Palo Alto Networks, Inc. (PANW): A Bear Case Theory

We came across a bearish thesis on Palo Alto Networks, Inc. (PANW) on Substack by Magnus Ofstad. In this article, we will summarize the bears’ thesis on PANW. Palo Alto Networks, Inc. (PANW)'s share was trading at $182.32 as of March 21^st. PANW’s trailing and forward P/E were 103.01 and 56.18 respectively according to Yahoo Finance.

[caption id="attachment_1200177" align="aligncenter" width="768"] A close up of a computer monitor with a green padlock icon to symbolize the company's cyber safety solutions.[/caption]

Cybersecurity remains a critical investment sector, especially...