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HEADLINES:

Cisco: Reversing The 'ABC' Trend
Nikos Theodosopoulos • Fri, May 17 • 2 Comments
Cramer's Mad Money - MLP MVPs (5/16/13)
SA Editor Miriam Metzinger • Fri, May 17 • 3 Comments
Palo Alto Networks Achieves Rigorous Common Criteria EAL4+ Certification

PR Newswire (Thu, 8:00AM)
Palo Alto Networks to Present at Investor Conferences

PR Newswire (May 8, 2013)
Palo Alto Networks to Announce Fiscal Third Quarter 2013 Financial Results on May 30, 2013

PR Newswire (May 8, 2013)
Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS
Kerrisdale Capital Management • Mon, Apr 29 • 7 Comments
SDN: Networking's Renaissance Or Epitaph?
Nikos Theodosopoulos • Fri, Apr 19 • 4 Comments
Palo Alto Networks Announces GlobalProtect For Android™ Mobile OS

PR Newswire (Apr 11, 2013)
A 'New Cisco' Is Emerging
Richard Saintvilus • Thu, Apr 4 • 5 Comments
Alcatel-Lucent: Finally Something To Be Positive About?
IAEResearch • Wed, Apr 3 • 13 Comments
Palo Alto Networks to Present at the Wells Fargo Securities Tech Transformation Summit

PR Newswire (Apr 2, 2013)
Palo Alto Networks Research Shows Real-Time Apps and FTP are Preferred Targets for Malware

PR Newswire (Mar 25, 2013)
Palo Alto Networks' CEO Hosts Analyst Day (Transcript)
Thu, Mar 21
Palo Alto Networks and Grupo Dice Sign Distribution Agreement to Bring Next-Generation Network Security to Mexico

PR Newswire (Mar 20, 2013)
Palo Alto Networks GlobalProtect Solution Now Available for iOS on the App Store

PR Newswire (Mar 19, 2013)
Cyber-Terrorism: Working The Zombie Apocalypse And Bank Heists Into A Portfolio
Insider Monkey • Sun, Mar 17 • 2 Comments
Sourcefire's Risk-Reward Seems A Little Out Of Whack
Stephen Simpson • Fri, Mar 8 • 8 Comments
2 Expensive Tech Stocks: Palo Alto Networks Vs. Splunk
Stone Fox Capital • Mon, Mar 4 • 8 Comments
Palo Alto Networks to Present at the Raymond James Annual Institutional Investors Conference

PR Newswire (Mar 4, 2013)
Palo Alto Networks' CEO Discusses F2Q13 Results - Earnings Call Transcript
Thu, Feb 28

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2 Expensive Tech Stocks: Palo Alto Networks Vs. Splunk
Stone Fox Capital • Mon, Mar 4 • 8 Comments
Why High P/E Tech Stocks Are Ripe For Shorting Here
Bret Jensen • Mon, Nov 12, 2012 • 5 Comments
Palo Alto Networks: A 10-Bagger In 18 Months
Alan Brochstein • Fri, Jul 27, 2012 • 26 Comments
Palo Alto Networks: Demand For Cloud IPOs Remains Sky-High
The Value Investor • Mon, Jul 23, 2012 • 1 Comment
Palo Alto Networks' Pricey IPO
Stone Fox Capital • Fri, Jul 20, 2012 • 1 Comment
IPO Preview: Palo Alto Networks
IPOdesktop • Thu, Jul 19, 2012 • 1 Comment

