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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?
Palo Alto Networks announced plans to acquire Embrace, a provider of Digital Experience Monitoring tools. The deal is intended to add Real User Monitoring and Synthetic monitoring capabilities to its Observability platform. This move is aimed at deepening the company's reach into application performance and end user experience management. Palo Alto Networks, ticker NasdaqGS:PANW, is extending beyond core security into broader Observability with the planned Embrace acquisition. The stock...
Palo Alto Networks, CrowdStrike and Okta have benefited from cybersecurity threats posed by AI, and are trading at high multiples.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...
Palo Alto Networks (NASDAQ: PANW), trading around $338 on Wednesday and up roughly 86% year-to-date, is the direct market beneficiary of the escalating anxiety around AI-driven cyberattacks, with William Blair naming it its top cybersecurity pick following the breach.
Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.
Jim Cramer says machine-on-machine attacks have crossed a threshold that one cybersecurity company saw coming long before Wall Street did, and the financial results suggest the market is finally catching up.
Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, discuss the importance of cybersecurity in the AI age, especially in light of OpenAI's (OPAI.PVT) recent hack.
You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.
Shares of search AI platform provider Elastic (NYSE:ESTC) fell 4.4% in the afternoon session after Morgan Stanley downgraded the company's stock rating from "Overweight" to "Equal Weight" and lowered its price target from $73 to $66. The firm noted that Elastic's artificial intelligence-driven search business was taking longer than expected to grow, while rival data infrastructure companies were already showing AI-related benefits. Analysts originally expected Elastic's search capabilities to dr
Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial
Palo Alto Networks (PANW) stock hit a record high of $368.80 after an upgrade from Capital One and growing attention on AI security, drawing fresh interest to how the cybersecurity company is currently valued. See our latest analysis for Palo Alto Networks. The pullback to a US$348.66 share price after the recent record high comes after a strong run, with a 30 day share price return of 21.15% and a 90 day share price return of 99.28%, while the 5 year total shareholder return of 424.31%...
Citi Wealth's CIO is sounding the alarm on a threat most enterprise budgets are nowhere near prepared for, and she says AI just made it exponentially worse. Here is what she thinks investors should be buying before the rest of the market catches on.
Tenable is evolving beyond vulnerability scanning with Tenable One, Hexa AI and AI security as it expands its exposure management platform.
Tenable's rally has rewarded stronger fundamentals, but a near-peer sales multiple, limited price-target upside and execution risks argue for patience.
Tenable Holdings is racing to turn AI-driven cybersecurity demand into lasting exposure management leadership as competition intensifies across cloud and automation.
Investing.com -- Goldman Sachs raised its price targets on two cybersecurity stocks Tuesday, arguing that both companies can grow into their current valuations as AI spending eventually flows into security budgets.
Palo Alto Networks is seeing strong demand for its services as more powerful AI models have companies fretting about cybersecurity.
Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.
Palo Alto Networks is seeing strong demand for its services as more powerful AI models have companies fretting about cybersecurity.
In the latest trading session, Palo Alto Networks (PANW) closed at $348.66, marking a -2.79% move from the previous day.
Wells Fargo just slashed its price targets on two major cybersecurity stocks while keeping cautious ratings intact, and that contradiction tells investors something important about where this red-hot sector actually stands heading into 2026.
CRWD is strengthening the Falcon platform with XM Cyber's attack path technology to expand exposure management and support an AI-driven platform strategy.
Zscaler's Zero Trust Everywhere adoption is accelerating, driving larger commitments and cross-selling opportunities across enterprise accounts.
As semiconductors and AI trade leaders sell off, cybersecurity stocks like CrowdStrike, Fortinet, and Palo Alto Networks hold near highs, hinting at a market rotation.
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