Palo Alto Networks, Inc. — News

Artificial intelligence is creating new opportunities for software companies, but Dan Ives believes one sector could emerge as one of the biggest long-term winners: cybersecurity.

benzinga.com - 2026-07-30 15:22:37

Ashton Thomas Securities LLC decreased its position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 16.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 10,903 shares of the network technology company's stock after selling 2,087 shares during the quarter.

defenseworld.net - 2026-07-30 04:13:27

Atreides Management LP purchased a new position in Palo Alto Networks, Inc. (NASDAQ: PANW) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 561,797 shares of the network technology company's stock, valued at approximately $90,067,000. Palo Alto Networks makes up 1.8% of Atreides

defenseworld.net - 2026-07-29 06:08:59

Amundi raised its holdings in Palo Alto Networks, Inc. (NASDAQ: PANW) by 67.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,297,833 shares of the network technology company's stock after acquiring an additional 2,528,299 shares during the quarter. Amundi owned 0.77%

defenseworld.net - 2026-07-29 04:19:04

Altshuler Shaham Ltd raised its position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 28,276.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 758,781 shares of the network technology company's stock after acquiring an additional

defenseworld.net - 2026-07-29 03:45:44

Cyber threats are escalating faster than most enterprise budgets can absorb, and the platform vendors capturing the largest share of that spend are pulling away from the pack.

247wallst.com - 2026-07-28 11:35:23

American Capital Management Inc. acquired a new stake in Palo Alto Networks, Inc. (NASDAQ: PANW) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 624,084 shares of the network technology company's stock, valued at approximately $100,053,000. Palo Alto Networks makes up

defenseworld.net - 2026-07-28 04:19:31

Palo Alto Networks (PANW) closed at $317.52 in the latest trading session, marking a -1.94% move from the prior day.

zacks.com - 2026-07-27 18:46:12

Palo Alto Networks faces rising correction risk as weakening momentum and a potential double top threaten to send shares toward key downside targets.

fxempire.com - 2026-07-27 17:11:35

Monday morning analyst desks are not tapping the brakes. Bank of America just rolled through cybersecurity with coordinated price target hikes tied to “accelerating AI adoption and improving investor sentiment”, Benchmark is initiating quantum names with Buys, Piper Sandler flipped bullish on the one EV name most investors had left for dead, and Wells Fargo just revalued a hidden spectrum asset from $1B to $5B.

247wallst.com - 2026-07-27 13:20:52

ABS Direct Equity Fund LLC acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,600 shares of the network technology company's stock, valued at approximately $257,000. A number of other

defenseworld.net - 2026-07-27 04:45:11

Tom Yeung here with your Sunday Digest . In the 2010s, getting acquired was the ultimate startup status symbol.

investorplace.com - 2026-07-26 12:00:00

Bank of Nova Scotia decreased its holdings in Palo Alto Networks, Inc. (NASDAQ: PANW) by 55.6% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 126,194 shares of the network technology company's stock after selling 157,933 shares during the period. Bank of Nova

defenseworld.net - 2026-07-26 03:57:30

Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

zacks.com - 2026-07-24 10:00:31

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

zacks.com - 2026-07-23 10:31:33

/PRNewswire/ -- USA News Group News Commentary - For years, the threat that quantum computers could one day break the encryption protecting the world's data

prnewswire.com - 2026-07-23 09:10:00

B&D White Capital Company LLC bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,200 shares of the network technology company's stock, valued at approximately $353,000. A number of

defenseworld.net - 2026-07-23 06:19:03

Aureus Asset Management LLC grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 267.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,404 shares of the network technology company's stock after acquiring an additional

defenseworld.net - 2026-07-23 05:43:08

Baader Bank Aktiengesellschaft decreased its stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 76.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,250 shares of the network technology company's stock after selling 7,206 shares during the quarter. Baader

defenseworld.net - 2026-07-23 05:43:04

Alamar Capital Management LLC purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 12,209 shares of the network technology company's stock, valued at approximately $1,957,000. Palo Alto Networks comprises approximately 1.2%

defenseworld.net - 2026-07-23 03:39:51

Palo Alto Networks is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.

zacks.com - 2026-07-22 13:16:12

CINCINNATI--(BUSINESS WIRE)--CBTS, a leading North American technology services company, today announced it has achieved Palo Alto Networks NextWave MSSP Advanced Specializations across three major security domains: network security, cloud security and security operations. CBTS now holds seven Palo Alto Networks NextWave MSSP Advanced Specializations across Hardware Firewall, Software Firewall, Prisma SASE (Prisma Access and Prisma SD-WAN), Cortex XDR, Cortex XSOAR and Cortex XSIAM. Celebrating.

businesswire.com - 2026-07-22 09:00:00

Balefire LLC bought a new stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,876 shares of the network technology company's stock, valued at approximately $301,000. A number

defenseworld.net - 2026-07-22 05:26:49

Allspring Global Investments Holdings LLC raised its holdings in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 5.2% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,527 shares of the network technology company's stock after acquiring an additional

defenseworld.net - 2026-07-22 04:49:47

Andra AP fonden lessened its stake in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 11.9% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 92,040 shares of the network technology company's stock after selling 12,400 shares during the quarter.

defenseworld.net - 2026-07-22 04:49:32

A number of software stocks have had a tough time lately. That could leave some high-profile names primed for a rebound, according to Morgan Stanley.

