What's behind Palo Alto's earnings sell-off — and how to proceed
Earnings
Palo Alto Networks dropped 5.6% post-earnings despite being 'red hot' into the report, a classic buy-the-rumor-sell-the-news setup. Insider selling is heavy (0 buys vs 14 sells last 30 days), CrowdStrike also sold off on a beat, and consensus is already SB-heavy — meaning the upside bar was high and the easy money may have been made.
0 reads·0 theses
Angle
↓ SHORT-8% target+4% stop1-2 weeks tactical
Fade PANW bounces near $290-295 — insider selling, crowded SB consensus, and post-earnings momentum exhaustion set up a short tactical trade with CRWD confirming sector-wide disappointment.