Palo Alto Networks: High Expectations May Be Difficult To Fulfill (NASDAQ:PANW)
Sundry Photography Palo Alto Networks (NASDAQ:PANW) offers a broad platform of competitive security solutions. The transition from products to clou...
Sundry Photography Palo Alto Networks (NASDAQ:PANW) offers a broad platform of competitive security solutions. The transition from products to cloud delivered subscription services is progressing well, and this has been reflected in the share price. I argued several years ago that Palo Alto was an attractive investment opportunity as software growth was not really being priced into the stock at the time. I am more neutral on the stock now as investors may be over extrapolating recent success. Palo Alto is currently having a large amount of success due in part to the size of their distribution footprint relative to peers.