In the latest market close, Palo Alto Networks (PANW) reached $316.68, with a -1.14% movement compared to the previous day. The stock's change was less than the S&P 500's daily loss of 0.31%. Meanwhile, the Dow gained 0.67%, and the Nasdaq, a tech-heavy index, lost 1.09%.The the stock of security software maker has fallen by 0.39% in the past month, lagging the Computer and Technology sector's gain of 6.41% and the S&P 500's gain of 2.73%.Market participants will be closely following the financial results o ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Palo Alto Networks (PANW) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Palo Alto currently has ...

A month has gone by since the last earnings report for Palo Alto Networks (PANW) . Shares have added about 1.7% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Palo Alto Q3 Earnings and Revenues Beat Estima ...

hapabapa Investment thesis My previous bullish thesis about Palo Alto Networks (NASDAQ:PANW) aged well, as the stock slightly outperformed the broader U.S. market since mid-November 2023. From the fundamental perspective, it appears that the stock rally is fair because the company delivered another strong quarter with solid revenue growth momentum and extensive operating leverage. The free cash flow margin is expanding rapidly, adding more strength to the company's financial position. Having sufficient fina ...

文章核心观点 - 马克·库班基金会与ThoughtSpot公司合作,为高中生免费提供人工智能(AI)训练营,旨在教育和启发下一代AI专业人才 [1][3] - 训练营为期3天半,学生将学习什么是AI,AI在生活中的应用,AI系统的伦理影响等,并学习如何使用ChatGPT和微软云计算工具构建自己的AI应用 [2][3] - 这是ThoughtSpot公司连续第4年作为主办方参与该训练营,该公司认为AI素养应该成为基础教育的一部分,以确保AI这一强大工具的负责任使用 [4][6] 公司概况 - ThoughtSpot公司是一家AI驱动的分析公司,使每个组织的员工都能用自然语言提出数据问题,获得AI驱动的答案和洞见,并采取行动 [11] - ThoughtSpot公司为该训练营提供场地和工作人员支持,并与马克·库班基金会合作,共同支持青少年在数据和AI领域的学习和探索 [3][6] - ThoughtSpot公司的低代码开发者友好平台ThoughtSpot Embedded,可以让客户将AI驱动的分析嵌入到自己的产品和服务中,从而实现数据变现和用户粘性 [11] 行业趋势 - 随着AI和生成式AI技术的发展,正在改变我们的工作、生活和娱乐方式,AI素养已经成为基础教育的重要组成部分 [5][6] - 数据和AI将成为未来几乎所有工作的基础,从运动员到宇航员,从时尚设计师到电影制作人,这个项目有助于缩小STEM教育的差距,让青少年认识到这是通往任何职业的大门 [6]

These AI leaders are set to rally.The artificial intelligence (AI) boom promises to create fortune-building opportunities for forward-thinking investors. Key providers of AI infrastructure and applications could be particularly attractive investments as they're likely to benefit disproportionately from the tech industry's growth.AI leaders that enact forward stock splits could receive an additional boost. Splits may not change the fundamental value of a business, but investors view them as a vote of confide ...

Comprehensive end-to-end platform solves multiple use cases with OT expertise and capabilities  SANTA CLARA, Calif., June 11, 2024 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, announced today it has been recognized as a Leader in The Forrester Wave™: Operational Technology Security Solutions, Q2 2024. Palo Alto Networks received the highest scores in both the strategy and current offering categories. According to the report, "It envisions seamless integration of IT an ...

Unit 42 receives highest possible scores in nine criteria including Innovation, Technology, Threat Intelligence, Cloud Environments, and IR Leadership and Team Structure  SANTA CLARA, Calif., June 10, 2024 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced Palo Alto Networks® Unit 42® has been named as a Leader in The Forrester Wave™: Cybersecurity Incident Response Services, Q2 2024.   Wendi Whitmore, Senior Vice President and Head of Unit 42 at Palo Alto Ne ...

Palo Alto Networks (PANW) has been focusing on offering regionally-hosted cloud-based cybersecurity solutions to meet regulatory requirements. In this connection, it recently established a new cloud location in Indonesia for hosting its cloud services.The local customers of Indonesia had to use Prisma Access to be able to operate the Palo Alto products till now. The new cloud location will now enable these customers to expand on a range of locally hosted cloud products that include Prisma Cloud, Cortex XDR, ...

会议主要讨论的核心内容 - 公司正在向平台化转型,未来5年内将成为一家更加集成化的安全解决方案提供商 [7][8][9][10] - 平台化的主要好处包括降低客户的运营成本、提高安全运营效率、减少安全事件响应时间等 [19][20][21][22] - 公司正在加强与系统集成商的合作,以帮助客户更好地部署和管理平台化的安全解决方案 [27] - 公司的SASE、云安全和XSIAM等产品线增长迅速,未来将成为公司的主要增长引擎 [31][32][33] - 公司正在通过收购IBM的安全业务,加强XSIAM产品的市场地位和客户覆盖 [35][36][37] - 公司的端点安全产品Cortex已经在技术和市场份额上取得长足进步,未来有望成为行业前三 [38][39][40] - 公司的SASE和云安全产品面临来自微软等新进入者的竞争,但公司有信心保持领先地位 [41][42][43][46][47] - 公司的网络安全和云安全产品之间存在较强的协同效应,有助于提升客户粘性和公司整体业绩 [54][55][56] - 公司的云安全业务面临来自初创公司的激烈竞争,但公司正在向更加注重实时防护的方向发展 [58][59][60][61][62][63] - 公司的防火墙业务仍将保持稳定增长,并通过提供更多增值服务来提升整体利润率 [70][71][72][73] 问答环节重要的提问和回答 问题1 **Tal Liani 提问** 你如何定义平台化交易? [86] **Nikesh Arora 回答** 平台化交易是指客户至少购买1百万美元以上的公司网络安全、云安全和XSIAM等平台产品。这是公司用来跟踪业务转型进度的一个指标 [87] 问题2 **Tal Liani 提问** 公司之前从财报中剔除了联邦政府业务的贡献,这是为什么? [88] **Nikesh Arora 回答** 联邦政府业务对公司业绩有较大影响,但存在较大不确定性,公司选择将其从财报预测中剔除,以避免对整体业绩预测产生干扰 [89][90][91] 问题3 **Tal Liani 提问** 公司最近获得了一笔1.5亿美元的医疗行业大单,能否提供更多细节? [92] **Nikesh Arora 回答** 这个客户之前遭受了一次严重的网络安全事件,公司的安全响应团队帮助其快速修复并重建了整个安全架构,包括SASE、端点安全和SOC等多个平台产品。这个项目为公司带来了巨大的业务机会 [93][94]