에 대한 최신 뉴스 Palo Alto Networks (NASDAQ:PANW) 주식

Palo Alto Networks

Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.

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와이오밍주에서 열린 잭슨 홀 심포지엄의 중추적 연설에서 제롬 파월 연방준비제도(연준) 의장은 금요일에 &#34;정책을 조정할 때가 왔다&#34;며 금리 변화가 임박했음을 시사했다.

이번 주 시장 동향: 파월의 정책 변화를 시사에 달러 급락, 금리 인하 수혜주 및 금 상승

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화요일 오전 (현지 시간 기준) 미국 주식 선물이 약간 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다: 월스트리트는 로우스(NYSE:LOW)가 개장 전 240억 1천만 달러의 매출과 주당 3.99달러의 분기 이익을 보고할 것으로 예상하고 있다. 벤징가 프로(Benzinga Pro)의 데이터에 따르면 로우스의 주가는 시간외 거래에서 0.2% 하락한 242.70달러를 기록했다.

화요일 주목해야 할 주식: 로우스, 알콘, 팔로알토 네트웍스 그리고 2종목

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월요일 주요 미국 지수들은 상승세로 마감했다. 다우존스 산업평균지수는 0.6% 상승한 40,896.53에 마감했고, S&amp;P 500 지수는 거의 1% 상승한 5,608.25에 마감했다. 나스닥은 가장 큰 상승세를 보이며 17,876.77로 거의 1.4% 상승하며 하루를 마감했다.

월요일 주목받은 주식 5종목: 엔비디아, AMD, 알자멘드 뉴로, 팔로알토 네트웍스, 테슬라

Palo Alto Networks Inc

PALO ALTO NETWORKS ORD

Providing clients with integrated AI-powered cybersecurity solutions and insights to help enhance security posture, drive operational efficiencies, and address complex challenges
NEW YORK and SANTA CLARA, Calif., Oct. 1, 2024 /PRNewswire/ --&nbsp;<a href="https://www.paloaltonetworks.com/">Palo Alto Networks</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and <a href="https://www2.deloitte.com/us/en/pages/risk/solutions/cyber-risk-services">Deloitte</a> today announced an expansion of their strategic alliance into EMEA and JAPAC regions, making Palo Alto Networks&#xAE; AI-powered cybersecurity solutions and joint offerings available to Deloitte clients globally. The new agreement builds on the long-standing collaboration between the two organizations, accelerating the adoption of leading cybersecurity capabilities and helping clients realize the benefits of platformization.
Many organizations struggle to manage an increasing number of cybersecurity products to secure their business. This can create a heterogeneous environment that may increase operational complexity and difficulty to achieve essential security outcomes. Platformization, the shift to an integrated platform as opposed to incompatible point solutions, helps reduce the boundaries of these disparate solutions to help organizations enhance security posture while driving operational efficiencies. Embracing this, Deloitte has consolidated multiple point solutions by adopting Palo Alto Networks Cloud and Network Security platforms.

Global

Palo Alto Networks And Deloitte Expand Their Strategic Alliance Into EMEA And JAPAC Regions, Making Palo Alto Networks AI-Powered Cybersecurity Solutions And Joint Offerings Available To Deloitte Clients Globally

Whales with a lot of money to spend have taken a noticeably bullish stance on Palo Alto Networks.
Looking at options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) we detected 25 trades.
If we consider the specifics of each trade, it is accurate to state that 52% of the investors opened trades with bullish expectations and 32% with bearish.
From the overall spotted trades, 10 are puts, for a total amount of $463,210 and 15, calls, for a total amount of $656,959.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $70.0 to $440.0 for Palo Alto Networks over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Palo Alto Networks's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Palo Alto Networks's substantial trades, within a strike price spectrum from $70.0 to $440.0 over the preceding 30 days.
<h3>Palo Alto Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727712932_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/01/24</td>
<td>$14.3</td>
<td>$13.35</td>
<td>$13.56</td>
<td>$340.00</td>
<td>$108.8K</td>
<td>20</td>
<td style="text-align: right;">5</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$60.5</td>
<td>$59.3</td>
<td>$59.3</td>
<td>$360.00</td>
<td>$88.9K</td>
<td>167</td>
<td style="text-align: right;">15</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$16.2</td>
<td>$15.2</td>
<td>$16.2</td>
<td>$330.00</td>
<td>$76.1K</td>
<td>850</td>
<td style="text-align: right;">50</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$7.2</td>
<td>$6.95</td>
<td>$7.2</td>
<td>$370.00</td>
<td>$72.0K</td>
<td>1.1K</td>
<td style="text-align: right;">117</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$27.55</td>
<td>$27.2</td>
<td>$27.2</td>
<td>$360.00</td>
<td>$65.2K</td>
<td>357</td>
<td style="text-align: right;">24</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
<h3>Palo Alto Networks's Current Market Status</h3>
<ul>
<li>With a trading volume of 862,492, the price of PANW is up by 1.38%, reaching $340.38.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 44 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Palo Alto Networks</h3>
A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $420.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Susquehanna has decided to maintain their Positive rating on Palo Alto Networks, which currently sits at a price target of $420. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Palo Alto Networks options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Options

Palo Alto Networks's Options: A Look at What the Big Money is Thinking

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) has outperformed the market over the past 10 years by 14.83% on an annualized basis producing an average annual return of 26.22%. Currently, Palo Alto Networks has a market capitalization of $108.90 billion. 
Buying $100 In PANW: If an investor had bought $100 of PANW stock 10 years ago, it would be worth $1,055.93 today based on a price of $334.98 for PANW at the time of writing.
<h3>Palo Alto Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727469059_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

If You Invested $100 In This Stock 10 Years Ago, You Would Have $1,100 Today

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/09/26/final-trades-palo-alto-networks-delta-air-lines-paypal-and-the-xlv.html">Halftime Report Final Trades</a>,&#8221; Brenda Vingiello of Sand Hill Global Advisors said Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) continues to gain market share in <a href="https://www.benzinga.com/quote/PANW/earnings">the cybersecurity space</a>.
On Aug. 19, Palo Alto Networks reported better-than-expected results for its fourth quarter and issued strong guidance. Palo Alto's board authorized an additional $500 million for share repurchases, bringing the company's remaining buyback authorization up to $1 billion.
Jim Lebenthal of Cerity Partners named Delta Air Lines, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) as his final trade.
Southwest Airlines Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>) recently introduced a new $2.5 billion share repurchase program. Southwest&#8217;s repurchase plan, alongside its enhanced growth projections and cost-saving initiatives, signals broader optimism for the airline industry&#8217;s recovery and profitability. Delta, as one of the leading carriers in the U.S., could see increased investor interest as competitors like Southwest aim for financial efficiency and stronger earnings growth. Delta Air Lines is scheduled to hold a live conference call and webcast to discuss its September quarter financial <a href="https://www.benzinga.com/news/24/09/41051475/why-delta-air-lines-shares-are-rising">results on Thursday, Oct. 10</a>.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Liz Young Thomas of SoFi picked The Health Care Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>).
Joshua Brown of Ritholtz Wealth Management said PayPal Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>) continues to break out.
PayPal Holdings recently unveiled its plan to extend cryptocurrency services to U.S. business account holders, with the exception of New York State. As per a press release issued on Tuesday, the latest move would enable U.S. merchants to buy, sell, and hold cryptocurrency directly from <a href="https://www.benzinga.com/markets/cryptocurrency/24/09/41038635/paypal-steps-up-crypto-game-allows-us-merchants-to-buy-sell-and-hold-digital-assets">their business accounts</a>.
Price Action:
<ul>
<li>Palo Alto fell 0.5% to close at $338.73 during Thursday's session.</li>
<li>Delta Air shares gained 6.3% to settle at $51.81 on Thursday.</li>
<li>The Health Care Select Sector SPDR Fund gained 0.3% during Thursday's session.</li>
<li>PayPal shares gained 3.5% to close at $80.08 on Thursday.</li>
</ul>
Check This Out: 
<ul>
<li><a href="https://www.benzinga.com/markets/24/09/41054730/top-3-tech-stocks-that-are-ticking-portfolio-bombs">Top 3 Tech Stocks That Are Ticking Portfolio Bombs</a></li>
</ul>
Image: Shutterstock

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Palo Alto, Delta Air, PayPal And More On CNBC's 'Final Trades'

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CNBC Halftime Report Final Trades: Palo Alto Networks, Delta Air Lines, PayPal Holdings, SPDR Select Sector Fund - Health Care

