PANW

Charming_Squirrel_13

not financial advice, but I rely on IVV, QQQM and IXUS to provide the ballast for my portfolio. but my largest individual holdings are AMD, NVDA, PANW and CRWD. I work with data scientists and they clued me in pretty early about what was going on. going forward, I'm interested in seeing how biotechnology, nanotechnology and robotics play out, especially with any potential AI tailwinds, so I'm keep an eye on those.

Far-East-locker

# Technology (7 stocks)Equal-weight: +5.60% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**ANET**|Arista|$130.73|$172.47|\+31.93%|$175.00| |**AVGO**|Broadcom Inc|$340.74|$418.20|\+22.73%|$475.00| |**CRM**|Salesforce Inc|$263.97|$180.18|\-31.74%|$365.00| |**GWRE**|Guidewire Software|$207.42|$136.62|\-34.13%|$300.00| |**KLAC**|KLA Corporation|$1264.02|$1900.00|\+50.31%|$1485.00| |**PANW**|Palo Alto Networks|$189.49|$182.90|\-3.48%|$235.00| |**SNPS**|Synopsys Inc|$481.24|$498.54|\+3.59%|$650.00| |**Category Average**|—|—|**+5.60%**|—|

GhostRealtor1

PANW was at $360? When exactly?

Far-East-locker

|**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**ANET**|$131.03|$172.47|\+31.63%| |**AVGO**|$340.73|$416.48|\+22.23%| |**BFAM**|$98.50|$112.30|\+14.01%| |**CRM**|$285.40|$312.15|\+9.37%| |**GWRE**|$165.20|$198.40|\+20.10%| |**KLAC**|$710.00|$845.60|\+19.10%| |**LC**|$12.40|$15.90|\+28.23%| |**PANW**|$360.20|$395.40|\+9.77%| |**SNPS**|$550.00|$620.10|\+12.75%| |**TRU**|$78.40|$89.20|\+13.78%| |**V**|$265.30|$282.10|\+6.33%| |**Category Average**|||**+17.03%**|

Game3k

Cybersecurity about to move much, much higher $NET, $CRWD, $PANW

Far-East-locker

Just imagine a 1-2% drop on the following day, might ended up 30% or more drop for the industry after this earning call SAAS EARNINGS CALENDAR - Q1/Q2 2026 -------------------------------------------------- COMPANY              TICKER    EARNINGS DATE (2026) -------------------------------------------------- ServiceNow           NOW       April 22 (Reported) Microsoft            MSFT      April 29 Atlassian            TEAM      April 30 Twilio               TWLO      April 30 Palantir             PLTR      May 4 (Estimated) Datadog              DDOG      May 7 Cloudflare           NET       May 7 HubSpot              HUBS      May 7 monday.com           MNDY      May 11 Palo Alto Networks   PANW      May 19 Snowflake            SNOW      May 20 (Estimated) Zoom                 ZM        May 20 (Estimated) Workday              WDAY      May 21 Intuit               INTU      May 21 Okta                 OKTA      May 26 (Estimated) Salesforce           CRM       May 27 (Estimated) Zscaler              ZS        May 28 CrowdStrike          CRWD      June 2 (Estimated) Adobe                ADBE      June 11 --------------------------------------------------

Pizzabe

Currently looking at PANW for my next degenerate trade throwing money I dont have in options lets gooooo

Jumpy_Nose863

How about PANW and CRWD, those are my 2 long positions in this area.

CrowRunnerORP

What about PANW?

LimboLottoLambo

Excuse the digression, PANW and CRWD has more to worry than Figma

PrthReddits

NOW MSFT ORCL Underrated maybe OKTA CRWD RBRK PANW cyber stuff Ai makes security so much more important but shares is better for that imo

bleeb2000

Watching PANW and CRWD into tomorrow. Bloomberg dropped the Mythos testing piece today — banks have confirmed it works, enterprise security disclosures start rolling in next few weeks. These aren't "AI disruption" puts like IGV. This is "your entire product thesis is being stress-tested by a model that bypassed every major OS and browser in internal testing." CRWD dropped 30% on an outage in 2024. An outage has a fix date. This doesn't.

csr8765

PANW getting cooked AH

coloredzebra

Lol PANW is weak as shit, easy puts

enc-nyc

PANW crashing

coloredzebra

Lmao same boat, tried going short on PANW and threw UNH calls to hedge. Cut those PANW puts real quick 😅

coloredzebra

PANW 155p lol 😂 woke up to it deep itm

tired_ani

This morning I bought 1 share of CNSWF more of Topicus and started positions in NOW and MANH. I also bought just a tiny bit more of SAFRAN, V, PANW and CRWD. I have sold some S&P index and used up my remaining dry powder to fund the above. No matter what happens in the next few months, I don’t think long term I will lose.

