저자: JimCramer · 외국인
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팔로알토네트웍스 실적 발표 후 주가 반등 분석, 단기 조정 후 상승 추세 지속 전망 실적 발표 및 시장 반응 팔로알토가 금요일 장 마감 후 회계연도 4분기 실적을 발표해 월스트리트의 긴장을 자아냈으나, 월요일 주가는 약 15% 급등 분석가 14곳이 목표가를 상향, 5,000여 명이 콘퍼런스콜에 참여해 최근 5년 중 최대 규모 실적의 질과 전망 경영진은 사이버 보안 플랫폼 경쟁력과 대형 계약 수주를 강조 중장기 매출 성장률 전망은 연평균 약 18%(중간값 기준)로 제시 차트 분석 일봉: 이전 사상 최고가 215달러 부근 저항대를 돌파·마감하며 지지선으로 전환 주봉: 저항 돌파 후 통상 테스트 구간을 거쳐 상승, 최근 200달러 부근까지 조정 후 실적 발표로 반등 이동평균선이 여전히 상향 중이라 모멘텀은 상방 목표 및 전망 월봉 기준 월가 기대치 목표가는 300달러이며 300달러 심리적 저항선 접근을 예상 올해 말까지 산타랠리 가능성 언급, 다음 실적 발표는 11월로 멀리 있음 추격 매수는 경계
다듬은 글
Paulo Alto recently announced their earnings but the unusual announcement came because it was after the market closed on Friday the CEO said that he felt his cyber security company was different from other cyber security companies out there and one way to differentiate themselves was to have her earnings call after the Friday close now what was interesting was you had 5 000 analysts dial into the conference call that was the most on a quality report for Palo Alto in five years before we get into the analysis let's look at this article and it is coming from Investors Business Daily Palo Alto Network jumps 15 and reef rally after Friday report so Palo Alto Network stock sold 15 on Monday as fares about the Cyber Securities firms unusual Friday night earnings release turned out to be Much Ado About Nothing the unusual decision to announce fiscal fourth quarter earnings after the market closed on the week's last trading day igniting angst on Wall Street leading up to the release it even caught Jim creamer off guard let's listen in all right now we start talking some stocks we'll start with the Mad Dash we got an open Bell opening bell two and a half minutes from now Palo Alto Palo Alo Alto you got it whipsawed some people on Friday okay so there were 14 price Target increases today 14.
and one of the reasons was this is a rather Amazing Story The Whisper was this is a man nikesh who by the way one of the best performers of the year of guys just got a new contract just trying to get people to do 100 billion uh s p company he decided to give a conference call Friday it flew close now he told everybody including years truly that he had to do this because he had a huge meeting with the sales force this weekend and he wanted to be able to make it so that everybody had the information up so that nobody you know all wants dissemination now I got no less than four people major I'd never speak these hedge funds because I find them typically just talking their insane book saying this is going to be the biggest biggest short right he's going to miss it right right and I go back to cash and he says look I'd like to come on the show but I was very very clear that you come on the show Monday David it was an outstanding quarter but the best thing about it is it began with the Pastiche of songs that talk about Friday because he totally knew what was going on and he snookered but he did he didn't stalker anybody who took him seriously he snuck at all those who felt well this can't be true this summer Friday after the close he's got to be having bad news because that's when else would you do it the bad news was so fabulous that we have 14 price Target increases it was fantastic he won so many big contracts there is so much cyber there are so many cyber threats out there he has a platform nobody else has a platform he is winning business from everybody and it was one of the most impressive albeit long conference calls that I've ever been on right and it was so detailed and with such great scrutiny he is a rigorous thinker and those who are shorted the stock today David they are sending me an invitation to their funeral thank you but analysts liked the longer term Outlook the company gave it projected compound annual growth rate of for revenue of 18 at the mid point of the of this range Palo Alto was the first S P 500 company to release earnings aftermarket on a Friday and nearly three years according to Market Research so the chairman and CEO stated the following on the earnings call our choice on Friday has definitely made us the topic du jour these past two weeks and has made some for some very interesting reading of all the analysts notes or continues we apologize to people who are inconvenienced but as we have mentioned in our press release we want to give ample time to analysts to have one-on-one calls with us over the weekend and we have a sales conference that kicks off on Sunday now let's get into the charts and really we just need to go to the daily chart now before the price collapse this month we had what was previous all-time highs One price breached and then eventually closed Above This resistance band at 215 it became support now let's scroll down to the weekly chart typically when you have a breakout from in this case resistance price typically tests before moving higher in this case you had a rally higher into this resistance band you got a couple of doji candles or Basin candles and then the rally out so price dipped in kind of hovered close below actually went all the way down to 200.
and then shot up on earnings now going back to the monthly chart when price was at 200 the target was 300 based on Wall Street expectations a couple of months ago now never chase price as you can see price closed lower than the high for the day question is are we going to get a close of the cap are we going to get basin before the continuation higher time will tell the next earnings is in November which is eons away however if you look at the weekly chart moving averages are still pointing up so the momentum is to the upside look for price to continue to move higher this year into the close of the Year potentially seeing a Santa Claus rally as price get closer to that 300 round whole psychological number
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