Palo Alto Networks

  • This Big Tech Disappointment Has Created an Opportunity

    By Timothy Green - August 19, 2013 | Tickers: CSCO, JNPR, PANW

    Networking giant Cisco (NASDAQ: CSCO) announced earnings which beat analyst estimates on Aug. 14, but the market wasn't satisfied. The stock fell after-hours, and after weak guidance was given on the conference call, shares plummeted further. The next day, the stock opened down 7.5%, giving long-term investors an opportunity to buy the stock of a great company at a discount. Even though the market reacted poorly, there were more »

  • Is This Tech Stock About to Make a Comeback?

    By Lee Samaha - August 5, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    It’s been a difficult year for investors in IT security company Fortinet (NASDAQ: FTNT). They have been forced to watch the stock fluctuate wildly, and then settle at a price similar to which it began the year. On the one hand, Fortinet's underperformance to the Nasdaq is justified; throughout 2013, the company has been lowering full-year guidance. On the other hand, the key to investing is always to more »

  • Is Cisco Strengthening Its Position in the Security Software Market?

    By Awais Iqbal - July 30, 2013 | Tickers: CSCO, PANW, FIRE

    The network and communications industry has undergone a complete transformation to emerge as the one of the most evolving and innovation-driven industries. This change was brought about by unparalleled growth in high speed mobile internet, especially for wireless data and video.

    With the launch of the mobile broadband technology, many new service areas were introduced with huge growth potential. They include IPTV, collaboration and cloud computing, video conferencing and mobile more »

  • 6 Reasons to Buy This Low-Rated Tech Company

    By Lee Samaha - July 29, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    Whether rightly or wrongly, the market always seems to want technology companies to deliver growth, or they will be punished with low valuations. Consider the case of low-rated IT security specialist Check Point Software (NASDAQ: CHKP).  The company generates huge cash flows, and holds a significant portion (over 30%) of its market capitalization in cash. On the other hand, it’s estimated to only grow earnings in the 6% to more »

  • 3 Internet Stocks Set to Soar

    By Chris Johnson - July 26, 2013 | Tickers: CSCO, MU, PANW

    The last time web traffic volume was expanding this fast, Microsoft shares shot up from $3.70 to $58.40, establishing a 1,500% gain in just five years. In the same time frame, Cisco Systems saw gains as high as 3,900%! Advanced Micro Devices shares grew 295%, and Intel increased over 1,700%.

    If you missed the boat on the last internet boom, you definitely don't want more »

  • Investors Are Overlooking These Pure-Play IT Security Companies

    By Delian Naydenov - July 22, 2013 | Tickers: CHKP, FTNT, PANW

    Check Point Software Technology (NASDAQ: CHKP), Fortinet (NASDAQ: FTNT), and Palo Alto Networks (NYSE: PANW) are three leading pure-play IT security companies that should benefit from increased use of and dependence on computing power. The difference between the pure-play IT security companies and similar products offered by larger companies is like buying a dollar coffee cup from a gas station and a $5 customized java beverage from Starbucks. The main more »

  • Three Solid Plays in Cybersecurity

    By Rupert Hargreaves - July 15, 2013 | Tickers: CHKP, PANW, SYMC

    The cost of global cybercrime worldwide is unknown, with estimates ranging from a couple of million dollars to over $250 billion a year, or $388 billion including cleanup costs. The costs may be unknown, but what we know for sure is that the costs of cybercrime are being matched by government and corporate spending to prevent it. For instance, on average, a company will spend $9 million recovering from a more »

  • What This IT Bellwether's Results Mean to the Market?

    By Lee Samaha - July 3, 2013 | Tickers: IBM, ORCL, PANW, RAX, SAP

    The last thing the tech market needed right now was a disappointing set of earnings from Oracle (NYSE: ORCL), but unfortunately that is exactly what it got. It would be an understatement to say that it has been a difficult 2013 so far for the tech industry and these numbers will do little to assuage many fears. But what do they mean for Oracle and how do they relate to more »

  • What’s Going On With These Tech Companies?

    By Ranu Devi - June 13, 2013 | Tickers: CSCO, JNPR, PANW

    Network security is becoming one of the top concerns for industries all across the world. The internet has accelerated the threat from malicious content, which is affecting operating systems, hardware, software, mobile devices, data centers, etc. This has prompted businesses to secure and boost their network security. I have analyzed Palo Alto Network (NYSE: PANW), Juniper (NYSE: JNPR), and Cisco (NASDAQ: CSCO) in the network security segment. Let’s see more »

  • How Will 2013 Bode for These 3 Tech Companies?

    By Madhukar Dubey - June 12, 2013 | Tickers: ARUN, MSFT, PANW, RVBD

    Editor's Note: This article has been amended to better describe Riverbed's Steelhead device.

