Author avoids PANW at current valuation, citing multiple compression risk, and would only buy near $120.
PANW — AVOID The author avoids PANW at current prices because it sits in a high-valuation, moderate-growth area. They see significant multiple compression as a risk that would cause poor performance over the next 3-5 years. They would only become a buyer near $120/share, not at $180.
The problem I have with a stock like PANW is that it's in that high valuation plus moderate growth area that I can't get myself to invest in. If you get any significant multiple compression, the stock will perform very poorly every the next 3-5 years.
This Reddit post, published January 05, 2026, features u/No_Hour6830 discussing PANW. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/No_Hour6830 · Tickers: PANW