News sentiment analysis for PANW
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2026-01-14
Sector Update: Tech Stocks Fall Late Afternoon
Description: Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR
Technology, Financials Hit US Equity Indexes in Final Leg of Trading
Description: US equity indexes fell ahead of Wednesday's close as financials declined amid a sell-off in technolo
Does AI-Driven Deals vs Softer Billings Change The Bull Case For Palo Alto Networks (PANW)?
Description: Palo Alto Networks has recently drawn attention as investors weighed strong AI-focused acquisitions, efficient customer acquisition, and FTC-cleared Chronosphere deal against softer billings growth, rising firewall component costs, and insider share sale plans. An interesting tension has emerged between the company’s robust free cash flow and AI-platform ambitions and growing concerns about demand softness, competition, and margin pressure. We’ll now examine how concerns over underwhelming...
US Equity Indexes Drop as Big Bank Earnings Disappoint, Inflation Data Mixed Amid Worsening Geopolitics
Description: US equity indexes fell in midday trading on Wednesday amid disappointing bank earnings, mixed wholes
Sector Update: Tech Stocks Fall Wednesday Afternoon
Description: Tech stocks were lower Wednesday afternoon, with the State Street Technology Select Sector SPDR ETF
Cybersecurity Stocks Are Falling. China Is Tightening Software Rules
Description: Cybersecurity Stocks Wobble as China Moves to Cut Foreign Software
China bans select US and Israeli cybersecurity tools: sources
Description: <body><p>STORY: Beijing has told Chinese companies to stop using U.S. and Israeli cybersecurity software.</p><p>That’s according to sources who spoke to Reuters. </p><p>They said authorities banned around a dozen firms from the country due to national security concerns. </p><p>Trade and diplomatic tensions continue between China and the U.S. </p><p>And Beijing wants to replace Western-made technology with domestic alternatives as both sides compete for tech supremacy.</p><p>Sources said Broadcom-owned VMware, Palo Alto Networks and Fortinet are among the U.S. companies whose software has been banned.</p><p>They also said Israel's Check Point Software Technologies was prohibited.</p><p>Reuters wasn’t able to establish how many Chinese firms received this notice. </p><p>The sources added Chinese authorities were concerned the software could collect and transmit confidential information abroad.</p><p>Chinese regulators hadn't responded to requests for comment at the time of publication. </p><p>The four companies also didn't reply to Reuters queries.</p></body>
Palo Alto, Fortinet Stocks Drop. Why China Is Behind the Move.
Description: China has ordered domestic companies not to use software made by a number of U.S. cybersecurity companies, according to a report.
China targets US cybersecurity firms, Tesla's FSD subscription
Description: Morning Brief host Julie Hyman outlines three of the top stories investors are watching, including reports that China is telling companies to stop using US and Israeli cybersecurity software, BP's (BP) $5 billion hit, and Tesla's (TSLA) full self-driving (FSD) subscription model. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
Wall Street Bulls Look Optimistic About Palo Alto (PANW): Should You Buy?
Description: The average brokerage recommendation (ABR) for Palo Alto (PANW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Sector Update: Tech Stocks Decline Premarket Wednesday
Description: Technology stocks were declining premarket Wednesday, with the State Street Technology Select Sector
Exchange-Traded Funds, Equity Futures Lower Pre-Bell Wednesday Ahead of Expected Supreme Court Decision on Tariffs
Description: The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.4% and the actively tr
Cybersecurity stocks fall after China software crackdown report
Description: Investing.com -- Shares of several cybersecurity companies dipped on Wednesday after a Reuters report said Chinese authorities have instructed domestic firms to stop using security software from roughly a dozen companies based in the U.S. and Israel, citing national security concerns.
2026-01-13
Palo Alto Networks (PANW) Gains As Market Dips: What You Should Know
Description: Palo Alto Networks (PANW) concluded the recent trading session at $190.85, signifying a +1.04% move from its prior day's close.
Allot Rises 21% in 6 Months: Should You Buy the Stock Right Now?
Description: ALLT shares climb 20.6% in six months as surging SECaaS adoption, raised guidance and improving recurring revenue strengthen Allot's growth outlook.
2026-01-12
CRWD to Acquire SGNL: Is Identity Security the Next Growth Pillar?
Description: CrowdStrike agrees to acquire SGNL to boost identity security for AI-driven enterprises, adding real-time, risk-based access controls to the Falcon platform.
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
Description: Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Institutional investors control 80% of Palo Alto Networks, Inc. (NASDAQ:PANW) and were rewarded last week after stock increased 3.8%
Description: Key Insights Institutions' substantial holdings in Palo Alto Networks implies that they have significant influence over...
2026-01-11
What Analysts Think Gives Datadog (DDOG) An Edge As The Story Starts To Shift
Description: Datadog's fair value estimate has been trimmed slightly from about US$211.97 to about US$208.49 per share, even as its modeled revenue growth rate of roughly 21.47% to 21.46% stays effectively unchanged. This small reset reflects a modest uptick in the discount rate from about 8.47% to about 8.50%, as analysts weigh strong Q3 execution and AI driven demand against fresh concerns on competition, pricing pressure after the Palo Alto Networks and Chronosphere news, and a broader reset in market...
2026-01-10
Jim Cramer on Palo Alto: “I Think It Is a Buy”
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks Jim Cramer talked about. Answering a caller’s query about the stock during the lightning round, Cramer said: “I think that Nikesh Arora does a great job. I slighted him too much. I said so many good things about CrowdStrike earlier. Palo Alto’s a terrific company […]
2026-01-09
Missed the AI Rally? Jefferies Says CrowdStrike and These 3 Other Cybersecurity Stocks Could Be Next
Description: Cybersecurity stocks have trailed the tech rally, but Jefferies sees 2026 as the year market leaders begin to separate from the pack.
How The Palo Alto Deal Is Rewriting The Story For CyberArk Software (CYBR) Investors
Description: The updated fair value estimate for CyberArk Software edges from about US$485.47 to roughly US$487.74 per share, with the discount rate sitting near 10.83% and revenue growth expectations refined from around 18.60% to about 18.62%. This small move reflects a tug of war between upbeat views on the Palo Alto Networks tie up, AI related security interest, and more cautious commentary around limited upside versus the agreed takeover terms and possible investor rotation into other cybersecurity...
2026-01-08
CrowdStrike To Acquire Identity Security Firm Amid Cybersecurity Platform Race
Description: CrowdStrike announced the acquisition of identity security firm SGNL in a deal valued at about $740 million. CrowdStrike stock dipped on news.
CrowdStrike Trades at Premium Valuation: Buy, Sell or Hold the Stock?
Description: CRWD trades at a rich valuation as growth slows, but Falcon Flex momentum and expanding partnerships keep the hold case intact.
3 Stocks That Might Be Priced Below Their True Value
Description: As the U.S. stock market navigates a period of volatility, marked by recent highs followed by declines in major indices like the S&P 500 and Dow Jones Industrial Average, investors are keenly observing opportunities that may arise from these fluctuations. In such an environment, identifying stocks that might be priced below their true value can be crucial for investors seeking to capitalize on potential market inefficiencies.
2026-01-07
The 3 Best Cybersecurity Stocks to Buy for 2026
Description: Investing in blue-chip cybersecurity stocks such as AVGO and PANW can help you generate outsized returns in 2026.
These 5 Software Stocks Prove Profitability Beats Growth in 2026
Description: Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates them? Profitability at scale, not just revenue growth. The market is done rewarding unprofitable expansion. It has started paying premiums for companies that convert dominance ... These 5 Software Stocks Prove Profitability Beats Growth in 2026
Cybersecurity Stocks: More Acquisitions Expected In 2026 Amid AI Boom
Description: Takeover activity boomed among cybersecurity stocks in 2025 and Wall Street expects more of the same this year.
2026-01-06
Guggenheim Lifts Palo Alto Networks (PANW) Rating Following Deal Activity and AI Tailwinds
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks Making Waves on Wall Street. On January 4, Guggenheim analyst John DiFucci upgraded the stock from Sell to “Neutral,” noting that the stock’s underperformance, recent deal activity, and industry leadership in Free Cash Flow margins have reset valuation and improved PANW’s risk-reward profile. “We […]
Palo Alto Networks (PANW) Valuation Check After Recent Share Price Pullback
Description: Palo Alto Networks (PANW) is back on investors’ radar after recent trading left the stock about 6.5% lower over the past month and roughly 14.7% lower over the past 3 months, prompting fresh interest in its valuation. See our latest analysis for Palo Alto Networks. Looking beyond the recent pullback, Palo Alto Networks’ 30 day share price return of a 6.5% decline and 90 day share price return of a 14.7% decline contrast with a positive year to date share price return of 3.6%. The 1 year total...
Palo Alto Networks (PANW) Rises Higher Than Market: Key Facts
Description: Palo Alto Networks (PANW) concluded the recent trading session at $185.86, signifying a +2.05% move from its prior day's close.
The Best Stocks to Invest $1,000 in Right Now
Description: These five tech stocks are fighting hard to be your first stock purchases of 2026.
PANW Plunges 14% in 3 Months: Should You Hold or Fold the Stock?
Description: Palo Alto Networks is down nearly 14% amid slowing growth, but large AI-driven deals and discounted valuation raise the hold-or-fold question.
The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
Description: Lockheed Martin highlights how U.S. action in Venezuela may shift market dynamics, with defense, tech and healthcare stocks emerging as key beneficiaries.
2026-01-05
Palo Alto Eyes $400 Million Cyber Deal
Description: Talks underway to buy Israeli startup Koi
AI took investors on a date in 2025. In 2026, analysts say it's time to foot the bill.
Description: As the AI trade becomes "fractured," 2026 could see other stocks finally outshine the "Magnificent Seven."
Why CrowdStrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
Description: CrowdStrike CEO George Kurtz is more than just a pioneering leader of a cybersecurity firm.
Can Platformization Continue Fueling PANW's NGS ARR Growth?
Description: Palo Alto Networks' platform strategy is driving strong NGS ARR growth as customers consolidate security tools across network, cloud and ops.
Palo Alto Networks in talks to acquire Koi Security for $400m
Description: Koi Security has built a software engine that leverages LLMs and AI agents to detect malware and vulnerabilities in applications.
Is Palo Alto Networks (PANW) Offering Value After Recent Share Price Weakness
Description: If you are wondering whether Palo Alto Networks is fairly priced or offering value right now, the starting point is to look closely at how its current share price stacks up against a few key valuation checks. The stock most recently closed at US$179.37, with returns of a 4% decline over the last 7 days, a 9.8% decline over the last 30 days, flat year to date at 0.0%, a 0.1% decline over 1 year, 165.6% over 3 years and 195.0% over 5 years. This gives you a mixed picture of shorter term...
