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On Sept. 24, 2026, the security software maker beat Q2 estimates and raised its full-year outlook, citing automotive design wins and 26% revenue growth.
One AI safety proposal faces a major practical obstacle
Annual subscriptions can productize Unit 42 expertise, while model costs and human remediation may constrain margins.
Wall Street analysts have collectively run out of upside to offer on Palo Alto Networks, yet traders keep pushing the stock toward record highs. Something has to give, and figuring out which side breaks first could define your next move.
Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.
CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Keynote Fireside: Business […] The post Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum appeared first on CorpGov.
BlackBerry (BB) raised its full-year outlook on Thursday as the company's fiscal second-quarter resu
CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Venture Capital and […] The post Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum appeared first on CorpGov.
Key Stats for Palo Alto Networks StockCurrent Price: $393. 30Target Price (Mid): ~$545Street Target (Mean): ~$396Potential Total Return: ~39%Annualized IRR: ~7% / yearWhat Happened?Palo Alto Networks (PANW) flagged 1,200 possible vulnerabilities across its own technology when Anthropic’s Mythos came out, and CEO Nikesh Arora said sorting real ones from false alarms and fixing them took three to four months.
Tran Capital Management, an investment management company, released its second-quarter investor letter for its “Multi Cap Growth Strategy”. You can download a copy of the letter here. In Q2, the Strategy returned 17.5% net (YTD 10.5%), outperforming the S&P 500 (15.2%) and Bloomberg U.S. Mid Cap Index (11.1%). Patient discipline during Q1’s sell-off drove these […]
The Morning Bull - US Market Morning Update Thursday, Sep, 24 2026 US market futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up 0.1%. The main fuel is stronger European activity data. The Eurozone Composite PMI sits at 53.1, a three and a half year high that signals businesses are busier, which can support global demand for US manufacturers and tech suppliers. At the same time, higher input costs across Europe and the UK, driven by fuel and wider energy...
Dow Jones futures: 51,672.00 points, down 201 points. S&P 500 futures: 7,723.25 points, down 49.25 points. Nasdaq 100 futures: 30,437.75 points, down 327 points. FTSE 100: 10,722.01 points, up 16.75 points. 9.15 EDT: US futures pare losses Dow Jones futures recovered 92 points...
U.S. cybersecurity stocks jumped after warnings about erratic AI behavior. Palo Alto Networks rose 10.0% and Fortinet 8.8% in the September 11–18 trading week. Seven cybersecurity stocks now offer investors distinct ways to profit from protecting AI systems, with 2026 share-price returns ranging from a 13.9% loss to a 125.1% gain. A 125% stock rally […]
Palo Alto Networks has been one of the stronger performers in large-cap cybersecurity. The latest surge in AI-focused security services puts a sharper spotlight on a familiar question for investors: whether the current share price lines up with the cash flows the business can generate over time. Over the past 5 years, Palo Alto Networks has delivered a 398.8% share price return, which raises the stakes for anyone asking if that move is fully backed by the company’s underlying cash flow...
Rising bond yields are becoming more and more difficult for Wall Street to ignore. The Nasdaq Composite tumbled 1.1% on Wednesday, while the S&P 500 fell 0.8%. The stock market was following the bond market, and an auction on 5-year Treasury notes that Mizuho’s Daniel O’Regan described as “disastrous.”
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
US equity indexes ended lower Wednesday after a surge in private-sector output growth lifted expecta
Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.
Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 3% in the afternoon session after the launch of its Unit 42 Continuous Frontier AI Defense, an agentic offensive security service designed to perpetually find and fix enterprise exposures.
President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.
Annual contracts can productize Unit 42 expertise, but model and remediation costs will decide margins.
While mega-cap tech names slide Wednesday morning, a tight cluster of cybersecurity stocks is breaking away from the pack in a move that has nothing to do with company earnings and everything to do with where investors are hiding.
Palo Alto Networks' Prisma AIRS tops $100 million in ARR, with rapid customer adoption highlighting growing enterprise AI security demand.
Palo Alto Networks (PANW) is back in focus after Bernstein cut its rating to Market Perform, citing rich valuation multiples. At the same time, demand for the company’s AI security platforms remains a key talking point. The recent downgrade landed after a powerful run, with Palo Alto Networks posting a 90‑day share price return of 31.31% and a year to date share price gain of 108.83%. The 1‑year total shareholder return of 84.29% and 5‑year total shareholder return of 371.80% point to...
Wall Street has spent much of 2026 rewarding cybersecurity stocks for the risks created by AI. Bernstein now thinks the easy part of that trade is over, with one major exception. Bernstein analyst Peter Weed raised his target on Zscaler, Inc. (NASDAQ:ZS) to $298 and maintained an Outperform rating on September 17. The target implied […]
Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders' minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 2026 to 31%, and its CFO says the way customers now pay makes each quarter harder to forecast.
A rival's model-flexible subscription reaches into exposure management around CrowdStrike's $5.84 billion recurring base.
Annual subscriptions could productize Unit 42 expertise, but model costs and human remediation may constrain margins.
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