Cisco: Reversing The 'ABC' Trend
Nikos Theodosopoulos • Fri, May 17 • 2 Comments
Cramer's Mad Money - MLP MVPs (5/16/13)
SA Editor Miriam Metzinger • Fri, May 17 • 3 Comments
Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS
Kerrisdale Capital Management • Mon, Apr 29 • 7 Comments
SDN: Networking's Renaissance Or Epitaph?
Nikos Theodosopoulos • Fri, Apr 19 • 4 Comments
A 'New Cisco' Is Emerging
Richard Saintvilus • Thu, Apr 4 • 5 Comments
Alcatel-Lucent: Finally Something To Be Positive About?
IAEResearch • Wed, Apr 3 • 13 Comments
Cyber-Terrorism: Working The Zombie Apocalypse And Bank Heists Into A Portfolio
Insider Monkey • Sun, Mar 17 • 2 Comments
Sourcefire's Risk-Reward Seems A Little Out Of Whack
Stephen Simpson • Fri, Mar 8 • 8 Comments
An In-Depth Analysis Of Cisco Systems
Maani Value Guru • Sun, Feb 10 • 31 Comments
Frustrating F5 Networks Zigs And Zags Again
Stephen Simpson • Fri, Jan 25 • 3 Comments
Would Check Point Be Better If It Was Just A Little Worse?
Stephen Simpson • Thu, Jan 24 • 1 Comment
ServiceNow: Disaffected Customers Mark The Peak Of Its Hype Cycle
Kerrisdale Capital Management • Wed, Jan 9 • 10 Comments
DEFCON 1: 5 Internet Security Stocks To Consider As Cyber Attacks Escalate
R.S. Analytics • Wed, Nov 28, 2012 • 3 Comments
Cramer's Lightning Round - Zipcar Bottomed, But I Don't Want To Be In It (11/16/12)
SA Editor Miriam Metzinger • Mon, Nov 19, 2012
6 Cloud Stocks: Where Are The Buys?
Dividend Kings • Thu, Nov 8, 2012 • 2 Comments
Are Cloud Data Stocks Approaching A Downtrend?
Adam Gefvert • Thu, Oct 4, 2012 • 17 Comments
Qualys - Speculative Buyers Could Drive This Recent Offering Another 50% Higher
The Value Investor • Sat, Sep 29, 2012 • 3 Comments
4 Low-Debt Mid-Cap Tech Stocks Headed For Growth
ZetaKap • Sat, Sep 15, 2012
InContact: A Secondary Speaks Volumes
Josh Franklin • Fri, Sep 14, 2012 • 4 Comments
Fusion-io: An Expensive Stock But Compelling Relative Value
Stone Fox Capital • Wed, Sep 12, 2012 • 16 Comments

Palo Alto Networks' CEO Hosts Analyst Day (Transcript)
Thu, Mar 21
Palo Alto Networks' CEO Discusses F2Q13 Results - Earnings Call Transcript
Thu, Feb 28

Cisco Enjoys Emphatic Post-Earnings Spike

at Fox Business (Thu, 9:03AM)
Palo Alto Networks Achieves Rigorous Common Criteria EAL4+ Certification

PR Newswire (Thu, 8:00AM)
Palo Alto Networks to Present at Investor Conferences

PR Newswire (May 8, 2013)
Palo Alto Networks to Announce Fiscal Third Quarter 2013 Financial Results on May 30, 2013

PR Newswire (May 8, 2013)
PCs Worse Than Expected: Even Asia Has Stopped Buying

at CNBC.com (Apr 11, 2013)
Palo Alto Networks Announces GlobalProtect For Android™ Mobile OS

PR Newswire (Apr 11, 2013)
Palo Alto Networks to Present at the Wells Fargo Securities Tech Transformation Summit

PR Newswire (Apr 2, 2013)
Palo Alto Networks Research Shows Real-Time Apps and FTP are Preferred Targets for Malware

PR Newswire (Mar 25, 2013)
Palo Alto Networks and Grupo Dice Sign Distribution Agreement to Bring Next-Generation Network Security to Mexico

PR Newswire (Mar 20, 2013)
Palo Alto Networks GlobalProtect Solution Now Available for iOS on the App Store

PR Newswire (Mar 19, 2013)
Business is Booming in the Cyber Security World

at Fox Business (Mar 12, 2013)
Palo Alto Networks to Present at the Raymond James Annual Institutional Investors Conference

PR Newswire (Mar 4, 2013)
Palo Alto Networks Reports Record Revenue on 70 Percent Year-over-Year Revenue Growth in its Fiscal Second Quarter 2013

