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2 Bad News Buys: Why Palo Alto and Zscaler Are Screaming Deals
Submitted by Thomas Hughes. Publication Date: 3/2/2026.
Key Points
- Palo Alto Networks and Zscaler have sold off sharply from their peaks, pushing technicals and valuations to levels that historically foreshadow rebounds.
- Both companies lead cybersecurity with unified, platform-based approaches that deliver industry-leading margins and above-sector revenue growth.
- Institutional buying has overtaken selling since late 2025, and short-covering is underway in both stocks.
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After declines of as much as 55% from peak to trough and more than 20% year-to-date in 2026, it may be time to buy cybersecurity stocks like Palo Alto Networks (NASDAQ: PANW) and Zscaler (NASDAQ: ZS). While valuation concerns have pressured — and may continue to pressure — these markets, both shares are trading near long-term lows and are unlikely to fall much further.
Their growth trajectories remain robust, and long-term forecasts likely understate their advantages in a world driven by accelerating digitization, increasing penetration of digital services, tighter regulatory requirements and AI. While AI boosts efficiency, automation and results for legitimate businesses, it is also empowering cybercriminals.
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Palo Alto Networks and Zscaler are well-positioned within the industry. Their unified, software-first approaches provide comprehensive security in a highly fragmented market. They enable vendor consolidation, offer superior performance and threat detection/mitigation/recovery, and deliver scale and margin benefits.
They deliver industry-leading gross and profit margins, with gross margins roughly in the 70%–80% range versus legacy, hardware-based providers. Palo Alto offers more than 20 products across cloud, networking and systems security, while Zscaler is widely regarded as a leader in cloud-native zero-trust architecture.
Oversold and Ready to Rebound, Palo Alto Networks and Zscaler Are Accumulated
The charts point to oversold conditions and a meaningful capacity to rebound. Monthly charts capture the ultra-long-term secular trends and show both stocks near long-term lows, with stochastic oscillators hovering in historically low ranges that often precede rebounds. Price action on these charts also coincides with technical support.
Weekly charts tell a similar story. They show oversold conditions, with Zscaler's stochastic having been flatlined at extreme lows for months while the moving-average convergence-divergence (MACD) displays a subtle divergence. That divergence suggests bears are losing their grip and bulls are beginning to gain control. Both names have seen increased trading volume, indicating accumulation at these levels.
Daily charts look constructive when viewed alongside monthly and weekly signals. They suggest these stocks have reached, or are close to, meaningful bottoms and have room to rebound. The technical signals align with prior support/resistance zones, strengthening the case. If price action resumes upward, these indicators are positioned to trigger stronger buy signals and make market reversals higher-probability outcomes.
Valuation, Analyst Sentiment, and Institutional Activity Point to Cybersecurity Rebound
Valuation still looks rich on a near-term basis: PANW trades near 40X its current-year earnings outlook and Zscaler near 36X. Those multiples, however, price in a robust growth outlook.
The cybersecurity industry is expected to grow at roughly a 10%–15% compound annual growth rate (CAGR) over the next decade, while leaders such as Palo Alto and Zscaler are forecast to grow faster.
Palo Alto — the larger of the two — is projected to grow at a high‑teens CAGR, while Zscaler is forecast to grow at a low‑to‑mid‑20% CAGR. Relative to long-term consensus (to 2035), those trajectories make their valuations appear attractive.
On those long-term forecasts, the stocks would trade at roughly 12X (PANW) and 8X (ZS), implying about 100% upside for Palo Alto and nearly 200% for Zscaler simply to reach broad-market multiples as they grow into their forecasts. If they continue to command a premium, upside could be even greater.
Analysts contributed to the 2025–2026 price corrections by trimming targets, which left both names near the low end of their target ranges.
As of early March 2026, however, the pullbacks look overdone and value appears present. Zscaler trades well below the low end of its target range, with consensus implying potential for about 85% upside; Palo Alto sits near the low end of its range, with consensus forecasting roughly 40% upside.
Institutional activity also supports the thesis that these names are near a bottom. Institutions sold heavily in Q3 2025, which capped gains and pushed prices lower, but they returned to net buying in Q4 2025 and early Q1 2026.
MarketBeat data show institutions have been accumulating at a pace of more than $2 purchased for every $1 sold, providing solid support and a potential tailwind as rebounds unfold. Short interest is likewise notable, with MarketBeat data indicating short-covering is already underway in both names.
