Agnieszka Nowak @Aganowak91: "𝐖𝐡𝐲 𝐈 𝐛𝐨𝐮𝐠𝐡𝐭 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨..."

Luxembourg

𝐖𝐡𝐲 𝐈 𝐛𝐨𝐮𝐠𝐡𝐭 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬 𝐬𝐭𝐨𝐜𝐤? I’ve had Palo Alto on my watchlist for a while and I finally decided to buy the stock at the end of 2025. As many of you know, I like to build my portfolio around strong technology companies that are leaders in their field. I believe that in our modern world, technology is a great area for long-term growth, and Palo Alto Networks is a perfect example of the kind of company I want to own. 𝐒𝐭𝐫𝐨𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐬 My decision wasn't based on market hype or short-term trends. I looked at the numbers, and they tell a very clear story of a healthy, growing company. For the FY of 2025, Palo Alto Networks brought in $ 9.22 billion in revenue. This was a significant jump of nearly 15% from the year before. This isn't a one-time success; the company has shown consistent growth, and this trend continued into the new fiscal year. What I find most encouraging is how the company is making its money. It is successfully shifting more of its business to subscriptions. The revenue from its Next-Generation Security products, which is a key area for the future, grew by 29% in the first quarter of fiscal year 2026. This is important because subscription-based income is predictable and stable, which is exactly what you want to see in a long-term investment. It shows that customers are not just buying a single product, but are committing to the company's platform for the long haul. The company is also profitable, with earnings of $ 1.13 billion in 2025, proving it can grow while also managing its costs effectively. 𝐕𝐢𝐬𝐢𝐨𝐧𝐚𝐫𝐲 𝐋𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 𝐰𝐢𝐭𝐡 𝐚 𝐩𝐫𝐨𝐯𝐞𝐧 𝐭𝐫𝐚𝐜𝐤 𝐫𝐞𝐜𝐨𝐫𝐝 A great company needs great leaders, and this is another area where Palo Alto stands out. I always look at management before investing, and I am very impressed with its leadership. The Chairman and CEO, Nikesh Arora, is a true industry veteran. Before he joined Palo Alto Networks in 2018, he had a very successful 10 year career at Google, where he held several top executive roles. After that, he was the President and Chief Operating Officer of SoftBank, one of the world's largest technology investors. Since taking over, Arora has completely transformed the company. He shifted its focus from selling individual hardware boxes to offering a fully integrated cybersecurity platform that works together seamlessly. This was a brilliant strategic move that has paid off incredibly well. Under his leadership, the stock price has soared by approximately 440%. This shows he can not only run a company but also has the vision to adapt and lead it into the future. He is supported by a very strong board of directors, which includes experienced leaders from other major tech companies like Zoom, Workday, and Google. 𝐌𝐲 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐕𝐢𝐞𝐰: 𝐀 𝐛𝐞𝐭 𝐨𝐧 𝐚 𝐬𝐞𝐜𝐮𝐫𝐞 𝐝𝐢𝐠𝐢𝐭𝐚𝐥 𝐟𝐮𝐭𝐮𝐫𝐞 In today's world, cybersecurity is more important than ever. It's not just an optional extra for businesses; it's a fundamental necessity. Every company, big or small, needs to protect itself from online threats. With the rapid growth of cloud computing and artificial intelligence, the demand for powerful, smart, and integrated security solutions will only continue to increase. Palo Alto is a clear leader in this critical industry. It has built a strong competitive advantage, often called a "wide moat," which protects its business from competitors. Even though the company's business was performing very well, its stock price was relatively flat in 2025. For me, this was a great opportunity. It allowed me to buy into a fantastic company at a reasonable price before the rest of the market fully appreciates its continued growth. It’s a classic example of being patient and waiting for the right moment to invest in a quality business. In summary, my investment in Palo Alto Networks is a strategic, long-term decision. It's a bet on a market leader in a critical and growing industry, led by a world-class management team, and supported by strong financial performance. I am confident in this addition to my portfolio and excited to be a shareholder for the years to come. I also wanted to thank my friend @TimothyAssi who gave me some great insights about this stock! Disclaimer: This is my personal opinion and not financial advice. Please do your own research before investing. $PANW (Palo Alto Networks) $NVDA (NVIDIA Corporation) $GOOG (Alphabet) $ZM (Zoom Video Communications Inc)