2026-01-04
3 Cybersecurity Stocks You Can Buy and Hold for the Next Decade
Description: These best-of-breed stocks should deliver the goods as the cybersecurity industry enters the artificial intelligence era.
Palo Alto Networks (NASDAQ:PANW) pulls back 4.8% this week, but still delivers shareholders solid 24% CAGR over 5 years
Description: It hasn't been the best quarter for Palo Alto Networks, Inc. ( NASDAQ:PANW ) shareholders, since the share price has...
2026-01-03
2026-01-02
Hybrid AI will drive 'whole new wave' of opportunity in 2026
Description: TECHnalysis Research, LLC President Bob O'Donnell sits down with Yahoo Finance markets and data editor Jared Blikre on Market Catalysts to discuss one of the biggest tech trends from the AI trade in 2025 — hybrid AI — and the opportunities that it will continue to present in 2026. Also catch Bob O'Donnell's predictions for agentic AI in 2026 — as it relates to cybersecurity usage — and who he anticipates to be Nvidia's (NVDA) biggest competitors next year. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
2026-01-01
3 Top Cybersecurity Stocks to Buy in January
Description: CrowdStrike, Zscaler, and Palo Alto Networks are all resilient investments.
The NASDAQ Cybersecurity ETF Looks Like One of 2026’s Best Investments
Description: The First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) gained ~13% in 2025, trailing the Nasdaq-100 by nearly 7 percentage points. This underperformance comes as AI-enabled threats are expected to drive unprecedented demand for cybersecurity solutions in 2026, making for a unique opportunity right now. The AI Attack Surface Is About to Explode The biggest macro driver ... The NASDAQ Cybersecurity ETF Looks Like One of 2026’s Best Investments
2025-12-31
Palo Alto Networks (PANW) Dips More Than Broader Market: What You Should Know
Description: Palo Alto Networks (PANW) reached $184.2 at the closing of the latest trading day, reflecting a -1.42% change compared to its last close.
Global X Cybersecurity’s ETF May Be 2026’s Best Investment As Cybercrime Explodes | BUG
Description: The Global X Cybersecurity ETF (NASDAQ:BUG) has had a rough year. For a thematic ETF built around an exploding threat, that’s disappointing. But here’s the thing: cybersecurity stocks aren’t struggling because the thesis is wrong. They’re struggling because investors now demand perfection from high-growth software companies, and even strong results aren’t enough anymore. Consider Zscaler ... Global X Cybersecurity’s ETF May Be 2026’s Best Investment As Cybercrime Explodes | BUG
Palo Alto Networks (NASDAQ:PANW) Is Looking To Continue Growing Its Returns On Capital
Description: To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Tecnotree Included as a Representative Provider in Gartner® Innovation Insight: AI SOC Agents Accelerate CSP SecOps Transformation
Description: ESPOO, Finland, December 31, 2025--Tecnotree, a global digital platform and services provider for communications service providers (CSPs), today announced that it has been referenced as a Representative Provider alongside Google, Anthropic, Dropzone AI, DRUID, Palo Alto Networks, and Pegasystems in the Gartner® Innovation Insight: "AI SOC Agents Accelerate CSP SecOps Transformation," published in December 2025.
2025-12-30
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
Description: Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
2025-12-29
Cybersecurity: The innovation and worries around agentic AI
Description: AI is being deployed on both fronts of the cyber battlefield — from the cybersecurity firms offering protection to consumers and from hackers. TECHnalysis Research, LLC President Bob O'Donnell sits down with Yahoo Finance markets and data editor Jared Blikre on Market Catalysts to outline the innovation and worries tied to the deployment of agentic AI, especially when it is used in cybersecurity capacities. Watch Yahoo Finance's interview with CrowdStrike (CRWD) president Michael Sentonas on how the cybersecurity industry is using AI to combat hacks. Also read up on how North Korean hackers were responsible for over $2 billion in crypto losses in 2025. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
2025-12-28
Jim Cramer Considers CrowdStrike One of the “Best of Breed” in Cybersecurity
Description: CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer discussed along with macroeconomic conditions. Cramer highlighted the company’s gains, as he said: “We asked if the cybersecurity stocks would remain unassailable in 2025. While the group has held up okay this year, I wouldn’t call it unassailable. The two that the trust owns, […]
Cyber scams on the rise: How to avoid getting phished by hackers
Description: Americans lost $12.5 billion in scams in 2025, according to a report from the US Federal Trade Commission (FTC), a whopping 25% increase from last year. Push Security CTO Mark Orlando discusses how to spot cyber scams and phishing messages, going into detail on a recent scandal where hackers used malicious Calendly links to trick people and gain their login info. Catch Mark Orlando explain where new online scams are becoming most prevalent — such as on networking sites like LinkedIn. Watch Yahoo Finance's interview with CrowdStrike (CRWD) president Michael Sentonas on how the cybersecurity industry is using AI to combat hacks. Also read up on how North Korean hackers were responsible for over $2 billion in crypto losses in 2025. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
2025-12-27
Phishing scams becoming prevalent on LinkedIn: How to spot them
Description: Americans lost $12.5 billion in scams in 2025, according to a report from the US Federal Trade Commission (FTC), a whopping 25% increase from last year. Push Security CTO Mark Orlando explains the methods and platforms that scammers are using, such as social media and networking sites like LinkedIn, and the tell-tale signs of a phishing scam. Catch Yahoo Finance's interview with CrowdStrike (CRWD) president Michael Sentonas on how the cybersecurity industry is using AI to combat hacks. Also read up on how North Korean hackers were responsible for over $2 billion in crypto losses in 2025. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Palo Alto Networks, Inc. (NASDAQ:PANW) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
Description: It is hard to get excited after looking at Palo Alto Networks' (NASDAQ:PANW) recent performance, when its stock has...
2025-12-26
Why This Long Strangle Trade Might Be Best For Palo Alto Stock
Description: Palo Alto stock currently trades with a low implied volatility rank, which means it’s a good time to look at a long strangle.
4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026
Description: Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.
2025-12-25
2025-12-24
Options trading: This analyst's calls on Palo Alto, TJX, SoFi
Description: As part of the latest installment of Yahoo Finance's Options Playbook, Prosper Trading Academy CEO Scott Bauer sits down with Josh Lipton to discuss his covered call options strategy around shares of Palo Alto Networks (PANW), Marshalls parent company TJX (TJX), and SoFi Technologies (SOFI) as the 2025 trading years soon draws to a close. To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Mergers & Acquisitions Soared This Year. Stocks That Could Make 2026 Even Bigger.
Description: Mergers and acquisitions rose this year — and they can keep rising. Total M&A dollars so far this year rose to $4.39 trillion, according to data from London Stock Exchange Group. The increase in aggregate deal value is driven by larger deals, with the number of deals fairly stable.
Snowflake In Talks To Buy Observe Amid AI Acquisition Spree
Description: Snowflake reportedly is in talks to buy startup Observe, a deal that would add to its artificial intelligence acquisition spree.
2025-12-23
Mergers and Acquisitions Soared This Year. 2026 Could Be Even Bigger.
Description: Mergers and acquisitions rose this year — and they can keep rising. Total M&A dollars so far this year rose to $4.39 trillion, according to data from London Stock Exchange Group. The increase in aggregate deal value is driven by larger deals, with the number of deals fairly stable.
Is Palo Alto Networks Stock a Buy, Sell, or Hold Following Its Major Multibillion-Dollar Google Deal?
Description: Palo Alto Networks is a large-cap tech stock that continues to grow revenue and earnings steadily. Is PANW stock still a good buy?
AI-Driven Cybersecurity Boom Makes These 4 Stocks Worth Buying
Description: Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.
Palo Alto Networks, Inc. (NASDAQ:PANW) Shares Could Be 23% Below Their Intrinsic Value Estimate
Description: Key Insights Palo Alto Networks' estimated fair value is US$245 based on 2 Stage Free Cash Flow to Equity Current share...
Cantor Sees Long-Term Upside for Palo Alto Networks (PANW) on AI-Era Security
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks in the Spotlight for Investors. On December 17, Cantor Fitzgerald analyst Jonathan Ruykhaver reiterated an “Overweight” rating on the stock following a F1Q26 beat., highlighting the company’s quantum and AI strategies. Palo Alto reported better-than-expected performance across all metrics, driven by platform consolidation momentum […]
Jim Cramer on Costco: “We Did Not Like the Way the Conference Call Went When They Reported Last”
Description: Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer answered questions about. A caller asked if their portfolio is diversified enough, with their top five holdings being AMZN, COST, ETN, PANW, and HD. Here’s what Mad Money’s host had to say: “This is like our previous caller. A lot of these people are […]
2025-12-22
Palo Alto Networks (PANW) Beats Stock Market Upswing: What Investors Need to Know
Description: In the most recent trading session, Palo Alto Networks (PANW) closed at $189.49, indicating a +1.4% shift from the previous trading day.
Palo Alto Networks Stock Is Down But Not Out - Worth Buying PANW Here?
Description: Palo Alto Networks reported strong free cash flow in Q3, and its FCF margin rose on a trailing 12-month basis. As a result, it could be worth much more, but PANW is well off its highs. That makes it a strong buy for value investors here.
Are CrowdStrike's Expanding Partnerships a Catalyst for Future Growth?
Description: CRWD is leaning on expanding partnerships to drive larger deals, faster Falcon adoption and broader customer reach.
PANW Deepens Ties With Google: Will This Enhance Prisma AIRS Adoption?
Description: Palo Alto Networks deepens its Google Cloud partnership by embedding Prisma AIRS into AI services, aiming to boost adoption as AI workloads scale.
Palo Alto Networks, Google Cloud partner to enhance AI and cloud security
Description: The collaboration will integrate Palo Alto Networks' AI security platform, Prisma AIRS, with Google Cloud’s AI and infrastructure services.
2025-12-21
Jim Cramer on SentinelOne: “You Got to Stick With the High-Quality Ones”
Description: SentinelOne, Inc. (NYSE:S) is one of the stocks Jim Cramer offered insights on. During the lightning round, a caller inquired about the stock, and Cramer replied: “No, I don’t think it’s a good, it has been various times I understand shopped and didn’t get a bid. You got to stick with the high-quality ones. Got […]
2025-12-20
2025-12-19
Palo Alto Networks (PANW): Evaluating Valuation After New Multibillion-Dollar AI Security Deal With Google Cloud
Description: Palo Alto Networks (PANW) just doubled down on AI security by striking a multibillion-dollar expansion of its Google Cloud partnership to hardwire its Prisma AIRS platform into Google’s core AI and infrastructure stack. See our latest analysis for Palo Alto Networks. The stock has been choppy recently, with the 30 day share price return down 7.0 percent and the 1 year total shareholder return roughly flat. However, a 3 year total shareholder return above 160 percent shows longer term momentum...