Investors with a lot of money to spend have taken a bullish stance on Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with PANW, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 11 uncommon options trades for Palo Alto Networks.
This isn't normal.
The overall sentiment of these big-money traders is split between 54% bullish and 27%, bearish.
Out of all of the special options we uncovered, 5 are puts, for a total amount of $245,010, and 6 are calls, for a total amount of $335,426.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $300.0 to $500.0 for Palo Alto Networks over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Palo Alto Networks's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Palo Alto Networks's whale activity within a strike price range from $300.0 to $500.0 in the last 30 days. 
<h3>Palo Alto Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727276449_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$48.2</td>
<td>$47.5</td>
<td>$47.5</td>
<td>$300.00</td>
<td>$95.0K</td>
<td style="text-align: right;">484</td>
<td style="text-align: right;">21</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$76.45</td>
<td>$75.25</td>
<td>$75.65</td>
<td>$320.00</td>
<td>$83.2K</td>
<td style="text-align: right;">291</td>
<td style="text-align: right;">12</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$27.95</td>
<td>$27.75</td>
<td>$27.75</td>
<td>$360.00</td>
<td>$83.2K</td>
<td style="text-align: right;">355</td>
<td style="text-align: right;">30</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$5.1</td>
<td>$4.85</td>
<td>$5.0</td>
<td>$380.00</td>
<td>$75.0K</td>
<td style="text-align: right;">619</td>
<td style="text-align: right;">202</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$162.85</td>
<td>$157.95</td>
<td>$162.08</td>
<td>$500.00</td>
<td>$48.6K</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">6</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Following our analysis of the options activities associated with Palo Alto Networks, we pivot to a closer look at the company's own performance.
<h3>Current Position of Palo Alto Networks</h3>
<ul>
<li>With a trading volume of 351,834, the price of PANW is down by -0.87%, reaching $340.53.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 49 days from now.</li>
</ul>
<h3>What Analysts Are Saying About Palo Alto Networks</h3>
A total of 1 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $420.0.
Turn $1000 into $1270 in just 20 days?
20-year pro options trader reveals his one-line chart technique that shows when to buy and sell. Copy his trades, which have had averaged a 27% profit every 20 days. <a href="https://www.benzinga.com/premium/ideas/options-moneyline-2/?t=Moop1arja3be22op14&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Consistent in their evaluation, an analyst from Susquehanna keeps a Positive rating on Palo Alto Networks with a target price of $420. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Palo Alto Networks, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Palo Alto Networks Unusual Options Activity

Financial giants have made a conspicuous bullish move on Palo Alto Networks. Our analysis of options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) revealed 25 unusual trades.
Delving into the details, we found 40% of traders were bullish, while 40% showed bearish tendencies. Out of all the trades we spotted, 11 were puts, with a value of $572,389, and 14 were calls, valued at $645,040.
<h3>Predicted Price Range</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $250.0 to $370.0 for Palo Alto Networks over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Palo Alto Networks's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Palo Alto Networks's whale trades within a strike price range from $250.0 to $370.0 in the last 30 days. 
<h3>Palo Alto Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726673613_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$11.0</td>
<td>$11.0</td>
<td>$11.0</td>
<td>$280.00</td>
<td>$110.0K</td>
<td>182</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/18/26</td>
<td>$79.35</td>
<td>$65.3</td>
<td>$73.3</td>
<td>$370.00</td>
<td>$102.6K</td>
<td>49</td>
<td style="text-align: right;">14</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$17.15</td>
<td>$16.85</td>
<td>$17.15</td>
<td>$370.00</td>
<td>$85.7K</td>
<td>1.3K</td>
<td style="text-align: right;">50</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>10/18/24</td>
<td>$15.45</td>
<td>$15.1</td>
<td>$15.25</td>
<td>$340.00</td>
<td>$82.3K</td>
<td>952</td>
<td style="text-align: right;">66</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$14.75</td>
<td>$14.65</td>
<td>$14.75</td>
<td>$340.00</td>
<td>$72.2K</td>
<td>952</td>
<td style="text-align: right;">122</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Having examined the options trading patterns of Palo Alto Networks, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Where Is Palo Alto Networks Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 740,487, the PANW's price is down by -2.02%, now at $331.1. </li>
<li>RSI readings suggest the stock is currently may be approaching oversold.</li>
<li>Anticipated earnings release is in 56 days.</li>
</ul>
<h3>Expert Opinions on Palo Alto Networks</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $386.8.
<ul>
<li>An analyst from BMO Capital has decided to maintain their Outperform rating on Palo Alto Networks, which currently sits at a price target of $390. </li>
<li>An analyst from Cantor Fitzgerald has decided to maintain their Overweight rating on Palo Alto Networks, which currently sits at a price target of $400. </li>
<li>An analyst from Deutsche Bank has decided to maintain their Buy rating on Palo Alto Networks, which currently sits at a price target of $395. </li>
<li>An analyst from Northland Capital Markets has decided to maintain their Market Perform rating on Palo Alto Networks, which currently sits at a price target of $350. </li>
<li>An analyst from Bernstein has decided to maintain their Outperform rating on Palo Alto Networks, which currently sits at a price target of $399. </li>
</ul>
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Palo Alto Networks with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Palo Alto Networks Options Trading: A Deep Dive into Market Sentiment

Deep-pocketed investors have adopted a bearish approach towards Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in PANW usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 15 extraordinary options activities for Palo Alto Networks. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 40% leaning bullish and 53% bearish. Among these notable options, 7 are puts, totaling $328,937, and 8 are calls, amounting to $548,107.
<h3>Predicted Price Range</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $320.0 and $370.0 for Palo Alto Networks, spanning the last three months.
<h3>Insights into Volume &amp; Open Interest</h3>
In today's trading context, the average open interest for options of Palo Alto Networks stands at 598.82, with a total volume reaching 1,700.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Palo Alto Networks, situated within the strike price corridor from $320.0 to $370.0, throughout the last 30 days.
<h3>Palo Alto Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726070428_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/13/24</td>
<td>$9.5</td>
<td>$7.5</td>
<td>$7.5</td>
<td>$335.00</td>
<td>$150.0K</td>
<td style="text-align: right;">610</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$27.4</td>
<td>$27.05</td>
<td>$27.4</td>
<td>$340.00</td>
<td>$137.0K</td>
<td style="text-align: right;">532</td>
<td style="text-align: right;">64</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$27.65</td>
<td>$27.35</td>
<td>$27.65</td>
<td>$350.00</td>
<td>$60.8K</td>
<td style="text-align: right;">361</td>
<td style="text-align: right;">30</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>09/20/24</td>
<td>$36.6</td>
<td>$34.9</td>
<td>$35.7</td>
<td>$370.00</td>
<td>$60.6K</td>
<td style="text-align: right;">250</td>
<td style="text-align: right;">17</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/20/24</td>
<td>$4.55</td>
<td>$4.45</td>
<td>$4.5</td>
<td>$332.50</td>
<td>$59.9K</td>
<td style="text-align: right;">69</td>
<td style="text-align: right;">133</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
<h3>Where Is Palo Alto Networks Standing Right Now?</h3>
<ul>
<li>Trading volume stands at 1,459,658, with PANW's price down by -3.08%, positioned at $336.89.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 63 days.</li>
</ul>
<h3>What Analysts Are Saying About Palo Alto Networks</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $380.0.
<ul>
<li>Maintaining their stance, an analyst from Bernstein continues to hold a Outperform rating for Palo Alto Networks, targeting a price of $399. </li>
<li>Maintaining their stance, an analyst from Rosenblatt continues to hold a Neutral rating for Palo Alto Networks, targeting a price of $345. </li>
<li>Consistent in their evaluation, an analyst from Rosenblatt keeps a Neutral rating on Palo Alto Networks with a target price of $345. </li>
<li>Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Palo Alto Networks with a target price of $416. </li>
<li>Consistent in their evaluation, an analyst from BTIG keeps a Buy rating on Palo Alto Networks with a target price of $395. </li>
</ul>
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Palo Alto Networks options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Check Out What Whales Are Doing With PANW

Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) has outperformed the market over the past 10 years by 15.96% on an annualized basis producing an average annual return of 26.5%. Currently, Palo Alto Networks has a market capitalization of $111.85 billion. 
Buying $1000 In PANW: If an investor had bought $1000 of PANW stock 10 years ago, it would be worth $10,589.41 today based on a price of $344.05 for PANW at the time of writing.
<h3>Palo Alto Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725917417_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Palo Alto Networks 10 Years Ago Would Be Worth Today

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Shares of companies within the broader tech sector are trading higher amid a rebound. Also, the sector may be moving higher in sympathy with Dell Technologies and Palantir Technologies' inclusion in the S&P 500 index.

Financial giants have made a conspicuous bearish move on Palo Alto Networks. Our analysis of options history for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) revealed 22 unusual trades.
Delving into the details, we found 36% of traders were bullish, while 59% showed bearish tendencies. Out of all the trades we spotted, 6 were puts, with a value of $1,034,771, and 16 were calls, valued at $693,750.
<h3>What's The Price Target?</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $180.0 to $500.0 for Palo Alto Networks over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Palo Alto Networks's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Palo Alto Networks's whale activity within a strike price range from $180.0 to $500.0 in the last 30 days. 
<h3>Palo Alto Networks Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725653778_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$26.8</td>
<td>$26.3</td>
<td>$26.5</td>
<td>$320.00</td>
<td>$795.0K</td>
<td>220</td>
<td style="text-align: right;">305</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$31.8</td>
<td>$31.5</td>
<td>$31.68</td>
<td>$340.00</td>
<td>$142.5K</td>
<td>823</td>
<td style="text-align: right;">51</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$10.6</td>
<td>$9.7</td>
<td>$10.6</td>
<td>$293.33</td>
<td>$75.2K</td>
<td>405</td>
<td style="text-align: right;">51</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>06/20/25</td>
<td>$22.3</td>
<td>$21.4</td>
<td>$21.4</td>
<td>$420.00</td>
<td>$59.9K</td>
<td>309</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$42.0</td>
<td>$41.85</td>
<td>$42.0</td>
<td>$320.00</td>
<td>$58.8K</td>
<td>2.1K</td>
<td style="text-align: right;">26</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
After a thorough review of the options trading surrounding Palo Alto Networks, we move to examine the company in more detail. This includes an assessment of its current market status and performance.
<h3>Where Is Palo Alto Networks Standing Right Now?</h3>
<ul>
<li>With a trading volume of 2,291,703, the price of PANW is down by -2.3%, reaching $335.82.</li>
<li>Current RSI values indicate that the stock is is currently neutral between overbought and oversold.</li>
<li>Next earnings report is scheduled for 68 days from now.</li>
</ul>
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Palo Alto Networks options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Decoding Palo Alto Networks's Options Activity: What's the Big Picture?