PR Newswire (Feb 28, 2013)
After-Hours Buzz: ADSK, CZR & More

at CNBC.com (Feb 25, 2013)
Palo Alto Networks Reveals - for the First Time - Data on Applications Attackers Most Often Target

PR Newswire (Feb 21, 2013)
Market Extra: Obama speech produces muted stock winners, losers

at MarketWatch.com (Feb 13, 2013)
Palo Alto Networks Positioned in the "Leaders" Quadrant of the Magic Quadrant for Enterprise Network Firewalls

PR Newswire (Feb 11, 2013)
Palo Alto Networks to Host Analyst Day Thursday, March 21, 2013

PR Newswire (Feb 4, 2013)
Palo Alto Networks to Announce Fiscal Second Quarter 2013 Financial Results on February 28, 2013

PR Newswire (Feb 4, 2013)
After-Hours Buzz: LULU, DELL & More

at CNBC.com (Jan 14, 2013)

PANW vs. ETF Alternatives

Company Description

We have pioneered the next generation of network security with our innovative platform that allows enterprises, service providers, and government entities to secure their networks and safely enable the increasingly complex and rapidly growing number of applications running on their networks. The... More

Sector: Technology

Industry: Security Software & Services

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Thursday, May 16, 9:26 AM Palo Alto Networks (PANW) +4% following an upgrade to Overweight from Morgan Stanley. The upgrade comes ahead of Palo Alto's May 30 FQ3 report. Cisco, which Palo Alto has been taking firewall share from (along with Juniper and Check Point), reported a 4% Y/Y drop in security sales yesterday afternoon. Comment! [Tech, On the Move]
Monday, May 6, 4:00 PM Palo Alto Networks (PANW -1%) closes modestly lower in the wake of Intel's (INTC) deal to buy Finnish security hardware vendor Stonesoft. Stonesoft's product line includes next-gen firewalls, and though its presence in this space doesn't compare with PANW's, Intel's resources and McAfee's security software (could allow for richer content analysis) stands to make it a tougher rival. Stonesoft, which relies on a security engine that can be modified to support different types of hardware, also makes intrusion prevention systems, but shares of Sourcefire (FIRE +0.5%), the leader in this market, have closed slightly higher. 5 Comments [Tech]
Wednesday, April 10, 4:35 PM Fortinet (FTNT) -13.5% AH after warning it expects Q1 revenue of $134M-$136M and EPS of $0.10, below a consensus of $140.4M and $0.12. Billings are pegged at $147M-$149M, below guidance of $158M-$162M. The company blames a failure to close a few U.S. service provider deals (F5's warning also cited telco demand), EMEA/Latin America weakness, and inventory shortages and product timing issues. Asia-Pac and U.S. enterprise demand was healthy. With shares trading at 36x 2013E EPS, there wasn't much room for error. Did Ken Goldman's departure play a role? CC at 5PM ET (webcast). CHKP -1.3%. PANW -0.8%. FIRE -1.5%. Comment! [Tech, Earnings, On the Move]
Wednesday, March 27, 1:30 PM Next-gen firewalls (NGFWs) address a security hardware market Gartner thinks will be worth $9B in 2016, writes Needham, which is starting NGFW leader Palo Alto Networks (PANW +3.7%) with a Buy and $70 PT. Needham sees NGFWs, which support deeper content analysis than traditional firewalls, addressing several major security trends. Among them: the need to control "risky" Web services such as chat, the rise of APT attacks, the mobile and BYOD trends, and the network complexity and security risks spawned by virtualization and software-defined networking. Comment! [Tech, On the Move, Quick Ideas]
Monday, March 25, 10:16 AM Lazard cuts Check Point (CHKP -1.9%) to Neutral; the firm says channel checks indicate share losses to Palo Alto Networks (PANW) are growing. Palo Alto's next-gen firewalls are causing headaches for incumbent firewall vendors Check Point, Cisco, and Juniper thanks to their ability to support deeper content analysis on an integrated platform. The company recently bragged of an 85% win rate in deals it competes for. Comment! [Tech, On the Move]
Friday, March 1, 9:16 AM Palo Alto Networks (PANW) -4% in spite of its FQ2 beat. On its earnings call, PANW guided for FQ3 revenue of $100M-$104M and EPS of $0.05, in-line with a consensus of $101.9M and $0.05. With shares respectively trading at 9.4x and 142x FY14E sales and EPS, the Street was looking for more. Billings +82% Y/Y to $124.3M (more multi-year subscription/maintenance deals), well above revenue of $96.5M; gross margin -70 bps Y/Y to 72.2% thanks to the launch of the mid-range PA-3000 series. Comment! [Tech, Earnings, On the Move]
