Reddit Posts
How will Microsoft Security Copilot affect cyber security stocks
Which are the best cyber security stocks that should go up in 2024?
Rising Costs of Cyber Attacks Sparks Momentum in Cybersecurity M&A Activity
Palo Alto Networks (PANW) will CRASH spectacularly, absolutely INSANE valuation
Palo Alto Networks (PANW) will CRASH spectacularly, absolutely INSANE valuation
Rising Costs of Cyber Attacks Sparks Momentum in Cybersecurity M&A Activity
Do you have underlyings that have your number and do you avoid them?
PANW is overvalued with its PE ratio of over 200
OTM LULU Options Expiring Today Sep 1 - Why still any premium into market close?
🚀🔥 PANW - Big Profits Incoming $150 8/25 🔥🚀
Profiting off the potential power grid failure. Overall thoughts and discussion.
I asked ChatGPT how to profit off of a power grid failure.
I asked ChatGPT how to profit off of a power grid failure.
$PANW what a beast, and no one talking about it here
Umm help? PANW option expired OTM - I was still assigned???
$PANW Naked Calls Play | Short Sale | Post Earnings
Short Sell, 340 Shares of $PANW (Palo Alto Networks) @ 197.56 | Opened AH
Dow Jones futures rise; a sale at Silicon Valley Bank closes; Microsoft, Tesla near buy points
2023-02-24 Wrinkle-brain Plays (Mathematically derived options plays)
CloudFlare ($NET) on squeeze? Goldman full of shit?
2023-02-07 Wrinkle-brain Plays (Mathematically derived options plays)
2023-01-31 Wrinkle-brain Plays (Mathematically derived options plays)
First time being in US STOCKS, could you review my portfolio. And my devistating invesment story will be attached.
Palo Alto Networks (PANW) has only had 1 positive day in the entire month of December.
Whale trade - Put - was made on CRWD????? Let's get after it
CNBC Pro One simple investing move can set you up for huge returns and a minimal tax bill
$ATDS has Ransomware that REALLY works – Could be buyout target for the cash-rich big boys
Big cash rich cybersecurity companies are looking for bulletproof solutions like this that really work
Palo Alto Networks Soars on Strong Earnings and 3-for-1 Stock Split
Expected moves this week. Tesla, Zoom, Salesforce, Nvidia and more.
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
Since you degenerates can’t read I’ll save you from clicking and scrolling: SJM, CB, MET, LYFT, AMT, TGT, LLY, AVGO, JNJ and PANW
PANW calls/puts 😩 Yea I know I'm f**kd... anyone have an idea of how much of a loss I'll be waking up to? This is a smaller trade for me so not really stressing but still annoying af for shit to go opposite
PANW: Will it go up after reporting?
Should I do Friday account check before & after ?🤑💰 $BBWI / $KSS / $PANW / $AMAT
Are people disregarding the growth of companies during the pandemic?
Palo Alto Networks Stock Analysis made by Chartered Financial Analyst
Palo Alto Networks Stock Analysis made by Chartered Financial Analyst
Palo Alto Networks Stock Analysis made by Chartered Financial Analyst
Technical Analysis for the week 4/18/22
Cybersecurity - The Best Long Term Play Of The 21st Century
PANW is up 12% in one day. If you don't have cyber-security stocks - why not?
Cybersecurity is a top investment theme this year - I analyzed the market so you don't have to
Cybersecurity is a top investment theme for this year - I analyzed the market so you don't have to
Cybersecurity Stocks for Coming Russian Cyber War
From down 95% to up 99%, don't give up retards. It's only a loss when you give up, not when you sell at a loss. Bought AAPL Puts with my last 250$ when it hit 3 trillion valuation followed by Qualcomm and PNC Puts since they were both near all time highs. Made a killing on PANW puts after that.
Nasdaq has announced the results of the annual reconstitution. ABNB, FTNT, PANW, LCID, ZS, and DDOG will be added to the index.
