Analyst Recommendation Trends
Wall Street analyst consensus for PANW over the last few months:
Latest PANW News
2 Cybersecurity Stocks With Serious Long-Term Wealth-Building Potential
CrowdStrike and Palo Alto are positioned for long-term growth.
Palo Alto Networks (PANW) Is a Good Business. But Can Its Growth Justify the Valuation?
Palo Alto Networks, Inc. (NASDAQ:PANW) is no longer just selling cybersecurity products. It is trying to become the platform sitting underneath an enterprise’s entire security operation. That distinction is becoming increasingly important as companies deal with more data, cloud infrastructure, AI applications, and autonomous agents. The strategy appears to be working. The harder question is […]
Palo Alto Networks (PANW) Rises Higher Than Market: Key Facts
In the closing of the recent trading day, Palo Alto Networks (PANW) stood at $403.24, denoting a +1.76% move from the preceding trading day.
Dow Jones Futures: Nasdaq Hits High As Nvidia, SpaceX, Bloom Energy Flash Buy Signals. What To Do Now.
The Nasdaq is at highs with Nvidia, SpaceX, Bloom Energy in buy areas. But much of the market remains weak. Here's what to do.
What Changed For CrowdStrike Stock, And What Did Not?
A $10,000 holding in CrowdStrike (CRWD) on October 1, 2025 was worth about $21,300 on October 1, 2026. The S&P 500 returned 15.6% over the same twelve months. The gain was not steady: in early April 2026, CrowdStrike stock was down about 16% from the start of 2026. What did buyers see after April that they had not seen before.
Commercializing AI Agents Will Help Okta Accelerate Its Growth
Morgan Stanley recently raised its price target on Okta stock.
BlackBerry Secure Comms: What Drives the Lower FY27 Outlook?
BB trims its FY27 Secure Communications outlook as government deal timing could become less predictable amid geopolitical and trade uncertainty.
The Zacks Analyst Blog Highlights CrowdStrike, Okta and Palo Alto Networks
CrowdStrike's identity business is gaining as AI agents expand, with Falcon Shield and privileged account security posting sharp ARR growth.
Stock Market Leaders Aren't Always The Most Well-Known Names
Just because a company is huge and has a well-known brand doesn't automatically translate to success on Wall Street.
Is Trending Stock Palo Alto Networks, Inc. (PANW) a Buy Now?
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.
TD Cowen Maintains Buy on Palo Alto Networks, Raises Price Target to $440
TD Cowen analyst Shaul Eyal maintains Palo Alto Networks (NASDAQ:PANW) with a Buy and raises the price target from $400 to $440.
Is Platformization Becoming Palo Alto Networks' Biggest Growth Lever?
PANW's platformization strategy is gaining traction, driving larger customer deals, stronger retention and growth across security businesses.
3 Volatile Stocks We Keep Off Our Radar
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Top 3 Cybersecurity Stocks To Watch In October 2026
Bond markets have been hit hard, with the US 10 year Treasury yield at its highest level since 2002, which raises the hurdle for every risk asset you consider. Higher yields punish weaker balance sheets. They also push investors to look for businesses that feel essential rather than optional. Cybersecurity fits that bill. This article breaks down 3 US listed security stocks from our screener with healthier financial profiles. The three cybersecurity stocks below are a sample from our broader...
Are There Signs Cisco Stock Is Going To Swing Big?
Cisco Systems (CSCO) grew product orders 35% year over year in fiscal Q4 2026. But management called its fiscal 2027 AI revenue forecast prudent. Strong orders, besides that caution, make the next twelve months harder to call for Cisco stock. So are there signs that Cisco stock will swing a lot over those twelve months.
Why Is Palo Alto (PANW) Up 21% Since Last Earnings Report?
Palo Alto (PANW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
PANW Stock Rises 21% in a Month: Should You Hold or Book Profits?
Palo Alto Networks' shares jump 20.9% in a month, driven by AI security demand. However, rising costs and premium valuation warrant caution.
Will the Rising Adoption of AI Agents Boost CRWD's Identity Business?
CrowdStrike's identity business is gaining momentum as AI agent adoption increases demand for stronger identity and access controls.