ManBearPig_1983

Only if I fucked up buying Axon and PANW last week.

Ant0n61

yup I have PANW puts and hoping they aren’t touched by this green dildo.

Ant0n61

I do lol Also feeling good about the MU calls I cashed in last week. Will see about PANW puts for this week

coloredzebra

Boys, big win today. Entered PANW 155p for .16 ea at the close on Thursday, woke up to $400+ free buckerooos off that. Saved my degen port 😂 we're back to a $1,000 start $10k next

Individual_Avocado37

Bro I saw he literally put the ticker and thought that was wild, should have bought but instead got clapped by PANW, long 3 avg downs deep

Venice_LA

pure play software such a terrible place to be. Atleast MSFT and ORCL have data centers and systems of records. Imagine being CRM, HUBS, NOW, CRWD, PANW, MNDY, PLTR and etc.

VictoriaAutNihil

Left it alone. Instead added to AMAT, AMD, MRVL & NVDA from last April to the end of '25. Have now been adding ORCL, CSCO and will see if PANW heads lower and then add to them as well.

tired_ani

Kind of disoriented by all that’s going on and so many dips. After accounting for valuation and me not knowing the future —— I have conviction in PANW.

alone-in-the-chat

PANW is dying

coloredzebra

LETS FUCKING GO! I got PANW 155p for .16 yesterday, I just woke up and they're 3.50 each holy fuck!!!

jlw993

FSLY getting absolutely slaughtered NET PANW SNOW DDOG NOW CRWD DOCN

NadeshikoEatingPasta

I've definitely been picking em lately. A third of my port is AXON, got a bunch of NET and PANW, and PTIR just because normal losses on Palantir weren't enough for me lolol

csr8765

All the makings of a capitulation in software. Still wouldn’t buy MSFT here. But some of the others may see a nice turnaround later in the day. NOW, SNOW, DDOG. Or ZS, PANW if you want to play it with cyber

Lonely-Relation-7364

Insane. Might scoop some PANW here.

alone-in-the-chat

WTF is happening with PANW?

Groundbreaking_Big17

we need a cleanup on aisle my pants, PANW -> 200 btw

jahoney

Both are probably strong plays. PANW has been beating CRWD stock lately though. Much less volatile too 

wavewalker11

PANW

VictoriaAutNihil

MSFT, PANW, PLTR, ORCL, IBM and many other tech stocks were down today after yesterday's euphoric rise. Nobody's optimistic, it's more of a wait and see attitude. Remember who's in the White House along with his pet imbecile Hegseth.

pineapplekiwipen

i don't have their pe memorized but according to opus this is how the igv top 10 pe looks rn: PLTR Palantir 9.00% 238.0x / 116.3x fwd MSFT Microsoft 8.36% 23.3x / 19.5x fwd ORCL Oracle 7.98% 25.6x / 18.7x fwd CRM Salesforce 7.21% 23.8x / 14.2x fwd PANW Palo Alto 5.77% 91.4x / 42.5x fwd APP AppLovin 4.75% 44.9x / 23.6x fwd ADBE Adobe 4.58% 15.3x / 9.7x fwd INTU Intuit 4.43% 29.5x / 19.8x fwd CRWD CrowdStrike 3.87% N/M / 72.7x fwd NOW ServiceNow 3.73% 66.0x / 25.0x fwd so you're wrong even using trailing pe

ManBearPig_1983

AI apparently eating all SaaS lunch even though PANW and CRWD shouldn’t be bundled up with them.

ManBearPig_1983

I definitely bought PANW and now have biggly regrets.

