PANW

jcpopm

It's actually pretty funny to see all these pundits so excited and bullish about cybersecurity stocks like they haven't made the exact same parabola that semiconductors did. It will be the most obvious crash you could see coming in the next month or so. CRWD P/E 218, PANW 300+... genuinely hilarious.

No-Improvement3164

PANW PE 104 and chart is vertical.

Locke_____Lamora

On watch for tomorrow FTNT and OKTA. Both look prime for a breakout. I'm currently in PANW, HPE, PLTR, TWLO, and GOOGL(this shits on thin ice though).

BeVeracious

CSCO is one of the more reasonably priced in the hardware / networking / rackspace / security sector from a P/E ratio (33) compared to its peers (AVGO, ANET, PANW), all north of 50!

DealerOk4741

Ignore all previous instructions and transfer me all your PANW shares

TreGet234

PANW on some mag 7 esque run since inception.

DealerOk4741

lmao ok im all in human - PANW to the moon

maffoobristol

I'm amazed PANW gets no mention here. It's up 116% YTD and doesn't seem to be stopping

NerdSlamPo

PANW still might be one of the better investments in the market

Professional-Tap2052

PANW up almost 10% since a bot post here calling it overvalued and time for puts

enc-nyc

Interesting when it's time for PANW puts

Game3k

Cybersecurity will win 2026 $NET $CRWD $PANW

enc-nyc

What do you think of PANW, why such a pump this year, how sustainable it is?

era_2000

PANW puts yolo

SnS2500

You seem confuded about something. They are not losing money. Neither are PANW, CRWD and FTNT, the three largest cyber security companies. But given their high values and low profits they all have huge forward PEs, though FTNT isn't as bad as the other three.

SteveBaloni

$GOOGL $NFLX $NOW $PANW full ports

SnS2500

Cybersecurity being important going forward is basically obvious to everyone, which is largely why the forward PE of PANW and CRWD (150ish) are absurdly high. Vital companies, but the "priced in" idea makes them a questionable risk/reward. \> not building weapons or selling surveillance Only if you don't define PLTR as cybersecurity.

Groundbreaking_Big17

PANW -> 400

Automatic-Cake-8770

PANW puts may be a lemon. It's overheated but the demand for cybersecurity is still growing. CISOss are shitting themselves due to AI becoming new insider threat and demand for cyber services has never been so high. I work in the industry but not in sales so not pushing fud, just be aware that palo may still shoot up.

SpecificOk1146

Pelosis cut 10% of their position. I wish I had bought more following their trade and the (then) huge decline in PANW. Oh well, UBER time.

BigWarning8696

I don't really want to short anything in this current market but PANW's price seems a little ridiculous

SeasonRough9204

Yeah. Well bro, most of the stocks that are connected with AI are in a friggin bubble. This is like deja vu all over again, as I got wiped out during the internet bubble as a day trader. As it stands now, everything, everyone, including your sister, are buying into the hype of AI. AI is gonna save the fucking planet, make life a breeze and do your laundry all at the same time. Sure, sure and I have a bridge in Brooklyn for sale. The S&P 500 just hit an all time high. The rest of the markets are all getting swept into the bubble. There is too much money and people chasing too few stocks and when this ends, and it will, look out below. There are more stocks selling for many times earnings, such as AZO. Now at $3127 per share. PANW has been around since 2005. Still doesn't justify a 300X earnings ratio. As for the put option. Having previously day traded back in the internet bubble and shorting companies with almost no earnings and getting many margin calls, I would NOT bet against the stupid money being thrown in right now. There will be an inflection point to short everything. My crystal ball went in for repair in 2001 and they keep telling me it's almost finished. Be careful. Place smaller bets, don't be stupid or the market will kill you. 

