PANW Palo Alto Networks Inc

If you invest in cybersecurity, quantum computing is going to make you very rich one day. As quantum computing gets closer to becoming a commercial reality, almost every encryption method known today will be history. Companies know this and panic will soon start to set in for these companies. Financial institutions and any company trying to protect their company secrets will be throwing money at encryption companies. The obvious ones are $PANW and $CRWD , but if you’re not good at picking the winners, take a look at the cybersecurity ETFs. Specifically $CIBR and $XA .

$PANW NOV20 360C · still actionable Zone: $344.52 to $349.38 Invalidation: close under $339.55 Objectives: $370.27, then $392.09 The math: up 6.7% to the first objective and 13.0% to the second, against 2.1% risk on the invalidation, better than 6 to 1 to the second Think of this one like a good house after a rough week on the market. The price fell hard from 432 earlier this month, buyers stepped in near 340 twice, and Monday it closed a little higher at 346.95. That is a swing setup to me, a washed out name holding a real floor with room to walk back toward old levels if buyers keep showing up. P.S. Watch 339.55. A close below that floor changes the whole story, and a move back over 356 would say buyers mean it.

Cybersecurity scoreboard, Friday close: $PANW $380.55 +7.2% | mcap $290B | YTD +107% $CRWD $257.57 +8.3% | mcap $243B | YTD +120% $ZS $255.15 +7.3% | mcap $39B | YTD +13% $RBRK $128.74 +6.6% | mcap $25B | YTD +68% $NTSK $24.28 +9.4% | mcap $9B | YTD +38% Read: two giants, three challengers. $ZS is the 1-year laggard at -21% despite the sharpest recent bounce, +23% in 5 days. $NTSK is the highest-beta rocket, +28% in 5 days with a 2.66 beta. All five ripped Friday, a sector move, not a single-name story.

$PANW NOV20 365C · still actionable Zone: $350.92 to $355.87 Invalidation: close under $334.75 Objectives: $375, then $400 The math: up 6.1% to the first objective and 13.2% to the second, against 5.3% risk on the invalidation, better than 2 to 1 to the second Dear friend, this is a swing setup, and the picture is a big name that fell hard and then stood back up today. Palo Alto Networks dropped about 11 percent in five sessions to 340.28 dollars yesterday, yet today it climbed to near 353 dollars after buyers held 339.53 dollars this morning, which means sellers pushed and could not keep it down near the lows. That hold leaves room back toward 375 dollars first, the area it lost last week, while a close under 334.75 dollars says the bounce failed and you step aside. P.S. Watch 354.42 dollars first. It was the high so far today, and a close over it would show buyers pressing, not just defending.

$PANW NOV20 355C · still actionable Zone: $337.90 to $342.66 Invalidation: close under $334.75 Objectives: $356.00, then $372.00 The math: up 4.6% to the first objective and 9.3% to the second, against 1.6% risk on the invalidation, better than 5 to 1 to the second Dear friend, picture a good house after a hard storm has passed through the street. That is this washed out swing idea in plain English. The stock fell hard for five days, then it stopped at 334.75 and held that low on lighter volume, which means sellers may be running out of steam while buyers quietly test the floor. If that floor keeps holding, the path back toward the old highs has room to breathe, and that is why the calls make sense here. P.S. Watch 334.75 first. Everything in this idea lives or dies on that low holding.

$PANW Buy the dip today! Hopefully, we're getting close to the bottom of this correction.