Sector Update: Tech Stocks Gain Friday Afternoon
Description: Tech stocks gained Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) r
How Investors May Respond To Palo Alto Networks (PANW) Expanding AI Security Partnership With Google Cloud
Description: Palo Alto Networks and Google Cloud recently expanded their partnership to combine Google Cloud’s AI and infrastructure with Palo Alto’s Prisma AIRS platform, aiming to secure AI workloads and applications across hybrid multicloud environments from development through deployment. This deeper collaboration directly targets the surge in attacks on AI infrastructure highlighted in Palo Alto Networks’ latest State of Cloud Security Report, embedding security into Google Cloud’s core AI services...
Palo Alto, Google Cloud Strike 'Multi-Billion-Dollar' Deal to Deliver End-to-End AI Security
Description: Palo Alto Networks (PANW) and Alphabet's (GOOG, GOOGL) Google Cloud announced a new "multi-billion-d
Google Cloud Strikes Nearly $10 Billion AI Security Deal With Palo Alto Networks
Description: Largest-ever Google Cloud security contract expands AI-driven cybersecurity collaboration.
Palo Alto (PANW) Up 0.4% Since Last Earnings Report: Can It Continue?
Description: Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
JPMorgan Highlights 11 Tech Stocks for 2026
Description: Software, chips, and networks stand out
Palo Alto Networks stock rises on expanded Google Cloud partnership
Description: Investing.com -- Palo Alto Networks shares rose on Friday after the cybersecurity firm announced an expanded strategic partnership with Google Cloud aimed at securing cloud and artificial intelligence deployments.
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
Description: Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Criminal IP and Palo Alto Networks Cortex XSOAR integrate to bring AI-driven exposure intelligence to automated incident response
Description: TORRANCE, Calif., Dec. 19, 2025 (GLOBE NEWSWIRE) -- Criminal IP (criminalip.io), the AI-powered threat intelligence and attack surface monitoring platform developed by AI SPERA, is now officially integrated into Palo Alto Networks’ Cortex XSOAR. The integration embeds real-time external threat context, exposure intelligence, and automated multi-stage scanning directly into Cortex XSOAR’s orchestration engine, giving security teams higher incident accuracy and faster response than conventional lo
Palo Alto Networks and Google Cloud Forge Landmark Agreement to Help Customers Securely Accelerate Cloud and AI Initiatives
Description: As enterprises race to harness the transformative power of agentic AI and cloud computing, Palo Alto Networks (NASDAQ: PANW) and Google Cloud today announced a significant expansion of their strategic partnership to enable the secure development and deployment of AI solutions and provide a trusted foundation that helps organizations harness the full potential of AI with confidence. The collaboration combines Google Cloud's leading AI and infrastructure capabilities with Prisma® AIRS™, Palo Alto
Google Cloud lands deal with Palo Alto Networks 'approaching $10 billion,' per source
Description: Alphabet's cloud computing unit and cybersecurity company Palo Alto Networks on Friday announced an expanded partnership that one source told Reuters was by far Google Cloud's largest security services deal. The contract comprises a commitment by Palo Alto to pay a sum "approaching $10 billion" to Google Cloud over several years, according to the person with direct knowledge of the matter.
2025-12-18
JPMorgan Reinstates Palo Alto Networks (PANW) With Overweight Rating
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is included among the 12 Best Long Term US Stocks to Buy Now. On December 17, JPMorgan reinstated coverage of Palo Alto Networks, Inc. (NASDAQ:PANW) with an Overweight rating and a $235 price target. The move followed a period of restriction. The firm said Palo Alto offers one of the […]
Wall Street Loves This Software Stock for 2026. Should You Buy It Now?
Description: Wall Street sees Okta as an AI identity winner for 2026, though rich multiples leave little margin for growth slowdowns.
Microsoft, Google rule AI vendor market for enterprises
Description: The two tech titans provide the most advanced offerings for businesses, according to a Gartner analysis. The firm also highlighted OpenAI’s strength as an LLM provider.
Can Cortex XSIAM Become Palo Alto Networks' Next Major Growth Engine?
Description: PANW's Cortex XSIAM is landing bigger deals and high-spending customers, signaling it could emerge as a key growth driver.
Exposing the Hidden Geometry of Palo Alto (PANW) Stock Most Investors Will Miss
Description: Most investors focus on direction in PANW stock. This analysis shows how probability concentration can guide smarter, risk-defined strategies.
2025-12-17
Palo Alto ’well positioned as a long-term share consolidator’ says JPMorgan
Description: Investing.com -- JPMorgan upgraded Palo Alto Networks and reinstated coverage of CyberArk after a period of restriction related to Palo Alto’s planned acquisition of CyberArk, highlighting Palo Alto’s position as a cybersecurity consolidator while taking a more cautious view on CyberArk’s standalone upside.
Spotify initiated, Airbnb upgraded: Wall Street's top analyst calls
Description: Spotify initiated, Airbnb upgraded: Wall Street's top analyst calls
Insiders At Palo Alto Networks Sold US$5.0m In Stock, Alluding To Potential Weakness
Description: The fact that multiple Palo Alto Networks, Inc. ( NASDAQ:PANW ) insiders offloaded a considerable amount of shares over...
2025-12-16
Can Fortinet Stock Sustain Momentum With Strong Unified SIEM Adoption?
Description: FTNT's Unified SIEM adoption lifts services growth and billings, but competition and higher SIEM costs test whether momentum can last.
Palo Alto Networks Report Reveals AI Is Driving a Massive Cloud Attack Surface Expansion
Description: The rapid adoption of enterprise AI is fueling an unprecedented surge in cloud security risks. To help organizations understand and combat escalating threats, Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today released its annual "State of Cloud Security Report 2025," exposing how AI is driving a massive expansion of the cloud attack surface.
2025-12-15
PANW vs. CRWD: Which Cybersecurity Stock Has an Edge Right Now?
Description: CrowdStrike's Falcon Flex surge and faster revenue growth give it the edge over Palo Alto Networks in the battle for cybersecurity dominance.
Freshworks to Deepen its IT Service and Operations Portfolio with Acquisition of FireHydrant’s AI-Native Incident Management and Reliability Platform
Description: Freshworks to Deepen its IT Service and Operations Portfolio with Acquisition of FireHydrant Freshworks has signed a definitive agreement to acquire FireHydrant, a provider of AI-powered Incident Management software. The combination will bring together Freshservice’s IT Service Management (ITSM) and FireHydrant’s core IT Operations Management (ITOM) as a unified AI-native ServiceOps solution designed to simplify operations, proactively prevent disruptions, and ensure exceptional IT service relia
ServiceNow's $7 Billion Power Move: The Cyber Deal That Could Rewrite Its Future
Description: The AI-software giant is eyeing Armis in a potential mega-deal that could reshape the enterprise cybersecurity battlefield.
2025-12-14
How The Pending Palo Alto Deal Is Rewriting The Story Behind CyberArk Software’s Valuation
Description: Updated Narrative Behind CyberArk’s Unchanged Fair Value CyberArk Software’s fair value has been reaffirmed at $485.47, even as modest tweaks to revenue growth and the discount rate reflect a more nuanced view of risk and opportunity around the pending Palo Alto Networks acquisition. Street research points to stronger top line potential at CyberArk within a larger AI driven security platform, tempered by integration and execution uncertainties that justify only incremental adjustments to...
2025-12-13
Is There Still Value in Palo Alto Networks After Its Strong Multi Year Rally?
Description: Wondering if Palo Alto Networks is still worth buying after its huge run up over the last few years, or if the market has already priced in the story? This piece will walk you through what the numbers are really saying about its value. The stock is up 153.9% over 3 years and 223.5% over 5 years, but more recently it has slipped, down 3.6% over the last week, 8.7% over the last month, and 2.5% over the past year, even though it is still up 6.1% year to date. That kind of whiplash in returns...
2025-12-12
2025-12-11
Datadog (DDOG) Sees Bullish Analyst Stance Amid Strong AI and Observability Momentum Despite Recent Stock Pullback
Description: With significant hedge fund interest and upside potential, Datadog, Inc. (NASDAQ:DDOG) secures a spot on our list of the 15 best AI stocks to watch in December 2025. As of December 8, 2025, roughly 90% of analysts remain bullish on Datadog, Inc. (NASDAQ:DDOG) with a median price target of $219.00. The consensus projected price target […]
Palo Alto Networks (PANW) Plays a Role in Safeguarding the Modern Digital Economy. Here’s How
Description: Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Growth Fund.” A copy of the letter can be downloaded here. In 2025, the market dominance continues to concentrate on a small group of mega-cap stocks associated with artificial intelligence (AI). The fund gained 7.99% in the third […]
With 80% ownership of the shares, Palo Alto Networks, Inc. (NASDAQ:PANW) is heavily dominated by institutional owners
Description: Key Insights Significantly high institutional ownership implies Palo Alto Networks' stock price is sensitive to their...
2025-12-10
Wall Street Analysts Think Palo Alto (PANW) Is a Good Investment: Is It?
Description: Based on the average brokerage recommendation (ABR), Palo Alto (PANW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
2025-12-09
Xerox (XRX) Launches New Cybersecurity Solution for SMBs
Description: Xerox Holdings Corporation (NASDAQ:XRX) is one of the 15 Best Technology Penny Stocks to Buy. On November 19, Xerox Holdings Corporation (NASDAQ:XRX) announced the launch of its new product called XeroxTM TriShield 360 Cyber Solution, which is a complete cybersecurity service made using Palo Alto Networks Cortex XDR technology. It is designed to provide enterprise-grade […]
2025-12-08
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
Description: Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
2025-12-07
2025-12-06
2025-12-05
2025-12-04
Evaluating Palo Alto Networks (PANW) Valuation After Its Recent Share Price Uptick
Description: Palo Alto Networks (PANW) has been quietly grinding higher this week, and investors are asking whether the recent move is just a bounce or the start of a more durable trend. See our latest analysis for Palo Alto Networks. The stock is still working off a soft patch after its recent pullback. However, this week’s uptick in the share price, alongside robust double digit revenue growth, suggests sentiment is stabilising rather than breaking down. This is the case even though the one year total...
Is Palo Alto Networks (PANW) Swapping Buybacks for AI Deals to Redefine Its Growth Story?
Description: Palo Alto Networks recently completed its long-running share repurchase plan, buying back 10,547,000 shares for US$3,135.60 million since it was announced in February 2019. At the same time, the company is pursuing large, AI-focused acquisitions and presenting at investor conferences, sharpening attention on how its deal-making, AI ambitions and growth slowdown fit together. We’ll now examine how Palo Alto Networks’ push into large AI-related acquisitions could reshape its investment...