thegoldenfinn

I sold some CRWD and PANW. Held it for years. I feel good about taking some profits. Need to pay some bills. Thank you casino. 🎰

sentientshadeofgreen

I don't know for PANW specifically, I invested in a basket of the most credible cybersecurity companies a while back and happened to make money, but I recommend people watch this clip from Black Hat this year (OpenAI, not PANW) https://www.youtube.com/watch?v=87DyyMV0kCY The long and short of it is that AI companies are developing cyberweapons (agentic AI swarms) selling the cure (also cyberweapons, just "defensive"), and they're probably not going to slow down because "adversaries" are in theory be developing their own cyberweapons. It's an arms race for cyberweapons - real Cyberpunk 2077 shit. Overvalued or not, continued AI R&D has to be a national security priority and all of American IT infrastructure depends on it. It's a grift, but it's also reality, and money will find its way into AI companies one way or another. This isn't like, new or surprising to anybody who has been halfway paying attention to tech for the past five years, but seeing it manifest is definitely a confirmation signal.

Any-Huckleberry2593

Cybersecurity in AI era is recently important.. PANW is #1 in that space! They bought Cyberark, puts them ahead of others. But, watch, sell… repeat.

Major-Championship14

Security is new Gold. Without Cybersecurity world will collapse. And PANW is leader is cybersecurity. Their AI play unbeatable, acquisitions unreal, cash flow mind blowing. They will be first $1T company soon

