Palo Alto Networks: Looking Ahead To Q1 2023

Nov. 10, 2022 10:35 AM ETPalo Alto Networks, Inc. (PANW)5 Comments


  • Palo Alto Networks is about to report Q1 2023 results next Thursday.
  • Palo Alto is well positioned to embrace a secular trend, both from the demand for cybersecurity and also from the movement to hybrid working.
  • Palo Alto's appeal is that it has its legacy platform, which is growing slower, but is already profitable.
  • Palo Alto also has a rapidly growing product portfolio, its next generation security (NGS) portfolio that's growing with a 60% ARR.
  • The reason why I'm bullish on this company is that it's guiding for GAAP profitability for the next twelve months.
  • Looking for a portfolio of ideas like this one? Members of Deep Value Returns get exclusive access to our subscriber-only portfolios. Learn More »
Cyber security firewall interface protection concept. Businesswoman protecting herself from cyber attacks. Personal data security and banking.

Galeanu Mihai

Investment Thesis

Palo Alto Networks (NASDAQ:PANW) is a very compelling cybersecurity stock on many fronts. Not only is the company guiding for GAAP profitability in the upcoming twelve months, but more importantly, it has a really broad-based portfolio of products.

Strong Investment Potential

My Marketplace highlights a portfolio of undervalued investment opportunities - stocks with rapid growth potential, driven by top quality management, while these stocks are cheaply valued.

I follow countless companies and select for you the most attractive investments. I do all the work of picking the most attractive stocks.

Investing Made EASY

As an experienced professional, I highlight the best stocks to grow your savings: stocks that deliver strong gains.

    • Deep Value Returns' Marketplace continues to rapidly grow.
    • Check out members' reviews.
    • High-quality, actionable insightful stock picks.
    • The place where value is everything.

This article was written by

High upside energy, commodity, tech, and dividend stocks
THANK YOU for all the help that everyone has so kindly offered me, in how to think about businesses from different perspectives.

DEEP VALUE RETURNS: The only Marketplace with real performance. No gimmicks. I provide a hand-holding service. Plus regular stock updates.

We are all working together to compound returns.

WARNING: Any stocks that you feel like buying after discussions with me are your responsibility.

Disclosure: I/we have a beneficial long position in the shares of PANW either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (5)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.