Cyderes Partners with Palo Alto Networks to Accelerate AI-Powered Security Operations for Global Enterprises
Collaboration combines Cyderes’ deep MDR capabilities with Palo Alto Networks Cortex XDR and Cortex XSIAM to accelerate SOC modernizationLAS VEGAS, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Cyderes, a global managed cybersecurity services partner helping organizations Be Everyday Ready®, today announced a partnership with Palo Alto Networks, the global cybersecurity leader, to deliver next-generation SOC modernization to global enterprises. The collaboration, unveiled at Black Hat USA 2026, enables orga
Dow Jones Futures Rise, S&P 500 Finds Key Support As Micron Earnings Crush Views; Oil Prices, Treasury Yields In Focus
Futures: The S&P 500 is trying to bounce off its 50-day line amid high oil prices and Treasury yields. Micron earnings easily beat.
These Telltale Clues Shine A Spotlight On Palo Alto Networks
As Palo Alto stock looks to safeguard a new breakout, investors should monitor these indicators in the cybersecurity juggernaut.
Top 2 Bull Put Spread Setups for October 2026
There are two stocks showing up on my scanners for having very strong price action in recent weeks. CrowdStrike Holdings and Palo Alto Networks could both be good candidates for bull put spreads trades.
Softer Inflation Takes the Edge Off Hike Fears, Then Micron Raises the Bar Again
August PCE inflation came in well below forecasts and cut the odds of an October Fed hike, yet the 10-year yield still climbed toward 5.3%. Micron crushed expectations after the close, HPE lifted its networking targets and the FTC opened a probe into OpenAI and Anthropic.
Industrial Control System Security Market Forecasts Growth from $17.91B (2026) to $38.48B by 2031, Profiling Cisco, Fortinet & Palo Alto Networks
The global industrial control system (ICS) security market is projected to grow from USD 17.91 billion in 2026 to USD 38.48 billion by 2031, at a 16.5% CAGR. Growth is driven by IT-OT convergence, IIoT, smart manufacturing, wireless communications and rising cyber threats to critical infrastructure. Security solutions will hold the largest market share, while power will be the fastest-growing vertical and Asia Pacific the fastest-growing region. Key vendors include Cisco, Fortinet, Palo Alto Net
Is AI-Driven Edge Security Integration With Nvidia’s Stack Altering The Investment Case For Palo Alto Networks (PANW)?
In recent days, Semtech Corporation announced it had completed an integration of its AirLink secure edge 5G/LTE routers and management tools with Palo Alto Networks’ NGFWs and Zero Touch PKI, aiming to simplify secure connectivity across large-scale edge deployments. A separate launch of Palo Alto Networks’ Unit 42 Continuous Frontier AI Defense underscores how the company is weaving advanced AI models directly into ongoing exposure management services for enterprises adopting powerful AI...
Dow Jones Futures: Micron Earnings Crush Views, S&P 500 At Critical Level As Treasury Yields Rise
The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.
Stock Market Today: Dow Wavers Ahead Of Key Inflation Data; Micron Report Due (Live Coverage)
The Dow Jones index wavers Wednesday ahead of key inflation data. Micron earnings are due after the close.
Stock Market Today: Nasdaq Leads Rise; AI Giant Microsoft Tests A New Entry (Live Coverage)
Stock Market Today: The Dow Jones index rises Wednesday on surprise inflation data. Micron earnings are due after the close.
The One Number Cisco Stock Investors Should Watch
You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.
Uncover the latest developments among S&P500 stocks in today's session.
Stay informed about the performance of the S&P500 index in the middle of the day on Wednesday. Uncover the top gainers and losers in today's session for valuable insights.
BlackBerry Advances 5% on Continued QNX Momentum; Palo Alto Networks Gains 4%, CrowdStrike Edges Up 2%
BlackBerry (NYSE:BB) stock advanced 5% to $9.14 on Wednesday, supported by continued momentum in its QNX automotive software business. Palo Alto Networks (NASDAQ:PANW) shares gained 4% to $403.01, while CrowdStrike Holdings (NASDAQ:CRWD) stock edged up 2% to $267.60. Cybersecurity and software names broadly participated as investors tracked design wins and raised guidance at BlackBerry. The […]
Is CrowdStrike Stock Paying You Enough For The Swings?
