Stocktwits22d agoneutral
CrowdStrike And Palo Alto Networks Aside, AI Boom Powers Growth In This Smaller Cybersecurity PlayerNetskope’s strong Q2 and raised outlook show how AI-driven demand is extending beyond the biggest cybersecurity players.
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TechCrunch22d agoneutral
Palo Alto Networks paid $500M for Thrive-backed Console, sources sayThe acquisition also leaves Sequoia-backed Serval as the de facto startup leader in AI IT service automation, industry watchers believe.
StockStory22d agoneutral
3 High-Flying Stocks We Keep Off Our RadarExpensive 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.
Barrons.com22d agoneutral
AI Agents Should Scare Everyone“Things are going to go very wrong with cybersecurity unless people act quite urgently,” OpenAI CEO Sam Altman said Wednesday.
Zacks22d agobullish
Buy Palo Alto Networks Stock? Earnings Reveal a $9.1B AI Security BoomPalo Alto Networks' surging NGS ARR, strong cash flow and attractive valuation strengthen the case for PANW stock.
24/7 Wall St.22d agobullish
MongoDB Beat Every Estimate and Raised Guidance, Then Lost 13.6% in a Single SessionMongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
Proactive22d agobearish
Palo Alto stock tumbles 10% as analysts call selloff a buying opportunityPalo Alto Networks Inc (NYSE:PANW, XETRA:5AP) shares fell 10% Wednesday even after the cybersecurity company beat expectations across key fourth-quarter metrics and issued fiscal 2027 guidance above Street estimates. The company reported next-generation security (NGS) annual recurring revenue...
Barrons.com22d agoneutral
Palantir Heads for Worst Day in 7 Months. It Isn’t the Only Software Stock Sinking.Palantir Technologies stock paces toward its worst day since February as Palo Alto Networks and other sector peers sell off.
Investopedia22d agoneutral
Palo Alto Networks Topped Estimates. The Stock Is Sinking AnywayPalo Alto Networks shares are tumbling Wednesday even though the cybersecurity software maker’s fiscal fourth-quarter results beat analysts’ estimates.
Motley Fool22d agobullish
Zscaler's Next Earnings Report on September 3 Could Send the Stock Soaring. Here's Why.Cybersecurity companies have been firing on all cylinders. Here’s what I’m watching with Zscaler tomorrow.
GuruFocus.com22d agobearish
Three Firms Raise Palo Alto Targets as the Stock Falls 8%DA Davidson went to $420, Piper Sandler to $410, RBC to $475
GuruFocus.com22d agobearish
Palo Alto Networks Stock Falls After Earnings -- Analysts See More UpsidePalo Alto Networks Shares Slip as $1 Trillion AI Cybersecurity Risk Comes Into Focus
Exec Edge22d agoneutral
Apple v. OpenAI: Governance Lessons in Trade Secret Protection from Both Sides of the “V”By Mary Guzman Apple’s July 10, 2026 lawsuit against OpenAI, filed in the Northern District of California just five weeks after OpenAI’s confidential Form S‑1 targeted a trillion‑dollar valuation, presents a governance case study with implications far beyond Silicon Valley. In Apple Inc. v. Liu, No. 5:26‑cv‑07078, Apple alleges that OpenAI Group PBC, OpenAI Foundation, […] The post Apple v. OpenAI: Governance Lessons in Trade Secret Protection from Both Sides of the “V” appeared first on ExecEdg
MT Newswires22d agoneutral
Palo Alto Networks' Platformization, AI Tailwinds Support Growth Outlook, RBC SaysPalo Alto Networks' (PANW) position as a "cybersecurity consolidator" combined with accelerating pla
Motley Fool22d agobearish
Why Palo Alto Networks Stock Crashed TodayPalo Alto Networks reported strong earnings -- but not strong enough to support a sky-high stock price.
24/7 Wall St.22d agobearish
Palo Alto Sinks 8% Despite 34% Revenue Growth, CrowdStrike Falls 3%, Fortinet SlipsPalo Alto Networks crushed revenue estimates and still got punished, while peers with weaker numbers barely flinched. The gap between what bulls expected and what the company delivered reveals a fault line running through the entire cybersecurity rally.
Zacks22d agobullish
PANW Q4 Earnings Beat Estimates on Platformization StrengthPalo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.
Zacks22d agoneutral
PANW Q4 Earnings Call Focuses on AI-Led PlatformizationPalo Alto Networks says AI-driven threats are accelerating platform demand as record Q4 adoption and acquisitions support fiscal 2027 growth.
Barrons.com22d agobullish
Why Palo Alto Stock Is Getting Crushed After a Huge Earnings BeatAdjusted earnings per share were $1.02, up from 95 cents last year, ahead of Wall Street projections of 98 cents.
Quartz22d agobullish
Palo Alto Networks earnings beat as CEO cites $1 trillion AI security gapCEO Nikesh Arora says legacy security systems can't handle AI-speed attacks, calling it a long-term growth driver for the industry