Schwab Network on $PANW (Nov 6, 2026)
AI summary · Schwab Network
Cybersecurity spending is unlikely to be cut since companies won't make their clients' data more vulnerable; if anything the opposite happens. On that basis the speaker is comfortable buying Palo Alto Networks at this valuation, naming it with Crowdstrike and Datadog.
Bullish
“Rob Luna on "Delayed" Tech Sell-Off, NVDA Cheaper Than SPX & RKLB Buy Opportunity”
Schwab NetworkPublished Nov 6 · 1 passage
Jump to any passage
1 passage
I don't know of any companies that would say, "Hey, we're dropping cybersecurity and suddenly making our clients' data more vulnerable." That probably won't happen. Rather, the opposite will happen.
So I think Crowdstrike, Palo Alto Networks, Datadog—I feel comfortable buying these companies at this valuation.
What this channel has said about $PANW
Schwab Network has 9 calls on this stock; only the adjacent ones are shown.