Palo Alto Networks (PANW) is at the sweet spot of the cyber security cloud migration, says Nancy Tengler. She talks about how PANW experienced broad based demand, increased cross-platform adoption, and healthy deal activity. She then compares PANW to other cybersecurity stocks such as Fortinet (FTNT), CrowdStrike (CRWD), and ZScaler (ZS). She also talks about the company's 1Q revenue came in at $1.56B versus an estimated $1.55B. Tom White then joins to demonstrate two example trades using PANW. Tune in to find out more about the stock market today.
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