Palo Alto fell 7.6% on Friday. Its revenue grew 24.5% in a year. Friday | revenue growth: $PANW -7.6% | +24.5% $AMD -6.0% | +39.5% $LRCX -4.9% | +26.0% Applied Materials -4.8% | +7.8% Arista -4.6% | +32.6% One rough day, or a shift in tech sentiment? NFA #stocks

$PANW 100 or 200 forward PE? Yes looks rational :D The retardness in this market never stops :D

$PANW another selloff on noise while the real-world case for cybersecurity keeps compounding. Overnight Oct 11–12, hackers compromised outdated Danfoss refrigeration controllers across france. They forced continuous high-temp defrost cycles, driving units to ~50°C (122°F). Result in spoiled fresh/frozen stock, millions of euros in losses (two Alsace stores alone ~€270k), food waste, and fires. Paris prosecutors opened a large-scale cybercrime probe. This is OT/ICS compromise turning into direct physical and financial damage on food-supply infrastructure — exploiting remote access and unpatched legacy systems. AI is accelerating both the threat and the need for detection, containment, and hardening. How many of these incidents are required before the thesis sticks? Short-term misinformation can pressure the stocks. Structural demand for leading endpoint, cloud, network, and OT security platforms does not. The case for owning them remains intact. its crazy to sell on noise

$PANW NOV20 325C · still actionable Zone: $311.64 to $316.04 Invalidation: close under $300 Objectives: $330, then $350 The math: up 5.2% to the first objective and 11.5% to the second, against 4.4% risk on the invalidation, better than 2 to 1 to the second. I like this swing because PANW just gave back 22% since October 27 and still held $312 twice, so you are buying the level that already proved it can hold, not chasing a bounce off thin air. The zone is tight and $300 is the line where you are wrong, so the risk is set before the move starts. Earnings land November 18, so the run into that date is the real catalyst here. Watch: $330, the first objective and the faded Friday high.

$PANW as expected, strong bouncing from the recent lows. The threat from AI in cyber security is for real, not speculative. $CRWD $ZS

$PANW is green on a solid red day 355.70, up 2.45% We could see 370 and/or 380 today/tomorrow AI sector has been obliterated and now it includes $META $BE $VST as well

$PANW Why was SentinelOne(S) strong Friday while PANW and CRWD were weak to flat ? Valuation concerns Revenue Growth P/S (Trailing) CRWD 25.8% 41.21 x PANW 24.5% 22.42 x S 20.6% 6.79 x *SentinelOne(S) has approximately $2B in cash after their recent capital raise, plus their estimated $400M Anthropic stake (with zero debt) to turbocharge revenue and earnings growth via massive share buybacks and accretive acquisitions in the months ahead.

$PANW bundling more tools into one contract hides the cut for a while. seems like when the total bill gets questioned, the bundle gets unbundled line by line, and ai add ons go first

$PANW Dems or Republicans, doesn't matter - nobody cares. Cybersecurity will be important regardless of politics.

$PANW buying growth in a bubble means paying bubble prices for revenue that reprices later. seems like goodwill stays on the books long after the multiple that justified the deal is gone

$PANW selling guardrails for ai agents still needs a buyer who deployed the agents. seems like if the rollout slows for cost, the guardrail budget slows with it, same bill, same cut list

$PANW absolutely buying this dip with both hands from the Sympathy selling of service now, Fortinet, google

$PANW Palo Alto Networks is the premier enterprise cybersecurity platform, but valuation leaves zero margin of safety against execution friction. Rating: Sell (Underweight) 12M Price Target: $314.00 (12-month horizon) Implied Return: -17.5% vs $380.55 close Thesis: Strong platformization momentum drove FY26 Next-Gen Security ARR to $9.10B (+63% YoY). However, at a $310B market cap, shares trade at ~70x forward SBC-adjusted FCF (deducting $1.5B+ annual dilution). A crowded long setup (83% institutional ownership, 76% buy ratings) severely limits 12M upside even under aggressive AI growth. Key Risk: The "platformization renewal cliff"—enterprises demanding steep discounts once 6-18 month free migration concessions expire, combined with $22.0B in CyberArk goodwill. Not investment advice.

Week 1 of posting every trade live, wins and losses. Closed this week: $PANW +9.6% (3 days) $AAPL +0.7% (1 day) $SPY +0.7% (1 day) $DHR -0.3% (1 day) 4 trades, 3 wins (75%), avg +2.7% Week: +0.5% | Running: +0.5% Not financial advice.