SentinelOne forecasts lackluster revenue, CFO to depart
Description: Cybersecurity firm SentinelOne forecast fourth-quarter revenue below analysts' expectations on Thursday, and said Chief Financial Officer Barbara Larson will step down. The shares of the company fell more than 7% in extended trading. The muted outlook underscores the challenges SentinelOne faces as it navigates an increasingly competitive cybersecurity market, where artificial intelligence tools are reshaping threat detection and endpoint protection.
Prediction: 3 Beginner Stocks That Could Turn Small Bets Into Big Fortunes
Description: Oracle, TSMC, and Palo Alto Networks are all promising long-term investments.
2025-12-03
Why Lumen (LUMN) Stock Is Trading Up Today
Description: Shares of telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) jumped 4.4% in the afternoon session after positive business developments highlighted the company's growth strategy and improved financial outlook. Lumen expanded its cybersecurity capabilities in the Asia-Pacific region by achieving a special status with Palo Alto Networks in Singapore. This recognition highlighted Lumen's expertise in deploying and managing advanced security systems for its customers. Further bo
Trending tickers: CrowdStrike, Marvell Technology, Inditex, Sainsbury's and Smiths
Description: The latest investor updates on stocks that are trending on Wednesday.
2025-12-02
How Recent Developments Are Rewriting the Story for Datadog
Description: Datadog’s price target has seen a minor upward adjustment, increasing from $210.91 to $211.97 per share. This change reflects a delicate balance between growing optimism in the company’s business outlook and emerging competitive challenges, particularly as the market responds to industry shifts such as Palo Alto Networks' acquisition of Chronosphere. Stay tuned to learn how you can closely track shifts in the Datadog narrative as new developments arise in the sector. Analyst Price Targets...
Palo Alto Networks Plunges 14% in a Month: Time to Hold Tight or Exit?
Description: PANW's acquisition spree and slowing growth spark investor jitters as the stock plunged sharply over the past month.
2025-12-01
Palo Alto Networks Buys Chronosphere: Will Observability Fuel Growth?
Description: PANW's $3.35B deal for Chronosphere aims to boost observability for cloud and AI workloads by pairing its data with AgentiX's automation.
Fiserv Appoints Walter Pritchard as Senior Vice President, Head of Investor Relations
Description: MILWAUKEE, December 01, 2025--Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial technology, today announced the appointment of Walter Pritchard as Senior Vice President, Head of Investor Relations, effective December 1, 2025.
Spotlight On Alnylam Pharmaceuticals And 2 Other Stocks Possibly Trading Below Fair Value
Description: As the U.S. stock market wraps up a strong week, with major indices like the S&P 500 and Dow Jones Industrial Average extending their winning streaks, investors are keenly observing opportunities amid fluctuating tech performances and economic shifts. Despite the Nasdaq's recent monthly dip, this environment presents a chance to explore stocks potentially trading below their fair value, such as Alnylam Pharmaceuticals, which may offer intriguing prospects for those seeking undervalued...
Palo Alto Networks (NASDAQ:PANW) Is Doing The Right Things To Multiply Its Share Price
Description: If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
2025-11-30
2025-11-29
How Recent Developments Are Shaping the CyberArk Investment Story
Description: CyberArk Software’s stock narrative has shifted in light of recent analyst updates. The price target remains steady at $485.47. However, modest adjustments in growth and risk assumptions signal a nuanced response to the company’s developments. Stay tuned to discover how you can stay informed as the narrative around CyberArk’s valuation continues to evolve. Stay updated as the Fair Value for CyberArk Software shifts by adding it to your watchlist or portfolio. Alternatively, explore our...
2025-11-28
The Bull Case For IBM (IBM) Could Change Following New AI and Quantum Security Partnerships
Description: In the past week, IBM has made headlines with the opening of its new German headquarters and technology campus in Ehningen, new quantum-safe cybersecurity offerings with Palo Alto Networks, and major partnerships powering frontier-scale AI training and security, including Zyphra’s large-scale Mixture-of-Experts foundation model built on AMD and IBM Cloud. These developments highlight IBM's accelerating leadership in quantum computing, artificial intelligence, and digital security,...
Is Palo Alto Networks Stock Underperforming the Dow?
Description: Palo Alto Networks has underperformed the Dow over the past year, yet analysts remain moderately optimistic about the stock’s prospects.
1 No-Brainer Artificial Intelligence (AI) Stock to Buy With $200 in December and Hold for the Long Term
Description: Technologies like artificial intelligence and quantum computing are transforming the cybersecurity landscape.
2025-11-27
Examining Palo Alto Networks After Recent Share Price Decline and Cybersecurity Partnerships
Description: Thinking about whether Palo Alto Networks is a buy right now? If you have even a hint of curiosity about the stock's value, you are not alone. Palo Alto Networks' share price has been on a bit of a rollercoaster lately, sliding by 7.3% over the past week and down 15.9% in the last month, but still showing a positive 2.6% year-to-date. The recent volatility comes amid a slew of headlines, from strategic acquisitions and new cybersecurity partnerships to industry chatter about...
2025-11-26
Northland Raises PT on Palo Alto Networks (PANW) to $190 From $177, Keeps a Market Perform Rating
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the best large cap stocks to invest in for the long term. Northland lifted the price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $190 from $177 on November 20, keeping a Market Perform rating on the shares. The rating update came after the company reported a […]
Tech analyst Dan Ives flags 10 stocks to own, insists there's no AI bubble
Description: The AI revolution is still in its early innings. Wedbush analyst Dan Ives argues that investors are misreading one of the most significant technology build-outs since the dawn of the internet.
Top 10 stock picks of 2025 from Wedbush's Dan Ives
Description: Wedbush Securities managing director and global head of technology research, Dan Ives, sits down with Yahoo Finance Executive Editor Brian Sozzi to talk about his top 10 stock picks for 2025. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
Nvidia, Microsoft Lead Wedbush New Tech List -- The 10 'Must-Own' Stocks
Description: New Wedbush Tech Roadmap: Ten Stocks Poised to Rip Into Year-End
Palo Alto Networks’s Q3 Earnings Call: Our Top 5 Analyst Questions
Description: Palo Alto Networks’ third quarter saw sales growth above Wall Street’s expectations, but the market responded negatively, reflecting investor caution on the path forward. Management attributed revenue growth to broad adoption of platform solutions, particularly in areas like SASE (secure access service edge), software firewalls, and expanding demand for AI-driven security tools. CEO Nikesh Arora emphasized that customers are consolidating security vendors, opting for the company’s integrated off
2025-11-25
Clover Security Launches with $36M to Redefine Product Security for the AI Era
Description: Backed by Notable Capital and Team8, Clover defines design as the foundation of modern product security TEL AVIV, IL / ACCESS Newswire / November 25, 2025 / Product security company Clover today announced $36 million in funding to secure the AI-native ...
Investors Heavily Search Palo Alto Networks, Inc. (PANW): Here is What You Need to Know
Description: Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Wedbush’s Ives lists top 10 tech stocks to own into year-end
Description: Investing.com -- Wedbush is doubling down on its bullish outlook for the technology sector, arguing that despite rising “AI Bubble” chatter, the market is still in the early stages of a multi-year investment cycle.
CyberRatings.org and NSS Labs Announce Follow-On Enterprise Firewall Results
Description: CyberRatings.org (CyberRatings), the non-profit organization dedicated to providing confidence in cybersecurity products and services through independent testing, today announced Follow-On Test Results for the Fortinet FortiGate-200G and Palo Alto Networks PA-1410 Enterprise Firewalls.
Analysts Bullish on PANW as AI-Driven Cybersecurity Demand Accelerates
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the Must-Watch AI Stocks on Wall Street. On November 20, BTIG analyst Gray Powerll raised the price target on the stock to $248.00 while maintaining a Buy rating. The price target raise follows PANW’s solid Q1 beat, modest FY26 raise, and a surprise entry into the observability space […]
2025-11-24
Palo Alto Networks' Stock Has Tanked But Its FCF is Strong - Price Target is 15% Higher
Description: Palo Alto Networks' stock is well off its highs, despite producing stellar free cash flow and FCF margins for its fiscal Q1 ending Oct. 31. That implies its price target is at least 15% higher at $212 per share.
3 Large-Cap Stocks Worth Investigating
Description: Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Are New AI Partnerships Powering CrowdStrike's Next Growth Wave?
Description: CRWD's new AI partnerships with CoreWeave, EY, and NVIDIA boost its platform strategy and strengthen momentum across its expanding cybersecurity ecosystem.
Recent 9.9% pullback isn't enough to hurt long-term Palo Alto Networks (NASDAQ:PANW) shareholders, they're still up 273% over 5 years
Description: It might be of some concern to shareholders to see the Palo Alto Networks, Inc. ( NASDAQ:PANW ) share price down 16% in...
2025-11-23
Palo Alto's Stock Sinks Despite Solid Revenue Growth. Should Investors Buy the Dip?
Description: The cybersecurity stock has been running in place over the past year.
2025-11-22
2025-11-21
How Investors Are Reacting To ServiceNow (NOW) Expanding AI Partnerships With Microsoft and Industry Leaders
Description: ServiceNow recently announced a comprehensive series of AI integrations and partnerships with industry leaders including Microsoft, Tanium, Palo Alto Networks, and Aria Systems, all aimed at enhancing productivity, workflow automation, security, and unified enterprise management for business clients. These collaborations introduce advanced AI agent governance and automation across platforms like Microsoft 365, strengthen security controls for AI workloads, and streamline end-to-end solution...
Nvidia, Palantir, Microsoft, Tesla Remain Hot Picks Amid AI Sell-Off
Description: Tech Titans Tumble: AI Boom Shows Cracks Despite Strong Earnings
Tech stock sell-off: Maybe it's time to 'dial back the risk'
Description: US stocks (^DJI, ^IXIC, ^GSPC) are rebounding on Friday after this week's surprise sell-off, fueled by dragging tech stocks and uncertainty over whether the Federal Reserve will cut interest rates at its December FOMC meeting. Powers Advisory Group Managing Partner Matt Powers comes on Market Catalysts to share his view on why these market moves are a "normal rotation" tied to concentration risks from longtime market leaders, namely the tech sector and Nvidia (NVDA). Powers looks to Palo Alto Networks (PANW) as a more defensive investment in the tech and AI ecosystems. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Tech Highfliers Slide. 3 Stocks Whose Charts Point to Turnaround.
Description: Palo Alto Networks a software-focused cybersecurity company, is turning in a very mediocre 2025. The stock is flat year to date and now sits 19% off its most recent 52-week high, a clear display of relative weakness with the just 11% off its own annual peak. Palo Alto shares have slumped more than 10% this week alone and are on track to log their first three-week losing streak since April.
Tech Stocks That Are Down Today: AMD, Palo Alto Networks, DataDog and Micron Technology
Description: After yesterday’s debacle in which approximately $1 trillion in market capitalization was erased from the stock market, some technology stocks are still hunting a bottom. With the Nasdaq Composite now down 3% for the month of November so far, the AI rally has lost its steam for the time being as the markets wrestle with ... Tech Stocks That Are Down Today: AMD, Palo Alto Networks, DataDog and Micron Technology
Palo Alto Networks' SASE ARR Tops $1.3B: Can the Momentum Continue?
