A Well Oiled Machine That Keeps Surprising To The Upside: Palo Alto Networks Earnings Review

Cestrian Capital Research
Investing Group Leader

Summary

  • Palo Alto Networks sells hardware systems, not that you would know it from the financials.
  • The company's early and successful adoption of recurring services revenue means it has huge revenue visibility and compelling cash flow margins.
  • The stock has been exceptionally resilient in 2022 compared to its peers - we believe it can reach $250 in the next twelve months.
  • The rock solid quarter just reported today after the bell provides solid underpinning for a move up in the stock.
  • This idea was discussed in more depth with members of my private investing community, Growth Investor Pro. Learn More »
three cardboard boxes

Box company. It's a box company.

Irina Gutyryak

DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer

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This article was written by

Cestrian Capital Research
16.92K Followers

Cestrian Capital Research, Inc. is an independent, SEC-regulated investment research business led by CEO Alex King. Alex is a professional investor with 3 decades of experience. Cestrian specializes in covering growth stocks, index ETFs and index options, long-run investing, swing trading and risk management via hedging.

Alex runs the investing group Growth Investor Pro. Features of the full service include: A weekly webinar, real-time trade alerts in covered stocks or ETFs, a vibrant and welcome community chatroom, access to all covered stock ratings and charts, as well as access to Alex and his team for questions. Learn More.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours.

Business relationship disclosure:See disclaimer text at the top of this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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