You may own CrowdStrike (CRWD), a cybersecurity company whose shares rose 5.1% in five sessions as the S&P 500 fell 1.2%. You likely hold it beside an index fund, and your whole account swings more when one holding jumps. Have the gains on CrowdStrike been big enough to pay for those swings.
PANW Hits Record High As AI Safety Debate Continues To Boost Cybersecurity Stocks — Analysts See Cyber Spending Upside
Morgan Stanley raised its PANW target to $410 from $394 recently, calling it a key beneficiary of increased cybersecurity spending, according to TheFly.
Palo Alto Stock Rises on Cool Inflation, Easing Fed Fears
Palo Alto Networks is climbing Wednesday alongside software stocks after cooler-than-expected inflation data eased Fed rate concerns.
Palo Alto Networks: The Valuation Has Lost Touch With Reality
Palo Alto Networks, Inc. Sell case: organic growth is normalizing, valuation is stretched, and M&A risks rise. Click for more on PANW stock and why I am bearish.
All In On Cybersecurity: The Choice Between Palo Alto Networks or Crowdstrike Not Difficult
Palo Alto and CrowdStrike both reported blockbuster quarters and both credit AI for pushing cybersecurity to the top of every CIO's budget. But their strategies, valuations, and risk profiles point in opposite directions, and only one of them offers a compelling entry point right now.
Evolution Equity Partners Names Cyber Investor Veteran John Cordo as a Partner
Evolution Equity Partners, a leading venture capital investor, is pleased to announce that John Cordo has been named a Partner. John has been with the firm for three years, working alongside a team of thirty investment professionals focused on investing in best-of-breed cybersecurity and AI companies. He recently led investments in Arize (acquired by Dynatrace) and Armis (acquired by ServiceNow), as well as Clay, Cyera, GetReal, Halcyon, Island, Legora, Silverfort, and Torq.
Threat Intelligence Market Projected to Reach $26.68 Billion by 2031
Security teams are spending more to understand who is attacking them and how. MarketsandMarkets projects the global threat intelligence market will grow from $13.15 billion in 2026 to $26.68 billion by 2031, a compound annual growth rate of 15.2%. Active Companies from around the markets with current developments this week include:Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80), CrowdStrike Holdings, Inc. (Nasdaq: CRWD), Palo Alto Networks, Inc. (Nasdaq: PANW), Fortinet, In
Palo Alto CEO Said The Quiet Part About AI Aloud And I Buy Reality
Palo Alto Networks CEO Nikesh Arora said something on the earnings call that most tech executives only whisper, and it tells you exactly why one investor keeps adding to his position despite a nine-figure GAAP loss.
Okta Stock Rises After Morgan Stanley Raises Price Target to $245
Okta Stock Rallies After Morgan Stanley Spots Fresh AI Growth Catalyst
Nvidia, AMD Collaborator Teases Breakout To Record High. These Clues Bode Well.
Helping to bridge and connect the AI and IoT worlds, Semtech flirts with a breakout to a record high as Nvidia, AMD also shine.
Zscaler Tanked Over One Year: A Prominent Firm Says 50% Gains to Arrive in 12 Months or Less
While cybersecurity peers doubled in value over the past year, Zscaler slid past 30% and now sits at a crossroads where one bold analyst sees a very different story unfolding than the rest of Wall Street is willing to admit.
CrowdStrike, Palo Alto Double As AI Cybersecurity Trade Begins
CrowdStrike and Palo Alto have more than doubled in six months as AI drives new cybersecurity demand and spending.
Palo Alto Networks’ Nikesh Arora is building a defense against the dark side of AI
Cybersecurity’s AI reckoning has arrived, and Arora has become a go-to advisor to CEOs.
What Could Surprise Cisco Stock Investors On The Upside?
Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.