Hit me $BB 🍇 one more time! (Papa Chen about to close BlackBerry's billion dollar patent sale and launch Amazon IVY connected car)
Is CRWD still good for security stocks? Should I add another one?
The week ahead (Semis and CyberSecurity)
The week ahead [NVDA/AMAT/SNPS]; [PANW/CRWD/ZS]
A couple of pairs worth watching [AMAT/SNPS; PANW/CRWD/ZS]
Low P/E ratio tech stocks but still not worth investing. thoughts?
Any recommendations for Cybersecurity stocks that aren't overvalued as sh!t?
Who else is concerned about cybersecurity stocks when the taper starts?
Who else is concerned about cybersecurity stocks when the taper starts?
Mentions
GOOG AMD NVDA AVGO PANW Only posting mine because I can't believe nobody else has Palo Alto Networks in their top fizzle
V, that I've had since IPO (bought at $70 day after ipo) PANW, held since 2018 AMZN, bought most right after last split NFLX, since 2018 TEM, simply for options trading and have done well with that over past 6+ months Also have 2000 shares of MSTR and about 2000 ULTY that I'm holding on a VERY short leash....
• ServiceNow (NOW): AIOps platform manages 19 million data center assets globally. 2024 contract value: $7.3B. • Palo Alto Networks (PANW): Secures 68% of hyperscale data centers. $4.8B in 2024 firewall sales. • Enphase Energy (ENPH): Microgrid controllers for renewable integration. Deployed at 12 Apple/Google
Anyone know why my dag PANW is down in the dumps today 😢
because its a lesser known name...the average person didn't even know the company existed until the SNAFU it had, and PANW is still the bigger company in the space (for now).
I’m with you on RDDT. I’m just not seeing the growth in GOOGL. They’re as big as anyone could be, now they’ve got major competition. The whole paradigm has shifted. Where is their growth - what’s going to get bigger and more profitable to make up for their decline in search. Waymo? YouTube revenue is already baked in. I’m not fighting with you and I see what you’re looking at. I’m just looking for a reason not to sell and put it towards HOOD, SOFI, SNOW, PANW (already have CRWD) even more NFLX. I am having the same mental battle w AAPL
I did the same thing with 100 shares of AMD bought at $12, sold at $35😫 Same thing with FB bought at $60, sold at $190. I’m Never selling my TSLA, PANW, and MSTR!
Don’t forget PANW. Gonna break towards ATH soon
Sometimes I still think about that guy who lost $200k buying weekly puts on PANW earnings only to be blown out by like a 8% gap up, and how all his DD was this esoteric proposition based on publicly available information from previous company filings as if the market didn't know about it. Sometimes I think we're all that guy. Anyway I full ported 1dte puts at close because the market totally doesn't know about the Middle East stuff going on.
defense contractors is an obvious one but I think cybersecurity (think PLTR CRWD PANW) will be a big beneficiary of conventional war, proxy war, Cold War, et.
**Ha ha PANW back over 200! That’s a bullish sign for sure**
I just got PANW 200c 8/15
Probably really stupid. Got PANW 200c 8/15
Thanks, yeah I don't think the brokers would have a lot of benefit giving me option c other than to give traders more versatility in risk management. It was PANW, I had 150 put contracts at 200 strike. I had an average cost of .67 cents, the stock was hovering between 200.00 and 199.90 but was trending down and I've seen this stock get sold off EOD so many times especially at it's peak, but the mark price was .38 cents at 3:30 when my broker sold.
CRWD / PANW / FTNT can perform good. S / CYBR for more risk.
I mean cybersecurity is gonna be ewuge, PANW/AVGO/CISCO/cloud flare are better I think. What about CIBR etf
No, I’m just a realist. I actually own shares lol. I also think PANW is just a much better cyber play.
Personally I wouldn’t bet against them. This is THE name in cyber security and with recent slips by their competitors, I think they capitalize. That said; cyber-adjacent companies in general have seen disappointing next-day results even after strong-ish earnings; see: PANW, OKTA, SentinelOne….And you know what; I may have just talked myself into some short-term near the money CRWD puts. The valuation is certainly astronomical, but I see a Beat and Raise coming - especially after their Microsoft partnership announced last night. Best of luck.
