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Palo Alto Networks

  • 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 Madhu Dube - 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 »

  • Five Reasons to Buy This Stock and Two to Avoid It

    By Lee Samaha - March 4, 2013 | Tickers: CHKP, CSCO, FTNT, JNPR, PANW

    Palo Alto Networks (NYSE: PANW) delivered its latest sparkling set of numbers and confirmed its status as the up and coming force in a competitive IT security market. None of this is in much doubt, but as investors we are not buying the story or the company. We are buying the price of the company. So is the stock worth buying now?

    Five Reasons to Love This Company

    Total revenue more »

  • Key Earnings For the Week of February 25th

    By Lee Samaha - February 25, 2013 | Tickers: ADSK, DLTR, HD, PANW, TJX

    Another key week of earnings kicks off in March. There are some interesting technology and retail companies this week. It’s also the week where the market will deal with the aftermath of the Italian election. Allow me a short digression on the subject, because it does matter.

    I know most readers have had enough of hearing about European debt, and are happy that the financial markets are awarding the more »

  • A 3D Printing IPO from the Past

    By Mark Holder - February 8, 2013 | Tickers: GSVC, PANW, RKUS, XONE

    The main 3D printing companies, 3D Systems and Stratasys, recently hit all-time highs so naturally this would be a great time for a related IPO. Industrial 3D printing firm ExOne (NASDAQ: XONE) plans to join the party this week. A major surprise popped up when reading the prospectus. The company harkens back to the technology IPOs of the late 1990s when a stock had as much hope as hype.

    The more »

  • This Tech Company Just Hit it Out of the Park

    By Lee Samaha - February 7, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    Fortinet (NASDAQ: FTNT) crushed the market’s (and its own) estimates and its full year guidance was above current estimates. The company appears to have hit a sweet spot in the market place with its mix of affordability, performance and sophistication. In summary, Fortinet is now expanding out of its core SMB strength and into larger enterprises where the increasing performance of its solutions are making it attractively priced. In more »

  • Why It’s Time to End the “Juniper vs. Cisco” Debate

    By Richard Saintvilus - February 3, 2013 | Tickers: ARUN, CSCO, JNPR, PANW, VZ

    Conviction is a great thing to have in the stock market. But then again, patience has its limits. For as much as investors have waited on Juniper’s (NYSE: JNPR) promise, the company always seems to be in a holding pattern with no discernible growth strategy. Meanwhile, the stock is expensive.

    Granted, poor carrier spending has taken a significant toll on Juniper’s business. But this has not impacted rivals more »

  • What You Need to Know About This IT Company

    By Lee Samaha - January 27, 2013 | Tickers: CHKP, CSCO, FTNT, PANW

    I’ve long been fascinated at how different investment perspectives can produce dramatically different conclusions over stocks. The only sure conclusion I’ve drawn with any certainty over the issue is that investors should stick with the investment approaches that they advocate. With this in mind I decided to sell my position in Check Point Software (NASDAQ: CHKP) not because I don’t think it is a ‘buy,’ but because more »

  • Why This Stock is a Sell Ahead of Earnings

    By Richard Saintvilus - January 21, 2013 | Tickers: ARUN, CSCO, JNPR, PANW

    It seems there’s always something bothering Juniper (NYSE: JNPR). As much as I’ve wanted to like the stock, execution has been lacking. Granted, weak carrier spending has impacted its performance. But when compared to Cisco (NASDAQ: CSCO) and a few smaller rivals, the story changes dramatically -- it says Juniper is heading in the wrong direction. And until management can put together consecutive quarters of solid growth, investors would more »

  • Is Cisco a Value Stock for 2013?

    By Meena Krishnamsetty - January 9, 2013 | Tickers: ALU, CSCO, JNPR, PANW, RVBD

    Cisco Systems' (NASDAQ: CSCO) impressive financial performance and fairly cheap valuation have made it a popular stock pick for 2013. The first quarter of Cisco’s fiscal year ended in October 2012. Revenue for the quarter was up 6% from the first quarter of the previous fiscal year, primarily due to higher services revenue. With the company generally holding cost increases in check (operating expenses were actually down, though this more »

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