5D·

Palo Alto Networks

Oh yes, $PANW (-1.23%) will be one of the top picks in cybersecurity in the long term, the product portfolio is really good. Of course, the takeover of $CYBR (-1.29%) was not cheap, but it strengthens Palo's position immensely. Whether it will pay off remains to be seen, but cybersecurity is an up-and-coming market. The more digitalized the world becomes, the more protection is needed. More and more companies are looking into it, and the growth potential is high.


$PANW (-1.23%) is currently not cheap with a P/E ratio of around 114, but let's see what happens,


Savings plan is also included at €50/month.


Trance 1/3

26.11
Palo Alto Networks logo
Bought x5 at €162.08
€810.40
13
8 Comments

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Have recently entered into a partnership with Arista Networks
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@Tenbagger2024 Yup, I saw that too.
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Well. I still think it's too expensive and I don't like the dilution. 2020 581 million shares and now 709 million. P/E ratio over 50 and net margin is declining. Debt is increasing faster than free cash flow is increasing. At 170$ I would think about it
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Why are they already a top player in the sector 🤷‍♂️
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@Krush82 That's right, you're right :D I've just come from the massage, I'm still too relaxed to think 😂
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$FTNT also looks very strong, why did you choose $PANW of all things? LG
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@MrSchnitzel also from valuation
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@MrSchnitzel $FTNT is also interesting. I just find the portfolio of $PANW more exciting and broader.
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