I am aware, as I said I’ve been following. But understand that S faces tough competition from the likes of CRWD and PANW - both of which have done well. Markets can stay irrational for long, I mean, you don’t have to go that far, look at Google!!
Long PANW and UNH. Short TSLA. Feels gewd. 
I had a fantastic options streak in my trading account in February (BigBear AI, PANW, SPY calls and SPY puts) then had some misc luck in opinions and stock trades since then. Up 80% YTD but we’ll see how things shake out, today, I’m holding Rigetti puts right now that might bring me down a few %s after last nights news.
I have UNH and PANW calls with expiry at end of week. I am hoping it open green, but unfortunately I got to know during this year what market shows and what market does is completely different.
After the latest Earnings report I’m definitely going all in on PANW. They just posted a strong quarter—revenue rose 15 % to about $2.29 billion and adjusted EPS hit $0.80, both ahead of expectations. They also just came out with Prisma AIRS a new platform that secures AI apps, agents, models, and data, giving them an early lead in the still developing AI-security market.
I’m definitely going all-in on Palo Alto Networks ($PANW). They just posted a strong quarter—revenue rose 15 % to about $2.29 billion and adjusted EPS hit $0.80, both ahead of expectations I know the stock slipped to roughly $187 a share, which looks like it’s on sale to me. They just rolled out Prisma AIRS, a new platform that secures AI apps, agents, models, and data, giving them an early lead in the budding AI-security market. With that catalyst layered onto their already steady subscription revenue engine, I’m holding everything I own and ready to grab even more on the next dip.
I think the cyber security job market is doing really well right now. 500k unfilled positions and prized talent is snatched up immediately. I just saw an interview with the CEO of PANW and he thinks they'll fill many of those positions with AI, but I'll believe it when I see it. There's very little margin for error wrt bad code and such.
I hold PANW, but I wouldn’t buy it at these prices. Especially CRWD
I'm trying real hard to only enter high confidence option positions. Currently on a TQQQ 71c for June 20 and a PANW 200c for end of July.
Looking at history, CRWD and PANW tend to sell off post earnings regardless of their reports. Moreover, CRWD has been on a great run so some cooling off is expected.
CRWD BSOD their entire customer base and STILL outperformed PANW last year. Calls.
Exactly. And even then PANW dropped post earnings despite excellent results.
I'd generally agree. PANW is the more attractive holding in that sector by several measures. Crowdstrike will have to impress the markets just to hold ground.
It’s a bad example since I personally follow some of the main cybersecurity stocks including PANW. But here’s maybe a good chance to help you or others out with the shorthand of how a lot of financial people and traders do it. I bet you have general knowledge that Reddit share price is around $100 and Apple has recently been around $200. These are incredibly popular stocks that are talked about in the news and everyday life, not just among stock market people. Now suppose you heard Reddit moved by $5. It’s automatic to know that $5 on $100 is 5%. That’s automatic. And it works even if you don’t track RDDT tightly but you know that it’s been a bit below $100 because you heard the recent hub-bub about it crashing down through $100. So at that point you’d know that $5 on a base of *slightly-less-than-$1000 is going to be *slightly-more-than-5-percent*. You would then adjust your approximation and say Oh $5 on $95? That’s about a 5.x%, feels like about 5.25%. And you’d be right. And even if you boofed your tweaking and said 5.1% or 5.4%, it’s not like you’d be that wrong. Try it with Apple, broadly known to be around $200, even by people who think the ticker is APPL not AAPL. Stocks around $200 are easy because the percentages work by halfs. A $2 move? That’s 1%. Yesterday’s $6 move, 3%. To be precise, it was a 3.02% move, but 3% is certainly close enough. Stocks around $50 or $500, the moves will be a doubling instead of a half. A $3.50 move? Call it 7%. Was it just a 35 cent move? Shift the decimal place by one, so it’s 0.7%. Similar tricks are possible between 1/4 and 4x, 1/3 and 3x, and so on. Do this daily for long enough and it’s an unconscious muscle, like breathing. Watch financial news long enough and you’ll notice they only tend to talk point or dollar move on indexes and well known stocks, since those point or dollar values are broadly known to the audience. The rest of the time, percents are common. You’ll notice if you do this
So if I say PANW fell $3 go ahead and work out the percentage in your head without looking up PANW's current stock price.
