$PANW
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How Chip Stock Investor’s view on $PANW changed

Channel profile →2 entries
2026-09-18Bearish
“The AI Agent Problem No One's Pricing In Yet”
Trimmed PANW position due to high/stretched valuation, but retained exposure due to platformization trend.

This is why we invested in CyberArk, now part of Palo Alto Networks.

or Palo Alto doing the same thing with platformization,

Valuation does still matter, though, so that's why we decided to trim Palo Alto and CrowdStrike. Valuations just look very high, very stretched. But it's not off the watchlist.

They're not out of the portfolio entirely because of this trend.

Watch the source03:55
2026-09-02
“Palo Alto Networks (PANW Stock) 1,400% In 10 Years -- What Comes Next In the AI Era”
PANW valuation is high (nearly 70x FCF/share) and profitability is pressured by dilution/acquisitions; patience recommended.

We're going to talk about Palo Alto Networks in particular. They are the biggest of the three, ticker symbol PANW. We're coming up actually on a decade of owning this stock. So, this is a bit of an earnings review after Q4 fiscal year 2026, but let's call it like a 10 years later review on this.

Especially now, shares are up well over 100% since March, early April, around the time of the cloud mythos moment and investors deciding actually cybersecurity is going to be a major beneficiary of AI, not a top disrupted software industry by AI.

Watch the source00:20
KOL Says