Stocks making big moves yesterday: TTM Technologies, PacBio, Nvidia, Palo Alto Networks, and Teleflex
Check out the companies making headlines yesterday:
Morgan Stanley Resets Okta Stock Price Target For Rest of Year
AI agents are opening a new cybersecurity growth market
Stock Market Today: Dow Dips, But Nasdaq Turns Green; AI Stock, Energy Play Test These Entries (Live Coverage)
Stock Market Today: The Dow Jones index drops Tuesday as oil prices slide and Treasury yields rise. Nvidia and an AI stock test buy points.
Okta's Investor Day Impressed Wall Street. What Comes Next for OKTA Stock.
Morgan Stanley says Okta stock could extend gains further through the remainder of 2026. Here’s why the firm believes OKTA shares are poised for a further rally.
Dow Jones Software Leader Microsoft, Palantir, Micron, Palo Alto In Or Near Buy Zones
Dow Jones software giant Microsoft, along with Palantir, Micron and Palo Alto, are in or near buy zones in the current stock market.
Stock Market Today: Dow Dips As Consumer Confidence Falls; Nvidia Shares Hit This Buy Point (Live Coverage)
Stock Market Today: The Dow Jones index dropped Tuesday as oil prices tumbled, and Treasury yields reversed higher. Nvidia hit a buy point.
Discover which S&P500 stocks are making waves on Tuesday.
Get insights into the S&P500 index performance on Tuesday. Explore the top gainers and losers within the S&P500 index in today's session.
Why You Should Stay on the Sidelines for Now With Palo Alto Networks Stock
Palo Alto Networks continues to benefit from strong cybersecurity demand, rapid AI adoption, and the expansion of its platformization strategy.
These S&P500 stocks are gapping in today's session
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Tuesday to uncover the stocks that are gapping in the S&P500 index.
Palo Alto Networks Stock Rose Nearly 5% as Nvidia Launched an AI Agent Safety Platform. Here’s What Palo Alto Is Building on Top of It
Key Stats for Palo Alto Networks StockCurrent Price: $392. 09Target Price (Mid): ~$546Street Target: ~$396Potential Total Return: ~39%Annualized IRR: ~7% / yearWhat Happened?Palo Alto Networks (PANW) closed at $392.
30-Year Yield Hits 2002 High; Credit-Score Giant FICO Plunges 27%: Stock Market Today
Bloom Energy soars 13% and chips rally while the 10-year Treasury yield hits 5.29%, a 2007 high; oil slips, cruise lines surge and FICO crashes 27%.
Can AI Infrastructure Demand Boost PANW's Network Security Growth?
Palo Alto Networks' AI-driven security demand is rising as AI infrastructure expansion and surging agentic traffic create new growth opportunities.
Bernstein Downgrades 3 Cybersecurity Stocks: How Concerned Should Investors Be?
Bernstein's Peter Weed downgraded Palo Alto Networks, Okta, and SentinelOne to Market Perform while raising price targets on all three, as analysts weigh AI-driven demand against slowing margin growth.
CyberRatings.org and NSS Labs Announce 2026 Cloud Network Firewall Test Results
CyberRatings.org (CyberRatings), the non-profit organization dedicated to providing confidence in cybersecurity products and services through independent testing, today announced the results of its latest Cloud Network Firewall (CNFW) evaluation. Tests were conducted by NSS Labs and are now available at no cost on the CyberRatings.org website.
US Stock Market Today: S&P 500 Futures Slip On Renewed Inflation And Rate Jitters
The Morning Bull - US Market Morning Update Tuesday, Sep, 29 2026 US stock futures are pointing lower this morning, with E-mini S&P 500 contracts down about 0.4% and Nasdaq-100 minis off close to 1%. The backdrop is tricky. August durable goods orders were flat overall, yet a key business investment gauge, non defense capital goods excluding aircraft, rose 1.6%, which hints that companies are still spending on equipment. At the same time, the University of Michigan consumer sentiment reading...
PANW, CRWD, ZS Lead Nasdaq-100 Gains As Nvidia's AI Agent Safety Push, Security Scares Lift Cybersecurity Stocks
AI agent adoption and fresh security concerns are boosting demand for cyber defense tools.
