Palo Alto Networks (PANW) is significantly overvalued with a forward P/E of 78 and a DCF valuation of $164 vs. $385 current price, leading the creator to recommend selling covered calls or trimming the position.
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Palo Alto Networks Stock is Soaring: Is it Too Late to Buy? | PANW Stock Analysis
Oct 2, 2026
The creator discusses Palo Alto Networks (PANW), noting the surge in cybersecurity stocks due to AI. While acknowledging PANW's revenue growth, they highlight declining operating margins and returns on invested capital. The creator believes the stock's current valuation, with a forward P/E of 78 and a DCF valuation of $164 against a current price of $385, is significantly overvalued. They recommend either selling covered calls around $425 or trimming positions to take profits.
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PANWsell opened Oct 2, 2026
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