季度业绩与业绩指引双双超预期,并收获华尔街分析师的高 度赞誉。 韦德布什证券分析师Dan Ives指出,这份成绩单印证了首席执行官Nikesh Arora主导的平台化战略已获得 客户认可。他给予Palo Alto"跑赢大盘"评级及225美元目标价。 过去30天,针对第一财季的市场平均每股收益预期未发生变化。华尔街分析师普遍关注和预测的Palo Alto Networks具体指标的平均预期如下: 分析师的综合评估显示,"产品营收"或达到4.2319亿美元,较去年同期增长19.6%,预计"订阅及支持服 务营收"将达到20.4亿美元,同比增长14.2%,预计"订阅及支持服务-支持服务营收"将达到6.5171亿美 元,较去年同期增长9.9%。分析师评估指出,"订阅及支持服务-订阅服务营收"将达到13.9亿美元,同 比增长16.6% ...
财报前瞻 | Palo Alto(PANW.US)Q1财报倒计时:能否续写Q4超预期表现?
智通财经网· 2025-11-17 06:44
智通财经APP获悉,美国网络安全巨头Palo Alto Networks(PANW.US)将在美东时间11月19日盘后公布第 一财季报告,华尔街分析师预计营收达到24.6亿美元,较去年同期增长15.1%,预计每股收益达0.89美 元,同比增长14.1%。 韦德布什证券分析师Dan Ives指出,这份成绩单印证了首席执行官Nikesh Arora主导的平台化战略已获得 客户认可。他给予Palo Alto"跑赢大盘"评级及225美元目标价。 过去30天,针对第一财季的市场平均每股收益预期未发生变化。华尔街分析师普遍关注和预测的Palo Alto Networks具体指标的平均预期如下: 分析师的综合评估显示,"产品营收"或达到4.2319亿美元,较去年同期增长19.6%,预计"订阅及支持服 务营收"将达到20.4亿美元,同比增长14.2%,预计"订阅及支持服务-支持服务营收"将达到6.5171亿美 元,较去年同期增长9.9%。分析师评估指出,"订阅及支持服务-订阅服务营收"将达到13.9亿美元,同 比增长16.6%。"剩余履约义务(RPO)"应达到154.7亿美元,而去年同期该数值为126亿美元。 分析师预计"非 ...
Final Trades: Raymond James, Zscaler and Palo Alto
CNBC Television· 2025-11-14 18:29
We got to do final trades. I turn to Brian Bellski. >> Scott, we're going >> humble humilous.>> Yes. >> Capital management. >> Thank you. Thank you.We're going with Raymond James Financial. One of the last standalone brokerage firms. It's a wonderful shop with both a broker dealer and an asset management business.>> I'm going Zcaler. It's been falling this week, but earnings are in a couple of weeks. I expect them to be strong.Link sir. >> Paloalto. ...
Final Trades: Raymond James, Zscaler and Palo Alto
Youtube· 2025-11-14 18:29
We got to do final trades. I turn to Brian Bellski. >> Scott, we're going >> humble humilous.>> Yes. >> Capital management. >> Thank you. Thank you.We're going with Raymond James Financial. One of the last standalone brokerage firms. It's a wonderful shop with both a broker dealer and an asset management business.>> I'm going Zcaler. It's been falling this week, but earnings are in a couple of weeks. I expect them to be strong.Link sir. >> Paloalto. ...
In A Skittish Market, This Trade Is One Option For Palo Alto Stock
Investors· 2025-11-14 17:57
Core Viewpoint - The article discusses a bearish options strategy involving Palo Alto Networks (PANW) stock, suggesting that the stock is unlikely to rise above $225 in the near term, making a bear call spread a potentially profitable trade [1][2]. Summary by Sections Bear Call Spread Strategy - A bear call spread is proposed for Palo Alto Networks, assuming the stock will not exceed $225 in the coming week, with a 52-week high of $223.61 [2]. - The strategy involves selling an out-of-the-money call and buying a further out-of-the-money call, allowing for profit if the stock trades lower, sideways, or slightly higher, as long as it remains below the short call at expiration [2]. Financial Details of the Trade - The bear call spread with a November 21 expiration uses strike prices of $225 to $230, sold for approximately $0.50 per share, yielding a maximum gain of $50 on a 100-share contract, with a maximum loss of $450 [3][4]. - The maximum profit occurs if PANW closes below $225 on November 21, allowing the trader to keep the $50 option premium [4]. Risk Management - This bear call spread is defined as a risk-defined trade, with known worst-case scenarios. A stop loss can be set if PANW trades above $217 or if the spread value increases from $0.50 to $1 [5]. - The trade is seen as a way to generate income while the stock remains in a downtrend [5]. Company Overview - Palo Alto Networks is a global leader in cybersecurity, providing advanced firewall, cloud security, and AI-driven threat detection solutions to over 70,000 organizations worldwide [7]. - The company serves various industries, including finance, healthcare, energy, and government, and supports digital transformation through platforms like Prisma Cloud and Cortex XDR [7]. Ratings and Earnings - Investor's Business Daily rates Palo Alto Networks with a Composite Rating of 96 out of 99, an Earnings Per Share Rating of 98, and a Relative Strength Rating of 72, ranking 47th in its group [6]. - The company is scheduled to report earnings on November 19, which introduces earnings risk if the options trade is held until expiration [6].
Countdown to Palo Alto (PANW) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
ZACKS· 2025-11-14 15:15
Analysts on Wall Street project that Palo Alto Networks (PANW) will announce quarterly earnings of $0.89 per share in its forthcoming report, representing an increase of 14.1% year over year. Revenues are projected to reach $2.46 billion, increasing 15.1% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Before a company reve ...
Cybersecurity stocks slide after Anthropic reveals first fully AI-led hack
Youtube· 2025-11-13 23:46
Core Insights - The emergence of AI-driven cyber attacks poses significant challenges for cybersecurity companies, as they now face threats from AI systems that operate continuously and autonomously [1][2][3] Cybersecurity Industry Impact - Companies like CrowdStrike and Palo Alto Networks experienced declines in stock prices following the disclosure of an AI orchestrated cyber attack by Anthropic [1] - The attack involved a Chinese state-backed group that utilized Anthropic's Claude model to automate a global espionage campaign, marking a shift from traditional human-directed hacking to AI-led operations [2] AI's Role in Cyber Attacks - The AI was able to identify vulnerabilities, breach systems, and steal sensitive information with minimal human intervention, indicating a significant evolution in the nature of cyber threats [2][3] - Anthropic warns that this represents a turning point in cybersecurity, emphasizing the need for defenders to adopt similar AI technologies to keep pace with evolving threats [3] Cyber Insurance Market Response - In contrast to the declines in cybersecurity stocks, companies in the cyber insurance sector, such as AIG, Chubb, and Travelers, saw their stock prices rise following the report of the AI-driven attack [3]