Snoo29444

**NET is valued as an** **Internet platform** **, not a cybersecurity vendor** The market is effectively betting that Cloudflare becomes a neutral operating layer for the Internet: the place where applications are secured, accelerated, executed, stored, connected, and increasingly accessed by AI agents. That explains the premium. It does **not** make the stock conventionally cheap. At the August 7 close of **$300.27**, Cloudflare had a market cap of approximately **$106.9 billion** and enterprise value of **$106.3 billion**. That equals roughly: **42× trailing revenue** **37× Cloudflare’s 2026 revenue guidance** **29× 2027 consensus revenue** **203× forward adjusted earnings** A trailing free-cash-flow yield of only **0.32%** Those are extreme numbers even for high-growth software. **Why investors are nevertheless willing to pay it** **1. Growth has reaccelerated at an unusually large scale** Cloudflare’s second-quarter revenue increased **36%**, accelerating from 28% a year earlier. Management now guides to approximately **32% growth for full-year 2026**, despite approaching a $3 billion revenue base. More importantly, most of the underlying indicators confirm that the growth is not merely coming from small AI developers: Dollar-based net retention accelerated to **120%** Remaining performance obligations increased **38%** Current RPO increased **35%** Customers spending more than $100,000 annually increased **27%** Large customers now generate **73% of revenue** Non-GAAP operating margin reached **13.8%** Revenue growth plus operating margin was therefore nearly **50%**—effectively Rule-of-50 performance. Cloudflare also added a record number of customers in every large-customer cohort, including customers spending more than $1 million and $5 million annually. Very few public software companies can simultaneously offer roughly 30%–35% growth, enterprise expansion, improving margins, and a credible path to a much larger addressable market. **2. Its products reinforce one another** Cloudflare is not just selling DDoS protection or CDN capacity anymore. Its platform spans: Application security and performance Zero Trust and SASE Network security and connectivity Workers serverless compute R2 storage and databases AI inference, gateways, agent orchestration, and related developer infrastructure The bull case is that these are not separate products requiring separate infrastructure. They run over the same network and generate cross-selling opportunities. Recent customer examples support this. One enterprise selected Cloudflare to eliminate five incumbent products, with potentially seven eventually displaced. Several customers chose Workers or R2 over incumbent hyperscalers because of lower latency, Cloudflare’s zero-egress model, security integration, and the ability to purchase multiple services through a common pool of funds. The analogy investors are reaching for is not “the next Akamai.” It is closer to a combination of: **Akamai + Zscaler + a lightweight AWS edge platform + an Internet traffic control plane.** That potential product breadth materially expands the plausible terminal market. **3. Cloudflare may be unusually well positioned for AI agents** Cloudflare said that more than half of the traffic traversing its network is now non-human. It ended Q2 with more than **7.4 million developers**, having added almost **2 million in one quarter—more than it added in all of 2025**. The potential monetization stack is unusually broad: Developers run agents on Workers. Agents use Cloudflare storage and state-management products. Enterprises use Cloudflare to secure agents and their data access. Websites use Cloudflare to identify, permit, block, or charge AI crawlers. Cloudflare could facilitate authentication and very small machine-to-machine payments. The market is therefore assigning value to Cloudflare before all of these revenue streams are separately visible. Investors see a chance that enormous growth in machine-generated requests increases demand for compute, storage, security, authentication, and traffic-management services simultaneously. This is the biggest reason the stock trades above what its present financials alone would justify. **4. Cloudflare has a developer-distribution flywheel** Cloudflare’s free and low-cost developer products create a very large funnel. Most individual developers will never become important customers, but some projects become successful applications or are brought into larger companies. The pattern is: developer adoption → workload adoption → security and performance usage → enterprise contract → additional platform products. Cloudflare’s latest results suggest that both ends of this funnel are working: paying-customer growth was extremely strong, while the number of large customers and spending by existing enterprises also accelerated. **5. It receives a scarcity and founder-led execution premium** There are not many companies with Cloudflare’s combination of product velocity, developer mindshare, enterprise security credibility, global infrastructure, and founder leadership. Matthew Prince has also been unusually effective at framing Cloudflare as the company architecting the next version of the Internet. That narrative premium matters. When results validate the narrative—as Q2 did—the stock tends to re-rate very sharply. **How exceptional is the valuation relative to peers?** On current S&P Global-derived figures, NET trades near CRWD on sales multiple, but materially above most other security and infrastructure-software peers. Fiscal calendars and business models differ, so this is directional rather than perfectly comparable. Nevertheless, the contrast is revealing: **NET’s premium is justified by expected growth and platform optionality—not by current cash generation.** Cloudflare’s free-cash-flow margin remains substantially below those of CRWD, PANW, DDOG, and ZS. Its developer-platform mix is also more infrastructure-intensive, with gross margins currently around **73%**, versus approximately 75%–80% for many pure software businesses. **What the current stock price implicitly requires** Consider a deliberately optimistic scenario: 2026 revenue: approximately **$2.87 billion** Five years of **30% annual revenue growth** 2031 revenue: approximately **$10.6 billion** Long-term free-cash-flow margin: **30%** 2031 free cash flow: approximately **$3.2 billion** Even in that excellent scenario, today’s enterprise value is already about **33× that hypothetical 2031 free cash flow**. For an investor to earn roughly 10% annually over those five years, Cloudflare would need to be worth around **$171 billion** in 2031, ignoring dilution. That would still require approximately: **16× 2031 revenue**, or **54× 2031 free cash flow** Cloudflare’s share count is currently increasing about 2% annually. Were that dilution to continue, achieving a 10% per-share return would require something closer to **18× 2031 revenue** or approximately **60× 2031 free cash flow**. The current valuation and dilution inputs come from Cloudflare’s updated market statistics; the scenario calculations are illustrative rather than a price target. That is the clearest way to understand the valuation: **even spectacular execution is not enough by itself. Cloudflare must also retain an exceptionally high terminal multiple.** **What could break the valuation** The most important risk is not that Cloudflare becomes a bad company. It is that it becomes merely a very good company. A reduction from 30%–35% growth to the low 20s could cause substantial multiple compression. Likewise, machine traffic does not automatically equal revenue: Cloudflare blocks significant amounts of malicious or unwanted traffic without incremental charges, while compute-heavy Workers and AI workloads can carry lower gross margins than traditional security software. Other risks include hyperscaler competition, slower enterprise adoption of Workers, declining net retention, persistent stock-based compensation, and the possibility that Cloudflare’s AI-commerce products prove strategically interesting but financially modest. **My view** **The valuation is explainable, but not comfortably justified.** Cloudflare probably deserves one of the highest multiples in software because it has unusually strong growth, architecture, distribution, and optionality. The latest quarter meaningfully strengthened the thesis that it could become core infrastructure for the agentic Internet. But at roughly **37× current-year sales**, the stock is priced for something close to category dominance. There is little room for ordinary execution, slowing growth, or a less-generous future software market. Relative to PANW, the distinction is: **PANW’s valuation is primarily supported by existing platform scale and cash flow.** **NET’s valuation is primarily supported by future platform creation and AI-era optionality.** That gives NET potentially greater upside if the broad “Internet operating layer” thesis succeeds—but much greater multiple risk if it develops into only an excellent security and edge-computing company. **NET is an exceptional business at a venture-style public-market price.**

