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Palo Alto Networks, NTT DATA Target $1B in Strategic AI Alliance
20.08.2026 12:59
Palo Alto Networks (PANW) shares decline as broader market sees slight downturn. Company forms strategic alliance with NTT DATA to enhance cybersecurity through AI.
Palo Alto Networks And NTT Data Announce Multi-Year Strategic Alliance For AI Adoption And Cybersecurity Modernization
20.08.2026 06:05
As Palo Alto Networks first strategic alliance of this kind with a global systems integrator, the agreement, which targets $1 billion in joint business by the end of three years (2029), combines Palo Alto Networks
Which S&P500 stocks are gapping on Wednesday?
19.08.2026 14:35
Let's take a look at the S&P500 stocks that are experiencing notable price gaps in today's session on Wednesday. Discover the gap up and gap down stocks in the S&P500 index.
Stanley Druckenmiller loaded up on Amazon and chip stocks before July rout
17.08.2026 12:13
Druckenmiller's Duquesne Family Office dramatically increased its Amazon stake in the second quarter, while leaning further into semiconductors.
Jim Cramer says these 2 cybersecurity stocks can keep climbing as AI threats grow
17.08.2026 11:49
CNBC's Jim Cramer said investors shouldn’t be scared away by the big rallies in CrowdStrike and Palo Alto, arguing their earnings can justify higher valuations.
TD Cowen Maintains Buy on Palo Alto Networks, Raises Price Target to $400
17.08.2026 11:30
TD Cowen analyst Shaul Eyal maintains Palo Alto Networks (NASDAQ:PANW) with a Buy and raises the price target from $360 to $400.
Wells Fargo Maintains Overweight on Palo Alto Networks, Raises Price Target to $475
17.08.2026 09:12
Wells Fargo analyst Michael Turrin maintains Palo Alto Networks (NASDAQ:PANW) with a Overweight and raises the price target from $420 to $475.
Jim Cramer Admitted ‘Trimming’ Palo Alto & CrowdStrike Holdings For His Charitable Trust
14.08.2026 07:50
Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today’s AI-driven software era, they have taken opposite approaches to their products and business models. […]
Dan Niles Says Workday Deal Could Put A Floor Under Software Stocks – Palo Alto CEO Says AI Is No 'Existential Threat' To Cybersecurity
14.08.2026 06:39
Dan Niles, founder of Niles Investment Management, said in a post on X on Thursday that Silver Lake’s potential acquisition of Workday would likely create a support for software stocks.
Why Did PANW, SNOW, EAT Stocks Surge To 52-Week Highs Today?
13.08.2026 02:59
The rallies show that investors still prefer companies with strong AI demand or successful business strategies.
Citizens Maintains Market Outperform on Palo Alto Networks, Raises Price Target to $415
12.08.2026 09:40
Citizens analyst Rustam Kanga maintains Palo Alto Networks (NASDAQ:PANW) with a Market Outperform and raises the price target from $320 to $415.
Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market
11.08.2026 05:46
Wall Street’s early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of CNBC’s Mad Money, host Jim Cramer highlighted CrowdStrike Holdings, Inc. (NASDAQ:CRWD) […]
CrowdStrike, Palo Alto Networks stocks hit new highs after Black Hat
10.08.2026 18:20
Analysts at BTIG said AI agents have fundamentally changed the threat landscape, lifting price targets on both cybersecurity companies
Why Palo Alto Networks Stock Dropped, Then Popped
10.08.2026 16:20
China is mad at Palo Alto Networks. Should you worry?
AI Adoption Is Driving Stronger Demand for Palo Alto Networks (PANW)
10.08.2026 13:52
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]
Is It Worth Investing in Palo Alto (PANW) Based on Wall Street's Bullish Views?
10.08.2026 13:30
According to the average brokerage recommendation (ABR), one should invest in Palo Alto (PANW). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Is Zscaler's Discounted Valuation a Buying Opportunity or a Value Trap?
10.08.2026 13:16
ZS' discounted valuation may look tempting, but slowing growth, higher spending and execution risks raise concerns for investors.
Palo Alto Networks (PANW) Faces China Cybersecurity Review
08.08.2026 06:12
Palo Alto Networks (NasdaqGS:PANW) is under a cybersecurity review by China's Cyberspace Administration, the first national security investigation under the country's revised Foreign Trade Law. The review focuses on Palo Alto Networks products used in China and introduces fresh regulatory and compliance uncertainty for the US cybersecurity company. This is the first time Chinese authorities have opened an official national security probe into Palo Alto Networks, raising questions about the...
NET, ZS, PANW End Second Week Higher — Citrini Research Sees Cybersecurity Stocks Pulling Further Ahead Of Software
08.08.2026 00:31
Cybersecurity equities are decoupling from the broader software sector as sophisticated autonomous AI threats force enterprises to overhaul digital defenses.