Palo Alto Networks Inc

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  • Colonial Pipeline sign over structure
    News

    Cybersecurity Stocks to Invest in After Colonial Pipeline Cyberattack

    By Rachel Curry
  • Does Palo Alto Pose a Real Competition to FireEye in Cybersecurity?
    Company & Industry Overviews

    Does Palo Alto Pose a Real Competition to FireEye in Cybersecurity?

    FireEye (FEYE) employs malware sandboxing technology to identify advanced security threats before they intrude and infect a network.

    By Anne Shields
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    Macroeconomic Analysis

    System Software Subsector: Best Performer in HACK

    From September 7–11, 2015, the technology sector performed immensely well, pulling all the sectors up. For HACK, System Software was the best performing subsector.

    By Parker Thomas
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    Earnings Report

    Why FireEye’s Transition to a Cloud-Based Model Is Good News

    FireEye’s email security offerings—EX and ETP—provide protection against cyberattacks by reporting and examining suspicious email attachments and embedded URLs.

    By Anne Shields
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    Company & Industry Overviews

    Cisco Dominates Communications Equipment Space in HACK

    In this series, we’ll compare the performance of companies in the communications equipment subsector such as Cisco Systems, Juniper Networks, Palo Alto Networks, and Radware, which are part of HACK.

    By Adam Rogers
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    Earnings Report

    Can Cisco Continue Revenue Growth in Its Security Business?

    According to IDC, the worldwide security appliance market grew YoY in vendor revenues and unit shipments in 2Q16 (fiscal 4Q16 for Cisco).

    By Adam Rogers
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    Earnings Report

    Is FireEye’s Falling Share Price a Threat to Its Existence?

    FireEye’s massive stock fall since 2015 makes it an ideal acquisition target for established technology companies. Falling stock prices have depressed the company’s valuations.

    By Anne Shields
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    Technology & Communications

    How Could Cyphort’s Acquisition Benefit Juniper Networks?

    In September 2017, Juniper Networks (JNPR) announced that it would acquire software security company Cyphort for an undisclosed sum.

    By Adam Rogers
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    Earnings Report

    Palo Alto’s Billings Growth Continues to Exceed Estimates

    Palo Alto’s revenues and billings growth exceeded analysts’ expectations. For fiscal 2016, its billings grew 56% to $1.9 billion.

    By Anne Shields
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    Earnings Report

    How Did Palo Alto Networks’ Deferred Revenues Rise 70% in 1Q16?

    Deferred revenue rose 71% on year-over-year basis to $804.5 million while billings rose 61% to $388 million.

    By Anne Shields
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    Earnings Report

    What Impacted Cisco Systems’ Security Revenues in Fiscal 2Q18?

    In fiscal 2Q18, Cisco’s (CSCO) Security segment posted revenues of $558.0 million, a 6.0% increase compared to $526.0 million in fiscal 2Q17.

    By Adam Rogers
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    Technology & Communications

    What Drove Fortinet Stock Lower on November 2?

    Fortinet (FTNT) fell 13.3% on November 2 to close at $72.56.

    By Adam Rogers
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    Technology & Communications

    FireEye Is Trading at a 26% Discount to Average Analyst Estimates

    Cybersecurity (HACK) stock FireEye (FEYE) has taken investors on a volatile ride over the last few years.

    By Adam Rogers
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    Company & Industry Overviews

    Why Analysts Maintain a Neutral View on Symantec Stock

    The average target price for Symantec provided by 29 analysts came in at $21.10 on August 27.

    By Aaron Hemsworth
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    Technology & Communications

    Is CrowdStrike a ‘Buy’ before Its Q1 Earnings Results?

    On May 29, CrowdStrike Holdings (NASDAQ:CRWD) stock rose 10.5% and closed at $87.81. The stock was trading 13.8% below its 52-week high of $101.88.

    By Ambrish Shah
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    Earnings Report

    PANW Stock Declines, Guidance Falls below Estimates

    PANW shares have fallen more than 8.5% in pre-market trading today. The company announced its earnings results for the first quarter of 2020 on Monday.

    By Adam Rogers
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    Earnings Report

    Ping Identity Stock Surges after Q3 Results

    Ping Identity shares have gained 20% after it announced its quarterly results on Wednesday. The company reported sales of $61.8 million.

    By Adam Rogers
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    Earnings Report

    Why Is CyberArk Stock Soaring Today?

    CyberArk (CYBR) shares are trading close to 11% higher today at the time of this writing. The company announced its third-quarter results today.