Alphabet's Quiet Edge: The Hidden Assets Powering Its Run
Submitted by Ryan Hasson. Publication Date: 2/26/2026.
Key Points
- Beyond Search and Cloud, Alphabet’s 14% stake in Anthropic provides both equity upside and infrastructure revenue exposure tied to the rise of Claude.
- Its early investment in SpaceX has quietly become one of the most valuable private-market tech holdings.
- With Android, Chrome, Search, and Gemini integrated across Apple and Samsung devices, Alphabet commands an unmatched global AI distribution advantage.
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Technology stocks have largely been driven by a narrow leadership group — the so-called Magnificent 7. Over the past 12 months, however, Alphabet (NASDAQ: GOOGL) has quietly outperformed the other members of that cohort.
Most investors attribute that outperformance to the obvious drivers: consecutive quarterly earnings beats, resilient Search revenue, accelerating momentum in Google Cloud, expanding profitability, and visible leadership in artificial intelligence. Even Waymo appears to be shifting from a long-term experiment toward a tangible commercial opportunity.
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I Called Black Monday. Now I'm Calling March 26!
I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement.
Beyond its core operations, several less obvious forces are powering Alphabet's strength. The company not only executes within its business lines but also holds meaningful stakes in several leading private technology companies.
Here is a closer look at a few of the underappreciated reasons behind GOOGL's outperformance.
Alphabet Owns 14% of Anthropic
One of the most overlooked assets on Alphabet's balance sheet is its stake in Anthropic, the AI research company behind the Claude family of large language models.
If you've followed recent volatility in software, cybersecurity, and enterprise modernization stocks, much of the concern centers around AI coding assistants and automation tools. Claude has emerged as one of the most capable models for reasoning, coding, and structured problem-solving. Its API, Claude Projects, and developer tools such as Claude Code are increasingly embedded in enterprise workflows.
Alphabet owns roughly 14% of Anthropic following a series of multi-billion-dollar investments. That stake is part of Anthropic's broader multi-cloud strategy, which also includes backing from Amazon (NASDAQ: AMZN).
Two points matter here.
First, Anthropic has been widely discussed as a potential IPO candidate in 2026. Some estimates have suggested valuations near $380 billion. If a listing materializes at or near those levels, Alphabet's stake could represent a substantial mark-to-market gain.
Second, Anthropic relies heavily on Google Cloud infrastructure. The companies have struck agreements to deploy Google's custom AI chips, including Tensor Processing Units (TPUs), at scale to train and run Claude. In that sense, Alphabet benefits both as an equity holder and as a critical infrastructure provider.
Alphabet's Early Stake in SpaceX
Anthropic is not the only high-profile private company where Alphabet holds a meaningful interest.
In 2015, Google invested approximately $900 million for a roughly 7.4% stake in SpaceX, the aerospace and space-transportation company founded by Elon Musk. At the time, SpaceX's valuation was near $12 billion; Starlink was still largely conceptual, and revenue was modest.
Fast forward a decade, and that investment has become one of the more successful venture bets of the modern era. Should SpaceX eventually pursue a public listing — speculation has at times pointed toward a 2026 $1.5 trillion IPO — Alphabet's original $900 million investment could be worth many times that amount.
Alphabet's Worldwide Device Power
Finally, there is Alphabet's global distribution advantage, which may be its most durable edge.
As of early 2026, roughly 3.9 billion devices run Android, and the vast majority depend on Google Mobile Services. Google Chrome controls about 63% of the global browser market, and Google Search reaches nearly 5 billion users worldwide.
That scale creates a distribution moat few companies can rival.
Importantly, Alphabet's AI model, Gemini, is extending that reach. Apple (NASDAQ: AAPL) recently selected Gemini to help power next-generation AI capabilities within Siri, and Samsung is expanding the number of devices with Gemini-powered features.
Gemini now runs on Android smartphones, Apple devices, and throughout Google's Chrome ecosystem. That positions Alphabet's AI at the center of billions of daily interactions, embedding its models into consumer hardware worldwide.
The Bigger Picture
Alphabet's outperformance is not just about quarterly beats or headline AI announcements; it's also about strategic positioning.
A meaningful stake in Anthropic, an early investment in SpaceX, and unmatched global device distribution provide layers of exposure beyond core Search and Cloud. Together, they create optionality, embedded value, and ecosystem dominance that many investors may still underappreciate.
Combine operational strength with strategic equity stakes and global distribution scale, and it becomes clearer why Alphabet has quietly pulled ahead of its Magnificent 7 peers.
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