In the latest quarter, 46 analysts provided ratings for Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), showcasing a mix of bullish and bearish perspectives.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">12</td>
<td style="text-align: right;">26</td>
<td style="text-align: right;">8</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">11</td>
<td style="text-align: right;">21</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $379.74, a high estimate of $420.00, and a low estimate of $325.00. Witnessing a positive shift, the current average has risen by 7.58% from the previous average price target of $353.00.
<img src="https://www.benzinga.com/files/images/story/2024/1725548428_0_0.png" alt="price target chart" />
<h2>Investigating Analyst Ratings: An Elaborate Study</h2>
The analysis of recent analyst actions sheds light on the perception of Palo Alto Networks by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Shyam Patil</td>
<td>Susquehanna</td>
<td>Raises</td>
<td>Positive</td>
<td>$420.00</td>
<td>$340.00</td>
</tr>
<tr>
<td>Tal Liani</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$400.00</td>
<td>$370.00</td>
</tr>
<tr>
<td>Gabriela Borges</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$376.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Nehal Chokshi</td>
<td>Northland Capital Markets</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$350.00</td>
<td>$275.00</td>
</tr>
<tr>
<td>Fatima Boolani</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$395.00</td>
<td>$385.00</td>
</tr>
<tr>
<td>Saket Kalia</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$370.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Brian Essex</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$387.00</td>
<td>$365.00</td>
</tr>
<tr>
<td>Anthony Hau</td>
<td>Truist Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$400.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Daniel Ives</td>
<td>Wedbush</td>
<td>Raises</td>
<td>Outperform</td>
<td>$400.00</td>
<td>$375.00</td>
</tr>
<tr>
<td>Shaul Eyal</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$400.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$400.00</td>
<td>$385.00</td>
</tr>
<tr>
<td>Matthew Hedberg</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$410.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Ittai Kidron</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$410.00</td>
<td>$390.00</td>
</tr>
<tr>
<td>Hamza Fodderwala</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Overweight</td>
<td>$390.00</td>
<td>$360.00</td>
</tr>
<tr>
<td>Trevor Walsh</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$380.00</td>
<td>$380.00</td>
</tr>
<tr>
<td>Eric Heath</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$400.00</td>
<td>$380.00</td>
</tr>
<tr>
<td>Yi Fu Lee</td>
<td>Cantor Fitzgerald</td>
<td>Raises</td>
<td>Overweight</td>
<td>$400.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Roger Boyd</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$355.00</td>
<td>$345.00</td>
</tr>
<tr>
<td>Andrew Nowinski</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Overweight</td>
<td>$416.00</td>
<td>$385.00</td>
</tr>
<tr>
<td>Rudy Kessinger</td>
<td>DA Davidson</td>
<td>Raises</td>
<td>Buy</td>
<td>$415.00</td>
<td>$380.00</td>
</tr>
<tr>
<td>Gray Powell</td>
<td>BTIG</td>
<td>Raises</td>
<td>Buy</td>
<td>$395.00</td>
<td>$366.00</td>
</tr>
<tr>
<td>Adam Borg</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$385.00</td>
<td>$360.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Neutral</td>
<td>$345.00</td>
<td>$345.00</td>
</tr>
<tr>
<td>Peter Weed</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Outperform</td>
<td>$399.00</td>
<td>$364.00</td>
</tr>
<tr>
<td>Shrenik Kothari</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$385.00</td>
<td>$375.00</td>
</tr>
<tr>
<td>Rob Owens</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Neutral</td>
<td>$330.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Alex Henderson</td>
<td>Needham</td>
<td>Raises</td>
<td>Buy</td>
<td>$385.00</td>
<td>$345.00</td>
</tr>
<tr>
<td>Peter Levine</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$395.00</td>
<td>$385.00</td>
</tr>
<tr>
<td>Brad Zelnick</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Buy</td>
<td>$395.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Keith Bachman</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Outperform</td>
<td>$390.00</td>
<td>$334.00</td>
</tr>
<tr>
<td>Yi Fu Lee</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$350.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Catharine Trebnick</td>
<td>Rosenblatt</td>
<td>Raises</td>
<td>Neutral</td>
<td>$345.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Daniel Ives</td>
<td>Wedbush</td>
<td>Maintains</td>
<td>Outperform</td>
<td>$375.00</td>
<td>$375.00</td>
</tr>
<tr>
<td>Shrenik Kothari</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$375.00</td>
<td>$360.00</td>
</tr>
<tr>
<td>Brian Essex</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$365.00</td>
<td>$340.00</td>
</tr>
<tr>
<td>Fatima Boolani</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Buy</td>
<td>$385.00</td>
<td>$345.00</td>
</tr>
<tr>
<td>Patrick Colville</td>
<td>Scotiabank</td>
<td>Raises</td>
<td>Sector Outperform</td>
<td>$385.00</td>
<td>$337.00</td>
</tr>
<tr>
<td>Roger Boyd</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$345.00</td>
<td>$300.00</td>
</tr>
<tr>
<td>Adam Borg</td>
<td>Stifel</td>
<td>Raises</td>
<td>Buy</td>
<td>$360.00</td>
<td>$330.00</td>
</tr>
<tr>
<td>Saket Kalia</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$350.00</td>
<td>$325.00</td>
</tr>
<tr>
<td>Nina Marques</td>
<td>Redburn Atlantic</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$325.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Michael Turits</td>
<td>Keybanc</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$380.00</td>
<td>$384.00</td>
</tr>
<tr>
<td>Shrenik Kothari</td>
<td>Baird</td>
<td>Raises</td>
<td>Outperform</td>
<td>$360.00</td>
<td>$340.00</td>
</tr>
<tr>
<td>Yi Fu Lee</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$350.00</td>
<td>$350.00</td>
</tr>
<tr>
<td>Rudy Kessinger</td>
<td>DA Davidson</td>
<td>Announces</td>
<td>Buy</td>
<td>$380.00</td>
<td>-</td>
</tr>
<tr>
<td>Hamza Fodderwala</td>
<td>Morgan Stanley</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$360.00</td>
<td>$360.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Palo Alto Networks. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Palo Alto Networks compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Palo Alto Networks's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Palo Alto Networks's market position. Stay informed and make well-informed decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/PANW/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Palo Alto Networks analyst ratings.</a>
<h2>Delving into Palo Alto Networks's Background</h2>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
<h3>Unraveling the Financial Story of Palo Alto Networks</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Revenue Growth: Over the 3 months period, Palo Alto Networks showcased positive performance, achieving a revenue growth rate of 10.31% as of 31 July, 2024. This reflects a substantial increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Palo Alto Networks's net margin is impressive, surpassing industry averages. With a net margin of 16.34%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): Palo Alto Networks's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 7.42%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): Palo Alto Networks's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.89% ROA, the company effectively utilizes its assets for optimal returns.
Debt Management: Palo Alto Networks's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.26.
<h2>What Are Analyst Ratings?</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Navigating 46 Analyst Ratings For Palo Alto Networks

Susquehanna analyst Shyam Patil maintains Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a Positive and raises the price target from $340 to $420.

Price Target

Susquehanna Maintains Positive on Palo Alto Networks, Raises Price Target to $420

BofA Securities analyst Tal Liani maintained a Buy rating on CrowdStrike Holdings, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>) with a price target of $365.
The price target reflects 17x Liani&#8217;s fiscal 2026 EV/Sales, which is a premium to high-growth Software as a Service (SaaS) peers, supported by CrowdStrike&#8217;s competitive solid positioning in endpoint security and long-term growth opportunities across Cloud security, log management, and identity protection.
In addition, the analyst flagged CrowdStrike&#8217;s higher growth profile and potential to take a meaningful share in new markets.
Liani recently hosted an investor meeting with Burt Podbere, CrowdStrike&#8217;s CFO, where management outlined customer retention plans, technology programs, and financial implications following the global outage.
The discussion focused on CrowdStrike incentives for the outage victims, including managing the recovery through discounting, bundling, free product offerings, flexible payment options, and extended contract terms.
Liani noted that delays in pipeline generation activities post-outage and heightened deal scrutiny across new and existing customers are extending sales cycles and impacting near-term growth trajectory.
The company is no longer guiding to free cash flow or net new annual recurring revenue&nbsp;(nnARR). Yet, the analyst noted the potential for near-term pressure related to muted upsell value, longer deal cycles, and recovery of outbound prospecting.
Management is still measuring the magnitude of the impact, and Liani expects further information related to the impact towards the end of the quarter.
While CrowdStrike&#8217;s discounting is temporary and aims to address customer retention risk, Liani noted that the general pricing environment is deteriorating. The two largest cybersecurity companies, Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) and CrowdStrike, both now offer variable payment plans, which could drive long-term pricing headwinds should customers continue to push on discounting.
Price Action: CRWD stock is trading lower by 1.51% to $262.58 at the last check on Wednesday.
Photo via shutterstock

Reiteration

CRWD

CrowdStrike Faces Short-Term Challenges Like Pipeline Delays, Deal Scrutiny, and Discounting Pressure, Analyst Says

Shares of cybersecurity stocks are trading higher in sympathy with Crowdstrike, which reported strong Q2 earnings.