    By Adam Rogers
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    Financials

    CRWD Tanks 9.5% after Citi Initiates Coverage with ‘Sell’

    CrowdStrike (CRWD) fell 9.5% today to close at $54.52. Analyst Walter Pritchard initiated coverage on CRWD with a “sell” rating and a target price of $43.

    By Adam Rogers
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    Earnings Report

    Why Is Palo Alto Networks Stock Rising Today?

    Palo Alto Networks reported its Q4 and fiscal 2019 earnings yesterday. Its Q4 revenues of $805.8 million beat the consensus estimate by $2.24 million.

    By Margaret Patrick
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    Earnings Report

    CyberArk Stock Down 10.0% despite Earnings Beat

    CyberArk announced impressive second-quarter earnings results on August 7, but it was down over 10.0% in the first hour of trading. Why?

    By Adam Rogers
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    Company & Industry Overviews

    A Look at Palo Alto Networks’ Key Metrics

    Network security remains a top priority for most enterprises, helping Palo Alto Networks (PANW) easily expand its customer base. In the last quarter, PANW said it had signed an eight-figure deal with a US government agency.

    By Adam Rogers
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    Company & Industry Overviews

    Why Cloud Security Is Important for Palo Alto’s Revenue Growth

    Enterprise demand for cybersecurity products continues to increase. Palo Alto Networks (PANW) has taken aim at the cloud security space and has acquired several companies to gain traction in this market.

    By Adam Rogers
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    Miscellaneous

    Why Palo Alto Networks Is on an Acquisition Spree

    Cybersecurity giant Palo Alto Networks (PANW) is targeting acquisitions to expand its footprint and gain traction among customers. In the last 15 months, PANW has spent well over $1 billion on acquisitions.

    By Adam Rogers
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    Company & Industry Overviews

    A Look at Palo Alto Networks’ Revenue and Earnings Growth

    Cybersecurity company Palo Alto Networks (PANW) has seen its shares rise 158.0% in the last five years. The primary driver of a company’s stock price is its revenue and earnings growth.

    By Adam Rogers
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    Technology & Communications

    How Palo Alto Networks Stock Has Performed

    Palo Alto Networks’ investors have had a stellar run over the past few years.

    By Adam Rogers
  • uploads///fortinet capex to sales
    Earnings Report

    What Are Fortinet’s Valuation Multiples?

    Fortinet (FTNT) is expected to grow sales by double-digit rates over the next few years.

    By Adam Rogers
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    Company & Industry Overviews

    Fortinet Gains Market Share in Worldwide Security Segment

    Fortinet managed to increase sales by 17.7% in the fourth quarter

    By Adam Rogers
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    Earnings Report

    How Fortinet’s Earnings Growth Has Trended

    Fortinet (FTNT) has managed to improve profitability over the years with sales growth.

    By Adam Rogers
  • uploads///fortinet sales growth
    Earnings Report

    What Are Fortinet’s Key Revenue Drivers for 2019 and Beyond?

    Analysts expect Fortinet’s sales to rise 16% in fiscal 2019 to $2.09 billion, 13.2% in 2020 to $2.37 billion, and 11% to $2.62 billion in 2021.

    By Adam Rogers
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    Earnings Report

    Exploring Analysts’ Q1 Revenue, Earnings Estimates for Proofpoint

    High-growth cybersecurity company Proofpoint (PFPT) is scheduled to announce its first-quarter earnings results on April 25.

    By Adam Rogers
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    Company & Industry Overviews

    Little-Known Alphabet Unit Enters $300 Billion Industry

    Alphabet’s (GOOGL) little-known subsidiary called Chronicle is going for a huge prize: the $300 billion cybersecurity market.

    By Neha Gupta
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    Company & Industry Overviews

    Behind Cisco’s $11 Million Canada Investment Plan

    Cisco Systems (CSCO) recently announced a plan to invest around $11 million to grow its business in Canada.

    By Ruchi Gupta
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    Company & Industry Overviews

    Why Cisco Fears for Its Future

    Cisco Systems (CSCO) executives aren’t sitting pretty even as the United States and China negotiate a resolution to their trade war.

    By Ruchi Gupta
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    Company & Industry Overviews

    Why Cisco Is Acquiring Ensoft

    Cisco Systems is acquiring British networking software company Ensoft in a move to continue its expansion in the software and service space.