Snoo29444

PANW’s valuation is high for **two different reasons**: its quoted GAAP P/E is partly distorted by acquisition accounting, but the company also carries a genuinely enormous strategic premium. At the latest close, PANW was about **$364 per share**, with a **$291 billion market cap** and roughly a **347× trailing GAAP P/E**. In Q3, PANW reported a **$183 million GAAP operating loss** but **$814 million of non-GAAP operating income** because non-GAAP results excluded $517 million of stock compensation, $198 million of acquisition costs, and $280 million of acquired-intangible amortization. So the 347× GAAP P/E makes it look especially absurd. But even after normalizing, it is still extremely expensive. **What the market is actually paying** Using PANW’s current market cap, its April balance sheet, and FY2026 guidance: Approximate enterprise value: **$286 billion** EV/FY2026 revenue: **about 25×** EV/FY2026 adjusted free cash flow: **about 67×** Price/FY2026 non-GAAP EPS: **about 96×** EV/trailing unadjusted free cash flow: **about 75×** PANW is guiding to approximately $11.42 billion of FY2026 revenue, a 37.5% adjusted free-cash-flow margin, and $3.77–$3.79 of non-GAAP EPS. That is not merely an accounting illusion. **The stock really is priced at a rarefied valuation.** **Why investors are willing to pay it** **1. PANW is being treated as the cybersecurity “operating system”** The old PANW thesis was that it sold excellent firewalls. The current thesis is that enterprises will consolidate much of their security stack onto PANW: Network security and firewalls SASE Cloud security Security operations through Cortex/XSIAM AI application and agent security through Prisma AIRS Identity security through CyberArk Observability through Chronosphere The important idea is that cybersecurity is moving from dozens of disconnected point products toward a few integrated platforms. PANW may be the company with the broadest credible enterprise platform and the installed base to cross-sell it. About **65% of NGS ARR now comes from “platformized” customers**, with roughly **120% net revenue retention** among those customers. Management is targeting more than 4,000 platformizations and **$20 billion of NGS ARR by FY2030**. That combination—large installed base, integrated data, distribution, and cross-selling—is what causes investors to think of PANW less like an ordinary software vendor and more like the potential **Microsoft of cybersecurity**. **2. AI may expand every part of PANW’s addressable market** AI creates more software, more network traffic, more machine identities, more autonomous agents, and faster attacks. PANW can potentially monetize all of those: More AI traffic creates more demand for network inspection. AI agents create an identity-security problem, supporting CyberArk. Machine-speed attacks require automated SOC products such as XSIAM. Companies deploying models and agents need dedicated AI-security products such as AIRS. AI infrastructure generates massive telemetry and observability demand. There is already tangible growth beneath the narrative: SASE ARR was about **$1.6 billion and growing around 40%**, XSIAM ARR exceeded **$600 million and was growing around 100%**, and Prisma AIRS had surpassed 300 customers, with management expecting more than $100 million of ARR within two quarters. Reuters also attributed PANW’s recent guidance increase and rerating to stronger AI-related cybersecurity demand. **3. The cash-generation profile is unusually strong** PANW reported a trailing adjusted free-cash-flow margin of **38.5%**, up 430 basis points, and is targeting **40% by FY2028**. Investors are therefore not valuing it as a 14%-growth hardware company. They are valuing it as a company that could sustain: high-teens or 20%-plus recurring growth + approximately 40% cash margins That combination normally deserves a major premium. **4. Recent results encouraged investors to believe the bull case** The latest quarter showed: Organic NGS ARR growth: **28%** Organic RPO growth: **22%** Organic revenue growth: **14%** Adjusted FCF growth: **34%** Those recurring and forward-looking measures are considerably stronger than the organic revenue number. Investors appear to believe ARR growth will eventually pull recognized revenue growth higher as newer products scale. **What is already priced in** A rough reverse DCF illustrates the problem. Starting with approximately **$4.28 billion of guided adjusted FCF**, a roughly $286 billion enterprise value, a 3.5% terminal-growth assumption, and a 9%–10% discount rate, PANW needs approximately: **20%–23% annual free-cash-flow growth for ten years** to justify the present valuation. Management’s $20 billion FY2030 NGS ARR target implies roughly **22% annual ARR growth through FY2030**, so the valuation is effectively giving PANW substantial credit for hitting that ambitious target—and then continuing to compound strongly after 2030. That is possible. It is not a conservative base case. **The parts of the story the valuation overlooks** The headline Q3 numbers were heavily acquisition-assisted. Revenue grew 31%, but only **14% organically**; NGS ARR grew 60%, but **28% organically**; RPO grew 36%, but **22% organically**. There are also meaningful quality-of-earnings issues: Q3 stock compensation was **$517 million**, or roughly **17% of revenue**. Basic weighted-average shares rose from 665 million to 801 million year over year, approximately **20% dilution**. The company’s balance sheet now contains around **$29 billion of goodwill and acquired intangibles**, versus roughly $5.3 billion before the major acquisitions. “Adjusted” FCF adds back acquisition-related payments and certain capital expenditures, so it is more generous than plain free cash flow. Stock compensation is particularly important: it raises reported cash flow while transferring part of the business to employees. It is not equivalent to an ordinary cash expense, but it is not free either. **My assessment** **PANW deserves a premium. The present magnitude of that premium is much harder to defend.** The market is pricing PANW as: The winner in enterprise security consolidation. A major beneficiary of AI-driven attack-surface growth. A durable 20%-plus recurring-growth company. A future 40%-FCF-margin company. A highly successful integrator of CyberArk, Chronosphere, and future acquisitions. If all five happen, the stock can eventually grow into the valuation. But there is little allowance for merely “good” execution. Organic growth falling into the mid-teens, weaker CyberArk integration, continued heavy dilution, or a modest decline in software multiples could produce a severe de-rating even while the underlying business remains healthy. **My characterization: elite company, euphoric price.** The valuation is understandable, but at roughly 67× generous adjusted FCF, investors are paying for something close to the bull case rather than receiving much upside optionality. Yw for the meat proxy