Description: PANW's SASE ARR jumps 34% year over year, surpassing $1.3B, fueled by major wins and rising secure browser demand.
PANW vs. CSCO: Which Cybersecurity Stock Should You Buy Right Now?
Description: Palo Alto Networks' rapid SASE and NGS expansion sharpens the contrast with Cisco System' slower-moving security business.
Down 13.9% in 4 Weeks, Here's Why Palo Alto (PANW) Looks Ripe for a Turnaround
Description: Palo Alto (PANW) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Nvidia resumed, Palo Alto downgraded: Wall Street's top analyst calls
Description: Nvidia resumed, Palo Alto downgraded: Wall Street's top analyst calls
Here Are Friday’s Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More
Description: Pre-Market Stock Futures: The futures are trading higher as we get ready to close out a volatility-filled week that saw a massive roller coaster ride on Thursday after NVIDIA Corp. (NASDAQ: NVDA) earnings ignited a rally on the open that reversed at midday and finished the day deep in the red. Wall Street pundits cited ... Here Are Friday’s Top Wall Street Analysts Research Calls: Advanced Micro Devices, Block, Broadcom, Exact Sciences, Hologic, Palo Alto Networks and More
Nvidia Sell-Off a 'DeepSeek Moment,' AI Revolution Just Beginning, Wedbush Says
Description: Nvidia's (NVDA) post-earnings sell-off is similar to the "DeepSeek Moment" in January, with the tech
Palo Alto Networks to Present at Upcoming Investor Event
Description: Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that members of its management team will be presenting at the following financial community event:
Network Detection and Response Market Forecast 2025-2030: Opportunities Driven by Integration with Xdr Platforms, and AI-Driven Autonomous Response
Description: The global Network Detection and Response (NDR) market is poised for a robust expansion, projected to grow from USD 3.68 billion in 2025 to USD 5.82 billion by 2030 at a CAGR of 9.6%. The surge is fueled by the growing need to detect threats within encrypted traffic and east-west communications, with cloud deployment leading growth due to efficiency and scalability. North America remains the market leader, driven by strong adoption and regulatory frameworks. Open NDR software dominates due to it
2025-11-20
Nasdaq Composite Drops to Lowest Since September; Nvidia Reverses Post-Earnings Rally
Description: The Nasdaq Composite fell to its lowest level in more than two months on Thursday after a labor mark
Stocks to Watch Thursday Recap: Walmart, Nvidia, Cracker Barrel, Regeneron
Description: ↗️ Walmart (WMT): The biggest U.S. retailer and private-sector employer posted solid quarterly results and raised its outlook. Shares closed up nearly 6.5%. ↘️Nvidia (NVDA): The chip maker reported record sales and issued strong guidance, helping ease angst about an artificial-intelligence bubble.
Tech, Media & Telecom Roundup: Market Talk
Description: Find insight on Palo Alto Networks, Nvidia and more in the latest Market Talks covering Technology, Media and Telecom.
Earnings live: Walmart and Gap stocks pop on raised guidance, Nvidia erases post-earnings gains
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
These Stocks Moved the Most Today: Nvidia, Exact Sciences, Walmart, AMD, Alphabet, Palo Alto Networks, and More
Description: Nvidia turns lower as strong earnings fail to assuage concerns over an artificial-intelligence bubble.
Sector Update: Tech Stocks Fall Late Afternoon
Description: Tech stocks were lower late Thursday afternoon, with the Technology Select Sector SPDR Fund (XLK) fa
Will Chronosphere Deal and IBM Partnership Redefine Palo Alto Networks' (PANW) AI and Security Narrative?
Description: Palo Alto Networks recently reported first-quarter results that surpassed analyst expectations, announced a US$3.35 billion agreement to acquire cloud observability platform Chronosphere, and partnered with IBM to launch a quantum-safe security solution available in early 2026. These developments highlight the company's focus on advancing AI and quantum security offerings, reflecting its efforts to remain at the forefront of evolving cybersecurity needs. We'll examine how the planned...
Palo Alto Networks to Buy Chronosphere for $3.35 Billion
Description: Palo Alto Networks CEO Nikesh Arora discusses the company's continued acquisition streak as it announces plans to buy Chronosphere for $3.35 billion. He joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech."
Equities Fall Intraday as Markets Weigh Jobs Data; Nvidia Drops
Description: US benchmark equity indexes were lower intraday as a long-awaited labor market report showed the une
Why Palo Alto Networks Latest Acquisition Surprised Wall Street
Description: Palo Alto stock fell after the cybersecurity firm reported fiscal Q1 earnings and announced another acquisition, Chronosphere.
Palo Alto Networks slips despite Q1 beat, ByteDance valuation soars
Description: Market Catalysts Host Julie Hyman examines three of the top stories on Wall Street. Palo Alto Networks (PANW) stock is under pressure despite reporting fiscal first quarter earnings that beat estimates, as investors digest headlines of the company's acquisition of Chronosphere for $3.35 billion. Cipher Mining (CIFR) is reportedly raising funds in the bond market to fund its data center buildout, which is tied to Alphabet's (GOOG, GOOGL) Google, according to Bloomberg. TikTok owner ByteDance's valuation climbed to $480 billion, Bloomberg reports. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
Palo Alto Networks Stock Is a Rare Decliner Today. Why It’s a Buying Opportunity.
Description: The cybersecurity company said it plans to buy Chronosphere for $3.35 billion, but that wasn't enough to drive shares higher.
Wall Street Still Loves Nvidia After Incredible Earnings Report
Description: Markets are exploding on Nvidia (NASDAQ: NVDA) earnings. Just last night, Nvidia posted EPS of $1.30, which beat estimates by four cents. Revenue of $57 billion, up 62.5% year over year, beat by $1.91 billion. Data center revenue of $51.2 billion was up 25% quarter over quarter, and up 66% year over year. Analysts only ... Wall Street Still Loves Nvidia After Incredible Earnings Report
Palo Alto Slips, But Wedbush Sees Strong AI-Security Upside
Description: Analyst says platform strategy puts company in AI driver's seat
Palo Alto Networks Inc (PANW) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and ...
Description: Palo Alto Networks Inc (PANW) reports robust revenue growth and strategic acquisitions, positioning itself as a leader in AI security and quantum readiness despite integration challenges.
Should You Buy, Sell or Hold Zscaler Stock Before Q1 Earnings?
Description: ZS eyes Q1 revenue and EPS targets as demand for its security platforms grows, even as tight budgets and longer deal cycles add pressure.
Palo Alto Networks Q1 Earnings and Revenues Surpass Estimates
Description: PANW tops Q1 estimates with double-digit growth in earnings and revenues, boosted by strong subscription and support momentum.
5 Things to Know Before the Stock Market Opens
Description: News of the day for Nov. 20, 2025
Stocks Rise Pre-Bell as Traders Parse Nvidia's Earnings, Await September Jobs Report
Description: US equity markets were tracking in the green before the opening bell Thursday as investors assess te
Palo Alto Networks Raises Fiscal 2026 Outlook; Strikes $3.35 Billion Deal to Acquire Chronosphere
Description: Palo Alto Networks (PANW) lifted its full-year outlook after recording better-than-expected fiscal f
2025-11-19
Dow Jones Futures Rise As Nvidia Jumps On Earnings; Jobs Report, Walmart Due
Description: Dow Jones futures rose overnight, along with S&P 500 futures and especially Nasdaq futures. Nvidia jumped on strong earnings and guidance, also lifting Broadcom, Taiwan Semiconductor, Advanced Micro Devices and the broader AI ecosystem.
Piper Sandler Highlights “High Confidence Setup” for GitLab (GTLB) Before Q3 Results
Description: GitLab Inc. (NASDAQ:GTLB) is one of the AI Stocks Analysts are Tracking Closely. On November 10, Piper Sandler analyst Rob Owens reiterated an Overweight rating on the stock with a $70.00 price target. The rating affirmation comes ahead of GTLB’s upcoming third-quarter earnings report, set for release on December 8. The firm believes that developer activity […]
Palo Alto Networks (PANW): Exploring Valuation After Recent 5% Share Price Dip
Description: Palo Alto Networks (PANW) shares recently experienced a modest decline for the week, slipping about 5%. While there was no single news event driving the move, investors are currently weighing the company’s longer-term earnings momentum and valuation. See our latest analysis for Palo Alto Networks. After this recent dip, Palo Alto Networks' share price remains up 10.6% year-to-date. The company also has a strong 3-year total shareholder return of 131%. That jump signals long-term momentum is...
Palo Alto (PANW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Description: Although the revenue and EPS for Palo Alto (PANW) give a sense of how its business performed in the quarter ended October 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
A Tale of Two Tech Giants: NVDA and PANW
Description: Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.
Palo Alto Networks (PANW) Earnings Transcript
Description: With me on today's call to discuss our fiscal first quarter results are Nikesh Arora, our chairman and chief executive officer, and Dipak Golechha, our chief financial officer. Following our prepared remarks, Lee Klarich, our Chief Product and Technology Officer and Board member, will join us for the question and answer portion. During the course of today's call, we will be making forward-looking statements and projections regarding the company's business operations and financial performance, as well as the company's pending acquisitions.
Palo Alto Networks (PANW) Q1 Earnings and Revenues Top Estimates
Description: Palo Alto (PANW) delivered earnings and revenue surprises of +4.49% and +0.52%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?
Palo Alto Networks to Buy Chronosphere for $3.35 Billion, Posts Higher Revenue
Description: The deal came as Palo Alto Networks posted higher revenue in its latest quarter and raised its top-line view for the year.
Palo Alto Earnings Edge By Views, Guidance Underwhelms Amid $3.35 Billion Acquisition
Description: Palo Alto stock fell after the cybersecurity firm reported fiscal Q1 earnings and revenue that edged by estimates while guidance met views.
Earnings live: Nvidia Q3 results beat, CEO Jensen Huang says Blackwell chip demand is 'off the charts'
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
Palo Alto Networks stock falls on narrow Q1 earnings beat
Description: Palo Alto Networks (PANW) stock is under pressure after the company released fiscal first quarter results that narrowly beat on the top and bottom lines. Revenue came in at $2.5 billion, compared to $2.46 billion expected, while adjusted earnings per share (EPS) came in at $0.93, higher than estimates of $0.90. The company also slightly lifted its full-year sales outlook. Market Domination Overtime host Josh Lipton outlines the details of Palo Alto's earnings print. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Palo Alto Networks’s (NASDAQ:PANW) Q3 CY2025: Beats On Revenue
Description: Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) announced better-than-expected revenue in Q3 CY2025, with sales up 15.7% year on year to $2.47 billion. The company expects next quarter’s revenue to be around $2.58 billion, close to analysts’ estimates. Its non-GAAP profit of $0.93 per share was 4.4% above analysts’ consensus estimates. Palo Alto Networks also announced its intent to acquire Chronosphere, a next-generation observability platform for the data center era.