    With Forrester anticipating a smoother ride ahead for the US tech industry, it will be interesting to see how CIOs invest their IT budgets. According to the report, business and government spending on “Information & Communication Technology” products and services is expected to rise by 5.7% in 2013. Earlier in January, Forrester indicated a growth more »

  • Notes From the Latest Tech Crash

    By Lee Samaha - June 10, 2013 | Tickers: CHKP, FFIV, FTNT, PANW

    The most surprising thing about Palo Alto Networks' (NYSE: PANW) recent results were that the market was surprised by them. In truth it has been a difficult first quarter for technology companies, and despite having defensive characteristics (IT security threats are definitely not going away) its sector hasn’t been oblivious to the difficulties. In summary Palo Alto missed estimates and guided lower than the market consensus with the usual more »

  • Two Losers and One Winner in the Networking Industry

    By Leo Sun - June 8, 2013 | Tickers: ARUN, CIEN, CSCO, PANW

    The networking equipment industry has been a tough one to navigate this past year. Investors who have been following this market should have noticed several major trends by now - a heavy dependence on government, telecom and enterprise spending, a brutal pricing war, and a revelation that in tough times, leaner businesses fare better. It’s often difficult for these companies, which offer a wide variety of products, such as switches more »

  • Investors Continue to Overpay for Splunk

    By Mark Holder - June 6, 2013 | Tickers: PANW, SPLK, DATA

    Even with Splunk (NASDAQ: SPLK) trading down substantially from the recent market weakness, the stock is still very overvalued. The stock was one of the hottest IPOs in 2012 and recently hit all time highs while trading at ridiculously high multiples.

    Splunk is a leading provider of software for real-time operational intelligence. The company forecast up to 38% revenue growth for the year, but is that growth enough to justify more »

  • Stay Away From This Technology Stock

    By Vladimir Zernov - June 5, 2013 | Tickers: PANW, CRM, SPLK

    One of the hottest topics in the technology world now is Big Data. As data sets grow by the second, companies are interested in utilizing these vast amounts of available information for decision making. Splunk (NASDAQ: SPLK) is one of the companies that works in this tempting market. Splunk software collects and processes machine-generated data that comes from websites, applications, servers and networks. This software enables users to monitor and more »

  • Investors Still Overpaying for Palo Alto Networks

    By Mark Holder - June 5, 2013 | Tickers: CHKP, JNPR, PANW

    Even with Palo Alto Networks (NYSE: PANW) trading down substantially after reporting weak earnings the stock is still overvalued. The stock was one of the hottest IPOs in 2012 and has always traded at lofty market multiples.

    Palo Alto Networks is a leading supplier of next generation network security for enterprises, service providers, and government entities to secure their networks. The company forecast up to 45% revenue growth in the more »

  • Can This Network Security Company Deliver More Growth?

    By Vladimir Zernov - June 4, 2013 | Tickers: CHKP, CSCO, JNPR, PANW

    Did you know that online advertisements are 182 times more likely to deliver malicious content than pornographic sites? The diversity of online threats grows each year. There’s no wonder that businesses want to protect themselves from various malicious content and extensively use software and hardware that enhance their network security.

    Recent report

    Palo Alto Networks (NYSE: PANW) is one of the companies that plays in the field of network more »

  • Don't Overlook These Secure Safe Havens

    By Brendan Marasco - June 3, 2013 | Tickers: CHKP, FTNT, MANT, PANW, FIRE

    People want to be safe. Whether protecting personal information, securing payment networks, or harboring private data, security is necessary. The same holds true for investments.

    The Problem

    The raging global security phenomena and increasing political turmoil pose many threats to governments, institutions, companies, and people. Pondering our times can be frightening, especially when considering the expansion of web-based services. We ask ourselves “If a government agency was hacked, is my more »

  • A West Coast Hedge Fund Is Bullish On These 5 Stocks

    By Meena Krishnamsetty - May 24, 2013 | Tickers: ADBE, ATHN, PANW, PCLN, WYNN

    Criterion Capital Management is a San Francisco-based investment adviser specializing in global technology, media and telecommunications. The fund is managed by Chris Lord, David Riley and Tomoko Fortune, and recently filed its latest 13F with the SEC, describing some of its main investments during 2013’s first quarter.

    The tippy top

    The largest equity position in Criterion’s 13F was networking and communications company Palo Alto Networks (NYSE: PANW). During more »

  • Can This IT Security Play Hit Guidance?

    By Lee Samaha - May 9, 2013 | Tickers: CHKP, FFIV, FTNT, PANW

    A few weeks ago IT security company Fortinet (NASDAQ: FTNT) helped kick off a pretty dismal reporting season for technology by pre-announcing a weak set of results. Since then a plethora of other companies have reported and given a myriad set of reasons and excuses for missing. I think it’s fair to conclude that there was a marked reluctance among business to sign off on large tech deals in more »

  • A Mixed Set Of Results For This IT Security Play

    By Lee Samaha - April 27, 2013 | Tickers: CHKP, FFIV, FTNT, PANW, RVBD

    It’s very easy to get a bee in your bonnet with investing, and there are certain issues and metrics that just become the one big thing that guides the performance of certain stocks. In the case of IT security play Check Point (NASDAQ: CHKP) it is its falling (and now negative) product and license sales growth. In summary, there are mitigating circumstances, and there was some good news in more »

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