The Nasdaq 100 closed lower by over 1% during Wednesday's session. Investors, meanwhile, focused on some notable insider trades.
When insiders sell shares, it could be a preplanned sale, or could indicate their concern in the company's prospects or that they view the stock as being overpriced. Insider sales should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a selling decision.
Below is a look at a few recent notable insider sales. For more, check out <a href="https://www.benzinga.com/sec/insider-trades/">Benzinga&#8217;s insider transactions</a> platform.
<h3 class="wp-block-heading">Electronic Arts</h3>
<ul>
<li>The Trade: Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>) Chairman and CEO Andrew Wilson <a href="https://www.benzinga.com/sec/insider-trades/">sold a total of 2,500 shares</a> at an average price of $148.88. The insider received around $372,192 from selling those shares.</li>
<li>What's Happening: On July 30, Electronic Arts reported first-quarter net bookings of $1.26 billion, down from $1.58 billion in last year's first quarter total of $1.58 billion, according to data from Benzinga Pro.</li>
<li>What Electronic Arts Does: EA is one of the world&#8217;s largest third-party video game publishers and has transitioned from a console-based video game publisher to the one of the largest publishers on consoles, PC, and mobile.</li>
<li>Benzinga Pro's real-time newsfeed alerted to<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1"> latest EA news. </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="901" height="837" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29044903/image-290.png" alt="" class="wp-image-520092" style="width:685px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29044903/image-290.png 901w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29044903/image-290-300x279.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29044903/image-290-768x713.png 768w" sizes="(max-width: 901px) 100vw, 901px" /></a></figure>
<h3 class="wp-block-heading">Cisco Systems</h3>
<ul>
<li>The Trade: Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) SVP &amp; Chief Acctg Officer Maria Victoria Wong <a href="https://www.benzinga.com/sec/insider-trades/">sold a total of 3,379 shares</a> at an average price of $50.36. The insider received around $170,166 from selling those shares.</li>
<li>What's Happening: On Aug. 16, HSBC analyst Stephen Bersey upgraded Cisco from Hold to Buy and raised the price target from $46 to $58.</li>
<li>What Cisco Does: Cisco Systems is the largest provider of networking equipment in the world and one of the largest software companies in the world.</li>
<li>Benzinga Pro&#8217;s charting tool helped identify the<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1"> trend in CSCO stock. </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="916" height="837" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045011/image-291.png" alt="" class="wp-image-520095" style="width:663px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045011/image-291.png 916w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045011/image-291-300x274.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045011/image-291-768x702.png 768w" sizes="(max-width: 916px) 100vw, 916px" /></a></figure>
<h3 class="wp-block-heading">Target</h3>
<ul>
<li>The Trade: Target Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TGT#NYSE">TGT</a>) Executive Officer Brian C Cornell <a href="https://www.benzinga.com/sec/insider-trades/">sold a total of 45,000 shares</a> at an average price of $158.67. The insider received around $7.1 million from selling those shares.</li>
<li>What's Happening: On Aug. 21, Target reported better-than-expected second-quarter financial results and raised FY24 EPS outlook.</li>
<li>What Target Does: Target serves as the nation&#8217;s sixth-largest retailer, with its strategy predicated on delivering a gratifying in-store shopping experience and a wide product assortment of trendy apparel, home goods, and household essentials at competitive prices. </li>
<li>Benzinga Pro&#8217;s signals feature notified of a potential <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1">breakout in TGT shares. </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="901" height="843" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045103/image-292.png" alt="" class="wp-image-520097" style="width:658px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045103/image-292.png 901w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045103/image-292-300x281.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045103/image-292-768x719.png 768w" sizes="(max-width: 901px) 100vw, 901px" /></a></figure>
<h3 class="wp-block-heading">Palo Alto Networks</h3>
<ul>
<li>The Trade: Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) Director Mary Pat McCarthy <a href="https://www.benzinga.com/sec/insider-trades/">sold a total of 10,000 shares</a> at an average price of $348.49. The insider received around $3.5 million from selling those shares.</li>
<li>What's Happening: On Aug. 19, Palo Alto reported fourth-quarter revenue of $2.189 billion, beating the consensus estimate of $2.162 billion.</li>
<li>What Palo Alto Networks Does: Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations.</li>
<li>Benzinga Pro&#8217;s earnings calendar was used in monitoring upcoming <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1">PANW&#8217;s earnings reports. </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent082924&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="855" height="822" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045227/image-293.png" alt="" class="wp-image-520102" style="width:608px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045227/image-293.png 855w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045227/image-293-300x288.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/08/29045227/image-293-768x738.png 768w" sizes="(max-width: 855px) 100vw, 855px" /></a></figure>
Check This Out: 
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<li><a href="https://www.benzinga.com/news/24/08/40600017/wall-streets-most-accurate-analysts-spotlight-on-3-materials-stocks-delivering-high-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Spotlight On 3 Materials Stocks Delivering High-Dividend Yields</a></li>
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Short Ideas

Insider Trades

Pre-Market Outlook

CSCO

Cisco, Target And 2 Other Stocks Executives Are Selling

Deep-pocketed investors have adopted a bearish approach towards Palo Alto Networks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in PANW usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 14 extraordinary options activities for Palo Alto Networks. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 21% leaning bullish and 42% bearish. Among these notable options, 4 are puts, totaling $190,925, and 10 are calls, amounting to $620,062.
<h3>What's The Price Target?</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $195.0 to $540.0 for Palo Alto Networks over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Palo Alto Networks's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Palo Alto Networks's significant trades, within a strike price range of $195.0 to $540.0, over the past month.
<h3>Palo Alto Networks Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1724867146_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th style="text-align: right;">Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$16.1</td>
<td>$15.75</td>
<td>$15.75</td>
<td>$390.00</td>
<td>$146.6K</td>
<td style="text-align: right;">883</td>
<td style="text-align: right;">104</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$57.9</td>
<td>$56.05</td>
<td>$57.0</td>
<td>$310.00</td>
<td>$114.0K</td>
<td style="text-align: right;">123</td>
<td style="text-align: right;">20</td>
</tr>
<tr>
<td>PANW</td>
<td>PUT</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>06/20/25</td>
<td>$10.8</td>
<td>$10.25</td>
<td>$10.25</td>
<td>$260.00</td>
<td>$106.6K</td>
<td style="text-align: right;">437</td>
<td style="text-align: right;">118</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>12/20/24</td>
<td>$25.3</td>
<td>$25.0</td>
<td>$25.15</td>
<td>$360.00</td>
<td>$65.3K</td>
<td style="text-align: right;">463</td>
<td style="text-align: right;">26</td>
</tr>
<tr>
<td>PANW</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$11.2</td>
<td>$10.5</td>
<td>$10.5</td>
<td>$540.00</td>
<td>$52.5K</td>
<td style="text-align: right;">89</td>
<td style="text-align: right;">50</td>
</tr>
</tbody>
</table>

<h3>About Palo Alto Networks</h3>
Palo Alto Networks is a platform-based cybersecurity vendor with product offerings covering network security, cloud security, and security operations. The California-based firm has more than 80,000 enterprise customers across the world, including more than three fourths of the Global 2000.
Following our analysis of the options activities associated with Palo Alto Networks, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of Palo Alto Networks</h3>
<ul>
<li>Currently trading with a volume of 692,022, the PANW's price is up by 0.09%, now at $350.49. </li>
<li>RSI readings suggest the stock is currently may be approaching overbought.</li>
<li>Anticipated earnings release is in 77 days.</li>
</ul>
<h3>Expert Opinions on Palo Alto Networks</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $387.2.
<ul>
<li>An analyst from TD Cowen persists with their Buy rating on Palo Alto Networks, maintaining a target price of $400. </li>
<li>Maintaining their stance, an analyst from Barclays continues to hold a Overweight rating for Palo Alto Networks, targeting a price of $350. </li>
<li>In a cautious move, an analyst from Wedbush downgraded its rating to Outperform, setting a price target of $375. </li>
<li>Consistent in their evaluation, an analyst from BTIG keeps a Buy rating on Palo Alto Networks with a target price of $395. </li>
<li>Maintaining their stance, an analyst from Wells Fargo continues to hold a Overweight rating for Palo Alto Networks, targeting a price of $416. </li>
</ul>
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Palo Alto Networks with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

U.S. stocks settled higher on Friday with the Dow Jones index surging more than 450 points, following comments from Fed Chair Jerome Powell at the Jackson Hole Economic Symposium.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Zachary Fadem
<ul>
<li>Analyst Firm: Wells Fargo</li>
<li>Ratings Accuracy: 89%</li>
<li>Latest Rating: Maintained an Overweight rating on O&#8217;Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>) and raised the price target from $1,200 to $1,250 on Aug. 22. This analyst sees around 12% upside in the stock.</li>
<li>Recent News: On July 24, O'Reilly Automotive reported worse-than-expected second-quarter financial results and issued FY24 guidance below estimates.</li>
</ul>
Analyst: William Stein
<ul>
<li>Analyst Firm: Truist Securities</li>
<li>Ratings Accuracy: 89%</li>
<li>Latest Rating: Maintained a Buy rating on Analog Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADI#NASDAQ">ADI</a>) and slashed the price target from $275 to $266 on Aug. 22. This analyst sees around 16% upside in the stock.</li>
<li>Recent News: On Aug. 21, Analog Devices posted better-than-expected third-quarter financial results.</li>
</ul>
Analyst: Justin Post
<ul>
<li>Analyst Firm: B of A Securities</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained a Buy rating on Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) with a price target of $88 on Aug. 23. This analyst sees around 18% upside in the stock.</li>
<li>Recent News: On Aug. 22, the company announced a multiyear strategic partnership to bring Cruise autonomous vehicles to the Uber platform.</li>
</ul>
Analyst: Trevor Walsh
<ul>
<li>Analyst Firm: JMP Securities</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Reiterated a Market Outperform rating on Palo Alto Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>) with a price target of $380 on Aug. 20. This analyst sees about 8% gain in the stock.</li>
<li>Recent News: On Aug. 19, Palo Alto Networks posted better-than-expected fourth-quarter financial results, issued strong guidance and authorized an additional $500 million for repurchase.</li>
</ul>
Analyst: Hans Mesesmann
<ul>
<li>Analyst Firm: Rosenblatt</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a price target of $200 on Aug. 22. This analyst sees around 55% upside in the stock.</li>
<li>Recent News: Nvidia is expected to announce its latest quarterly results on Wednesday, Aug. 28.</li>
</ul>
Read More: 
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ORLY

