Posted by kalkgrun on 31st of Aug 2026 at 03:58 pm
PANW has been cranking revenue growth "On the forward guide, we
expect management to guide to approximately ~23-24% FY27 revenue
growth, above current consensus near ~21%, supported by continued
core platform momentum and a fuller-year contribution from CyberArk
and Chronosphere"
On the watch list for now. Plan to wait till after
earnings if buying. Being very selective in this market. Bought
LULU and plan to close before earnings. Let go of a few
others today. Thanks for the info.
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PANW
Posted by EdZ on 31st of Aug 2026 at 12:38 pm
PANW
PANW
Posted by rbreese on 31st of Aug 2026 at 01:53 pm
Reporter from CBOE said that there have been many misses in a row with earnings.
Record 94.7x multiple, three straight
Posted by kingpin15 on 31st of Aug 2026 at 02:45 pm
Record 94.7x multiple, three straight post-beat declines in re PANW
PANW has been cranking revenue
Posted by kalkgrun on 31st of Aug 2026 at 03:58 pm
PANW has been cranking revenue growth "On the forward guide, we expect management to guide to approximately ~23-24% FY27 revenue growth, above current consensus near ~21%, supported by continued core platform momentum and a fuller-year contribution from CyberArk and Chronosphere"
earnings Tuesday AC at 190x forward
Posted by joss22 on 31st of Aug 2026 at 12:49 pm
earnings Tuesday AC
at 190x forward PE and 22x forward sales, you'd be a brave speculator to take a flier on it for longer than a day trade
OTOH, at those multiples I guess the market doesn't care about the valuation of security names now anyway
On the watch list for
Posted by EdZ on 31st of Aug 2026 at 12:57 pm
On the watch list for now. Plan to wait till after earnings if buying. Being very selective in this market. Bought LULU and plan to close before earnings. Let go of a few others today. Thanks for the info.