Latest PANW news and sentiment

Palo Alto Networks (PANW) Stock Gets Fair Value Boost After Analyst Target Increases

The fair value estimate for Palo Alto Networks has been updated from US$336.70 to US$395.38, a change of about 17% in the underlying model. This shift follows recent research in which many analysts have raised price targets, reflecting stronger conviction in Palo Alto Networks' execution in AI driven cybersecurity, even as some question how much optimism is already reflected in the stock. Read on to see what is driving this evolving narrative and how to follow it from here. Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value Palo

Asana, Five9, Palo Alto Networks, Rapid7, and Sprout Social Shares Plummet, What You Need To Know

What Happened? A number of stocks fell in the afternoon session after markets remained volatile during the last trading session of the week, reflecting growing uncertainty, with the broad market retreat erasing the sector's gains from the previous day. As detailed by CNBC, major market averages initially dropped on Wednesday following the Federal Reserve's first interest rate hike in three years, then staged a strong tech-led comeback on Thursday, before falling once more.According to market commentators, after tech stocks surged during Thursday's rebound, investors quickly engaged in widespre

Can Palo Alto Networks' SASE Push Help It Challenge FTNT and ZS?

Palo Alto Networks PANW is gaining traction in the Secure Access Service Edge (SASE) market as businesses look to consolidate their security tools. The company's SASE bookings grew 40% in fiscal 2026, supported by growth across Access, SD-WAN and secure browser. PANW displaced legacy vendors in nearly 100 customer accounts, representing more than $400 million in total contract value. The displacement volume was nearly double that of the prior year. This strong momentum should help the company strengthen its position against key rivals in the SASE space such as Fortinet FTNT and Zscaler ZS. Pal

Tenzai Integrates with Palo Alto Networks to Help Enterprises Validate Which Exposures Are Truly Exploitable

NEW YORK, NY / ACCESS Newswire / September 16, 2026 / Tenzai, the AI-native offensive security company, today announced it completed its product integration with Palo Alto Networks Cortex Exposure Management, and joined an extensive ecosystem of Palo Alto Networks Technology Partners to deliver intelligent and interoperable solutions that enable joint customers with prebuilt integrations that improve security outcomes. The integration combines Tenzai's autonomous offensive testing with Palo Alto Networks Cortex Exposure Management to help security teams confirm which exposures are genuinely ex

Palo Alto Networks (PANW) Is Up 12.2% After New AI Guidance And Capital Moves - Has The Bull Case Changed?

Palo Alto Networks has completed its US$3.14 billion share repurchase program begun in 2019, reported a shift from quarterly profit to loss despite higher revenue, filed a US$2.74 billion ESOP-related shelf registration, and issued new fiscal 2027 revenue guidance, all against a backdrop of rising AI-related cybersecurity demand. AI safety warnings from leading technology executives have pushed cybersecurity into focus for enterprises and investors, with Palo Alto Networks' Frontier AI Critical Defense Program and participation in emerging standards bodies like Verizon's 6G Innovation Forum un

Zacks Investment Ideas feature highlights: Palo Alto Networks, Fortinet, Okta, CrowdStrike and RUM Group

For Immediate Release Chicago, IL – September 15, 2026 – Today, Zacks Investment Ideas feature highlights Palo Alto Networks PANW, Fortinet FTNT, Okta OKTA, CrowdStrike CRWD and RUM Group RUM, RUM's $13.7B Compute Win Contradicts AI Safety Concerns AI Fears Proliferate After Viral Social Media Post Without the artificial intelligence boom, the U.S. economy and stock market would be much weaker than they are today. In fact, artificial intelligence capital expenditures and related tech investments currently account for roughly 50% of U.S. gross domestic product. Meanwhile, if Wall Street investo

Palo Alto Networks (PANW) Backs New Security Testing Model And 6G Forum

Palo Alto Networks (NasdaqGS:PANW) has endorsed SE Labs' new independent security testing model alongside other major cybersecurity vendors. The company has joined Verizon's 6G Innovation Forum as a founding member focused on next generation network and security standards. Management is using both the SE Labs testing initiative and the Verizon 6G forum to influence future enterprise security and AI native networks. The SE Labs partnership and Verizon 6G forum role are only part of Palo Alto Networks' story for long term investors. We have also flagged 2 warning signs for Palo Alto Networks. Co

Atlassian, Palo Alto Networks, SentinelOne, monday.com, and Freshworks Stocks Trade Up, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown. According to Reuters, while chipmakers and hardware providers faced steep sell-offs after leaders from Anthropic and OpenAI urged a pause in frontier AI advancement, software stocks bucked the broader tech trend and climbed higher in early trading. Market participants viewed the potential deceleration in AI infrastructu

Cybersecurity Stocks Q2 In Review: Palo Alto Networks (NASDAQ:PANW) Vs Peers

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let's have a look at Palo Alto Networks (NASDAQ:PANW) and its peers. Cybersecurity continues to be one of the fastest-growing segments within software for good reason. Almost every company is slowly finding itself becoming a technology company and facing rising cybersecurity risks. Businesses are accelerating adoption of cloud-based software, moving data and applications into the cloud to save costs while improving performance. This migration has opened them to a multitude of new threats,

CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade

The September 14 AI selloff produced an odd winner: cybersecurity. As chip stocks fell after frontier AI leaders called for slower development, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) both traded higher as investors also digested fresh concern about AI-enabled cyber risk and the Revolut breach. The move suggests Wall Street may be separating the cost of building smarter models from the cost of securing systems that already exist.CrowdStrike and Palo Alto Rallied While AI Stocks Sank. Wall Street Is Pricing a Different AI Trade Source: unsplash Slower

Palo Alto and CrowdStrike Gain While AI Names Fall

This article first appeared on GuruFocus. Palo Alto Networks Inc. (NASDAQ:PANW) rose 5.03% and CrowdStrike Holdings Inc. (NASDAQ:CRWD) advanced 5.25% as AI-linked names fell, after the chief executives of three leading AI developers called for slowing the pace of the technology. Warning! GuruFocus has detected 4 Warning Sign with PANW. Is PANW fairly valued? Test your thesis with our free DCF calculator.PANW GF Value chart Anthropic's Dario Amodei published an essay on Saturday proposing a three-step plan to temper capability development without, he argued, sacrificing commercial advantage or

PANW vs. FTNT: Which Cybersecurity Stock Should You Buy Right Now?

Palo Alto Networks PANW and Fortinet FTNT are well-known players in the cybersecurity domain. While PANW focuses broadly on next-generation firewalls, cloud security and AI-driven threat detection, Fortinet combines a variety of hardware and cloud-based security solutions. Both PANW and FTNT are riding the key industry trends, driven by the mounting incidents of credential theft, remote desktop protocol breaches and social engineering-based strikes by malicious actors. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let's break dow

Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests

Ken Fisher's latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc. (NASDAQ:CSCO) combines networking equipment with security software. Palo Alto Networks, Inc. (NASDAQ:PANW) offers more concentrated exposure to security platforms, with acquisitions adding an integration test. September coverage brought renewed attention to Fisher's position increases. The underlying filings describe March-to-June changes, however, rather than trades made this month.Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security

Palo Alto (PANW)’s CEO Puts a Trillion-Dollar Number on the AI Security Gap

CNBC reported that Palo Alto Networks, Inc. (NASDAQ:PANW) CEO Nikesh Arora said on September 1 that AI is forcing companies to modernize roughly $1 trillion of aging cybersecurity infrastructure that cannot handle attacks moving at machine speed. Arora told CNBC's Jim Cramer, "You have to rethink your cyber architecture," arguing that security modernization is now a prerequisite for any company's AI ambitions. Arora credited the industry's shift in urgency partly to Anthropic's release of its Mythos AI model earlier this year. He said its potential to expose software vulnerabilities changed cu

Wedbush Names CrowdStrike and Palo Alto Networks AI Cybersecurity Winners

This article first appeared on GuruFocus. AI is reshaping where cybersecurity dollars are going, and Wedbush sees a smaller group of platform companies positioned to capture that shift. The brokerage initiated coverage of Palo Alto Networks (PANW) and Rubrik (RBRK) with Outperform ratings, naming both among its Best Ideas. CrowdStrike Holdings (CRWD) and Datadog (DDOG) also received Outperform ratings. Is DDOG fairly valued? Test your thesis with our free DCF calculator.DDOG GF Value chart Wedbush analyst Steven Wahrhaftig said the change in cybersecurity spending does not necessarily mean com

Palo Alto Networks Stock Trades at $337. Here’s Why Analysts Just Pushed Their Target to $391.

Palo Alto Networks (PANW) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Sept. 1, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Senior Vice President of Investor Relations and Strategic Finance - Hamza Fodderwala Chairman and Chief Executive Officer - Nikesh Arora Chief Financial Officer - Dipak Golechha Full Conference Call Transcript Hamza Fodderwala: Good day, everyone, and welcome to Palo Alto Networks fiscal fourth quarter 26 earnings conference call. I am Hamza Fodderwala, senior vice president of investor relations and strategic finance. Please note that this call is being recorded today Tuesday, 09/01/2026 at 01:30PM Pa

Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It

Palo Alto Networks (PANW) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this security software maker have returned -13.5% over the past month versus the Zacks S&P 500 composite's -0.4% change. The Zacks Security industry, to which Palo Alto belongs, has lost 3.4% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usual

Palo Alto Networks to Present at Upcoming Investor Event

SANTA CLARA, Calif., Sept. 8, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, announced today that members of its management team will be presenting at the following financial community event: Goldman Sachs Communacopia + Technology Conference Thursday, September 10, 2026 3:45 p.m. PT Additional information about upcoming investor event participation and a live audio webcast of each presentation will be accessible from the "Investors" section of the Palo Alto Networks website at investors.paloaltonetworks.com. About Palo Alto Networks Palo Alto Netwo

Palo Alto Networks Aktie überzeugt mit Q4-Zahlen & angehobener Prognose! 🚀 KI-Angriffe treiben Nachfrage

Palo Alto vs. Zscaler: Which Cybersecurity Stock Looks Stronger After Earnings?

Key Points Interested in Palo Alto Networks, Inc.? Here are five stocks we like better. Palo Alto Networks and Zscaler both beat expectations, but both stocks slipped as investors weighed high expectations and forward guidance. Palo Alto's next-generation security ARR growth and free-cash-flow margin give it an edge over Zscaler in this comparison. Zscaler remains a strong cybersecurity operator, but its slower ARR growth and lower free cash flow margin make Palo Alto look better positioned today. The AI boom has been a gift to the cybersecurity industry, driving a wave of spending as companie