Sep. 18 at 4:52 PM
$PANW Fell 10% earlier this month despite beating, which was the worst day in the S&P that session.
Security software sells regardless of what the Fed does. Nobody cancels their firewall because the 10-year hit 5%.
But the multiple is a completely separate question from the business, and this week was entirely about multiples.
What's it worth? 👇
https://techdamentals.com/v/PANW
Educational, not advice.