Thursday, February 28, 4:13 PM Palo Alto Networks (PANW): FQ2 EPS of $0.05 beats by $0.01. Revenue of $96.5M (+70% Y/Y) beats by $3.21M. (PR) Comment! [Earnings, Breaking News, Tech]
Thursday, February 28, 12:10 AM Notable earnings after Thursday’s close: AIRM, AL, ALSK, BID, CLNE, CPNO, CRM, DECK, DRH, ENDP, GPS, GXP, HTGC, JOE, KOG, KYAK, MCP, MDR, MDVN, MENT, MTZ, MXWL, NGD, NOG, OPTR, OVTI, PANW, RNDY, RST, SD, SLXP, SONS, SPLK, SSRI, TEG, TESO, UHS, WR, XTEX, YOKU Comment! [Earnings]
Wednesday, February 27, 5:35 PM Notable earnings after Thursday’s close: AIRM, AL, ALSK, BID, CLNE, CPNO, CRM, DECK, DRH, ENDP, GPS, GXP, HTGC, JOE, KOG, KYAK, MCP, MDR, MDVN, MENT, MTZ, MXWL, NGD, NOG, OPTR, OVTI, PANW, RNDY, RST, SD, SLXP, SONS, SPLK, SSRI, TEG, TESO, UHS, WR, XTEX, YOKU 1 Comment [Earnings]
Wednesday, February 20, 3:43 PM Nabors Industries' (NBR) weak Q4 should pressure management to take stronger restructuring steps, Goldman's Waqar Syed says; shares are undervalued vs. peers, "a major change for a company that has historically traded at a premium." Of all 67 stocks on Goldman's Conviction Buy list, NBR is one of nine eyed for 30%-plus upside; the others are PANW, AAPL, HAL, TUMI, PRU, F, THOR, CBST. 1 Comment [Energy, Quick Ideas]
Thursday, February 14, 10:09 AM SourceFire (FIRE +2.6%) rallies after catching an upgrade to Buy from UBS: the firm cites the growth potential of the next-gen firewall market (rival PANW is the early leader in this space) and the possibility of a buyout (from Cisco, perhaps?). Shares jumped on Tuesday as word spread Pres. Obama would sign an executive order to increase government cybersecurity investments, but sold off yesterday after it happened. Comment! [Tech, On the Move, Quick Ideas]
Tuesday, February 12, 1:51 PM Security hardware stocks rally on expectations Pres. Obama will issue an executive order meant to bolster government spending on cybersecurity following tonight's State of the Union. Intrusion prevention system leader SourceFire (FIRE +8.8%), which received 28% of its sales from the U.S. government in Q3, is the biggest winner, but Fortinet (FTNT +4.3%), Check Point (CHKP +1.2%), and Palo Alto Networks (PANW +1.1%) are also higher. 3 Comments [Tech, On the Move]
Thursday, January 31, 3:59 PM Strong earnings from Citrix, Fortinet, and SGI have translated into solid gains for a number of enterprise IT stocks. Winners include security hardware firms Sourcefire (FIRE +4.9%), Palo Alto Networks (PANW +2.8%), and Check Point (CHKP +3%), and server adapter card/interconnect switch makers Mellanox (MLNX +6.2%) and Emulex (ELX +2.6%), WAN optimization leader Riverbed (RVBD +1.7%), and Citrix virtualization/cloud management rival Red Hat (RHT +2%). Comment! [Tech, On the Move]
Wednesday, January 30, 5:49 PM Fortinet (FTNT) guides on its Q4 call for Q1 revenue of $138M-$141M and 2013 revenue of $625M-$635M, mostly above a consensus of $139.6M and $618.9M. The company expects 2013 EPS of $0.60-$0.61, in-line with a $0.61 consensus. Shares +16.3% AH thanks to the guidance and a strong Q4 beat. Recent downgrades aren't looking too smart. Up in sympathy: PANW +3.1%. FIRE +4.9%. CHKP +1%. Comment! [Tech, Earnings, On the Move]
Tuesday, January 29, 7:14 PM F5 (FFIV -0.8%) is entering the firewall hardware market: the company's new BIG-IP Advanced Firewall Manager combines several security and network management features offered in the past as modules for its core application delivery controller products - that could be necessary to stand out in a market that features tough competition from incumbents Cisco, Juniper, and Check Point, as well as upstarts such as Palo Alto Networks. (PR) (previous) Comment! [Tech]
Tuesday, January 22, 1:15 PM Fortinet (FTNT -1.5%) slips after catching a downgrade to Market Perform from JMP, which is worried about rising competition. Fast-growing Palo Alto Networks (PANW -0.5%) has emerged as a rival of sorts for Fortinet: while Fortinet's UTM appliances deliver better performance, Palo Alto's next-gen firewalls offer a more integrated set of tools for analyzing Web content and apps. Cisco, meanwhile, says it's willing to spend aggressively to turn around its security ops. Comment! [Tech]