Dow Tumbles Over 300 Points As Trump Rejects Iran's Hormuz Plan: Investor Sentiment Weakens, Fear & Greed Index Remains In ‘Fear’ Zone
US stocks fell Monday as CNN’s Fear & Greed Index dropped to 34, staying in Fear. Dow lost 347 points; Palo Alto rose, while MongoDB plunged 18%.
Palo Alto Networks (PANW) Stock Trades Up, Here Is Why
Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 5.1% in the afternoon session after BTIG raised its price target on the cybersecurity provider to $425 from $404 and reiterated a Buy rating following discussions with management.
Where Could Zscaler's Next Growth Come From?
Zscaler's best candidate for upside is a product line that its fiscal 2027 outlook does not call out. The stock has risen 46% over the past three months. It is still 43% below its 52-week high. The outlook matters now because it has revenue growth slowing. It calls for growth of 16.6% to 17.5%, from 25% in fiscal 2026. So which Zscaler (ZS) business could add growth beyond that outlook.
Stay informed with the top movers within the S&P500 index on Monday.
Curious about the S&P500 stocks that are in motion on Monday? Join us as we explore the top movers within the S&P500 index during today's session.
Microsoft’s AI Gains Can Push the Stock Higher. That’s Good News for Software Peers.
Microsoft’s Azure business has cleared $100 billion in annual revenue and its stock is on a run. How high can it go?
Palo Alto Stock Gains 1.5% as Agent Security Adds Continuous Offense
Runtime containment and continuous red teaming can meet, though integration economics remain undisclosed.
Which S&P500 stocks are moving on Monday?
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Monday.
What Could Derail CrowdStrike Stock?
If you own CrowdStrike (CRWD), one worry stands out: did its best quarter come from a burst of AI urgency that will fade? Management called fiscal Q2 2027 the company's very best quarter. Over the last year, CrowdStrike stock returned 112%, against 18.0% for the S&P 500. A $10,000 holding a year ago is now worth about $21,200. Which threat could take that gain back.
Will Rising AI Vulnerabilities Boost CrowdStrike's Exposure Business?
CRWD's exposure management business is gaining momentum as AI-driven vulnerabilities increase demand for real-time detection and prioritization.
Nvidia boosts stock buyback program, how AI will change the advertising landscape
Yahoo Finance Executive Editor Brian Sozzi shares his takes on the day's biggest market stories, including Nvidia's (NVDA) $150 billion extension to its stock buyback program and the state of Nike's turnaround strategy. Sozzi also sits down with Sir Martin Sorrell to discuss the impact AI will have on the advertising industry.
Can AI Security Demand Boost Cloudflare's Zero Trust & SASE Growth?
NET's AI-focused security strategy is creating new opportunities for Zero Trust and SASE growth as enterprises deploy AI agents.
Application Security Market Surges to $23.45 billion at a CAGR 11.5% by 2031 | Report by MarketsandMarkets™
Delray Beach, FL, Sept. 28, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Application Security Market is projected to grow from USD 13.63 billion in 2026 to USD 23.45 billion by 2031, registering a CAGR of 11.5% during the forecast period. Rising adoption of DevSecOps and agile software development is driving demand for application security solutions. Enterprises are integrating automated security testing, vulnerability scanning, and code analysis into development pipeline
Palo Alto Networks (PANW) Brings Industrial Edge Connectivity To Its Firewall Ecosystem
Palo Alto Networks (NasdaqGS:PANW) and Semtech announced an integration of Semtech’s AirLink edge networking portfolio with Palo Alto Networks’ Next-Generation Firewalls. The integrated setup combines multi-link edge connectivity, automated certificate management, and real-time threat prevention across industrial and utility field assets. Semtech’s AirLink portfolio extends the NGFW ecosystem to remote industrial, transportation, and critical infrastructure sites through centrally managed...
Palo Alto’s AI Security Trio Could Fuel a Growth Surge, BTIG Says
BTIG reiterates Buy on Palo Alto Networks, raising price target, citing growth from Chronosphere, CyberArk and Prisma AIRS.
