PALO ALTO NETWORKS WKN: A1JZ0Q ISIN: US6974351057 Kürzel: PANW Forum: Aktien Thema: Hauptdiskussion

Gibt es einen aktuellen Grund für den Anstieg?

Tuesday, June 11, 2024 Zscaler Hooks up with Nvidia Zscaler, Inc. (NASDAQ: ZS) shares spring Tuesday. The company, purporting to be a leader in cloud security, announced a collaboration with NVIDIA to accelerate AI-powered copilot technologies. Zscaler will leverage NVIDIA AI technologies to deliver new user experience and security-centric copilot services to the enterprise. The introduction of new AI capabilities, leveraging NVIDIA NIM inference microservices, NVIDIA NeMo Guardrails, and the NVIDIA Morpheus framework, will dramatically increase the ability to process data from the Zero Trust Exchange™ platform, further enhancing Zscaler copilot’s ability to proactively defend enterprises against cyber threats and simplify IT and network operations. The rapid advancement of AI is becoming a primary game-changer to accelerate cybersecurity innovations. To effectively manage IT operations and combat threats at scale, enterprises must fully harness their massive volumes of data to equip an offensive and proactive security posture. The new Zscaler ZDX Copilot, a first-of-its-kind digital experience monitoring copilot, with NVIDIA NeMo Guardrails, offers network, device, and application performance insights to enable simplified IT support and operations at scale. NeMo Guardrails orchestrates dialog management, delivering accuracy, appropriateness, and security in smart applications with large language models (LLMs). It helps safeguard organizations by overseeing generative AI systems.

warum stürzt es denn so ab hier ? News ?

Moin, überlege entweder hier oder bei Zscaler einzusteigen. Welchen Vorteil seht Ihr bei Palo Alto?

https://www.fool.com/earnings/call-transcripts/2024/05/31/zscaler-zs-q3-2024-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=296adad4-704f-4b6d-9d18-fc1e1941183e&mod=mw_quote_news

Oppenheimer auf Zscaler C.C.: 'First of all, I want to understand your 4Q guidance a little bit. If I just go back the last couple of years, your year-to-year growth rate doesn't change much from 3Q to 4Q, but there's a significant deceleration in your 4Q guide this time. So, I want to understand, is that something that I'm missing outside of say a little bit of conservatism for higher sales attrition that maybe people are not thinking about right now?'

Bis sich der verschärfte Wettbewerb in den Zahlen widerspiegelt, kann es noch lange dauern: 'And also, sales cycles, we talked about our sales cycles for large deals of nine to 12 months. We've mentioned a few quarters ago that they're moving more toward that 12-month, really no change there either.' (CFO)

Zscaler: Gute Zahlen aber deceleration in Q4. Konkurrenz PANW?

und es fällt …

Palo Alto Networks price target raised to $348 from $336 at Argus TheFly May 29, 2024, 02:03 PM Argus raised the firm’s price target on Palo Alto Networks to $348 from $336 and keeps a Buy rating on the shares. The company’s new go-to-market strategy necessitated it lowering FY24 revenue and billings guidance, but the firm disagrees with the market that punished the stock as there was no deterioration in the demand environment for cybersecurity software or a competitive or execution issue, the analyst tells investors in a research note. Argus adds that if anything, cybersecurity environment is “getting more toxic” as generative AI may be used for both good and ill, and Palo Alto continues to stand out from its sector peers with best-in-class technology and also a rapid product innovation cycle. https://www.tipranks.com/news/the-fly/palo-alto-networks-price-target-raised-to-348-from-336-at-argus-2?mod=mw_quote_news

Okta: gute Zahlen aber 'deceleration' in H2. Wegen PANW-Konkurrenz? Argus Research erhöht das Kursziel für PaNW leicht : $ 336 zu $ 348

https://www.deraktionaer.de/artikel/deraktionaerplus/palo-alto-neue-rally-voraus-20358440.html Hat jemand darauf Zugriff

Monat = Moment

@Hopper58 😕 das ist dann echt dumm. Das sind aber die einzigen Infos, von denen du weißt? Ist schon irgendwie merkwürdig, jedesmal wenn ich auch nur dran denke, meine Hebelposition mit gutem Gewinn zu verkaufen…sackt sie im nächsten Monat um 20-40% ab. Jetzt schon zum dritten Mal passiert. Beim nächsten Mal mache ich es sofort…dann sollte sie im Anschluss ja wieder absacken und ich kann günstig einkaufen….nur würde sie dann nicht fallen, sondern zum Mond fliegen. Gesetz der Börse.

Ich warte die Zahle von Okta Morgenabend ab um eventuel nachzukaufen.