UBER

This Analyst With 86% Accuracy Rate Sees Around 55% Upside In Nvidia - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

CrowdStrike Holdings, Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/crwd#NASDAQ">CRWD</a>) is scheduled to release second-quarter fiscal 2025 results on Jun 4.
For the second quarter, CrowdStrike projects total revenues between $958.3 million and $961.2 million. The Zacks Consensus Estimate for revenues is pegged at $958.7 million, which indicates growth of 31% from the year-ago quarter&#39;s level.
CrowdStrike anticipates non-GAAP earnings between 98 cents and 99 cents per share. The consensus mark for the bottom line has been revised a penny downward to 98 cents per share over the past 30 days and indicates 32.4% year-over-year growth.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/b9/75218.jpg?v=839382956" style="height:305px; width:600px" />
Image Source: Zacks Investment Research
The company has consistently demonstrated impressive financial performance, underpinned by its subscription-based revenue model. Its earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 15.8%.
<div class="chart_embed">
<h3>CrowdStrike Price and EPS Surprise</h3>
<img alt="CrowdStrike Price and EPS Surprise" src="https://staticx-tuner.zacks.com/images/charts/60/1724420872.png" style="height:305px; width:600px" title="" />
CrowdStrike price-eps-surprise | CrowdStrike Quote
As CrowdStrike approaches its second-quarter earnings announcement, let&#39;s see if it is the right time to invest in this stock.
</div>
<h2>Factors Shaping Upcoming Results</h2>
CrowdStrike&#39;s second-quarter results are likely to reflect the benefits of the continued solid demand for its products, given the healthy environment of the global security market. The increasing number of people logging into employers&#39; networks has triggered a greater need for security and might have spurred the demand for CRWD&#39;s products in the fiscal second quarter. A strong pipeline of deals indicates the same.
Stellar revenue growth in subscriptions might have contributed significantly to the second-quarter top line. Further, the increasing number of net new subscription customers may have acted as a tailwind.
The Zacks Consensus Estimate for Subscription revenues is pegged at $910 million, indicating a year-over-year improvement of 31.9%. Revenues from the Professional Services segment are likely to increase 18.7% year over year to $49.5 million in the fourth quarter.
Moreover, CrowdStrike&#39;s collaboration with Amazon Web Services (&quot;AWS&quot;) is an upside, benefiting the company from its products&#39; availability on the AWS platform. The expansion in the volume of transactions through Amazon&#39;s AWS Marketplace, growth in co-selling opportunities with AWS salesforce and the uptake of AWS service integrations are likely to have contributed to CRWD&#39;s earnings in the to-be-reported quarter.
However, elevated expenses for enhancing sales and marketing capabilities and increased investments in research and development are likely to have weighed on the company&#39;s fiscal second-quarter bottom line.
<h2>Price Performance &amp; Valuation</h2>
Year to date, shares of CrowdStrike have risen 4.8%, underperforming the Zacks Internet &ndash; Software industry&#39;s growth of 14.6%. The CRWD stock has also underperformed its peers, including Palo Alto Networks (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/panw#NASDAQ">PANW</a>) and Fortinet (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/ftnt#NASDAQ">FTNT</a>), which have registered a rise of 18.5% and 27.2%, respectively, YTD.
<h3>YTD Price Return Performance</h3>
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/9e/75219.jpg?v=1021083623" style="height:305px; width:600px" />
Image Source: Zacks Investment Research
Now, let&#39;s look at the value CrowdStrike offers investors at the current levels. CRWD stock is trading at a premium with a forward 12-month P/S of 14.47X compared with the industry&#39;s 2.57X, reflecting a stretched valuation.
<img alt="Zacks Investment Research" src="https://staticx-tuner.zacks.com/images/articles/charts/ea/75220.jpg?v=1563281137" style="height:305px; width:600px" />
Image Source: Zacks Investment Research
<h2>Investment Thesis</h2>
Although CrowdStrike has experienced impressive growth since its IPO, recent quarterly reports have shown a deceleration in its growth rate. The company&#39;s revenue growth, while still robust, is not as explosive as in previous years.
CrowdStrike had enjoyed more than 50% year-over-year top-line growth till fiscal 2023. However, the growth rate decelerated in fiscal 2024 to 36%. The current Zacks Consensus Estimate for fiscal 2025 and 2026 suggests that the top-line growth will further decelerate to 30% and 24%, respectively.
This slowdown is partly due to the law of large numbers &mdash; as companies grow larger, maintaining high percentage growth rates becomes increasingly difficult. Additionally, heightened competition from established players and new entrants in the cybersecurity space could put further pressure on CrowdStrike&#39;s growth.
Also, CrowdStrike&#39;s near-term prospects might be hurt by softening IT spending as enterprises are postponing their large tech investment plans due to macroeconomic uncertainties and geopolitical issues.
Additionally, the global IT outage incident in July 2024 has highlighted significant vulnerabilities within CrowdStrike&#39;s operational processes, casting a shadow over its reputation. A faulty content update for its Falcon platform had impacted around 8.5 million Microsoft&nbsp;Windows devices and led to widespread system malfunctions across various industries, including banks, airports, hospitals and government agencies. While CRWD&#39;s swift acknowledgment and rectification efforts were commendable, the scale of the impact has left a lasting impression on clients and investors alike.
<h2>Conclusion</h2>
Given the challenges CrowdStrike is facing, it might be time for investors to reconsider their position. The company&#39;s slowing sales growth is a serious concern that cannot be ignored. The faulty Falcon update has exposed critical vulnerabilities in the company&#39;s operations, raising questions about its ability to maintain client trust and market dominance. Moreover, this Zacks Rank #5 (Strong Sell) company&#39;s high valuation multiples add another layer of risk.
In light of the reputation damage from the global IT outage and slowing sales growth concerns, it is prudent for investors to stay away from CrowdStrike stock for now. The combination of operational risks and high valuation makes CRWD stock a risky proposition.
<a href="https://www.zacks.com/stock/news/2326397/should-you-buy-sell-or-hold-crowdstrike-crwd-ahead-of-q2-earnings?cid=CS-BENZ-FT-analyst_blog|most_popular_stocks-2326397">To read this article on Zacks.com click here.</a>

Earnings

Earnings Beats

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Should You Buy, Sell or Hold CrowdStrike Ahead of Q2 Earnings?

In a pivotal address at the Jackson Hole Symposium in Wyoming, Federal Reserve Chair Jerome Powell signaled a forthcoming shift in interest rates Friday, stating &#8220;the time has come <a href="https://www.benzinga.com/etfs/sector-etfs/24/08/40529209/jerome-powell-time-has-come-for-interest-rate-cuts-cooling-in-labor-market-unmistakable">for policy to adjust.&#8221;</a>
His remarks suggest the Fed is on the cusp of easing interest rates, yet Powell emphasized the importance of data-driven decisions, carefully avoiding any commitment to specific timing or <a href="https://www.benzinga.com/government/24/08/40532173/powell-removes-any-uncertainty-around-september-rate-cuts-in-jackson-hole-speech-economists">the magnitude of those cuts.</a>
As the Fed becomes more confident in inflation gradually returning to its 2% target, Powell emphasized the need to closely monitor the labor market, which he said is showing "unmistakable" signs of cooling.
The anticipation of impending interest rate cuts extended a decline in the dollar, which tumbled to its lowest level in over a year. This shift in policy direction invigorated interest rate-sensitive markets, with small-cap stocks, real estate and regional banks surging as clear <a href="https://www.benzinga.com/markets/equities/24/08/40530908/powells-rate-cut-signal-triggers-small-cap-rally-gold-makes-record-highs-dollar-tumbles-7-etfs-o">beneficiaries following Powell&#8217;s remarks.</a>
Simultaneously, gold — which historically moves inversely to interest rates and the dollar — soared to a record high, surpassing $2,500 per ounce.
All major U.S. equity indices ended the week in positive territory, with the S&amp;P 500, represented by the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), rising 1.3%. Small-cap stocks significantly outperformed their large-cap counterparts, as the iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) surged 3.4% for the week.
<h3 class="wp-block-heading">Election-Proof Stocks</h3>
Market strategist Jay Woods said certain stocks, especially in the defense and cybersecurity sectors, could perform well regardless of whether Donald Trump or Kamala Harris wins the presidency. Notable mentions include Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Palo Alto Networks Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), alongside Woods' recommended exchange traded <a href="https://www.benzinga.com/etfs/sector-etfs/24/08/40515453/exclusive-trump-or-harris-12-stocks-2-etfs-could-win-no-matter-whos-president-says-market-strate">funds for diversified exposure.</a>
<h3 class="wp-block-heading">Job Growth Revised</h3>
The U.S. economy added 818,000 fewer jobs than initially reported from April 2023 to March 2024. This significant revision increases expectations for interest rate cuts, as it suggests the labor market is <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40487711/us-economy-adds-818-000-fewer-jobs-than-initially-reported-urgency-for-interest-r">weaker than previously thought.</a>
<h3 class="wp-block-heading">EV Ambitions Scaled</h3>
Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Stellantis N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) are reducing their electric vehicle investments due to weakening demand. Ford canceled a planned electric SUV this week, while GM and Stellantis delayed new EV projects, signaling a strategic shift <a href="https://www.benzinga.com/markets/24/08/40518874/ford-gm-stellantis-cooling-to-once-hot-ev-sector-as-demand-wanes">in uncertain market conditions.</a>
<h3 class="wp-block-heading">Gold Bars Shine</h3>
With gold prices cracking $2,500 per ounce, a standard 400-troy-ounce gold bar is now valued at $1 million. The surge is driven by expectations of Federal Reserve interest rate cuts and a weakening U.S. dollar, boosting <a href="https://www.benzinga.com/markets/equities/24/08/40469009/a-bar-of-pure-gold-is-now-worth-1-million-what-can-it-buy-you">gold&#8217;s appeal to investors.</a>
Photo created using artificial intelligence via MidJourney.

