US OptionsDetailed Quotes
PANW240726C355000
- 0.54
- -0.14-20.59%
15min DelayClose Jul 22 16:00 ET
1.30High0.33Low
0.95Open0.68Pre Close290 Volume468 Open Interest355.00Strike Price17.66KTurnover42.56%IV6.54%PremiumJul 26, 2024Expiry Date0.00Intrinsic Value100Multiplier3DDays to Expiry0.54Extrinsic Value100Contract SizeAmericanOptions Type0.0778Delta0.0102Gamma681.02Leverage Ratio-0.2592Theta0.0025Rho52.98Eff Leverage0.0486Vega
Palo Alto Networks Stock Discussion
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One Has to Wonder if cyber-security start-up Wiz calling off the proposed deal with Alphabet has anything to do with the mishap at CrowdStrike (CRWD) over the past few days. Wiz will supposedly focus on moving forward with an IPO instead of a potential marriage into a much larger tech firm. Are CrowdStrike's customers scrambling in an effort to find new providers? Are all users scrambling in general, just to find improved cloud-based cyber-security. Possibly. CrowdStrike's r...
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Most sell side analysts and some buy side are buying the dip based on empiricism and betting on the momentum.
But I do think it can be very different this time.
TL;DR: multiple qtrs of headwind for $CrowdStrike(CRWD.US$ , tailwind for standalone BoB like Wiz and $SentinelOne(S.US$ , partially good for $Palo Alto Networks(PANW.US$ .
Most of them they are betting on the empirical notion that previous events like this, e.g. $Okta(OKTA.US$ 's brea...
But I do think it can be very different this time.
TL;DR: multiple qtrs of headwind for $CrowdStrike(CRWD.US$ , tailwind for standalone BoB like Wiz and $SentinelOne(S.US$ , partially good for $Palo Alto Networks(PANW.US$ .
Most of them they are betting on the empirical notion that previous events like this, e.g. $Okta(OKTA.US$ 's brea...
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$CrowdStrike(CRWD.US$ don't go all in on this expecting a quick return in coming weeks. expect a lot of short term pain especially if management cuts forward guidance in the coming earnings report. if you really believe the management then maybe in 1-3 years this stock will be a winner. but you better do your research to decide if you're convicted enough in the management
i have 0 shares after taking profits and I'm not going to buy any unless it reach...
i have 0 shares after taking profits and I'm not going to buy any unless it reach...
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Last Friday, a flawed software update released by the cybersecurity company $CrowdStrike(CRWD.US$ caused widespread PC crashes globally, resulting in a large number of users experiencing "blue screen of death". This led to a chain of failures and sustained impacts in various fields such as aviation, banking, healthcare, retail, ports, enterprises and governments. $Microsoft(MSFT.US$estimated that approximately 8.5 million Windows ...
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$CrowdStrike(CRWD.US$ $SentinelOne(S.US$ $Palo Alto Networks(PANW.US$
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
We expect reputational damage for CRWD, recovery could take time, but we expect the stock will recover. Overnight, we learned that CRWD users have been experiencing global Microsoft outage issues related to a software update that seems to be connected to CrowdStrike’s Falcon platform for Windows. The company will need to deal with a reputational black eye as a result, but it is important t...
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$Palo Alto Networks(PANW.US$ crowdstrick down, palo up💯💯💯🔥🔥🔥
$CrowdStrike(CRWD.US$ Cooperations that chose to sign services contract with crwd has already learned about this impact and probably will no longer extend their service. The impact to crwd's earnings ability will appear in the next billing cycle. The weaker your contender is, the stronger you ll be. that's why I chose to invest $Palo Alto Networks(PANW.US$ .
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$Palo Alto Networks(PANW.US$ crowstrike has a big issue...it should be a great opportunity for other stocks to go over..why the response is unclear?
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$CrowdStrike(CRWD.US$ look at $SentinelOne(S.US$ look at $Zscaler(ZS.US$ look at $Palo Alto Networks(PANW.US$ look at $Fortinet(FTNT.US$ they're all green in premarket and probably even greener during market hours I'm thanking myself that I bought all these companies and didn't go all-in on CRWD i had a lot of faith in CRWD if this outage is as bad as I think it is I'm losing that faith we're going to need to see a good resp...
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mr_cashcow : I'm shocked they walk away from 20B
Tonyco : $SentinelOne (S.US)$ for sure