stock has gapped down quite a bit since the whole fiasco from Fortinet, but PANW has a more diversified revenue base and less cyclicality in its business. This earnings season have seen really market defying reactions – for eg top and bottom line beats and yet a high single digit drop the next day. Wouldn't be too optimistic that even with management introducing new mid term targets for rev and billings and guiding for strong margin expansion that the market will react particularly favorably. How would you play this?
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