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와이오밍주에서 열린 잭슨 홀 심포지엄의 중추적 연설에서 제롬 파월 연방준비제도(연준) 의장은 금요일에 &#8220;<a href="https://www.benzinga.com/etfs/sector-etfs/24/08/40529209/jerome-powell-time-has-come-for-interest-rate-cuts-cooling-in-labor-market-unmistakable" target="_blank" rel="noopener" data-google-interstitial="false">정책을 조정</a>할 때가 왔다&#8221;며 금리 변화가 임박했음을 시사했다.
그의 발언은 연준이 금리 완화를 앞두고 있음을 암시하지만 파월 의장은 특정 시점이나 <a href="https://www.benzinga.com/government/24/08/40532173/powell-removes-any-uncertainty-around-september-rate-cuts-in-jackson-hole-speech-economists" target="_blank" rel="noopener" data-google-interstitial="false">인하 규모</a>에 대한 약속을 조심스럽게 피하면서 데이터 기반 결정의 중요성을 강조했다.
연준이 인플레이션이 점진적으로 목표치인 2%로 되돌아갈 것이라는 확신이 커지면서 파월 의장은 노동시장이 &#8220;확실한&#8221; 냉각 조짐을 보이고 있다고 말하면서 노동시장을 면밀히 모니터링해야 한다고 강조했다.
금리 인하가 임박할 것이라는 기대감으로 달러 가치 하락이 확대되면서 1년여 만에 최저 수준으로 떨어졌다. 이러한 정책 방향의 변화는 금리에 민감한 시장을 활성화했으며, 파월 의장의 발언 이후 소형주, 부동산, 지역 은행들이 확실한 <a href="https://www.benzinga.com/markets/equities/24/08/40530908/powells-rate-cut-signal-triggers-small-cap-rally-gold-makes-record-highs-dollar-tumbles-7-etfs-o" target="_blank" rel="noopener" data-google-interstitial="false">수혜자</a>로 급등했다.
동시에, 역사적으로 금리와 달러화와 반대로 움직이는 금값은 온스당 2,500달러를 넘어 사상 최고치를 기록했다.
모든 주요 미국 주가 지수는 SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)로 대표되는 S&amp;P 500이 1.3% 상승하는 등 긍정적인 방향으로 한 주를 마감했다. iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>)가 이번 주 동안 3.4% 급등하면서 소형주는 대형주보다 훨씬 뛰어난 성과를 보였다.
<h3 class="wp-block-heading">선거에 흔들리지 않는 주식들</h3>
시장 전략가 제이 우즈(Jay Woods)는 특정 주식, 특히 국방 및 사이버 보안 부문의 경우 도널드 트럼프 또는 카멀라 해리스의 대통령 당선 여부에 관계없이 좋은 성과를 낼 수 있다고 말했다. 주목할만한 언급으로는 <a href="https://www.benzinga.com/etfs/sector-etfs/24/08/40515453/exclusive-trump-or-harris-12-stocks-2-etfs-could-win-no-matter-whos-president-says-market-strate" target="_blank" rel="noopener" data-google-interstitial="false">다양한 노출을 위해</a> 우즈가 권장하는 상장지수펀드(ETF)와 함께 보잉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), 록히드 마틴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) 및 팔로알토 네트웍스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)가 있다.
<h3 class="wp-block-heading">고용 성장 수정</h3>
미국 경제는 2023년 4월부터 2024년 3월까지 당초 보고된 것보다 818,000개의 일자리가 적게 추가되었다. 이 중요한 수정은 노동 시장이 <a href="https://www.benzinga.com/economics/macro-economic-events/24/08/40487711/us-economy-adds-818-000-fewer-jobs-than-initially-reported-urgency-for-interest-r" target="_blank" rel="noopener" data-google-interstitial="false">이전에 생각했던 것보다 약하다</a>는 것을 시사하므로 금리 인하에 대한 기대감을 높인다.
<h3 class="wp-block-heading">전기차 투자 축소</h3>
포드 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), 제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) 및 스텔란티스 N.V.(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>)는 수요 약화로 인해 전기 자동차(EV) 투자를 줄이고 있다. 포드는 이번 주에 계획된 전기 SUV를 취소했고, GM과 스텔란티스는 새로운 EV 프로젝트를 연기하여 <a href="https://www.benzinga.com/markets/24/08/40518874/ford-gm-stellantis-cooling-to-once-hot-ev-sector-as-demand-wanes" target="_blank" rel="noopener" data-google-interstitial="false">불확실한 시장 상황</a>에서 전략적 변화를 예고했다.
<h3 class="wp-block-heading">금 가격 상승</h3>
금 가격이 온스당 2,500달러를 돌파하면서 표준 400트로이온스 금괴의 가치는 이제 100만 달러로 평가되었다. 이러한 급등은 연방준 금리 인하와 미국 달러 약세에 대한 기대로 인해 발생했으며, 이로 인해 투자자들에게 <a href="https://www.benzinga.com/markets/equities/24/08/40469009/a-bar-of-pure-gold-is-now-worth-1-million-what-can-it-buy-you">금의 매력이 높아</a>졌다.
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

화요일 오전 (현지 시간 기준) 미국 주식 선물이 약간 높게 거래되면서 오늘 투자자의 관심을 끌 수 있는 일부 주식은 다음과 같다:
<ul>
<li>월스트리트는 로우스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOW#NYSE">LOW</a>)가 개장 전 240억 1천만 달러의 매출과 주당 3.99달러의 분기 이익을 보고할 것으로 예상하고 있다. <a href="https://pro.benzinga.com/dashboard">벤징가 프로(Benzinga Pro)</a>의 데이터에 따르면 로우스의 주가는 시간외 거래에서 0.2% 하락한 242.70달러를 기록했다.</li>
<li>팔로알토 네트웍스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)는 <a href="https://www.benzinga.com/news/earnings/24/08/40449958/palo-alto-networks-q4-earnings-revenue-beat-eps-beat-strong-guidance-500m-added-to-buyback-and-more">예상을 뛰어넘는</a> 4분기 실적을 보고하고 강력한 지침을 발표했다. 팔로알토의 이사회는 자사주 매입을 위해 추가로 5억 달러를 승인했으며, 이로써 회사의 남은 자사주 매입 승인 금액은 최대 10억 달러로 늘어났다. 팔로알토의 주가는 시간외 거래에서 1.9% 상승한 350.00달러를 기록했다.</li>
<li>분석가들은 메드트로닉(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MDT#NYSE">MDT</a>)이 78억 9천만 달러의 매출과 분기 이익을 주당 1.20달러로 기록할 것으로 예상한다. 회사는 시장이 열리기 전에 실적을 발표할 예정이다. 메드트로닉의 주가는 시간외 거래에서 0.4% 상승한 85.17달러를 기록했다.</li>
</ul>
여기에서 <a href="https://www.benzinga.com/premarket/" target="_blank" rel="noopener" data-google-interstitial="false">프리마켓 시황</a>을 확인하세요.
<ul>
<li>플루언트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNT#NASDAQ">FLNT</a>)는 월요일 예상보다 나쁜 2분기 재무실적을 발표했다. 플루언트의 주식은 시간외 거래에서 16.3% 하락한 2.51달러를 기록했다.</li>
<li>분석가들은 알콘(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALC#NYSE">ALC</a>)이 시장 마감 후 매출 25억 2천만 달러, 주당 73센트의 분기 이익을 공시할 예정이다. 알콘의 주가는 시간외 거래에서 0.01% 상승한 96.27달러를 기록했다.</li>
</ul>
Midjourney를 사용하여 제작된 이미지
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