Palo Alto: Fiscal Q1 Earnings Snapshot
Description: The average estimate of 16 analysts surveyed by Zacks Investment Research was for earnings of 89 cents per share. The security software maker posted revenue of $2.47 billion in the period, also surpassing Street forecasts. Fifteen analysts surveyed by Zacks expected $2.46 billion.
NVIDIA Announces Financial Results for Third Quarter Fiscal 2026
Description: NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago. For the quarter, GAAP and non
Palo Alto Networks to buy Chronosphere for $3.35 billion, raises annual forecasts
Description: (Reuters) -Palo Alto Networks said on Wednesday it will buy cloud management and monitoring company Chronosphere for $3.35 billion, as the cybersecurity firm looks to strengthen its AI offerings. The Santa Clara, California-based company plans to integrate Chronosphere with Cortex AgentiX platform, allowing use of its AI agents on the cloud management firm's data to detect performance issues and autonomously investigate their root cause. Palo Alto will pay the deal amount in cash and new equity to substitute old awards.
Palo Alto Networks to Acquire Chronosphere, Next-Gen Observability Leader, for the AI Era
Description: Furthering its mission to address the critical data demands of the AI era, Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced it has entered into a definitive agreement to acquire Chronosphere, a next-generation observability platform built to scale for the AI era. This acquisition will strengthen Palo Alto Networks' ability to help organizations navigate a world where modern applications and AI workloads demand a unified data and security foundation.
Palo Alto Networks Appoints Mark Goodburn to Board of Directors; Announces Retirement of Director Mary Pat McCarthy
Description: Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced the appointment of Mark Goodburn to the company's board of directors. The company also announced the retirement of Mary Pat McCarthy, one of its longest-serving board members, effective January 23, 2026.
Palo Alto Networks Reports Fiscal First Quarter 2026 Financial Results
Description: Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today financial results for its fiscal first quarter 2026, ended October 31, 2025.
Xerox Launches Unified Cybersecurity Solution for SMBs Powered by Palo Alto Networks and Cyber Insurance from The Hartford
Description: NORWALK, Conn., November 19, 2025--Xerox today announced the launch of XeroxTM TriShield 360 Cyber Solution, a holistic cybersecurity offering built on Palo Alto Networks Cortex ® XDR ® to deliver enterprise-grade protection, while enabling cyber risk management for small- and medium-sized businesses. This offering combines advanced detection technology, continuous monitoring and response, and financial protection through partnerships with Lumifi® and its Security Operations Center, and cyber in
Palo Alto Networks and IBM Plan to Launch Joint Solution to Accelerate Enterprise-Wide Quantum-Safe Readiness
Description: As the path toward large-scale, fault-tolerant quantum computing rapidly accelerates, enterprises must act now to secure their data. To provide a path to a quantum-safe future, Palo Alto Networks (NASDAQ: PANW) today announced a plan with IBM to offer a new Quantum-Safe Readiness solution designed to help enterprises identify cryptographic exposure, understand quantum-computing related risks, and accelerate their transition toward quantum-safe security.
2025-11-18
Nvidia earnings, Fed minutes, MBS visit: What to Watch
Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, November 19, including earnings results from companies like Nvidia (NVDA), Target (TGT), and Lowe's (LOW); the release of the Federal Reserve's October FOMC meeting minutes; and the second day of Saudi Arabia's Crown Prince Mohammed bin Salman's trip to Washington D.C., where an US,-Saudi Arabia investment forum will see the attendance of several top CEOs. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Earnings live: Home Depot, Klarna stocks fall as impending Nvidia earnings rise to the forefront
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
What Are 2 Great Tech Stocks to Buy Right Now?
Description: Broadcom and Palo Alto Networks are both reliable long-term investments.
Palo Alto Networks Announces New Prisma AIRS Integrations With Factory, Glean, IBM and ServiceNow to Secure the AI Agent Boom
Description: In today's enterprise, the adoption of AI agents is increasing dramatically, with production numbers projected to hit 1.3 billion by 2028. This rapid deployment introduces significant, yet often unseen, security risks. Today, Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced the next wave of secure AI innovation, unveiling new native integrations of Prisma® AIRS™ with industry-leading AI agent platforms from Factory, Glean, IBM and ServiceNow, to provide real-time, in
Palo Alto Networks Forecasts 6 Predictions on Securing the New AI Economy for 2026
Description: Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today released "6 Predictions for the AI Economy: 2026's New Rules of Cybersecurity," forecasting a transformative leap to the AI economy. This new AI-native global economic model, where AI drives productivity and operations, also introduces a seismic shift in risk. In 2026, autonomous AI agents will fundamentally redefine enterprise operations, setting the stage for major changes in identity, the security operations center (SOC
Jim Cramer on Palo Alto: “I Think There’s Plenty of Business for These Guys”
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks in focus as Jim Cramer laid out this week’s game plan. Cramer discussed the stock in light of “sophisticated equipment” used by hackers from China, as he remarked: “Next up, we hear… [from] Palo Alto Networks. Now, that’s a cybersecurity company run by Nikesh Arora. […]
2025-11-17
TD Cowen Stays Bullish on PANW Ahead of Q1 Results
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the AI Stocks Investors Are Watching. On November 13, analyst Shaul Eyal from TD Cowen maintained a “Buy” rating on the stock and raised the price target to $255.00. The firm is optimistic on PANW ahead of its upcoming first-quarter earnings report on November 19. TD Cowen believes […]
Earnings To Watch: Palo Alto Networks (PANW) Reports Q3 Results Tomorrow
Description: Cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) will be announcing earnings results this Wednesday after the bell. Here’s what to look for.
Earnings live: XPeng stock sinks, investors count down to Nvidia earnings
Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.
American Council on Germany Honors Nikesh Arora with the John J. McCloy Award in New York
Description: The American Council on Germany (ACG) has honored Nikesh Arora, Chairman and CEO of Palo Alto Networks (NASDAQ: PANW), with this year's John J. McCloy Award. The ACG celebrated Arora for his work in building digital resilience across the Atlantic in a new era of AI transformation.
Palo Alto Q1 2026 Preview: Can the Platform Strategy Keep Delivering?
Description: Investors focus on subscription growth, SASE competition, and guidance after a flat stretch in the shares.
Option Volatility and Earnings Report for November 17 - 21
Description: It’s a big week for earnings this week with Nvidia and some key retail names taking center stage. This week we have Nvidia, Home Depot, Walmart, Target, Lowes, Palo Alto Networks, Medtronic and Pdd Holdings all reporting.
US Equity Investors to Focus on Nvidia's Results, October Fed Minutes, Delayed Economic Data This Week
Description: US equity investors will look out for Nvidia's (NVDA) quarterly earnings amid the weakness in the so
2025-11-16
Nvidia, Walmart earnings, and the return of jobs numbers: What to watch this week
Description: The final full week of trading in November will bring investors key results from the biggest AI and retail names in the market.
2025-11-15
How Analysts See Palo Alto Networks’ Story Changing With AI and New Growth Drivers
Description: Palo Alto Networks stock has seen its consensus analyst price target edge up, rising from $217.67 to $219.75 in recent weeks. This slight increase reflects sustained confidence among analysts, supported by ongoing transformation and solid execution in the competitive AI-driven cybersecurity sector. Stay tuned to discover how you can follow the evolving narrative and keep up with future developments in Palo Alto Networks’ story. Stay updated as the Fair Value for Palo Alto Networks shifts by...
A Look At The Intrinsic Value Of Palo Alto Networks, Inc. (NASDAQ:PANW)
Description: Key Insights The projected fair value for Palo Alto Networks is US$243 based on 2 Stage Free Cash Flow to Equity...
2025-11-14
Nvidia earnings, FOMC minutes, Sept. jobs report: What to Watch
Description: Market Domination Overtime host Myles Udland previews several of the biggest stories to come throughout next week, including quarterly earnings results from major companies like Nvidia (NVDA), Home Depot (HD), Target (TGT), and Walmart (WMT); the latest round of commentary from top Federal Reserve officials alongside the minutes from the central bank's October FOMC meeting; and the release of the long-awaited September jobs report scheduled for Thursday, November 20. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
In A Skittish Market, This Trade Is One Option For Palo Alto Stock
Description: Palo Alto Networks has cut through its 50-day moving average. In a skittish market, a bearish option trade could make sense.
Nvidia Stock Wavers With Earnings Due As AI Selling Picks Up The Pace
Description: Sellers have started to hit Nvidia stock and several other AI stocks after massive price runs. Nvidia is next up on the earnings calendar.
Countdown to Palo Alto (PANW) Q1 Earnings: A Look at Estimates Beyond Revenue and EPS
Description: Evaluate the expected performance of Palo Alto (PANW) for the quarter ended October 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Here is What to Know Beyond Why Palo Alto Networks, Inc. (PANW) is a Trending Stock
Description: Recently, Zacks.com users have been paying close attention to Palo Alto (PANW). This makes it worthwhile to examine what the stock has in store.
2025-11-13
CyberArk Shareholders Approve the Company’s Acquisition by Palo Alto Networks
Description: NEWTON, Mass. & PETACH TIKVA, Israel, November 13, 2025--CyberArk (NASDAQ: CYBR), the global leader in identity security, today announced that its shareholders have voted to approve the previously announced acquisition of CyberArk by Palo Alto Networks ("PANW") at a special meeting of shareholders held on November 13, 2025.
'Off-Cycle' Cybersecurity Platforms Face Better H2 Prospects, Morgan Stanley Says
Description: "Off-cycle" platforms in cybersecurity, like that of Palo Alto Networks (PANW), CrowdStrike Holdings
Should You Buy, Sell or Hold PANW Stock Before Q1 Earnings Release?
Description: Palo Alto Networks' Q1 results are likely to reflect the benefits from the platformization strategy and rising demand for AI-driven security solutions.
2025-11-12
2025-11-11
Palo Alto Networks Rises 23% in 3 Months: How to Play the Stock
Description: PANW's 23% three-month rally reflects AI-driven cybersecurity strength, record SASE momentum, and an appealing valuation.
With 78% ownership of the shares, Palo Alto Networks, Inc. (NASDAQ:PANW) is heavily dominated by institutional owners
Description: Key Insights Given the large stake in the stock by institutions, Palo Alto Networks' stock price might be vulnerable to...
2025-11-10
Palo Alto Networks (PANW) Outpaces Stock Market Gains: What You Should Know
Description: In the latest trading session, Palo Alto Networks (PANW) closed at $216.54, marking a +2% move from the previous day.