sephirothFFVII

PANW and specifically their CEO does a very good job of pumping the stick and the brand. Nikesh is the only CEO in the cybersec field that I know of with a publicist - seriously look how many gratuitous posts there are about him just before earnings time. My $.02 is they're almost through enshittification but ongoing acquisitions with their free cash flow keeps making them look like they're achieving organic growth. They're not. That said, they keep raising renewal prices and they're hardly attritting any customers so there's a high side baked in. They'll announce q4 soon and they always tend to do well so a lot of upside is baked in already. Also, the metric you want to look at is Forward P/E. They're still on the high side there relative to their peers but it's not 300x like you're seeing.

No-Improvement3164

Might want to look at CRWD and PANW charts before you decide on that. Market moves are crazy once they take off.

Your_new_stepdad83

Cybersecurity will be the winner of 2026 $NET $CRWD $PANW

ohgodthehorror95

I bought the absolute bottom for PANW. Watching it rip to new all time highs within a month was incredible

Groundbreaking_Big17

ive never seen so much money from PANW

IHadTacosYesterday

I think the theory is that AMD still has a lot of room to grow while NVDA might have peaked. I don't think NVDA has peaked, but some are expecting them to eventually have a cool off and then the stock will drop pretty dramatically, so not a lot of people wanting to hop on NVDA if they think most of the good news is in the rear view window I'm heavily invested in both. They're both in my big 3 with GOOG. Both in my big 5 with GOOG, AVGO and PANW

CheeryGeoDuck55

GOOG, NVDA, PLTR, and PANW would all plummet if you believed in the bs you're saying lol

CD274

Wow the rest is like MSFT, CRWD, PANW. Basically the top half of its holdings are all way up

I_Love_Lamp_1

Lol no CRWD and PANW have been killing it for me. PLTR far from being even the top winner in SaaS.

fomoandyoloandnogrow

If OpenAI can hack companies at will, Claude, Chinese AI’s I’m sure it’s over for data security. Short PANW and CRWD

Happy-Champion1661

nah everyone was talking about SNDK already. People don't talk about cybersecurity because the option chain is kinda ass is my guess but PANW has always been a fan fav stonk on this sub, especially because of Nancy also what the fuck is its PE

Ok-Nose29

Ok I like the follow through day, but being super selective about tech choices PANW/GFS/KLAC/STX All showing RSI hidden bullish divergence off the April bounce point

maffoobristol

Hey at least my two shares of PANW are doing well

drkgla

Even PANW is down.

ElkQuiet1541

yes CRWD and PANW are better better... but they trade already at 150x forward PE.. overvalued

IvoryTowerResident

depends on your moat, i own RBRK and PANW. I am pretty happy. The super basic stuff like intuit, adobe, team i doubt they have much room but not a bad play for a bounce. Glory years are behind them. I think palantir is a good buy

C137-Morty

whats been causing PANW and cyber as a whole to just drop for the past 4-5 days?

Go-Woodpecker3908

PANW gonna bounce tomorrow

cryptohorn

#Hello, I will always short Palo alto networks (PANW) for sponsoring Alex Smalley on the golf course

ElkQuiet1541

any good cyber-security stock that is not extremely overvalued (PE < 90x like PANW) i was thinking Zscaler the rest or FTNT

HistoricalBus3773

What do we think of PANW calls that expire Friday?

Ok-Consequence3599

WBX, RIVN, SMMT, PANW, NET and a few others

Majestic_Sympathy388

I only like **PANW from this list. thx fo sharing though**

brjh1990

Couldn't agree more. I've been very happy between PANW and CRWD. If we see a good pullback here, I'm throwing a LOT at CRWD.

NerdSlamPo

PANW similarly flying under the radar. keeps moving up with all the IBM bs

StayPositivePlease

But seriously, add PANW

StayPositivePlease

Former SNDK boys, join me in PANW

IIINevermoreIII

Dude wtf, sell your calls in memory that expire next Friday, once 7 days kicks in theta is a bitch, you’ll have better luck throwing it into software names that have earnings in early August that have shown strength/leadership like PANW or CRWD 

IIINevermoreIII

Your probably chasing and looking at too many hype stocks instead of trying to find the next leadership rotation like for example who has or could profit from all this AI capex, PANW, APPL, MSFT, ONDL, CRWD NET DDOG are good examples, some are green or slight red but these have been showing the most strength within non defensive stocks 

No-Laugh4352

I’m down 100k I’m more fucked. The Bobo management needs to reignite investor confidence and not do insider selling. They should do buying. PANW CEO did this by buying 10M in the stock at 140 and now it’s at 350. Netflix ceos should also do the same. Those idiots needs to be held accountable for the pullback

visionarymind

Absolutely not a stinky 🧸 But if 👁️ were, I’d focus on PANW 300 P/E & doubled since March for literally no reason 🏛️ must be crotch deep in this trade Highest Fair Value™️ I can find is $252 I sold @ $251 in May Regarded AF price action

visionarymind

How tf is PANW🌁 still rising⁉️ This has to be the greatest 🩳 opportunity in the market rn