월요일 주요 미국 지수들은 상승세로 마감했다. 다우존스 산업평균지수는 0.6% 상승한 40,896.53에 마감했고, S&amp;P 500 지수는 거의 1% 상승한 5,608.25에 마감했다. 나스닥은 가장 큰 상승세를 보이며 17,876.77로 거의 1.4% 상승하며 하루를 마감했다.
이들은 하루 동안 소매 거래자와 투자자들의 주목을 받은 주요 종목들이다:
 엔비디아 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)
엔비디아는 130달러에서 하루를 마감해 4.35% 상승했으며, 장중 최고가와 최저가는 각각 130달러, 123.42달러이다. 52주 신고가와 신저가는 각각 140.76달러와 39.23달러이다. 골드만삭스는 8월 28일로 예정된 이 회사 실적 발표를 앞두고 엔비디아에 대한 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40443620/goldman-sachs-is-bullish-on-nvidia-ahead-of-earnings-risk-reward-for-ai-stock-favor" target="_blank" rel="noopener" data-google-interstitial="false">낙관적인 입장을 재확인</a>하면서 클라우드 서비스 제공업체들과 기업들의 인공 지능에 대한 수요가 높다는 점을 언급했다.
 어드밴스드 마이크로 디바이시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>)
AMD는 4.52% 상승한 155.28달러에 마감했고, 장중 최고가와 최저가는 각각 155.37달러, 147.72달러이다. 52주 신고가와 신저가는 각각 227.3달러와 93.12달러이다. AMD는 49억 달러규모의 주식과 현금 거래로, 초대규모 컴퓨팅 회사들을 위한 인공 지능 인프라 공급자인 <a href="https://www.benzinga.com/m-a/24/08/40438854/amd-expands-ai-capabilities-acquires-zt-systems-in-major-4-9b-deal" target="_blank" rel="noopener" data-google-interstitial="false">ZT 시스템을 인수</a>하기로 결정한 후 주가가 상승했다.
알자멘드 뉴로 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALZN#NASDAQ">ALZN</a>)
알자멘드는 188.18% 상승한 5.85달러로 마감했으며, 장중 최고가는 15.06달러, 최저가는 5.72달러였다. 52주 최고가와 최저가는 45달러와 1.84달러이다. 이 회사는 PTSD로 고통받는 환자 치료를 위한 AL001의 최초 2상 임상 연구를 수행하기 위한 계약 연구 목적으로 매사추세츠 종합병원과 <a href="https://www.benzinga.com/24/08/40444701/crude-oil-down-2-alzamend-neuro-shares-spike-higher">파트너십</a>을 맺었다고 발표했다.
팔로알토 네트웍스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)
팔로알토 네트웍스는 2.77% 상승한 343.36달러로 마감했으며, 장중 최고가와 최저가는 각각 344.48달러, 335.11달러이다. 52주 신고가와 신저가는 각각 380.84달러와 224.64달러이다. 이 회사는 <a href="https://www.benzinga.com/news/earnings/24/08/40449958/palo-alto-networks-q4-earnings-revenue-beat-eps-beat-strong-guidance-500m-added-to-buyback-and-more">4분기 이익</a>을 주당 1.51달러로 보고했는데, 이는 분석가의 예상인 1.41달러를 뛰어넘는 수치이다. 해당 분기 매출은 21억 8,900만 달러로 컨센서스 추정치 21억 6,200만 달러를 넘어섰다. 이 회사는 4분기 연속 이익 및 매출 추정치를 초과했다.
테슬라 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
테슬라는 3.12% 상승한 222.86달러로 장을 마감했으며, 장중 최고가는 222.98달러, 최저가는 214.09달러였다. 52주 최고가와 최저가는 278.97달러와 138.8달러이다. 테슬라의 일론 머스크 CEO는 러시아 지도자인 람잔 카디로프(Ramzan Kadyrov)에게 사이버트럭을 &#8216;기증&#8217;했다는 사실을 <a href="https://www.benzinga.com/news/24/08/40434114/elon-musk-denies-donating-tesla-cybertruck-to-ramzan-kadyrov-after-russian-general-showed-off-truck">부인</a>했다.
Photo by WHYFRAME on Shutterstock
이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>가 제작했으며 <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noopener noreferrer">Shivdeep Dhaliwal</a>가 편집했습니다.
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

팔로알토 네트웍스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)는 월요일 시장 마감 후 회계연도 4분기 재무 결과를 발표했다. 이 발표 후 주가는 시간외 거래에서 2% 이상 상승했다. 이번 분기의 <a href="https://www.benzinga.com/pressreleases/24/08/n40448729/palo-alto-networks-reports-fiscal-fourth-quarter-and-fiscal-year-2024-financial-results" target="_blank" rel="noopener" data-google-interstitial="false">주요 항목</a>은 다음과 같다.
4분기 실적: 팔로알토는 4분기 매출을 21억 8,900만 달러로 보고하여 <a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">컨센서스 추정치</a>인 21억 6,200만 달러를 넘어섰다. 이 사이버 보안 회사는 주당 1.51달러의 분기 이익을 보고했는데, 이는 분석가 추정치인 주당 1.41달러를 뛰어넘는 수치이다.
<a href="https://benzinga.grsm.io/gxjhpowx7zks" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>의 데이터에 따르면 팔로알토는 4분기 연속 매출 및 순이익에서 분석가의 추정치를 초과했다.
총 매출은 전년 대비 12% 증가했다. 잔여 이행 의무(remaining performance obligations)는 전년 동기 대비 20% 증가한 127억 달러를 기록했다. 차세대 보안의 연간 반복 매출은 전년 대비 43% 증가한 42억 달러를 기록했다.
팔로알토 네트웍스의 회장이자 CEO인 니케시 아로라(Nikesh Arora)는 "우리는 4분기에 플랫폼화 전략을 강력하게 실행하며 한 해를 마무리했다. 2025년 회계연도 이후에도 우리는 지속적인 혁신과 실행을 통해 차세대 보안 비즈니스를 확장하는 데 주력하고 있다"고 말했다.
참고 자료: <a href="https://kr.benzinga.com/news/usa/stocks/%ec%98%a4%eb%8a%98%ec%9d%98-%ec%a3%bc%ec%8b%9d-49%ec%96%b5-%ea%b7%9c%eb%aa%a8%ec%9d%98-zt-%ec%8b%9c%ec%8a%a4%ed%85%9c-%ea%b1%b0%eb%9e%98%ec%97%90%eb%8f%84-%eb%b6%88%ea%b5%ac%ed%95%98%ea%b3%a0-amd/" target="_blank" rel="noopener">오늘의 주식: $49억 규모의 ZT 시스템 거래에도 불구하고 AMD의 강세 모멘텀은 저항에 직면</a>
팔로알토의 이사회는 자사주 매입을 위해 추가로 5억 달러를 승인하여 회사의 남은 자사주 매입 승인액을 최대 10억 달러로 늘렸다. 이 자사주 매입 프로그램은 2025년 말 만료될 예정이다.
전망: 팔로알토는 회계연도 1분기 매출이 추정치 21억 달러 대비 21억~21억 3천만 달러에 이를 것으로 예상하고 있다. 이 회사는 1분기 조정 이익이 주당 1.43달러 추정치에 비해 주당 1.47~1.49달러 사이가 될 것으로 예상하고 있다.
팔로알토는 또한 2025회계연도에 대한 지침도 발표했다. 이 회사는 2025년 전체 매출이 추정치 91억 1천만 달러 대비 91억~91억 5천만 달러 사이가 될 것으로 예상하고 있다. 이 회사는 주당 6.19달러의 추정치에 비해 6.18달러~6.31달러 사이의 연간 이익을 예상하고 있다.
PANW 주가 움직임: 팔로알토의 주식은 월요일 시간외 거래에서 2.49% 상승한 351.90달러에 거래되었다.
다음기사 읽기:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40446352/lowes-q2-earnings-preview-analysts-stress-critical-margin-performance-as-investors-focus-on-housing-market-home-repair-trends">로우스의 2분기 실적 미리보기: 투자자들이 주택 시장, 주택 수리 동향에 집중함에 따라 분석가들은 &#8216;중요한&#8217; 마진 실적을 강조</a></li>
</ul>
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<div>Photo: Michael Vi from Shutterstock.</div>
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<div><a href="https://youtu.be/GEYEa2QURFs" target="_blank" rel="noopener">컨퍼런스 콜 시청</a></div>
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<div>Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.</div>
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Guidance

Buybacks

After-Hours Center

Movers

팔로알토 네트웍스: 4분기 매출 및 EPS 예상 상회, 강력한 전망, $5억 주식 매입 추가 등

월요일 아침 미국 주식 선물이 하락세로 거래되면서 오늘 투자자의 관심을 끌 수 있는 주식은 다음과 같다:
<ul>
<li>월스트리트는 에스티 로더(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EL#NYSE">EL</a>)가 개장 전에 38억 3천만 달러의 매출과 주당 27센트의 분기 이익을 보고할 것으로 예상하고 있다. <a href="https://pro.benzinga.com/dashboard">벤징가 프로</a>의 데이터에 따르면 에스티 로더의 주식은 시간외 거래에서 0.3% 상승한 95.21달러를 기록했다.</li>
<li>분석가들은 짐 인티그레이티드 쉬핑 서비시스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIM#NYSE">ZIM</a>)가 매출 18억 달러, 주당 1.01달러의 분기 이익을 기록할 것으로 예상하고 있다. 이 회사는 시장이 열리기 전에 실족을 발표할 예정이다. 짐 인티그레이티드 쉬핑의 주가는 시간외 거래에서 0.2% 하락한 19.02달러를 기록했다.</li>
<li>ARCA 바이오파마(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ABIO#NASDAQ">ABIO</a>)는 주당 1.59달러의 특별 배당을 발표했다. ARCA 바이오파마의 주식은 애프터마켓에서 10.5% 상승한 3.26달러에 거래되었다.</li>
</ul>
여기에서 <a href="https://www.benzinga.com/premarket/" target="_blank" rel="noopener" data-google-interstitial="false">프리마켓 적용 범위</a>를 확인하세요.
<ul>
<li>마감 후 패브리넷(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FN#NYSE">FN</a>)은 분기별 이익을 주당 2.24달러, 매출 7억 3,222만 달러로 보고할 것으로 예상된다. 패브리넷의 주식은 시간외 거래에서 1% 상승한 233.40달러를 기록했다.</li>
<li>분석가들은 팔로알토 네트웍스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NYSE">PANW</a>)가 시장 마감 후 매출 21억 6천만 달러, 주당 1.41달러의 분기 이익을 발표할 예정이다. 팔로알토의 주가는 시간외 거래에서 0.1% 하락한 333.76달러를 기록했다.</li>
</ul>
Photo courtesy: Wikimedia Commons
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월요일 주목해야 할 주식: 에스티 로더, 팔로알토 네트웍스 그리고3종목