Jarlaxle_rigged_it

Cramer with that kiss of death on PANW/CRWD

VictoriaAutNihil

I guess a mea culpa is forthcoming. I honestly thought the markets would get hammered yesterday. The DOW closed well off its low (-500) to finish the day -85. Pre-market AMD +10, MRVL +6.5, AMAT +21 (too bad I sold some of the position on Monday), NVDA +6.5, GOOG +12, AMZN +9, ORCL +6, PANW +4 ( yesterday +8),QQQ +20 etc. Obviously all based on the two week moratorium concerning the Iran conflict. Once again, those "in the know" will make a killing today. If anything is a get in and get out type of day if you bought on Monday, it's today. Short-term capital gains, pay the 40% and sit pretty with a 60% profit, or hope after two weeks this nonsense is resolved and the markets start behaving normally, so you hold good companies and not worry (too much) about geopolitical issues, inflation issues, GDP issues, unemployment issues etc. By 3:00pm est yesterday, it was very clear the markets were not going to nosedive, so if you had cash on the sidelines, you could have bought some well known, well run, forward thinking companies. I'm already 75% equity portfolio based, at my age I should be 40%, but I retired earlier than I wanted to, for family reasons, so I played the markets in a riskier fashion because I had much less income. Funny, I wanted to selloff last October/November and pay the 20% capital gains this year, but I decided on one more year (read: a bit too greedy) and pay capital gains in 2027. Who saw this Iranian debacle coming? It really came out of nowhere. So, I will definitely be paring down and headed to a more safe haven, but still holding some blue chip stocks. For those investors in the 25-45 range and could stomach the ups and downs (I dealt with '00, '07-'08, '20, '22) I firmly believe, (unlike the dot.com/internet bubble burst) AI is going nowhere. The surface has barely been scratched. If you have twenty five to thirty years of investing to look forward to, even if you want to play it safe by buying index funds/etfs, you should do very well for yourselves. I only wish!

WickedSensitiveCrew

CRWD/PANW up on that Anthropic news.

Always_Curious_One2

Thanks for pointing this out. PANW is in a good position with CyberArk

dansdansy

Many of the big players in the sector were undervalued last friday. PANW CEO bought shares there too.

Leading_Form_8485

Ai said. Smart money: trims risk before speech or hedges (puts / VIX) Degens: gamble on direction (you with PANW puts lol) How the fuck did it know I had panw puts

Pin-Last

I’m buying the fast growing, high margin, debt free, name brand, large cap technology companies with an average PEG around .9 being bought right now by insiders, the companies, Tom Lee, Dan Ives, & Stephanie Link, that are all UP\^ over the last 7 weeks (and today), after being cut in half the 7 weeks before that, whose efficiencies the AI they’re integrating will probably grow. NOW CRM APP VEEV ADSK WDAY. Hell, toss in PANW, TTWO, INTU, and a flyer on DUOL. Every one UP\^ over 7 weeks after getting nuked. Oh and this hidden gem called Microsoft.

VictoriaAutNihil

I ain't buying shit until I see some upticks for a sustained run. If I don't get in at the absolute bottom, so be it. If I miss a few points while a stock is going up, so be it. Besides, I don't care if you graduated from Harvard Business School, Wharton or Stanford Business School, with this current Iranian debacle showing no immediate signs of letting up, nobody can forecast the bottom. Currently looking to add more shares to my ORCL, MRVL, GOOG and PANW. Not quite yet.

Recent_Register_2952

yet somehow that piece of fucking shit PANW is up 4% today LMAO

Ascorbinium_Romanum

Every few weeks, a STAGGERING AI NEWS drops that will SHATTER CYBER SECURITY FOREVER. Following that, cybersec stonks such as CRWD or PANW drop 5%+. A few days pass and amazingly, these companies are still profitable and NOTHING CHANGES, so the stonks go right back up. Cool shit, we can earn a shit tone of money through this simple trick, so keep an eye out Peace.

No-Improvement3164

PANW CEO trying to suck us in with the “I’m Buying Shares “. We seen how that goes lately.

Groundbreaking_Big17

PANW -> 160

VictoriaAutNihil

I know right. Duh, 2000, 2008, 2020, 2022 and even last year's short-lived April tariff nonsense. Unlike the dot.com/tech bubble burst, there are too many companies with much better balance sheets, earnings reports and most importantly product. For those nervous about individual stocks, either go with stable etf funds or the xl index funds. I think another 10-15% drop is entirely possible, but a rebound will eventually take place. The sky ain't falling. P.S. I'm not a MAGA-loon, I think Trump is as non-presidential as you can get, but where to put your money? I'm playing it relatively safe for now, I opened a 3 month CD at 4% apy. Matures in May, I think by then (I hope by then) the Iranian debacle is in the rear view mirror, and I will get back in. I sold my XLC, XLY and bought 300 shares of NVDA @ 175. Can't run scared, I'm currently looking to add ORCL and PANW. Not happy with the current state of events, but chicken little's predicting a 30-50% correction are need to get out and go the beach.

Trumpwins2024-

Man I hear this guy loud and clear. KTOS @ 98, NBIS @ 101, PANW @ 167, CRDO @ 115, IREN @ 46. Taking a beating. These are investments. I don’t day trade or swing trade.

