Stock Detail
$PANW
Technology · 16 tracked mentions in the last 90 days across 10 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
PANW leans undervalued across 3 creators and 3 classified valuation claims, with 2 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: market mispricing
I think and then I think investors are not factoring in what the demand's going to look like for a Palo Alto.
Explicit claim • strong conviction • basis: multiple relative
But even at a 15x multiple on this year of sales of 11.3 billion gives us a fair value of $170 billion market cap. That's about a 17% upside from here to $213 a share and long-term room to grow on that 20% annual growth.
Implied claim • moderate conviction • basis: multiple relative
Valuation is still not cheap despite the recent sell-off. Upside is not large enough to be considered a strong buy.
Implied claim • weak conviction • basis: explicit term
the price of all this stuff needs to come down.
Mention History
Latest mentions across all history
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