S&amp;P 500 지수는 금요일 0.4% 상승한 5,344포인트로 마감하여 2일 연속 상승세를 기록했으며, 주 초반의 <a href="https://www.benzinga.com/markets/equities/24/08/40294123/wall-street-takes-roller-coaster-ride-as-economic-data-shifts-mortgage-rates-decline-trump-press" target="_blank" rel="noopener" data-google-interstitial="false">급락과 높은 변동성</a>으로 생긴 손실을 완전히 만회했다.
월요일 S&amp;P 500 지수는 경기 침체에 대한 우려가 시장에 반향을 일으키면서 전주 금요일 종가보다 5% 이상 낮게 개장했다. 그런 다음 강세장은 월요일의 패닉 매도세 이후 변동성을 진정시키고 경제적 두려움을 완화시키는 일련의 긍정적인 촉매에 힘입어 모멘텀을 되찾았다.
수요일 일본은행의 비둘기파적인 입장은 숏커버링이 엔화로 유입되는 것을 억제했고, 이로 인해 위험 자산에서 극심할 정도로 유동성을 빼내고 있던 캐리 트레이드의 청산이 중단되었다.
목요일 예상보다 낮은 주간 실업수당 청구 건수는 일시적인 요인이 작용했을 가능성이 높기 때문에 7월 실업률 상승에 대한 우려가 과장되었을 수 있다는 투자자들을 안심시켰다.
Invesco QQQ Trust(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)가 추적하는 나스닥 100 지수는 금요일 0.6% 상승한 18,513포인트를 기록하며 한 주를 0.4% 상승하며 4주 연속 하락세를 끊었다.
목요일 톰 바킨 리치먼드 연방준비은행(연준) 총재는 노동 시장 해고에 대한 두려움이 과장될 수 있음을 확인하면서 그의 비즈니스 담당자들이 대규모 채용이나 해고 활동을 보고하지 않았다고 지적했습다.
수전 콜린스 보스턴 연준 총재는 경제 지표가 예상대로 지속된다면 곧 통화 정책 완화를 시작하는 것이 적절할 수 있다고 제안했다.
CME 그룹의 페드워치(FedWatch) 도구에 따르면 현재 금리 시장은 9월의 25베이시스 포인트(bp) 또는 50bp 금리 인하의 확률을 50-50으로 지정하고 있다. 경기침체에 대한 두려움 속에서 거래자들이 주 초에 더 큰 금리 인하를 완전히 가격에 반영했기 때문에 이는 날카로운 재평가를 의미한다.
금요일 SPDR S&amp;P 500 ETF Trust(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)의 주요 상승 주식은 다음과 같다:
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>1일 %변동</td>
</tr>
<tr>
<td>아카마이 테크놀로지스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AKAM#NASDAQ">AKAM</a>)</td>
<td>10.8%</td>
</tr>
<tr>
<td>익스피디아 그룹 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>)</td>
<td>10.2%</td>
</tr>
<tr>
<td>일라이 릴리 앤드 컴퍼니 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</td>
<td>5.6%</td>
</tr>
<tr>
<td>팔로알토 네트웍스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>)</td>
<td>4.4%</td>
</tr>
<tr>
<td>테이크투 인터랙티브 소프트웨어 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTWO#NASDAQ">TTWO</a>)</td>
<td>4.3%</td>
</tr>
</tbody>
</table>
</figure>
나스닥 100 지수 내 금요일 최고 실적 주식은 다음과 같다:
<figure class="wp-block-table is-style-stripes">
<table>
<tbody>
<tr>
<td>이름</td>
<td>1일 %변동</td>
</tr>
<tr>
<td>더 트레이드 데스크 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TTD#NASDAQ">TTD</a>)</td>
<td>12.4%</td>
</tr>
<tr>
<td>팔로알토 네트웍스</td>
<td>4.4%</td>
</tr>
<tr>
<td>테이크투 인터랙티브 소프트웨어</td>
<td>4.3%</td>
</tr>
<tr>
<td>몬스터 베버리지 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MNST#NASDAQ">MNST</a>)</td>
<td>2.3%</td>
</tr>
<tr>
<td>시높시스 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>)</td>
<td>2.0%</td>
</tr>
</tbody>
</table>
</figure>
Illustration generated using artificial intelligence via MidJourney.
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AKAM

EXPE

MNST

TTWO

S&P 500은 주간 손실을 만회, 나스닥 100은 강세장이 모멘텀을 되찾으며 4주 하락세를 마감

합병 및 통합에 대한 수요가 명배한 가운데, 사이버 보안 위협이 더욱 빈번해지고 심각해짐에 따라 기업들과 정부들은 <a href="https://www.benzinga.com/topic/cybersecurity">그들의 방어책을 강화할 수밖에 없다</a>.
대규모 IT 기업들과 사모펀드 투자자들이 사이버 보안 전문가들을 확보함에 따라 이 산업은 상당한 성장과 변화를 맞이할 준비가 되어 있다. 구글의 위즈(Wiz) 인수는 이러한 방향으로 나아가는 중요한 단계이며, 사이버 보안 거대 기업들이 현장을 장악하고 더욱 강력하고 통합된 보호 솔루션을 제공하는 미래를 예고하고 있다.
<h2 class="wp-block-heading">구글의 위즈 인수가 업계의 합병 파장을 촉발</h2>
구글의 모회사인 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)의 230억 달러 규모의 위즈 인수는 사이버 보안 환경을 뒤흔들며 대규모 통합 물결의 시작을 예고하고 있다.
위즈의 CEO인 아사프 라파포트(Assaf Rappaport)는 포춘 브레인스톰 테크(Fortune Brainstorm Tech) 컨퍼런스에서 연설하면서 이러한 움직임의 필요성을 강조했다. 라파포트는 &#8220;무엇보다도 보안 시장의 통합이 정말 필요하다고 생각한다&#8221;라고 말했다. 그는 시장의 세분화된 성격을 지적하고 M&amp;A(인수 및 합병) 활동이 이제 막 활발해지기 시작했다고 예측했다.
<h2 class="wp-block-heading">소니와 MGM, 사이버 보안 분야로의 투자 확대 지속</h2>
기업 재무분석사협회(CFA)의 최신 데이터는 이러한 추세를 뒷받침한다. IT 서비스 M&amp;A 활동에 관한 CFA의 2024년 2분기 <a href="https://www.channele2e.com/news/cybersecurity-consolidation-it-services-driving-robust-ma-in-2024" target="_blank" rel="noopener">보고서</a>는 사이버 보안 솔루션에 대한 수요가 폭발적으로 증가하고 있음을 강조한다.
CFA의 매니징 디렉터인 존 홀랜드(John Holland)는 "자본은 항상 성장 기회를 찾고 있다. 사이버 보안 솔루션 제공업체들은 투자자들에게 엄청난 성장 잠재력을 제공한다"고 말했다. 그는 기업 주체들과 정부들 모두에 경각심을 불러일으킨 악명 높은 소니 해킹을 상기하고, 사이버 보안에 대한 투자를 지속적으로 유도하는 최근 MGM 해킹과 같은 지속적인 사건들을 언급했다.
<h2 class="wp-block-heading">링크는 &#8216;빅 5는 더 커질 것&#8217;이라고 주장</h2>
하이타워 어드바이저(Hightower Advisors)의 최고 투자 전략가인 스테파니 링크(Stephanie Link)는 구글의 움직임을 시작에 불과하다고 보고 있다. &#8220;구글의 위즈 결정은 대규모 M&amp;A의 빙산의 일각에 불과하다. 빅 5는 점점 더 커질 것이다&#8221;라고 그녀는 팔로알토 네트웍스(NASDAQ:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/panw" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for PANW">PANW</a>), 크라우드스트라이크 홀딩스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Z스케일러(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), 클라우드플레어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NET#NYSE">NET</a>), 포티넷(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>)와 같은 주요 기업들을 언급하며 말했다.
링크는 또한 시장의 잠재력을 강조하며, 2030년까지 총 주소 가능한 시장이 2조 달러 이상에 이를 것으로 전망했다. 그녀는 &#8220;최고 기술책임자(CTO)들은 비즈니스를 안전하게 지키기 위해 AI와 사이버 보안에 지출을 집중할 수밖에 없다&#8221;고 덧붙이며, 여러 공급업체들에서 더 통합된 솔루션으로의 전환을 언급했다.
이 통합 물결은 사이버 보안 방어를 강화하기 위한 전략적 M&amp;A의 더 넓은 추세를 반영한다. 기업들과 정부들이 점점 더 정교해지는 사이버 위협에 직면함에 따라, 업계는 포괄적인 보안 솔루션을 제공할 수 있는 더 적고 강력한 플레이어들로 진화하고 있다.
구글의 위즈 인수는 이러한 변화를 명확히 나타내며, 디지털 시대의 증가하는 요구를 충족시키기 위해 향상된 기능과 간소화된 서비스를 약속한다.
사진: 셔터스톡
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사이버 보안 시장은 2030년까지 2조 달러로 성장 전망: 빅 5는 '더욱 커질 것', 전문가

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