Palo Alto Networks: Looking Ahead To Q1 2023

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

Summary

  • 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.
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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.

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