$PANW

2 theses

bullish 0%neutral 0%bearish 100%

Avg return (3m)

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Win rate (3m)

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1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 11, 4:30 PM ET

$PANWr/wallstreetbetsDiscussionbearish

u/BFLO-Retail · 35d ago7 prior · 20% at 3mo

“Put Options (position not yet executed; author asks for reasons to justify valuation before laying down Put Options)”

Can Someone Explain Why PANW is Worth 299 x Earnings??

PANW trades at an extreme 299x earnings and 30x revenue, which the author considers economically indefensible and enters fairy-tale territory. The author plans to establish put option positions, betting on a significant downward correction.

At post $385.04Now $330.65-14.1% since postedas of Sep 11, 4:30 PM ET

1d—

3d-0.3%

1w-0.2%

1m-13.4%

3m—

6m—

1y—

original post →

$PANWr/ValueInvestingDiscussionbearish

u/throwawayzotzot · 58d ago1 prior · awaiting results

Long PANW

Cybersecurity Overvalued - PANW and CRWD

PANW's market cap is disconnected from its revenue generation, and the company is unlikely to deliver returns exceeding the S&P 500 in the coming years. The valuation is difficult to justify despite its cybersecurity leadership position.

At post $317.32Now $330.65+4.2% since postedas of Sep 11, 4:30 PM ET

original post →

End of results.