Palo Alto Networks (PANW) falls after 3Q earnings. Morningstar’s Ahmed Khan and Macquarie’s Fred Havemeyer discuss this drop, as PANW sees 4Q revenue between $2.15B-$2.17B. The PANW CEP is beginning to notice “spending fatigue” in cybersecurity. They go over PANW’s position among the cybersecurity sector. Tune in to find out more about the stock market today.
The Watch List
21 May 2024
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