    By Ruchi Gupta
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    Company & Industry Overviews

    Why FireEye Stock Is Overvalued

    On October 11, FireEye (FEYE) was trading at a forward EV-to-EBITDA multiple of ~26.1x as compared to the industry average of 8.1x.

    By Aaron Hemsworth
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    Company & Industry Overviews

    How Cisco Is Responding to Trump Tariffs

    The latest round of tariffs targeting $200 billion worth of Chinese goods entering the US went into effect on September 24.

    By Ruchi Gupta
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    Technology & Communications

    What Affected Symantec Stock in May?

    Shares of cybersecurity (HACK) company Symantec (SYMC) fell 25% in May and closed at $20.78.

    By Adam Rogers
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    Company & Industry Overviews

    What’s Driving Palo Alto Networks’ Customer Base?

    Palo Alto Networks (PANW) has maintained strong growth in customer additions, driven by its product portfolio and service quality.

    By Aaron Hemsworth
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    Company & Industry Overviews

    Gauging FireEye’s Value Proposition in the Cybersecurity Space

    Most companies in the cybersecurity space are relatively new, and so most of them don’t pay dividends—FireEye, Palo Alto Networks, and Fortinet included.

    By Anne Shields
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    Company & Industry Overviews

    Cisco Leads in Security Appliances—But for How Long?

    Cisco Systems (CSCO), with its 15.9% market share, retained its lead in the security appliance market in calendar 2Q17.

    By Anne Shields
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    Earnings Report

    Inside Cisco’s Security Segment: Revenue Outlook for Fiscal 1Q18

    In fiscal 2017, Cisco’s Security segment generated revenues of $2.2 billion—a rise of 9% YoY, compared with its revenues of $2 billion in fiscal 2016.

    By Adam Rogers
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    Company & Industry Overviews

    Understanding FireEye’s Stock Surge This Year

    FireEye’s improved earnings and transition toward SaaS Improved growth and earnings and a renewed focus on cybersecurity have acted as catalysts for FireEye’s (FEYE) stock rise of ~42% YTD (year-to-date). FireEye’s fiscal 2Q17 results and its guidance for the current quarter exceeded analysts’ expectations. FireEye’s transition to the SaaS (software as a service) model bodes […]

    By Anne Shields
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    Technology & Communications

    How Wall Street Analysts View Symantec Stock

    Of the 28 analyst recommendations for Symantec stock, there was only one “sell” recommendation on August 24, 2017. More than 50% of the recommendations were “hold,” and the rest were “buy.”

    By Anne Shields
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    Earnings Report

    Why Symantec’s Enterprise Security Segment Is Inclined toward the Cloud

    In late May 2017, Microsoft (MSFT) acquired Hexadite to strengthen its position in the cybersecurity space.

    By Anne Shields
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    Company & Industry Overviews

    Cisco’s Value Proposition in the Cybersecurity Space

    Recurring revenues made up 31% of Cisco’s total fiscal 3Q17 revenues compared to 29% in fiscal 3Q16.

    By Anne Shields
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    Company & Industry Overviews

    Where Does Cisco Stand in the Cybersecurity Space?

    On January 30, 2017, Cisco was the largest global player in the security space by market capitalization.

    By Anne Shields
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    Company & Industry Overviews

    FireEye’s Recommendations: What Are the Analysts Saying?

    Of the 31 analyst recommendations for FireEye, there are only two “sell” recommendations on the stock. About 60% of analysts have recommended a “hold.”

    By Anne Shields
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    Company & Industry Overviews

    FireEye’s Value Proposition in the Cybersecurity Space

    Cisco Systems is considered a leader in security appliances, but IDC recently stated that Palo Alto, with its 17.1% market share, leads the security market.

    By Anne Shields
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    Company & Industry Overviews

    Will FireEye Be Acquired in 2017?

    Among the biggest security vendors, FireEye has faltered the most.

    By Anne Shields
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    Company & Industry Overviews

    Why FireEye’s Leadership in APT Could Benefit Its Investors

    An increase in cyberattacks, the proliferation of IoT, and the increasing requirement to deploy advanced security solutions should drive growth in the APT space.

    By Anne Shields
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    Earnings Report

    How Has Symantec’s Enterprise Security Segment Been Performing?

    Symantec’s Enterprise Security segment continues to grow So far in this series, we’ve discussed Symantec’s (SYMC) recent acquisition of LifeLock and how it could boost its struggling Consumer Security segment. Let’s see how Symantec’s Enterprise Security segment fared in fiscal 2Q17. Symantec’s enterprise security segment contributed 60% of the company’s overall revenue in 2Q17. This […]

    By Anne Shields
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    Company & Industry Overviews

    FireEye’s Value Proposition in the Cybersecurity Space

    Cisco Systems’s forward annual dividend yield was ~3.4% on October 27, 2016. This was higher than Symantec’s forward annual dividend yield of ~1.2%.