Beyond Big Tech: 6 other stock picks that are leveraging AI
Description: Lopez Research founder Maribel Lopez joins Market Catalysts host Julie Hyman to explain how investors can invest in artificial intelligence (AI) beyond just Big Tech and infrastructure. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
2025-11-09
Jim Cramer on Palo Alto Networks: “I Love Nikesh’s Acquisition of CyberArk”
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks Jim Cramer recently discussed. When a caller mentioned that they wish to buy more of the stock after seeing CRWD’s performance, Cramer said: “Look, I think it’s good. I’m certainly not going to fight that. The stock is not that down from its high versus […]
2025-11-08
2025-11-07
Does the Recent Cybersecurity Competition Shift Change the Outlook for Palo Alto Networks?
Description: Ever wondered if now is the right time to buy Palo Alto Networks, or if its price truly reflects the company's potential? Let's dig in and see what the numbers and the market are telling us about its value. It's been a bumpy ride lately. Shares dipped 3.2% in the last week, barely budged over the past month, but Palo Alto Networks is still up nearly 17% year-to-date and a massive 403.3% over five years. Some of these recent price swings come on the heels of industry news highlighting...
2025-11-06
IGEL Catalyses a New Era of EUC Transformation and Trusted Endpoint Security
Description: Europe’s premier EUC and endpoint security event brings together Microsoft, Omnissa, HP, Lenovo, Zscaler, Palo Alto Networks, and more to accelerate the future of Zero Trust, continuity, and resilient EUCFRANKFURT, Germany, Nov. 06, 2025 (GLOBE NEWSWIRE) -- IGEL, a global leader in secure endpoint delivery, adaptive secure desktop solutions, and the IGEL Secure Endpoint OS Platform for now and next, today concluded its second flagship event of the year—Now & Next 2025—in Frankfurt, Germany. The
Wall Street Analysts See Palo Alto (PANW) as a Buy: Should You Invest?
Description: The average brokerage recommendation (ABR) for Palo Alto (PANW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
1 Small-Cap Growth Stock Down 52% to Buy on the Dip
Description: Tenable is trying to capture a $50 billion opportunity in the cybersecurity industry.
What Are Wall Street Analysts' Target Price for Palo Alto Networks Stock?
Description: Palo Alto Networks has outpaced the broader cybersecurity space in 2025, and analysts remain optimistic about the stock’s prospects. However, its price targets don’t suggest a meaningful upside potential.
2025-11-05
Fortinet (FTNT) Surpasses Q3 Earnings and Revenue Estimates
Description: Fortinet (FTNT) delivered earnings and revenue surprises of +17.46% and +1.34%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Hazeltree: Short Sellers Turn Defensive as Consumer Names Lead Global Crowdedness; Tech Remains a Key Target
Description: NEW YORK & LONDON, November 05, 2025--Global equity markets showed notable divergence in October, shaped by renewed U.S.–China trade tensions, a U.S. government shutdown and diverging central bank policies. Across regions, short sellers gravitated toward consumer securities in the Americas, EMEA, and APAC, while continuing to be net sellers of technology securities globally and with the greatest concentration of shorting activity in the Americas, according to Hazeltree, a leading provider of int
3 Nancy Pelosi Stocks Worth Scooping up This November
Description: Congresswoman Nancy Pelosi is more than just a widely recognized politician; she’s actually a pretty good investor. And while her portfolio’s performance may be enviable, even when compared to big-name hedge funds, I still think that investors should be careful when copying the big names. Either way, I think it’s more than worthwhile to check ... 3 Nancy Pelosi Stocks Worth Scooping up This November
The Enterprise World Highlights Anand Oswal’s Visionary Approach to Network Security
Description: Palo Alto Networks EVP Anand Oswal Shares Secrets to Redefining Network Security Leadership in The Enterprise World The Innovative Business Leader Who’s Redefining Success 2025 Cover Page Anand Oswal | Palo Alto Networks | The Enterprise World The Enterprise World Highlights Anand Oswal’s Visionary Approach to Network Security Anand Oswal, Executive Vice President of Network Security at Palo Alto Networks, honored as The Enterprise World's Innovative Business Leader 2025. San Francisco, Nov. 05,
2025-11-04
Palo Alto Networks (PANW) Dips More Than Broader Market: What You Should Know
Description: The latest trading day saw Palo Alto Networks (PANW) settling at $214.52, representing a -2.15% change from its previous close.
DraftKings, Flutter downgraded: Wall Street's top analyst calls
Description: DraftKings, Flutter downgraded: Wall Street's top analyst calls
AI-Driven Security Boom Puts These 4 Cybersecurity Stocks in Spotlight
Description: Cybersecurity firms with AI capabilities are positioned for long-term growth as cyberattacks continue to intensify.
Palo Alto Networks to Announce Fiscal First Quarter 2026 Financial Results on Wednesday, November 19, 2025
Description: Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal first quarter 2026, ending October 31, 2025, after U.S. markets close on Wednesday, November 19, 2025. Palo Alto Networks will host a video webcast that day at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results.
Palo Alto Networks (PANW): Assessing Valuation After 21% Year-to-Date Share Price Gain
Description: Palo Alto Networks (PANW) has seen its stock deliver a solid run this year, climbing 21% so far. The company’s recent performance is drawing attention as investors weigh long-term returns and ongoing growth in cybersecurity spending. See our latest analysis for Palo Alto Networks. It’s been a strong stretch for Palo Alto Networks, with a year-to-date share price return of 21% and the 12-month total shareholder return at a healthy 21.4%. Momentum is clearly building, especially seen in the...
2025-11-03
Is Palo Alto (PANW) The Best AI Stock to Buy on the Dip?
Description: We recently published Top Analyst Calls: 8 Stocks to Buy and Sell. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the top analyst calls. Jason Snipe, principal at Odyssey Capital Advisors, said in a recent program on CNBC that he was buying Palo Alto Networks. Here is what he said: “Palo Alto Networks Inc (NASDAQ:PANW), I […]
NWN Appoints Mike Qualley as Chief Operating Officer to Accelerate AI‑Powered Services Growth & Operational Excellence
Description: BOSTON, Mass., November 03, 2025--NWN, the leading provider of AI‑powered technology solutions, today announced the appointment of Mike Qualley as Chief Operating Officer (COO). Qualley will lead company‑wide operations with a mandate to drive Operational Excellence as the company scales NWN’s platform to support over 6000 clients across North America.
Threat Intelligence Research Report 2025: A Global $22.97 Billion Market by 2030, Driven by Rising Cybercrime, Proactive Security Adoption, Strategic Alliances, and Increased Cybersecurity Funding
Description: The threat intelligence market is forecasted to expand from USD 11.55 billion in 2025 to USD 22.97 billion by 2030, at a CAGR of 14.7%. Key drivers include a shift to proactive security strategies and innovations in threat detection technologies, with cloud deployment dominating. The Asia Pacific region is expected to witness the highest growth, fueled by increasing cyber threats. Key players such as Palo Alto Networks, Cisco, and IBM are expanding capabilities, while the cloud model is favored
2025-11-02
2025-11-01
How Analyst Perspectives Are Shaping the Evolving Story for Palo Alto Networks
Description: Palo Alto Networks’ fair value estimate has been nudged upward, rising modestly from $216.33 to $217.67 following the latest reassessment by analysts. This increase reflects renewed optimism as the company continues to benefit from strong financial results, strategic acquisitions, and positive momentum in the cybersecurity market. Stay tuned to see how investors and market participants can keep pace with the company’s evolving outlook in the sessions ahead. Stay updated as the Fair Value for...
2025-10-31
Jim Cramer Discusses CrowdStrike (CRWD)’s Shares
Description: We recently published Jim Cramer Talked About These 14 Stocks & Discussed AI And Layoffs. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks Jim Cramer recently discussed. CrowdStrike Holdings, Inc. (NASDAQ:CRWD), along with Palo Alto Networks, is one of Cramer’s top plays in the cybersecurity space. The CNBC TV host has remained optimistic about […]
1 High-Flying Stock on Our Watchlist and 2 Facing Challenges
Description: Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.
2025-10-30
Post-Quantum Cryptography Market Surges to $2.84 billion by 2030 - Dominated by NXP Semiconductor (Netherlands), Patero (US), Thales (France)
Description: Delray Beach, FL, Oct. 30, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Post-Quantum Cryptography Market size is projected to grow from USD 0.42 billion in 2025 to USD 2.84 billion by 2030, at a Compound Annual Growth Rate (CAGR) of 46.2% during the forecast period. Browse in-depth TOC on "Post-Quantum Cryptography Market" 200 - Tables 60 - Figures 260 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=126986626 Post-Quantum Cryptog
Palo Alto Networks (PANW): Citizens JMP Lifts Price Target to $250 Ahead of Earnings
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is a Must-Watch AI Stocks on Wall Street. On October 27, Citizens JMP analyst Trevor Walsh raised the firm’s price target on the stock to $250 from $212 and kept an Outperform rating on the shares. Walsh believes that PANW is a key name to watch ahead of earnings, particularly because of […]
2025-10-29
Palo Alto Networks (PANW) Stock Moves -1.91%: What You Should Know
Description: In the closing of the recent trading day, Palo Alto Networks (PANW) stood at $217.16, denoting a -1.91% move from the preceding trading day.
What Palo Alto Networks (PANW)'s New AI-Powered Security Platforms Mean For Shareholders
Description: Palo Alto Networks recently introduced several major AI-powered cybersecurity platforms, including Cortex AgentiX, Cortex Cloud 2.0, and Prisma AIRS 2.0, following integrations of key acquisitions like Protect AI and CyberArk. These product announcements highlight the company's emphasis on automating and strengthening enterprise security, especially amid rapidly increasing adoption of AI and cloud technologies across industries. We will explore how the launch of Cortex AgentiX, with its AI...
Palantir Stock Hits New Record High. Wedbush Analyst Says Split 'Highly Likely'
Description: Investors are eyeing a stock split for Palantir, said a Wall Street analyst. Palantir stock hit a record high on Monday ahead of Q3 earnings.
Jim Cramer Recommends CrowdStrike and Palo Alto Over Netskope as Cyber Security Picks
Description: Netskope, Inc. (NASDAQ:NTSK) is one of the stocks Jim Cramer recently provided insights on. When a caller inquired about the company, mentioning that it recently came public, Cramer stated: “Look, there’s two cybersecurity companies. There’s CrowdStrike and there’s Palo Alto, and then there’s just everybody else. And we’re going with CrowdStrike. We’re going with Palo […]
2025-10-28
Why Check Point Software Stock Popped Today
Description: Check Point Software's promising earnings report should serve as a reminder for investors not to forget about the Steady Eddie firewall specialist.
