Company Overview and News

6
Okta CEO: Our company has a leg up on tech giants like Microsoft

2018-06-21 cnbc
Even a sprawling technology player like Microsoft might have trouble going after newly public cybersecurity company Okta's business, CEO Todd McKinnon told CNBC on Thursday.
PANW

55
Under Armour Is A Winner - Cramer's Lightning Round (6/20/18)

2018-06-21 seekingalpha
Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, June 20.
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40
Cramer's lightning round: My favorite cybersecurity stocks

2018-06-20 cnbc
FireEye Inc.: "FireEye is good. I mean, let's go over the pecking order. I think that Proofpoint is better. I think that Palo Alto Networks – how about that huge insider buy by [new CEO] Nikesh Arora? And then, I have to tell you, I like Nice more, I like Foritnet more, I like Cyberark more and then I will endorse FireEye."
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28
Aruba Introduces Integrated SD-WAN, LAN and Security Solution to Power the Software-Defined Branch

2018-06-19 globenewswire
LAS VEGAS, June 19, 2018 (GLOBE NEWSWIRE) -- Aruba, a Hewlett Packard Enterprise company (NYSE:HPE), today announced its Software-Defined Branch (SD-Branch) solution, a new approach designed to help customers modernize branch networks for evolving cloud, IoT and mobility requirements. The integration of new cloud-managed SD-WAN, wired and wireless networking solutions, secured with context-based policy enforcement, significantly advances IT professionals’ ability to deliver improved network availability and application performance, while dramatically reducing management time and operational and capital expenditures.
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28
Palo Alto - A Pretty Little City, A World-Class University But A Company With Some Spots

2018-06-19 seekingalpha
The earnings clearly were above prior estimates; the forward guidance for the current quarter - not so much.
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38
Insider Weekends - Elon Musk Purchases Another $25 Million Of Tesla Stock

2018-06-18 seekingalpha
Insider buying increased significantly last week with insiders purchasing $125.17 million of stock compared to $59.2 million in the week prior. Selling also increased with insiders selling $2.24 billion of stock last week compared to $1.61 million in the week prior.
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2087
20 Nasdaq-100 Stocks That Will Heat Up 2H18

2018-06-15 investorplace
Unless you’ve been living under a rock, you know that the narrative surrounding broad markets — it’s been one of strife since late January until the recent rally. Volatility spiked and the S&P 500 Index still sits almost 3% below late-January highs.
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20
What You Missed Out by Overlooking Palo Alto (PANW) Stock

2018-06-15 zacks
Since the beginning of 2018, shares of Palo Alto Networks, Inc. (PANW - Free Report) have been on an upswing, appreciating 48.7% in the year so far. The stock crafted a 52-week high of $217.40 during yesterday’s trading session. Over the past year, it has rallied 63.8%, significantly outperforming its industry’s gain of 32.3%. A successful portfolio manager understands the importance of adding well-performing stocks at the right time.
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6
PANW Stock: Palo Alto Networks Inc Sets Up for a Next Leg Higher | InvestorPlace

2018-06-13 investorplace
Shares of cloud-based security company Palo Alto Networks Inc. (NASDAQ:PANW) rallied 4.4% on Tuesday and in so doing accomplished an important technical feat that now sets up a bullish trade with a well-defined reward to risk for traders and active investors alike.
PANW

116
3 Security Stocks in the Spotlight With Fresh Cyber Attacks

2018-06-12 investorplace
The cyber-security industry has been putting up an impressive show on the bourse, of late, with the slew of cyber attacks, over the past few months, playing the supporting role. Cisco Systems, Inc.’s (NASDAQ:CSCO) latest report hints at another attack hovering over Ukraine, once again, which might cause a complete blackout in the country.
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56
Short Sellers Hike Bets in Cybersecurity Stocks

2018-06-12 247wallst
Cybersecurity has become an increasingly important issue that companies have to address as they continue to develop new platforms and mobile apps. Hackers have been able to steal credit card and personal information from major companies like Equifax, JPMorgan and Home Depot. As a result, cybersecurity has become more necessary, and instead of developing a dedicated department within a company, most opt to hire a third-party cybersecurity firm.
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13
SecureWorks: No Healthier Than Before

2018-06-12 seekingalpha
SecureWorks has rebounded nearly 50% from the new lows it reached last quarter, after a 300 bps gross margin decline wiped out about 20% of SecureWorks' market value.
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48
Activision Blizzard: Time To Take Gains

2018-06-12 seekingalpha
But the stock price is up 100%+ in the last 1.5 years, which has significantly increased the risk and reduced the potential reward.
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50
Billion-Dollar Unicorns: Zscaler Top U.S. Tech IPO Of 2018

2018-06-12 seekingalpha
How will Zscaler navigate in its new public avatar? How will it take advantage of the unprecedented opportunity in SaaS?
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11
Palo Alto Networks FQ3: Reiterating The Long Thesis On Game-Changing Developments

2018-06-11 seekingalpha
We value the business on a zero-growth earnings power basis, compare the earnings yield to Alphabet's (the Google hurdle) and assess the investment opportunity.
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Palo Alto Networks, Inc.
CUSIP: 697435105