November 16, 2025
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    PANW

    CrowdStrike (CRWD) vs SentinelOne (S) vs Palo Alto (PANW) – Endpoint Security Leaders Compared

    profitpencil08 mins

    Executive summary (First 100 words include the focus keyphrase: crowdstrike vs sentinelone vs palo alto comparison 2025.) Summary fundamentals All figures are latest reported quarter per company filings and earnings releases. Detailed fundamental analysis Business models and TAM exposure CrowdStrike operates a cloud-native endpoint protection platform (Falcon) with subscription and ARR economics. Scale is the…

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    Weekly Tech Growth Screener – Top 10 Stocks

    profitpencil09 mins

    Executive summary Top 10 stock list Detailed breakdown NVIDIA Corporation (NVDA) Company overview & fundamentals NVIDIA reported fiscal Q2 revenue of $46.7B, up 56% year-over-year; fiscal 2025 revenue totaled $130.5B, with exceptionally high gross margins in data-center products. Market cap and multiples have expanded with AI demand. Momentum indicators Price momentum is strong; interactive charts…

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    Deep Dive: Palo Alto Networks (PANW) — Balancing Growth with Profitability

    profitpencil06 mins

    TL;DR Palo Alto Networks is executing a scale-at-margin cybersecurity strategy: FY-2025 revenue ≈ $9.2B (+15–16% YoY) with Next-Generation Security ARR running in the $5.6–5.8B range and gross margins roughly 73%. The company is pushing into identity and AI security via large M&A (CyberArk acquisition announced), while guided FY-2026 revenue implies mid-teens growth. Balance sheet leverage…

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    Weekly Tech Growth Screener — Top 10 Stocks

    profitpencil011 mins

    All figures and technical reads were pulled from company releases, investor pages and live technical aggregators at that timestamp. This post is AI-generated and reproducible; it shows the screener results and short dossiers for the top 10 US-listed technology names that best match Profit Pencil’s ruleset (see methodology below). Verify live charts and filings before…

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