Pin-Last

Kinda high risk stuff there broski. These are large positions😬?? My polite suggestions: I personally think the smart risk currently is housing (XHB), airlines (UAL, AAL) but the real juice is Microsoft(!!!!) & top tier enterprise software (NOW, VEEV, CRM). Software generally is dirt cheap so cyber like PANW & CRWD. And video games, they’re software too, so TTWO. NVDA, META, AMZN getting too cheap. Software, housing, airlines for a trade only. Hold core positions in NVDA, AMZN, 1/2 position in META. Hope google, avgo, tsm aapl crash so u can load up.

Pin-Last

MICROSOFT! XHB, airlines, start nibbling NVDA. Slowly nibble META, AMZN. Nibble cyber, I like PANW.  VEEV & enterprise software are the dark horse (NOW, CRM esp). I see a double before AI overtakes em. 

Existing_Emphasis_33

I’m really heavy on SentinelOne as it’s a pure AI born defenser vs. the legends. They announces a partnership with Google who will integrate them. But it’s a highly volatile stock, so not for every1. Crowstrike is clearly the leader of the pack, but ZS and PANW r good choices when their evaluations will be good.

NotMyMainLoLzy

A little fun “information” for everyone: 1) 1/3 of the world fertilizer goes through the strait. Farmers in the northern hemisphere plant in April. Fertilizer, in large portions, is delivered a few weeks ahead of time at most. 👀 2) if Anthropic and OpenAi are to be believers, the Mythos and Spud, both independently and together, will poke holes in vulnerabilities humans cannot comprehend in cybersecurity infrastructure. Your PANW’s, NET’s, and CRWD’s may not like this at all, and I mean at all. 3) a lot of you weren’t alive for Vietnam, nor were you conscious during the original invasion of Iraq in operation Iraqi freedom. There’s much more room below, a lot. The new ai models come out in approximately 3 to 6 weeks. They will, allegedly, cause a gpt3.5 moment. The fertilizer issue is a little more concerning. I can imagine the price of consumer food staples rising significantly. Think on it. Consider it. Plan for it.

Recent_Register_2952

fucking PANW

SaaSGrass

Enterprises or even SMBs aren’t even legally able to use Claude security tools on their devices. There is endless legal red tape like SOCII compliance. CRWD is taking an insane amount of market share. Platforms are the play more and more each year (CRWD, PANW, MSFT). I would be cautious about investing in bolt on security tools like Okta because major players are investing to take market share as their in-house tools are increasing in quality.

WickedSensitiveCrew

Yeah. I been trying to make a thread on this but it just doesnt seem to go through for some reason. This is major news for CRWD, S, PANW. I dont know if Athropic/Claude banned words or the articles is causing it. It so odd I cant get a thread to go through.

klyphw

Anyone have an entry target for PANW

Xzlk

CRWD & PANW News?

dansdansy

See if you can get some shares for the Databricks IPO when it comes up. That or buy a mix of CRWD, PANW, ZS, SNOW, and NET. Avoid the etf.

Recent_Register_2952

PANW worst in my port piece of dogshit fr

Able_Durian_1832

PANW, MSFT and CRM are biggest mistakes in recent times

AntoniaFauci

What, if any, is the relationship between OPRA and PANW’s announcement of their own browser?

Recent_Register_2952

i fucking hate PANW

Junglebook3

First I would find the % of Palantir from the NASDAQ to figure out if it's worth it. For every $100k you've got $1,780 in Palantir. Other defense, cyber companies in QQQ: Company Ticker Est. Weight Why it's like Palantir Palantir PLTR 1.78% Data/AI OS for Gov & Enterprise CrowdStrike CRWD 0.31% Cloud-native "Shield" for the Gov Axon AXON 0.25% Public safety data & AI ecosystems Honeywell HON 0.44% The hardware/industrial base for defense Palo Alto PANW 0.40% Massive federal security infrastructure If you're convinced you don't want to hold Palantir you can short its % of your holdings, for example with put options.

jaajaajaa6

Thesis: Companies have no choice but to invest in cyber regardless of how they are doing financially. They can cut spending or slow it down on many things, but not on cyber. Now, as a person that did software for a living, buying multiple pieces of software and integrating them is a lot of cost and time. Product like CRWD comes with many pieces already integrated making it faster and less time to get up and running. PANW, which I also own, is following that model but is integrating multiple purchases the past year or so. I have been a buyer since $120 to $140. From the portfolio I manage, it has grown to be a 5-6% position. And PANW is another 3-4%. As you can tell, I think cyber is a sector to be in. Good luck!