Palantir Stock Split Eyed Ahead Of Q3 Earnings Report
Description: Investors are eyeing a stock split for Palantir, said a Wall Street analyst. Palantir stock hit a record high on Monday ahead of Q3 earnings.
Palo Alto Networks launches AI-driven security offerings to tackle cyberattacks
Description: By Jaspreet Singh (Reuters) -Palo Alto Networks is expanding its artificial intelligence-powered cybersecurity offerings, as clients seek to secure their business operations from rising hacking
Palo Alto Networks Unveils Cortex AgentiX to Build, Deploy and Govern the Agentic Workforce of the Future
Description: As enterprises race to adopt agentic AI for productivity gains, they are challenged with complex ecosystem integrations and a lack of control. Today, Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, is launching Cortex® AgentiX™ to solve this problem. As the next generation of Cortex XSOAR®, AgentiX is the industry's most secure platform to build, deploy and govern the AI agent workforce of the future.
Palo Alto Networks Ushers In Autonomous AI Workforce for Cloud Security with Cortex Cloud 2.0
Description: The cloud's limitless potential is being undermined by siloed approaches to security. As AI drives a 4.6X surge cloud investment by 2030, soaring complexity is leaving critical risks unresolved for an average of 120 days. Today, Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, is unveiling the answer to this widespread challenge: Cortex Cloud™ 2.0. The next version of its unified platform that merges best-in-class CDR with industry-leading CNAPP includes a workforce of autonom
Palo Alto Networks Secures the AI Agent Revolution with the Launch of Prisma AIRS 2.0
Description: Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, today announced Prisma® AIRS™ 2.0, a major platform upgrade that completes the native integration of the recently acquired Protect AI to deliver the industry's most comprehensive AI security platform. This release directly confronts a critical enterprise challenge: 78% of organizations are transforming with AI, but only a staggering 6% have the guardrails to do so securely. Prisma AIRS 2.0 meets this urgent demand by providing c
Palo Alto Networks' (NASDAQ:PANW) Returns On Capital Are Heading Higher
Description: There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
2025-10-27
Cybersecurity Stocks: With Earnings On The Way, Focus Shifts To 2026 Outlooks
Description: Cybersecurity stocks have mixed results in 2025. Check Point reports earnings Tuesday. Investor attention will turn to 2026 outlooks.
2025-10-26
2025-10-25
2025-10-24
IGEL Teams with Palo Alto Networks to Elevate Enterprise Cybersecurity
Description: Together, IGEL OS and Palo Alto Networks’ Prisma® Browser deliver consistent, frictionless Zero Trust access to SaaS, web, and private applications on any device IGEL Teams with Palo Alto Networks to Elevate Enterprise Cybersecurity Together, IGEL OS and Palo Alto Networks’ Prisma® Browser deliver consistent, frictionless Zero Trust access to SaaS, web, and private applications on any device FORT LAUDERDALE, Fla., Oct. 24, 2025 (GLOBE NEWSWIRE) -- IGEL, a global leader in endpoint security and p
Is Palo Alto Networks Still a Smart Bet After 19% YTD Surge and New Partnerships?
Description: If you're staring at Palo Alto Networks' latest chart, wondering what move to make next, you're not alone. With a five-year share price return of nearly 464%, and a year-to-date rise of 19%, the stock's long-term growth has been hard to ignore. Even in the past week, Palo Alto Networks climbed 4.6%, outpacing many peers and grabbing investor attention. Short-term momentum has caught a ride on the back of upbeat sentiment around cybersecurity demand, as high-profile incidents keep network...
2025-10-23
Palo Alto Networks (PANW) Surpasses Market Returns: Some Facts Worth Knowing
Description: Palo Alto Networks (PANW) closed the most recent trading day at $215.09, moving +1.26% from the previous trading session.
Will Fortinet's Firewall Upgrade Cycle Continue to Power Top-Line Growth?
Description: FTNT's firewall upgrade boom powers double-digit growth, while a pivot to AI and cloud services sets up its next expansion phase.
Kentik Expands Executive Team to Support Demand for Network Intelligence
Description: SAN FRANCISCO, October 23, 2025--Kentik today announced the hiring of seven new executives as demand for AI solutions to design, manage, and optimize networks has spiked.
Next-Gen Cybersecurity Market Forecast to 2030 with Historical Analysis Since 2020 - Palo Alto Networks, CrowdStrike, and Fortinet Lead the $21+ Billion Industry
Description: Key drivers include increased IoT and cloud adoption, regulatory pressures, and advanced AI tools. Opportunities lie in zero-trust architectures, endpoint protection, and securing remote work environments.Dublin, Oct. 23, 2025 (GLOBE NEWSWIRE) -- The "Next-generation Cybersecurity Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2020-2030F" has been added to ResearchAndMarkets.com's offering.The Next-generation Cybersecurity Market was valued at USD 21.24 Billion in 2024,
2025-10-22
BofA Lifts PT on Palo Alto Networks (PANW) to $240 From $215
Description: Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the best long term low volatility stocks to buy right now. BofA lifted price target on Palo Alto Networks, Inc. (NASDAQ:PANW) to $240 from $215 on October 20, keeping a Buy rating on the shares. The firm told investors that the cybersecurity and networking sectors are continually […]
Here's How Much a $1000 Investment in Palo Alto Networks Made 10 Years Ago Would Be Worth Today
Description: Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
2 Reasons to Like PANW and 1 to Stay Skeptical
Description: Palo Alto Networks trades at $214.02 per share and has stayed right on track with the overall market, gaining 30.8% over the last six months. At the same time, the S&P 500 has returned 27.3%.
2025-10-21
Palo Alto Networks, Inc. (PANW): A Bull Case Theory
Description: We came across a bullish thesis on Palo Alto Networks, Inc. on Disruptive analytics’s Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on PANW. Palo Alto Networks, Inc.’s share was trading at $209.30 as of October 2nd. PANW’s trailing and forward P/E were 130.81 and 54.95 respectively according to Yahoo Finance. Palo […]
Palo Alto (PANW) Moves to Buy: Rationale Behind the Upgrade
Description: Palo Alto (PANW) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Should You Invest in Palo Alto (PANW) Based on Bullish Wall Street Views?
Description: Based on the average brokerage recommendation (ABR), Palo Alto (PANW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Can Prisma Access Browser Keep PANW Ahead in SASE Growth?
Description: Palo Alto Networks' Prisma Access Browser is fueling rapid SASE growth, with soaring adoption and strong AI-era potential driving long-term momentum.
Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It
Description: Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Uncovering 3 Stocks Including Palo Alto Networks That May Be Trading Below Intrinsic Value Estimates
Description: As the U.S. stock market begins the week on a high note, buoyed by gains across major indices and ongoing developments in trade and inflation data, investors are keenly observing opportunities amid economic uncertainties like the prolonged government shutdown. In this environment, identifying stocks that may be trading below their intrinsic value can offer potential for growth, making it crucial to consider factors such as financial health and market position when evaluating investment...
Experts on Cybersecurity and AI Resilience
Description: Tim Erridge, Vice President & Managing Partner, EMEA, Unit 42, Palo Alto Networks and Mary Haigh, Deputy Global Chief Information Officer & Director Digital Delivery Office, BAE Systems PLC discuss cyber security in the age of AI with Bloomberg's Jordan Robertson at Bloomberg Tech in London.
Palo Alto Networks (PANW): Analyst Upgrades Spark Fresh Look at Valuation and Growth Potential
Description: Palo Alto Networks (PANW) recently drew attention after several major institutions issued favorable reports on the stock. These reports highlighted the company’s accelerating profits and sustained revenue growth, fueling renewed optimism among investors. See our latest analysis for Palo Alto Networks. Palo Alto Networks has caught a wave of positive momentum, as upbeat industry forecasts, accelerated profit growth, and confidence from major institutions fueled renewed interest. The stock’s...
2025-10-20
Palo Alto Networks Profit And Revenue Growth Accelerated The Last 3 Quarters In A Row; Gets Key Rating Upgrade
Description: A Relative Strength Rating upgrade for Palo Alto Networks shows improving technical performance. Will it continue?
Networking, Cybersecurity Stocks' Strong Momentum Seen Continuing in Intermediate Term, BofA Says
Description: A strong momentum in major networking and cybersecurity stocks is seen continuing in the intermediat
BofA lifts PANW, ZS targets, sees strong cybersecurity and network momentum
Description: Investing.com -- Bank of America analyst Tal Liani said in a note on Monday that sentiment in the networking and cybersecurity sectors “should continue to support strong momentum,” as spending on AI infrastructure and enterprise security remains robust.
Microsoft Expands Security Offering: Is it the Next Revenue Pillar?
Description: MSFT's security serves 1.5M customers, analyzing 100T signals daily with AI agents. Can automated threat detection become its next major revenue pillar?
2025-10-19
2025-10-18
2025-10-17
How the CyberArk Story Is Shifting as Analysts Weigh Palo Alto Networks Acquisition
Description: CyberArk Software’s consensus analyst price target has edged upward, moving from $462.53 to $470.27, as coverage intensifies amid acquisition news. This shift comes as analysts react to the anticipated synergy and growth potential created by the pending Palo Alto Networks takeover. At the same time, some note possible limits to further upside. Stay tuned to see how evolving analyst sentiment could continue shaping the narrative for CyberArk shareholders in the weeks ahead. What Wall Street...
How the Narrative for Palo Alto Networks Is Evolving After Earnings and Acquisition Moves
Description: Palo Alto Networks has seen a slight increase in its fair value estimate, which now stands at $216.33 per share, up from $214.99. This adjustment comes as analysts react to the company’s recent earnings report and evolving acquisition strategy. These developments have prompted a modest uptick in price targets across Wall Street. Stay tuned to discover how investors can monitor future updates as the company’s outlook continues to evolve. What Wall Street Has Been Saying 🐂 Bullish...
Palo Alto Networks (PANW) Outperforms Broader Market: What You Need to Know
Description: In the latest trading session, Palo Alto Networks (PANW) closed at $207.89, marking a +1.16% move from the previous day.
3 Top Quantum Computing Stocks to Buy in 2025
Description: These companies are making significant strides in their respective areas of the quantum computing market.
UAE Cyber Security Industry Report 2025: Market Strengthened by Collaboration Between Local Leaders Like DarkMatter, Help AG, and CPX and Global Vendors Including IBM, Cisco, and Palo Alto Networks
Description: The UAE's cybersecurity market is rapidly expanding, driven by increased digitalization, cyber threats, and robust government initiatives. Key opportunities include investments in advanced security tools like AI security analytics, zero trust architecture, and managed security services. The rise of MSSPs, cloud security, and skill development initiatives are crucial to addressing talent shortages. Key sectors are banking, oil & gas, telecom, and healthcare. UAE Cyber Security Market UAE Cyber Se
2 Cash-Heavy Stocks Worth Investigating and 1 We Avoid
Description: Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.