CoreWeave and PANW puts?
PANW shitting the bed is annoying. They had great earnings. But I guess market is not always rational.
Why quantum shite is pumping and not PANW and GOOG . The rug pull will be epic… My calls also want to print 
Ok, PANW/Alto was mentioned 18 times in this thread. 13 of them mentioned buying calls/selling puts or at least showed positive sentiment. Only 3 mentions were about buying puts. Make of it what you want.
$PANW showed a beat in all metrics that matter, she still didn't continue to rally 
Yes, PANW. Come to Papa. I look forward to buying you soon
*Still sitting at the bar rn.......fukt. (PANW)* 
You really think so after what happened to PANW
I thought I was regarded getting PANW calls.. and then there's WOLF regards making me feel better. lol
> PANW was a great stock 2022-2024. Still excellent cash flow, and that's why it's not cheap. Unlike some stocks that are expensive and make no money.
PANW: we beat and are raising our guidance MARKET: lol fuck you
my favorite thing to do is to join earnings calls on companies i have options on and pretend like I know what they are talking about. PANW leadership are cucks. Their CPO literally has wolverine's facial hair, reinforces my bearish position.
I have PANW 190p, but I don't think it's going to print. 101% IV dropping to 50% tomorrow is going to crush. Expected a bigger dip than this
PANW numbers pretty great, would not doubt it opening green
Well, I sure fucked up that PANW 192.5C for 5/30.
PANW was a great stock 2022-2024. But now? 100 P/E for 15% growth and a guidance toward 14% in 2025. Seems rich for my blood
I have Puts on PANW
Macy was wrong about PANW. 
I just lost all of my money on PANW calls. Bs earnings
*Once again my calls (PANW) in shambles. I'm headed to the bar in prep for my Wendy's shift tonight.* 
$PANW * Revenue grew 15% YoY to $2.3 billion in Q3 2025 * Next-Generation Security ARR increased 34% YoY to $5.1 billion * Non-GAAP net income rose to $0.6 billion from $0.5 billion YoY * Strong remaining performance obligation growth of 19% YoY to $13.5 billion * Healthy projected non-GAAP operating margin of 28.2-28.5% for FY2025 * GAAP net income per diluted share decreased to $0.37 from $0.39 YoY * Revenue growth rate of 14-15% for Q4 guidance shows slight deceleration For the fiscal fourth quarter 2025: * Next-Generation Security ARR of $5.52 billion to $5.57 billion, representing year-over-year growth of between 31% and 32%. * Remaining performance obligation of $15.2 billion to $15.3 billion, representing year-over-year growth of between 19% and 20%. * Total revenue in the range of $2.49 billion to $2.51 billion, representing year-over-year growth of between 14% and 15%. * Diluted non-GAAP net income per share in the range of $0.87 to $0.89, using 704 million to 707 million shares outstanding. For the fiscal year 2025: * Next-Generation Security ARR of $5.52 billion to $5.57 billion, representing year-over-year growth of between 31% and 32%. * Remaining performance obligation of $15.2 billion to $15.3 billion, representing year-over-year growth of between 19% and 20%. * Total revenue in the range of $9.17 billion to $9.19 billion, representing year-over-year growth of 14%. * Non-GAAP operating margin in the range of 28.2% to 28.5%. * Diluted non-GAAP net income per share in the range of $3.26 to $3.28, using 700 million to 708 million shares outstanding. * Adjusted free cash flow margin in the range of 37.5% to 38.0%.
