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The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.

FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.

Palo Alto Networks (NASDAQ:PANW) has introduced Unit 42 Continuous Frontier AI Defense, a cybersecurity service designed to identify vulnerabilities and provide remediation guidance through continuous AI-powered testing. The service combines AI models from Anthropic and OpenAI within a proprietary multi-model system, allowing different security tasks to be assigned to the model considered most suitable.

Wedbush Securities' vice president of TMT Equity Research, Steven Wahrhaftig, joins Yahoo Finance's Ines Ferré to discuss key cybersecurity stocks, including CrowdStrike (CRWD) and Palo Alto Networks (PANW), that could be worth considering for investors following recent breaches such as the OpenAI-Hugging Face hack.

Security spending keeps climbing as data breach costs hit record highs.

Markets are racing to fresh highs while many stocks quietly struggle, which creates a strange mix of euphoria and fragility that investors cannot ignore. Narrow leadership in big tech and communication names can quickly reward or punish anyone chasing the rally late. This article walks through three large U.S. growth stocks that are closely tied to the latest news shock and explains how that exposure could help or hurt your portfolio from here. The three stocks that follow are only a sample...

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 122%, hitting $363.43 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Index inclusion can generate passive demand while operating performance must support a nearly $300 billion valuation.

Cybersecurity stocks are extending last week’s advance into Monday’s midday session, and the leaders today are identity and endpoint names rather than the network security franchise. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 4.02% to $247.20, running well ahead of the sector fund and the broader technology benchmark. Also gaining, Okta (NASDAQ:OKTA) shares are climbing 4.05% […]

The S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...

ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.

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.

Bernstein downgraded Palo Alto Networks, citing elevated valuations after a roughly 100% 2026 rally.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Morgan Stanley has increased its price target for Palo Alto Networks (NASDAQ:PANW) to $410 from $394, citing expectations that growing adoption of artificial intelligence will support cybersecurity spending and create opportunities for the company to expand its market share. The investment bank maintained its Overweight rating and identified Palo Alto Networks as its preferred stock within the sector.

Key TakeawaysAI Fear Trade: Palo Alto Networks stock gained 10% over the week ended September 18, and a single September 14 session, sparked by AI danger warnings from Elon Musk, Dario Amodei and Sam Altman, accounted for a 13% jump on its own. Split Street: TIKR tracks 56 analysts on the stock, and the current breakdown runs 32 buys, 10 outperforms, 12 holds, one underperform and one sell, with a mean target of $395.

Nike stock hits 12-year low as investors question its Dow position

When Anthropic CEO Dario Amodei wrote an essay advocating that the AI sector should purposefully restrict its rate of progress, the initial market reaction appeared to be a simple risk-off move in chip stocks. By September 14, a more intriguing pattern had emerged: money wasn’t just leaving AI infrastructure names, it was also moving into […]

Investors are growing increasingly concerned about AI-powered threats.

CrowdStrike CEO George Kurtz says slowing AI won’t erase security risks, sending CRWD stock to a record close.

ServiceNow, UiPath, and Palo Alto Networks show real agentic AI traction through earnings growth, enterprise adoption, and partnerships, making their fundamentals worth watching amid market volatility.

Index funds will need to buy the flash-memory specialist's stock ahead of Monday -- though maybe not much of it.

The fair value estimate for Palo Alto Networks has been updated from US$336.70 to US$395.38, a change of about 17% in the underlying model. This shift follows recent research in which many analysts have raised price targets, reflecting stronger conviction in Palo Alto Networks’ execution in AI driven cybersecurity, even as some question how much optimism is already reflected in the stock. Read on to see what is driving this evolving narrative and how to follow it from here. Analyst Price...

A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day.

This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.

Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.

Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week.

AI fears are real. But Palo Alto stock is also really overpriced.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

It has been an impressive week for cybersecurity names.