Nasdaq 100 Sinks, Oil Rallies as Trump Rejects Iran's Hormuz Plan: Stock Market Today
Stocks slipped at midday Monday as oil surged and yields hit a 19-year high after Trump rejected Iran's Hormuz plan; MongoDB tumbled 18%.
Analysts Raise Palo Alto Networks Stock Price Targets - What's the Best PANW Play?
Analysts have hiked price targets for Palo Alto Networks. Also, short-put PANW trades have worked well. For those with limited capital, a PANW bull put credit spread offers high expected returns.
Virtualization Security Market Report 2026: Capitalize on 21.3% CAGR as revenue hits $9.68B by 2030—Benchmark VMware, Trend Micro, Palo Alto Networks, Crowdstrike and SentinelOne to Secure Cloud and Zero-Trust Advantage
Boost ROI with cloud-native security, centralized management, automated threat response and managed services to cut hardware costs, simplify operations and scale flexiblyDublin, Sept. 28, 2026 (GLOBE NEWSWIRE) -- "Virtualization Security Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global virtualization security market is experiencing exponential growth as organizations strengthen the protection of increasingly complex virtual, cloud, and hybrid environments. The
Palo Alto Networks (PANW) Lets Customers Pay Later. Is Credit Risk Rising?
Palo Alto Networks, Inc. (NASDAQ:PANW) reported $1.536 billion of net financing receivables as of July 31, 2026, down from $1.717 billion a year earlier. Yet balances in the weakest internal risk band, ratings 7 through 10, increased to $43 million from $18 million. The financing portfolio shrank roughly 10.5%, but weaker credits increased. Payment flexibility […]
BTIG Maintains Buy on Palo Alto Networks, Raises Price Target to $425
BTIG analyst Gray Powell maintains Palo Alto Networks (NASDAQ:PANW) with a Buy and raises the price target from $404 to $425.
The AI Security Opportunity Emerging for Palo Alto Networks
Palo Alto Networks, Inc. (NASDAQ:PANW) has launched Unit 42 Continuous Frontier AI Defense, an annual subscription service that uses Anthropic’s Claude Mythos, OpenAI’s GPT-5.6-Cyber, and open-weight models to continuously identify, validate, and remediate vulnerabilities across web applications, APIs, and cloud infrastructure. Reuters reported that the service is designed to respond to the growing use of […]
Nvidia’s CEO Expects AI-Powered Cybersecurity to Boom. These 2 Companies Are Poised to Get a Big Boost From the Trend.
Palo Alto and IBM have what it takes to get a big lift from the proliferation of AI-powered cybersecurity.
2 Cybersecurity Stocks Breaking Out as AI Continues to Be a Tailwind
Palo Alto Networks and Fortinet shares are up 112% and 125% this year, respectively, as AI-driven demand for cybersecurity fuels strong earnings and technical breakouts for both stocks.
AI Slowdown Push 'Unrealistic,' Says Palo Alto Networks CEO, AI Firms Trying to Seek Regulatory 'Sympathy'
Nikesh Arora, CEO of Palo Alto Networks, weighed in on discussions about slowing down AI development, indicating that it is a ploy by firms to gain regulatory “sympathy”. Arora voiced his views on the ongoing debate about the potential threat...
Bloom Energy, TSM Lead 5 Stocks Near Buy Points As AI Rebounds
Bloom Energy leads five top stocks to watch this week, all trading near early entries or traditional buy points in a resilient stock market. Bloom Energy and its peers all ride artificial-intelligence tailwinds, as AI stocks stage a powerful rebound. Fuel-cell firm and AI power play Bloom Energy broke out Friday.
Stock Market Week Ahead: Rockets, Roadsters And Talking Heads
The stock market faces a week of Fed speeches, September jobs and Micron earnings, as well as special events from SpaceX, Tesla and OpenAI.
Qualys, Okta, Palo Alto Networks, Rapid7, and SentinelOne Shares Plummet, What You Need To Know
A number of stocks fell in the afternoon session after elevated valuation multiples led investors and analysts to question whether the sector's sharp artificial intelligence-fueled gains can last.
Palo Alto Networks CEO drops blunt take on AI slowdown calls
Nikesh Arora explains why he doesn’t think the industry will actually pump the brakes on AI, no matter what AI leaders are calling for.
