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Vol. I · Sep 11, 2026
Bobalor.
Tickers / PANW
30d window·Refreshed Sep 11, 8:02 PM ET

PANWPalo Alto Networks Inc

Mentions
25
Videos
7
Channels
7
Bubble Radar· position
BubbleIndex
1Top 31% of 877 trackedv1 · YouTube only · 30d window
Not financial adviceThis breakdown shows what YouTube finance creators are saying about PANW — not what the stock will do. Not financial advice.

Conviction breakdown

By signal, stance, conviction, and time horizon

By signal type

Fundamental
100%

By stance

Bullish
53%
Bearish
25%
Neutral
22%

By conviction

Medium
73%
High
27%

By time horizon

1–6 months
38%
Not stated
32%
Under 1 month
16%
Over 6 months
13%

The narratives

Top reasoning snippets from creator analysis
The presenter discusses the high valuation of Palo Alto Networks and suggests that profitability may be under pressure due to recent acquisitions and dilution. While they acknowledge the potential for growth in the cybersecurity sector, they express caution regarding the stock's current valuation.
The presenter expresses optimism about Palo Alto's upcoming earnings and growth potential, particularly regarding its new AI product.
The presenter highlights Palo Alto's strong performance and growth in AI security, indicating a positive outlook for the company.
The presenter highlights significant growth in PANW's stock price and considers it a strong candidate for investment.
Palo Alto Networks is mentioned in the context of its earnings report, but the presenter notes mixed results without a clear recommendation.

Conviction history

Day by day from the durable pipeline archive — BubbleIndex, or the bull / bear / neutral split
0255075100Sep 04Sep 05Sep 06Sep 07Sep 08Sep 09Sep 10

2 of 7 days measured · shaded = no mentions

The blue horizontal line marks the plate's own 30-day score, shown above — it is not an average of the points around it. Each point is that single day's own score, computed the same way but over one day instead of the whole window.

Creator coverage

Channels mentioning PANW this window

First in this window: Investor's Business Daily · Aug 28, 2026

BChip Stock Investor257k subs126.51BEAR1–6M
BInvestor's Business Daily183k subs116.75BULL<1M
BMark Roussin, CPA160k subs114.32BULL6M+
CMike Jones Investing79k subs114.32BULL1–6M
BThe Matt Kohrs Show419k subs111.93NEUTNot stated
AMeet Kevin2.1M subs111.93NEUTNot stated
BTraderTV Live587k subs110.49BULLNot stated

Video sources

Top videos by conviction weight
Palo Alto Networks (PANW Stock) 1,400% In 10 Years -- What Comes Next In the AI EraWatch on YouTube ↗Chip Stock InvestorSep 2, 202626.51
AI Profitability In Spotlight As Dell, Palo Alto, Snowflake Report Earnings | IBDWatch on YouTube ↗Investor's Business DailyAug 28, 202616.75
BIG Dip Buying Opportunity | Investor's Weekly PlaybookWatch on YouTube ↗Mark Roussin, CPASep 6, 202614.32
🚨These Stock MOVES Are Going To Catch Investors Off Guard! Plus Be Aware Of This!!Watch on YouTube ↗Mike Jones InvestingSep 5, 202614.32
STOCK MARKET OPEN: Iran Oil Spikes, Yields Surge & Stocks Puke || Live Day Trading w/ MKWatch on YouTube ↗The Matt Kohrs ShowSep 2, 202611.93
Stock Recovery? Dell SKYROCKETS, Yields/Oil DropWatch on YouTube ↗Meet KevinSep 2, 202611.93
Dell Jumps on Strong AI Server Demand, Chip Stocks Look To $AVGO (VERTICAL) | Stock Market LiveWatch on YouTube ↗TraderTV LiveSep 2, 202610.49
↻ Methodology
How tickers are scored
BubbleIndex = conviction weight (45%, scaled against the window's highest), momentum (30%), coverage (15%, scaled against the window's highest), hype signal (10%). All signals derive from the curated YouTube finance channels in the Bobalor network.
✱ About the data
A curated panel
Data refreshes daily at 06:00 ET (Morning Radar). 30-day rolling window. Made-for-kids content excluded.
Not financial advice
This data shows what creators are saying — not what a stock will do. High conviction weight or bullish sentiment does not guarantee future returns. Not financial advice.