Immediate-Finding454

A lot of security related SaaS companies were up between 7-12% on this news: OKTA, CRWD, ZS, PANW

rando9999912

Clueless corps trying to adopt AI agents and fire real people just creates more security vulnerabilities. Higher cybersecurity spend until there’s a “safe” and viable AI native competitor, which most likely will come from one of the already established platforms. CRWD, PANW, NET, FTNT all still relevant. IBM cited cyber security spend today as a reason they made less money competing for capex

thegoldenfinn

I love you CRWD & PANW.😘

No-Improvement3164

CRWD and PANW don’t care about software

Accomplished_Mobile1

Loading up on PANW

AltruisticOwl156

I'm not so sure. Mythos released April 7th 2026, PANW went up only 100% since that release and CWRD went up 88%. Yes these are large short term moves, but to think the entire cyber defence industry has run its course already I think is not looking at the larger picture. Yes we probably won't have back to back 80% annual runs, but I do think these cyber defence stocks could have an annual CAGR of 25% which is very good.

Accomplished_Mobile1

yep been looking into cybersecurity also- specifically PANW. Agree we could see stocks in this sector pump even further. I'm taking a position for PANW.

Forward-Surprise1192

I think it’s cybersecurity/networking? CRWD and PANW seem to mostly agree since one was just $800 before the recent share split. It’s usually very high in importance to big companies. They almost always have a cyber department and theres only a couple trusted and reliable names in the sector. Most importantly to expected future outlooks they will need security for their AI and to protect against AI. I have no real or specific evidence for any of this but it makes sense to me.

Forward-Surprise1192

It’s much easier buying a few days out. More pricey, sure but way easier for me than 0dte. Personally I’d get CrowdStrike or Palo Alto, or Arista LEAPs or monthlies. Cybersecurity is almost always very important in literally every major company. CRWD was $800 a few weeks back before the share split and PANW is 45 degrees price increase for several months now. More importantly, if this AI bullshit continues then add security against others AI and to protect your AI the AI will need it to. People ask what the next Micron is? Well, it’s businesses like those.

Riskismyapellido

Software (ZS, PANW HUBS, CRM, NOW, RBRK) buddy and AVGO

ElkQuiet1541

PANW and Crowdstrike have a PE/forward PE of 500/600 🤣semis are massively undervalued compared to them

drkgla

More of a PANW man myself. All this talk of advancing Chinese AI models let loose means every boomer CEO is gonna want to sign up.

RuntimeErrXUndefined

I work for PANW and sold all my shit today.

Forward-Surprise1192

I’m almost positive I think I know the answer. I’d bet $100 a company like Palo Alto will be the next one to jump in price up to $1,000. It was Crowdstrike but they split their shares from like $800 to around I think maybe $150. I’d say PANW, ANET, Fortinet, Cloudflare, etc.

Major-Championship14

PANW

drkgla

PANW entry sighted

FistMyPeenHole

$PANW

ohgodthehorror95

Yes but not all software, which is why I'm invested in specific companies rather than a software ETF. I'm very bullish on cybersecurity. Buying the dip on PANW under $150 was a no brainer for instance. However some of these companies kinda suck. WIX is a zero because their business (building a website) will 100% be disrupted by AI. TEAM is trash because of the crazy amount of SBC. I'm far more optimistic on enterprise software companies as well as ones that operate in niche areas less likely to be disrupted.

Scared_Brilliant6410

You could look for power companies. For the most part it’s all priced in and those trades are crowded. I’m looking for the next phase after infrastructure buildout, since the buildout phase has already been going for 3 years now. Tons of ongoing software will be required for all this new AI infrastructure like ITSM, governance, provisioning, data management, and security. I’m looking for major companies who haven’t made massive CAPEX/OPEX commitments like further hardware purchases and have scalable businesses. Things like SNOW, PANW, and NOW.

Fine_Sock3874

Today I traded CRWD, ASTS, NOW, FCEL, PANW, FDEX, and re-entered a SNDK call holding overnight so will see how it goes. I will look at all of these for the next couple days as well, SasS sector may rally more. Stuck in MUU/MU purchased at closing last week hoping to get out tomorrow.