John Vincent
Yale's David Swensen further trimmed his 13F long portfolio in Q1 2013. Palo Alto Networks ($PANW) added. See http://bit.ly/17tu5NF
Wed, 4:34 AM
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ltfinger
Potential Upgrades (3/28/13): $KORS, $LBJ, $LQDT, $LUFK, $PANW, $RCL, $SCCO, $SFLY, $SKX, $SLAB, $SNCR, $SXL, $TDC, $THO, $TSCO
Apr 1, 9:15 AM
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Ryan Mallory
LiveCharts: Be Weary as the $SPY Drifts Outside the Upper Bollinger Band | also analysis in $PANW & $CY http://bit.ly/13H4FdQ
Mar 6, 1:33 PM
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ltfinger
Potential Downgrades (3/4/2013): $JAH, $PANW
Mar 4, 10:29 PM
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Ryan Mallory
Lazy Trade Long & Short: $PANW & $TTM | SharePlanner http://bit.ly/Z34G5R
Feb 28, 12:02 PM
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FREDDESAIN
Been doing okay buying dips in PANW
10/18/12
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ZetaKap
4 Low-Debt Mid-Cap Tech Stocks Headed For Growth http://bit.ly/SPjEho $ATML $FIO $PANW $SINA @ZetaKap
9/16/12
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Michael Bryant
Palo Alto Networks (PANW) seems good for another three months. Watch out for the lockout. http://yhoo.it/ORCIVb;c=
9/5/12
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Joshua Hayes
4 New Issues Every Growth Investor Should Own http://seekingalpha.com/a/h0rr PANW NGVC AQ KYAK
8/9/12
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Ocean Man: Long KYAK.
8/9/12
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Hillbilly Stock Star: Bullish KYAK for LV deals, watching to take position.
8/9/12
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Stone Fox Capital
The difference between the $PANW #IPO valuation and $OCZ shows that being private is better. Public markets no longer reward growth.
7/11/12
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LATEST REPLIES

Joshua Hayes
4 New Issues Every Growth Investor Should Own http://seekingalpha.com/a/h0rr PANW NGVC AQ KYAK
8/9/12
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Ocean Man: Long KYAK.
8/9/12
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Hillbilly Stock Star: Bullish KYAK for LV deals, watching to take position.
8/9/12
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PANW Palo Alto Networks

PANW

Palo Alto Networks