Pin-Last

I’m actively buying those, NOW, CRM, APP, & PANW. Amazon is close 

Pin-Last

MSFT, NOW, CRM, APP, CRWD, PANW SaaS at minimum bounces hard for a 1-3 quarter rotation trade

PropheticMurmurs

All solid plays! And yeah I agree with you, cyber in particular isn't going anywhere. I bought CRWD and PANW leaps in late February and they're already printing hard.

d33p7r0ubl3

PANW, ZS, and FTNT are the other names in that sector

TXJuice

PANW 120C Jan 2028 MP 40C Jan 2028 HIMX 5C Jan 2028 x 4

pimple_prince

PBRA 17.5 C - sold for 15% XOP 165C - sold for 15% Spy 675p -sold for 50% PANW 175c 4/17 - holding and down Iran might be out of missiles, so cyber warfare could be next

couldntthinkofwon

PANW

jaajaajaa6

Agreed - long CRWD and CYBR (now PANW) for years. This is not optional and companies need to pay in good and bad times .

kerrykingzgo-T

Sold QQQ 0DTE 597C at a 45% loss minutes before the pump started, threw a few grand at USO calls, they're red. My PANW minthlies are the only thing keeping me from drilling through the floor this morning. Need the pepe leaving moji!!

kerrykingzgo-T

Who else is going to FOMO into USO and HIMS?! I've got some MSFT and PANW that have done well since the swing back into software. Might as well sell those for a full loss FOMOing into the peak of this week's hysteria... who's coming with me!!

Riskismyapellido

MY BROTHA! I feel exactly the same. This NOW, SNOW, ZS, PANW and RBRK Calls were cheap as hell last 2 weeks. Glad I stayed the course and bought

OrdinaryMix4013

is PANW a buy or naw

Bluesquare9

Appreciate your input! I agree it’s oversold. I’m not talking about unproven competitors but players like PANW and MSFT. I think Okta will sell off even with marginal growth. We’ll see.

jdwolosh12

PANW

Riskismyapellido

buying Calls tomorrow is one of the best money ideas I currently have lol. Add some ZS and PANW. RBRK of course too.

Riskismyapellido

the next move is to buy ZS LEAPS. Also PANW and RBRK and SNOW. Thank me later. In one year.

Pin-Last

CRWD, PANW, DDOG, DT have the encouraging price action. RBRK is still a show me stock 

Fruitilicious

what's crazy is PANW did the exact same thing

mundane_marietta

PANW saving me today

Minute_Plastic_350

Good companies, solid financials, reasonably priced price earnings, good gross profit, margin and a moat as big as possible on their products. I won’t be shy with my suggestions, MO, JNJ, KO, MPLX, AAPL, GOOG, RTX, PANW, BKH.

Pin-Last

NOW, CRM, VEEV, PANW, TTWO, ADSK, INTU, etc are attractive, but MSFT is insanely cheap, stupi cheap

Pin-Last

add APP, VEEV and frankly all the office stuff like ADSK & WDAY too. Defense software is insulated, so PANW & CRWD. I love TTWO here and INTU is high risk/reward. I know it’s all software but those are winners.

Pin-Last

MSFT is a steal, CRM ,NOW, & APP plus VEEV and defense software stocks (PANW!) have little risk. SNOW & NBIS aren’t crazy, SOFI is getting close. Very little else but MSFT is 5 companies in 1, go BIG.

tomnomk

Cybersecurity with the rise of agentic AI… SAIL, CRWD, PANW

VictoriaAutNihil

The longer it lasts, the worse it becomes for the markets. I already picked up KO, JNJ, CL & KMB. If my high volatility stocks start declining (AMD, NVDA, AAPL, PANW and a few others), I will unload and go safe with more consumer staple stocks.

ryallen23

Sold Samsung, Hynix and Sandisk. Pretty awesome super quick trades. Like over 15% total in a few weeks. Started rotating into NOW, INTU, SPGI, CDNS, ANET, PANW, ARM, UBER, and AVGO. I think NFLX will be the last to make the new list. Value!

tired_ani

Added tiny amounts to MCO, MELI, FTNT, PANW, NTDOY, MSFT, BN. I believe all of them are solid long term investments. Happy to see positive price action in my NFLX and FICO.

trix_is_for_kids

has there been a software company that pumped after earnings this year? I get CRWD is cybersecurity, but look at ZS and PANW earnings movements.

TheWokenessInjector

LMAO...the CEO of my company (PANW-Nikesh Aurora) is listed in the Epstein files, fucking creep and a worthless, overpriced bellend. 

Xzlk

Sold my PANW calls from dip buying yesterday, and held on to NFLX shares that I almost trimmed, AND didn’t play Duolingo bullishly like I almost did. Holy W.