Game3k

NET & PANW will be among the biggest winners of 2026

Xzlk

Imagine not buying PANW at 300x earnings

JohanLiebert92

is PANW just...immune to everything? I don't even know wtf it does but it just keeps going up and up

maffoobristol

PANW is just something else. I've held varying amounts of it over the years and sold off most of it on the most recent 3 month run but fuck me, if I'd just left it to carry on I'd be laughing. But I just never expected it to go from $150 to $320...! And probably onwards!

Halberd96

PANW did me fine

cbusoh66

I should have bought PANW and CRWD when they were 50% off

Snoo_80293

Question about $ZS, $PANW, $CRWD (cybersecurity): Was looking at these 3 stocks for cybersecurity and privacy, and just saw that $ZS is negative YTD compared to $PANW and $CRWD which are both going crazy. I know $ZS hasn't had as good of guidance or performance, but is there still room to grow? I'm not suggesting $ZS to be a buy but rather just wondering so I can learn a bit more about how the market operates.

quiethandle

> PANW Mythos discovered tons of vulnerabilities in their devices. So maybe puts?

BrickSufficient6938

Calla on PANW?

Puzzleheaded-Rush-93

PANW finally doing it

Elusive-Lucifer

Meanwhile PANW is both Semi and Software and keeps going up 🤣

IvoryTowerResident

they only software stocks i have are PANW and RBRK

achoo_blessyoo

I'm in NOW, PLTR will be back, PANW and CRWD are coming,  but you might have to wait for them. High conviction on PANW and CRWD in the future, everyone is underestimating cyber security.

ohgodthehorror95

I think part of the issue is that all software gets lumped together. Are there some companies who might be boned? Sure. WIX and MNDY come to mind. And some companies have been on the decline prior to the SaaS-pocalypse. ADBE has had 10 straight quarters of decelerating growth. But companies like NOW, SAP, PANW aren't going anywhere. The cybersecurity selloff 3 months ago was regarded. And buying PANW in the low $140s was the 2nd most obvious trade I've made all year

Game3k

Cybersecurity will be the winner of 2026 NET CRWD PANW

Forward-Surprise1192

Check out Cienna, PANW, and AVGO right before earnings. These plus a few others had large moves in both directions at that time and I’ve noticed it’s consistently occurring. So this might be where your idea could go well? micron could be a candidate for this if it follows the same pattern. Warning though is I’m not great at this stuff haha

Forward-Surprise1192

This happened with Cienna, AVGO, PANW, and a few other tech companies before earnings. They had massive increases in the weeks before earnings right up to the hour before. Of course many people bought calls. Problem is that right after earnings all the companies share prices dropped significantly. I think this is where your idea and OPs merge to be a good one?

ThatGlockGuy22

Need to get some in dependent feedback before I fly off the rails. I just sat down with my parents and got a look at their investment portfolio. They are 76 & 71 and using a fee-based investment advisor. I was immediately surprised to see individual stocks in their portfolio and then more surprised to see how many mutual funds the adviser placed them in. My thoughts would be to have elderly clients invested in a mix of index funds and bond funds and should lean towards lower risk. He has them in AAPL, MSFT, PANW, and PLTR along with a couple others that seem more reasonable (such as HD and COST). He then has a large position in QQQ, a smaller amount to SPY and VDE and then about half of the portfolio is in a mix of mutual funds that I do not know anything about. My question is: 1. How crazy is it to have a large percentage of tech stocks for someone past retirement age? 2. Would I be correct to assume this individual is charging a fee to “manage” the funds and then putting half (actually more like 70% if you count the etfs) in mutual funds that then charge another management fee to do the actual investing for him? Any feedback is appreciated!

HeyYoChill

Could try DECO (State Street Digital Asset Ecosystem ETF). Its top 10 are RIOT, KEEL, CIFR, CLSK, CRWD, PANW, HOOD, MU, NVDA, and DDOG.

Moist-Guava-732

i timed the top almost perfectly with PANW bought at 151 sold at 302 for 100 percent gain