investopedia.com - 2026-07-21 17:46:14

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does SANTA CLARA, Calif., July 21, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Embrace, a leading provider of user-focused observability, to add high-fidelity Real User Monitoring (RUM) capabilities to the Palo Alto Networks Observability platform.

prnewswire.com - 2026-07-21 16:10:00

Palo Alto Networks Inc. (PANW) is emerging as one of Wall Street's preferred cybersecurity plays as concerns over increasingly powerful artificial intelligence models drive demand for security products and services. The view follows comments from International Business Machines (IBM), which said last week that enterprise customers are placing greater emphasis on cybersecurity as more advanced AI models enter the market.

invezz.com - 2026-07-21 15:42:39

Kate Moore, Chief Investment Officer at Citi Wealth, delivered a two-part message on CNBC on Tuesday, July 21: stay in the market, and pay attention to cybersecurity.

247wallst.com - 2026-07-21 14:49:13

Palo Alto Networks is seeing strong demand for its services as more powerful AI models have companies fretting about cybersecurity.

barrons.com - 2026-07-21 08:51:00

In the latest trading session, Palo Alto Networks (PANW) closed at $348.66, marking a -2.79% move from the previous day.

zacks.com - 2026-07-20 18:46:16

The AI trade, at least for the time being, has come to an end. Many leaders have officially broken below major support and key moving averages, signaling a change in market momentum.

marketbeat.com - 2026-07-20 09:06:20

Boston Common Asset Management LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 10.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 47,194 shares of the network technology company's stock after buying an additional 4,618 shares during

defenseworld.net - 2026-07-20 05:40:44

Aviance Capital Partners LLC lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ: PANW) by 386.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 7,237 shares of the network technology company's stock after buying an

defenseworld.net - 2026-07-20 04:20:50

Angeles Wealth Management LLC lifted its holdings in Palo Alto Networks, Inc. (NASDAQ: PANW) by 38.8% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,840 shares of the network technology company's stock after buying an additional

defenseworld.net - 2026-07-18 03:11:13

Jim Cramer just told his followers that “there will always be another DeepSeek,” and he named CrowdStrike and Palo Alto Networks as the cybersecurity plays for a world where every enterprise is scrambling to wall off frontier AI models and compromised agents.

247wallst.com - 2026-07-17 12:49:06

The company's shares have roughly doubled over the past three months, as investors have warmed to the idea that AI is increasing the need for cybersecurity products.

marketwatch.com - 2026-07-16 13:42:00

Wall Street analysts are reshuffling their bets on Thursday, sending some of the market's biggest names in opposite directions as geopolitical tensions and inflation crosscurrents cloud the outlook. Find out which stocks got upgraded, downgraded, or newly covered today.

247wallst.com - 2026-07-16 07:57:18

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

zacks.com - 2026-07-15 10:16:15

Fortinet is better positioned than Palo Alto to capture the AI-driven cybersecurity opportunity, supported by more justifiable valuation ratios and a stronger product portfolio. Fortinet's Q2 2026 TTM P/S is 32% lower and P/E is 80% lower than Palo Alto, despite similar revenue and FCF growth, indicating greater upside potential. Fortinet offers broader product breadth, more network security features, and superior competitive metrics, while Palo Alto leads in AI-related patents and strategic acquisitions.

seekingalpha.com - 2026-07-15 09:45:00

IBM stock suffered its worst one-day decline on record after the technology group admitted that customers were moving money away from its products and towards urgently needed data-centre infrastructure. The stock plunged 25.2% to $217.07 on Tuesday, leaving it just above its 52-week low, after preliminary second-quarter revenue and profit missed Wall Street forecasts.

invezz.com - 2026-07-15 04:52:28

This should be a significant boost to the company's business. It also helped that investors were ditching software stocks in favor of titles in other segments of the tech sector.

fool.com - 2026-07-14 19:39:25

Palo Alto Networks Inc. (NASDAQ:PANW) shares are climbing Tuesday alongside several cybersecurity peers as the AI-driven security spending theme continues to attract buyers. Here's what you should know.

benzinga.com - 2026-07-14 15:15:42

International Business Machines Corp. (NYSE:IBM) warning that clients paused software and mainframe spending amid "rapidly-evolving, industry-wide cybersecurity concerns" sent the stock down more than 24% on Tuesday, heading towards its worst daily performance ever.

benzinga.com - 2026-07-14 14:31:48

Shares of CrowdStrike Holdings (NASDAQ:CRWD | CRWD Price Prediction) are up 11% to $207.71 in Tuesday midday trading, leading a broad cybersecurity rally as cooler-than-expected June inflation data lifts high-multiple tech.

247wallst.com - 2026-07-14 13:16:12

Zscaler's growing Zero Trust adoption and lower valuation give it an edge over Palo Alto Networks, which faces rising integration costs.

zacks.com - 2026-07-14 10:10:13

The latest trading day saw Palo Alto Networks (PANW) settling at $330.3, representing a +1.35% change from its previous close.

zacks.com - 2026-07-13 18:45:15

BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.

zacks.com - 2026-07-13 11:45:22

Palo Alto (PANW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

zacks.com - 2026-07-13 10:01:29

Palo Alto Networks is on the verge of meaningful revenue acceleration as AI creates more vulnerabilities that must be defended from hackers. Two recent acquisitions are already helping the company gain market share, which increases its upside from AI tailwinds.

fool.com - 2026-07-11 06:16:00