Palo Alto Networks Inc.
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Wertpapier: Palo Alto Networks Inc. |
Palo Alto Networks ist das führende Unternehmen in einem neuen Zeitalter von Cybersecurity. Die Lösungen von Palo Alto Networks sichern die Netzwerke Tausender großer Unternehmen, Behörden und Service Provider gegen Risiken ab. Im Gegensatz zu fragmentierten Legacy-Lösungen ist die Security-Plattform von Palo Alto Networks in der Lage, den Geschäftsbetrieb sicher zu ermöglichen. Die Lösungen schützen Systeme basierend auf dem, was in aktuellen dynamischen IT-Umgebungen am wichtigsten ist: Anwendungen, Nutzer und Inhalte. Weitere Informationen unter http://www.paloaltonetworks.com [http://www.paloaltonetworks.com/].
Über Unit 42 Unit 42, das Bedrohungsanalyse-Team von Palo Alto Networks, setzt sich zusammen aus versierten Cyber-Forschern und Branchenexperten. Unit 42 sammelt, erforscht und analysiert minutenaktuell Bedrohungen und teilt seine Erkenntnisse mit Kunden, Partnern und der breiteren Community von Palo Alto Networks, um Unternehmen und Institutionen besser zu schützen. Das Führungsteam von Unit 42 ist regelmäßig auf Konferenzen auf der ganzen Welt präsent.
Web site: http://www.paloaltonetworks.com/
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| Boardmail an "Max1984" |
Wertpapier: Palo Alto Networks Inc. |
Hab ein gutes Gefühl bei dem Papier. Mal sehen wie es sich entwickelt!
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| Boardmail an "Max1984" |
Wertpapier: Palo Alto Networks Inc. |
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| Boardmail an "Max1984" |
Wertpapier: Palo Alto Networks Inc. |
Auf der einen Seite gut - aber m.E. etwas zu schnell.
200-Tage-Durchschnitt liegt bei 108! Tageskurs liegt 43% darüber...!
Aktie dürfte ruhig mal den "Seitwärtsgang" einlegen...
Palo Alto: Negative Earnings, Strong Free Cash Flow Generation?
Summary
Palo Alto Networks is one of the fastest-growing cyber-security companies. The firm's reach and potential upselling opportunities are tremendous.
Estimates peg the cyber security market to surpass $150 billion by 2019 from under $100 billion in 2015. Palo Alto will have its hands in this large and growing pie.
Unlike many of its emerging cyber-security rivals, Palo Alto is significantly free cash flow positive, and we think this makes the firm a much more palatable investment idea.
Let's take a look at the firm's investment highlights as we walk through the valuation process and derive a fair value estimate for shares.
Summary
Palo Alto's fourth quarter earnings were solid and cemented the company as the best of breed cybersecurity company.
Compared to its peers, Palo Alto appears to be pulling away in terms of growth and valuation.
Top line expansion remains strong and will fuel further stock gains.
Summary
Palo Alto Networks missed Q3 revenue estimates and provided weak guidance.
The decelerating revenue trend will hit a stock trading at premium valuations hard.
The cyber security stock has a solid future due to the ability to turn growing subscriptions into large cash flows.
Summary
PANW’s shift to the subscription and renewals model is driving growth and helping it add more customers, while also leading to an improvement in the margin.
PANW will benefit from an improvement in its total addressable market, which will grow to $22 billion in 2019 from $18.2 billion in 2016.
It is expected that PANW will triple its market share by 2024 from the current share of 7% in the security market, driven by its wide suite of products.
http://seekingalpha.com/news/...ssues-bullish-note-palo-alto-networks
Amid a U.S. Senate Armed Services Committee hearing involving cybersecurity implications, Citron Research notes confidence in Palo Alto Networks for 2017 and considers cybersecurity "one of the best secular stories in technology."
Spotlights Palo Alto Networks' "Single-Pass Architecture," market growth, network effect (more value per customer added), competitive edge, 75%+ gross margins and growing, appeal on a cash flow basis, entry into a fresh upgrade/replace/refresh cycle and increasingly shareholder-friendly management.
Summary
Our recommendation is a long with a price target of $147.83 for a 16.7% upside over a 1-2 year time horizon.
Our thesis focuses on PANW’s ability to leverage its product and geographic differentiation.
PANW is uniquely placed to become a leader in this growing industry.
http://video.cnbc.com/gallery/?video=3000623338
Summary
Palo Alto Networks reported third quarter results well above market expectations.
The company beat on revenue and EPS and issued strong guidance for Q4.
The growth fears have been put to rest for now.
4Traders sieht das mittlere Kursziel der Analysten bei 168 $
http://de.4-traders.com/...ETWORKS-INC-11067980/analystenerwartungen/
Dougherty hat seines von 170 auf 180 $ erhöht (Realtime News)
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Wertpapier: Palo Alto Networks Inc. |
Palo Alto Networks
Hackers are getting better. Cybersecurity didn't used to involve much complexity as enterprises and corporations could simply put all their critical data in secure data centers protected by firewalls. But the concept of cybersecurity has evolved as hackers have found ways to steal data across a wide range of industries.
For instance, numerous corporations and enterprises were prey to ransomware attacks such as WannaCry and Petya this year, which locked users' screens and encrypted files and demanded a ransom to unlock them. Palo Alto sees a lot of opportunity in this evolving cybersecurity scenario, so it has equipped its offerings with artificial intelligence.
For instance, its Traps endpoint protection platform has been updated with machine learning capabilities. This allows the different endpoints on a network, such as computers and mobile devices, to "quickly learn, make instant decisions, and enable rapid response to prevent threats rather than dealing with them during execution or after the fact."
Additionally, Palo Alto is bolstering its presence in the lucrative cloud security market, which presents another multibillion-dollar opportunity for the company. The bottom line is that Palo Alto's focus on intelligent threat detection and prevention is helping it take business away from the likes of Cisco, allowing the company to achieve rapid growth in recent quarters.
Für das aktuelle Quartal erwartet man nun Gesamtumsätze zwischen 518 und 528 Millionen USD, was einer Verbesserung über 23 Prozent, respektive 25 Prozent entspräche. Doch dieses Wachstum hat auch seinen Preis: Die operativen Ausgaben stiegen im ersten Quartal 2018 auf mehr als 418 Millionen USD an – ein Sprung um mehr als 21 Prozent, verglichen mit 2017. Da der größte Teil auch hierbei auf die Wachstumsstrategie im Abonnement-Sektor entfiel, könnten sich die hohen Ausgaben jedoch schon bald bezahlt machen, und langfristig zum Erreichen der Profitabilität führen. Wenn CEO Mark McLaughlin mit den beiden Gründern zusammen die Ausgaben in diesem Jahr nicht übermäßig ausweitet dürften Investoren in den nächsten Jahren viel Freude mit Palo Alto Networks haben.
Summary
Revenue growth is impressive.
Profits have been elusive.
The technical picture is bullish.
FY 2018 may be its first profitable year.
https://www.investors.com/research/...s-multiple-buy-points-breakout/
A fundamental leader with a highest-possible 99 EPS Rating, Palo Alto Networks (PANW) is breaking out above a cup-shaped base's 156.95 buy point with a more than 2% advance. Sparking the move higher was an analyst upgrade early Thursday as volume tracked about 20% above average. Ideally, turnover should rise at least 40% above average, signifying a strong institutional desire to own more shares.
Evercore ISI raised its rating from in line to outperform, while increasing its price target from 150 to 180 — a 20% boost and a near 17% premium to Wednesday's closing price. The analyst commented that the "risk-reward has become more compelling" given the company's potential for growth in its total billings.