Notícias

CSCO is tying Security to the AI infrastructure cycle, using Splunk-driven observability and new AI-agent defenses to fuel medium-term growth.

Cybersecurity stocks get another look from investors.

Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.

PANW heads into Q3 earnings with strong platform growth, but rising acquisition costs and share dilution cloud near-term prospects.

Besides Wall Street's top-and-bottom-line estimates for Palo Alto (PANW), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2026.

Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.

A number of stocks fell in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.

A number of stocks fell in the morning session after peer, Zscaler, reported fiscal Q3 2026 earnings the prior evening, which featured a top-and-bottom-line beat but clouded by rising memory, storage, and processor costs, as well as turnover in its sales department.

Another player in the cybersecurity industry saw its valuation crushed today, and Palo Alto stock suffered ripple effects.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.36%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.09%. June E-mini S&P futures (ESM26 ) rose +0.04%, and June E-mini Nasdaq futures...

Investing.com -- Cybersecurity stocks faced a bruising session on Wednesday as a combination of new competition from Google and a disappointing corporate outlook triggered a broad sector selloff.

AI could ignite the next big rally in cybersecurity stocks, Wedbush says

The S&P 500 Index ($SPX ) (SPY ) today is down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.44%. June E-mini S&P futures (ESM26 ) are down -0.07%, and June E-mini Nasdaq futures...

Cybersecurity ETFs are gaining traction as AI-driven cloud expansion fuels demand for digital protection and risk management.

Palo Alto Networks stock and CrowdStrike were slipping after peer Zscaler gave underwhelming guidance but Wall Street is still upbeat on cybersecurity.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...

Palo Alto Networks expanded its AI native cyber defense offerings, highlighting the Prisma AIRS 3.0 AI agent gateway as a core application layer tool against advanced threats. Unit 42 Managed XSIAM is being used by Intrado to protect mission critical 9-1-1 and emergency response operations, showing direct use in high stakes environments. The company is deepening partner relationships, with AccessIT Group enabled to deliver next generation firewall platforms to customers. Palo Alto Networks...

There’s been a lot of excitement and awe following Anthropic’s release of Claude Mythos and its limited release to members of Project Glasswing. At the same time, though, there’s also been a bit of fear and some catastrophizing over what cyberthreats could look like as we move further into the era of agentic AI. Undoubtedly, ... Palo Alto Is Positioning for the Next Security Supercycle as AI Threats Go Vertical

Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...

Palo Alto Networks (NASDAQ:PANW) is one of the 10 Best Cybersecurity Stocks to Buy According to Short Sellers. On May 21, Wells Fargo analyst reiterated a Buy rating on Palo Alto Networks with a price target of $285, according to a report by TipRanks. On May 20, TheFly reported that Cantor Fitzgerald increased its price […]

FTSE 100 up 13 points at 10,505 Asian and US tech stocks drive new global markets to all-time highs Energy prices and govt bonds ease on Iran optimism UK energy price cap to rise 13% to two-year high 4.10pm: Consumer gainers offset by oil and utilities falls The FTSE 100 is just...

In the latest trading session, Palo Alto Networks (PANW) closed at $256.75, marking a -1.47% move from the previous day.

Zscaler (ZS) delivered earnings and revenue surprises of +7.73% and +1.88%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Zscaler forecast fourth-quarter revenue below estimates on Tuesday, signaling intensifying competition in ‌the cybersecurity market as enterprises scrutinize spending ‌on cloud security products, sending shares down 15% in extended ​trading. Despite the push to secure modern IT environments, Zscaler faces competition from larger rivals such as Palo Alto Networks, which are vying for more ‌market share with ⁠their own platform offerings. Zscaler primarily competes in the Secure Access Service Edge (SASE) ⁠market, which combines networking and security into a single platform to connect users, devices and applications from ​anywhere.

Cybersecurity companies embedding AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

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.

Palantir stock is still down 23% in 2026 while the software ETF IGV has rebounded as the sector grapples with worries over AI disruption.

A clean balance sheet can signal disciplined management and stability. It also means a company can expand and thrive without relying on borrowed capital.

We recently published Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 39% over the past year and by 45% year-to-date. Truist discussed the firm […]

Recent performance snapshot Palo Alto Networks (PANW) stock has drawn attention after recent trading, with a last close of US$260.58 and gains of 3% over the past week and about 46% over the past month. See our latest analysis for Palo Alto Networks. That sharp recent move sits on top of a much stronger backdrop, with an 83.9% 90 day share price return and a 330.4% 5 year total shareholder return suggesting momentum has been building over time. If Palo Alto Networks has you thinking about...