Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Palo Alto Networks (NASDAQ:PANW) Chairman and CEO Nikesh Arora said artificial intelligence is increasing corporate focus on cybersecurity vulnerabilities while also creating new demands for security tools, data integration and network inspection. Speaking at a company news event, Arora said the re
CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.
Palo Alto Networks, Inc. (NASDAQ:PANW) reported fiscal fourth-quarter revenue of $3.41 billion, up 34% year over year. Next-Generation Security annual recurring revenue, or NGS ARR, increased 63% to $9.10 billion, while remaining performance obligations rose 34% to $21.2 billion. Remaining performance obligations represent contracted revenue not yet recognized. NGS ARR is a company-reported operating metric […]
Fortinet's premium P/S faces scrutiny, but raised 2026 guidance, AI-security demand and expanding margins support buying now.
Eli Lilly, Palo Alto Networks and Texas Instruments benefit from strong demand and strategic moves, while Stratus advances asset sales.
Palo Alto Networks (PANW) has returned 71.4% over the past year and trades about 15% below its 52-week high. You can be paid now for agreeing to buy the shares well below today's price, and you keep that payment either way. The catch: the stock has to fall a long way first, and the slowdown management has already guided to is in the growth measures, not in the company total.
Cisco Systems (CSCO) trades near $109, about 16% below its 52-week high, after falling 10.1% over the past month. It is still up 66.6% over the trailing twelve months, against 19.3% for the S&P 500. Its own record since 2007 says a stock like this falls about as hard as the market and has usually come back within months, though its deepest shock-era fall took years. What Cisco sells, and who buys it, has changed since that record was set.
Eli Lilly, Palo Alto Networks and Texas Instruments benefit from strong demand, strategic moves and growth prospects despite key risks.
A security partnership with OpenAI sent Cloudflare shares surging while cybersecurity giants CrowdStrike and Palo Alto sat out the rally entirely, raising a pointed question about which AI security narrative investors actually believe.
A former Anthropic employee stated on X on Tuesday that both Anthropic and OpenAI are "not acting responsibly" and are "gambling with our lives." He also noted that many people building AI technology believe it could kill humanity in the next decade. Sherwood News head of markets Luke Kawa and Investopedia editor in chief Caleb Silver discuss the details with Morning Brief host Julie Hyman.
ZS' slowing revenue and ARR growth, rising capital spending and weaker cash flow margins cloud its cheap valuation and near-term outlook.
Arora discusses platformization strategy as RPO hits $21.2 billion milestone.
Cybersecurity demand is surging on AI growth, with stocks like Palo Alto, CrowdStrike, and Okta, plus ETFs HACK, CIBR, and BUG, rallying despite chart patterns signaling a possible correction.
Palo Alto Networks' XSIAM ARR surges 70% in fiscal 2026 as platform adoption, multi-module use and AI security demand fuel growth.
ZS' Z-Flex tops $1.7 billion in fiscal 2026 TCV, lifting customer ARR nearly 30% as flexible contracts support broader platform adoption.
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.
Wall Street returns from summer vacation to a market suddenly bracing for a rate hike, with fresh analyst calls on Intel, Lockheed Martin, Amgen, and SpaceX adding more pressure points to an already tense week.
Back in 1979, Ken Fisher started his investment firm, Fisher Investments, with $250 and faith in his own competence. He used the money, and his confidence was justified; today Fisher Investments and its affiliates manage more than $441 billion in assets, and Fisher’s personal fortune stands at approximately $15 billion. While wealth alone does not confer wisdom, the ability to accumulate wealth can signal a clear-eyed view of the prevailing financial currents. Which makes it interesting to read
The iShares S&P 100 ETF just swapped out a toothpaste giant and a mall REIT for four AI infrastructure plays, and the move reveals something uncomfortable about what this so-called blue-chip fund has quietly become.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
Palo Alto Networks reported better-than-expected fiscal Q4 free cash flow (FCF) and FCF margins on Sept. 1, and management expects higher margins. PANW stock could be worth 38% more at $461 per share.
Palo Alto Networks' SASE momentum and AI-driven demand support growth, but rising costs and a premium valuation warrant caution.
Even after a double-digit sell-off this week, Palo Alto stock is still up more than 80% in 2026.