How Schwab Network’s view on $PANW changed

Palo Alto Networks is one of the world's largest cybersecurity companies , providing security across enterprise networks, cloud infrastructure, endpoints, operations, identities, and increasingly, AI applications and AI agents as well.

The company originally built its business around next- generation firewalls , but has evolved into a much broader cybersecurity platform that aims to integrate many individual security products under a single vendor.

Okay, let's talk about another one that had high expectations coming into its results, and that's Palo Alto Networks. Those shares are under a little bit of pressure, but look, um I mean, the stock was about double uh year-to-date uh in terms of its performance.

Yeah, bought a little bit higher there, and maybe the move was already built into the shares based on the fact of what we saw the uh their stock did after CrowdStrike and Okta earnings last week.

It rallied, right? Uh sitting just below record highs,