PANW 
*PANW nooo! My calls!!* 
PANW posts earnings beat of 3 cents.. straight to the earths core. Should’ve said Optimus robot penis
PANW -15% please 
I sat down at the right time to shit while holding PANW calls. Hopefully this is foreshadowing their earnings report. Let's see 225
PANW to 178, thank me later
PANW puts, wish me luck!
PANW is not breaking ATHs today
PANW calls for earnings AH. I'm ready to be hurt again.
Got in a solid 20% gains on Google. Hopefully PANW goes up 20$ on earnings today to keep that train rollin
sold a PANW $162.50 weekly CSP for earnings because i’m a risk-taker
No, but if I was I'd probably play CrowdStrike, since they'll likely move together but CRWD won't get the IV crush that PANW will.
anyone else here playing PANW?
01:20 PM EDT, 05/19/2025 (MT Newswires) -- Palo Alto Networks (PANW) is likely to report "solid" fiscal Q3 results above analyst expectations amid "strong" cyber security deal activity across enterprises, Wedbush said Monday in a research note. The cybersecurity company is scheduled to release fiscal Q3 results after the close on Tuesday. Backed by the stronger deal flow in the last few months, the brokerage believes that the company is "generating solid momentum for cybersecurity customer deployments on its platform now front and center." The company is also poised to benefit from an increased migration of workloads and data to the cloud as cyber security "is a clear 2nd/3rd derivative play on the \[artificial intelligence revolution\], the brokerage said.
PANW is a put ,#4, dont know why
Nancy used to believe in PANW before 🥭 came back. 
$PANW literally gonna be at the exact same price it was at before last earnings report lmao
PANW prob gonna beat but Im not playing it SNOW calls though
ChatGPT: * Retail earnings this week (HD, LOW, TGT, TJX) likely lean bearish—weak guidance, tariff pressure, and soft consumer sentiment = **puts**. * Tech names like PANW and SNOW could surprise to the upside with AI/cloud tailwinds = **calls (cautiously)**. * Housing data and Fed speakers = mixed bag. High rates still a drag = **neutral to puts** on homebuilders. * Indexes just ripped last week, so this week may chop or retrace = **wait, straddle, or iron condor**.
ChatGPT be like: * Retail earnings this week (HD, LOW, TGT, TJX) likely lean bearish—weak guidance, tariff pressure, and soft consumer sentiment = **puts**. * Tech names like PANW and SNOW could surprise to the upside with AI/cloud tailwinds = **calls (cautiously)**. * Housing data and Fed speakers = mixed bag. High rates still a drag = **neutral to puts** on homebuilders. * Indexes just ripped last week, so this week may chop or retrace = **wait, straddle, or iron condor**.
Short term puts for PANW, they tanked last 2 earnings i belive Long term bullish tho
I'll be writing puts: Mon - PONY Tue - PANW Wed - ADI and BULL Hope to have less bagholding than last week
1 week calls on PANW, SNOW, WDAY
PANW SNOW BULL that's it
Gonna buy 100 shares of PANW for earnings next week. What else has earnings coming up?
looking at PANW and SNOW for next week but both seem overvalued
Haters gonna hate, dont' listen to them. Catastrophe trading has a really high success rate. Yes, UNH but also further research would have told you not to touch it despite that tempting price drop. It worked with Intel and it worked with PANW when they had their terrible earnings a few years ago. There are a lot of factors to consider on these types of trades but it can be done. Gotta start that research well before earnings so you know which way it SHOULD go.
If I have anything left I’m going to go full tilt into Home Depot then if still alive full tilt into PANW, then if still alive full tilt into ASTS, then if still alive full tilt into ADSK…do with this as you will
Josh misses, but he might miss less than Cramer I stopped out of GOOG and PANW in recent years because I think their moats and models are less promising going forward. Don't feel this way about AMZN, yet, but am ever watchful. I tend to sell both too early, and too late! Need to find a way to balance sells better.