    By Anne Shields
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    Company & Industry Overviews

    What’s Palo Alto’s Value Proposition in the Cybersecurity Space?

    Palo Alto’s forward EV-to-EBITDA multiple was ~43.4x. Cisco’s EV-to-EBITDA multiple was ~6.83x, while Fortinet’s EV-to-EBITDA multiple was 22.24x on August 30.

    By Anne Shields
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    Earnings Report

    Symantec’s Fiscal 1Q17 Results Beat Analysts’ Expectations

    Symantec (SYMC) recently reported its fiscal 1Q17 earnings. Its reported revenues and non-GAAP earnings per share of $884 million and $0.29, respectively, beat analysts’ expectations.

    By Anne Shields
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    Earnings Report

    Why FireEye Could Lose Out to Competition in Cybersecurity Space

    In fiscal 1Q16, FireEye’s product revenue fell 16% to $33.7 million.

    By Anne Shields
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    Earnings Report

    How Was Symantec’s Financial Position in Fiscal 3Q16?

    With a market cap close to ~13 billion, Symantec is a leading player in the cybersecurity space.

    By Anne Shields
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    Earnings Report

    What Caused Symantec Stock to Fall 7% in Late April?

    In late March 2016, Symantec stock rose to $18.85, a 52-week high. However, since then, the stock has fallen 11.6%.

    By Anne Shields
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    Miscellaneous

    How CSCO’s Sourcefire Acquisition Benefited Its Security Business

    Cisco has always been a major player in the network security market. Cisco’s share of the worldwide network security market was 30% in 4Q15.

    By Adam Rogers
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    Company & Industry Overviews

    How Do R&D Expenses Compare for Cisco, Juniper, and Palo Alto?

    In 3Q15, Palo Alto’s (PANW) research and development (or R&D) expenses increased to $60 million from $37 million in 3Q14 and $20 million in 3Q13.

    By Adam Rogers
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    Earnings Report

    Why Palo Alto Networks’ Security Appliance Market Share Could Rise

    Palo Alto Networks, which operates in the cyber security space, is growing fast. The industry is expected to grow from $77 billion in 2015 to $170 billion in 2020.

    By Anne Shields
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    Macroeconomic Analysis

    Analyst Recommendations for Cisco

    Out of 21 analysts covering Cisco, five have “buy” recommendations, 14 have “sell” recommendations, and two have “hold” recommendations on the stock.

    By Parker Thomas
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    Earnings Report

    FireEye’s 3Q15 Results Show Slow Growth

    FireEye’s $165.6 million in revenues failed to meet analyst expectations by $1.5 million in 3Q15.

    By Anne Shields
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    Company & Industry Overviews

    Why Is HP Thinking about Selling TippingPoint?

    TippingPoint’s firewall technology for protecting networks is not exactly in the same line as HP’s broader security strategy.

    By Anne Shields
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    Company & Industry Overviews

    A TippingPoint Sale Would Be HP’s 2nd Spin-Off from 3Com

    If HP finally chooses to sell off its TippingPoint division, it would be HP’s second spin-off from 3Com. H3C was the first unit to be divested by HP in mid-2015.

    By Anne Shields
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    Company & Industry Overviews

    Rumors Strong about Sale of HP’s TippingPoint

    HP is considering the sale of its TippingPoint business. Some private equity firms have shown interest in TippingPoint, valuing the business in the range of $200–$300 million.

    By Anne Shields
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    Earnings Report

    Symantec Is Upgraded to ‘Hold’ after Its Fiscal 1Q16 Results

    Investors’ hopes got a boost when Symantec’s stock was upgraded to “hold” by Zacks Investment Research on August 17, 2015.

    By Anne Shields
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    Earnings Report

    FireEye 2015 Outlook: Cash Flow Remains a Source of Concern

    The company doesn’t have any debt on its books. But in spite of strong revenue growth, there’s yet to be a positive margin and cash flow at FireEye.

    By Anne Shields
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    Company & Industry Overviews

    Security Software Stocks See Upward Trend

    Scott Sacknoff, index manager for the SPADE Defense Index, believes that security software firms such as Palo Alto Networks and FireEye should benefit from this trend.

    By Anne Shields
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