Anomalous April Behind Us: Maintaining Palo Alto Networks With A Buy

I last wrote on Palo Alto Networks, Inc. (NASDAQ: PANW ) pre- Q3 '25 earnings in mid-May, and I'm doubling down on my Buy rating, especially after the pullback post earnings. The company reported earningsI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my se ...