Here’s How CrowdStrike (CRWD) is Betting on AI Agent Security to Drive Future Growth
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is increasingly viewing artificial intelligence as an opportunity rather than a threat to its software business. As enterprises deploy autonomous AI agents across their operations, the cybersecurity company sees a new market emerging around protecting these agents from increasingly sophisticated attacks. The company’s AI security push also comes against a shifting […]
Palo Alto Networks (PANW): Can Platformization Keep Driving Growth?
Palo Alto Networks, Inc. (NASDAQ:PANW) is positioning itself to capture a larger share of customers’ security budgets. At the center of that pivot is what the company calls platformization strategy. It’s about consolidating multiple tools and processes into a unified platform. The broader cybersecurity sector remains a battleground for investors. While Palo Alto is expanding […]
Palo Alto Networks (PANW) Stock Slides as Market Rises: Facts to Know Before You Trade
Palo Alto Networks (PANW) closed at $374.74 in the latest trading session, marking a -3.89% move from the prior day.
What Was Cisco Telling You Before Its Stock Ran?
Cisco Systems (CSCO) stock returned 62% in the twelve months to September 24, 2026, against 16% for the S&P 500. A $10,000 holding at the start was worth about $16,220 at the end. The run was about AI data center orders from hyperscalers, the largest cloud companies. You could have read the run early only if two things held: Cisco was saying it, and its results were showing it.
Zscaler Falls Amid Executive Change As Cybersecurity Stocks Pull Back
Zscaler stock fell Friday after the company changed chief revenue officers ahead of an investor day slated for Oct. 6.
Discover which S&P500 stocks are making waves on Friday.
Get insights into the S&P500 index performance on Friday. Explore the top gainers and losers within the S&P500 index in today's session.
Cybersecurity Stocks Pare Early-Week Gains — Analysts See AI Security Demand Building, But Valuations Raise The Bar
Cybersecurity stocks are pulling back after a sharp early-week surge fueled by mounting AI safety concerns, while analysts say underlying security demand remains strong even as valuations have rerated higher.
Palo Alto Networks Is Turning OpenAI and Anthropic Into a New Revenue Opportunity
Palo Alto Networks' new offering found a year's worth of security exposure in just three weeks.
Palo Alto Stocks Drop 3.9% as AI Becomes Its Own Red Team
Annual subscriptions could productize offensive-security expertise while model expenses and specialist remediation constrain margins.
Friday's session: gap up and gap down stock in the S&P500 index
Wondering what's happening in today's session regarding gap up and gap down stocks? Explore the S&P500 index on Friday to uncover the stocks that are gapping in the S&P500 index.
1 Cash-Producing Stock to Own for Decades and 2 We Brush Off
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
10 Information Technology Stocks With Whale Alerts In Today’s Session
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner. Traders will
3 Software ETFs to Buy as the SaaSpocalypse Bottoms Out
IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.
CrowdStrike vs. Palo Alto: Which AI Cybersecurity Stock Better Justifies Its Valuation?
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Palo Alto Networks, Inc. (NASDAQ:PANW) are both selling the idea that AI expands the cybersecurity market rather than commoditizing it. The stocks, however, price that opportunity very differently. CrowdStrike trades around 177 times forward earnings and 167 times free cash flow, versus roughly 94 and 78 times, respectively, for Palo […]
Semtech (SMTC) Jumped, But What Is Driving Attention Now?
Semtech (SMTC) just linked its AirLink 5G and LTE edge routers directly with Palo Alto Networks next generation firewalls, tying secure connectivity at the edge to machine learning driven threat protection in the core. Recent moves in Semtech’s share price suggest momentum has been building, with a 30-day share price return of 36.84% and a year to date share price gain of 131.86%. The 1-year total shareholder return of 183.14% points to strong longer term compounding despite some shorter term...
Palo Alto Networks (PANW) Unveils Unit 42 AI Defense For Always On Cybersecurity
Palo Alto Networks (NasdaqGS:PANW) has launched Unit 42 Continuous Frontier AI Defense, a new always-on cybersecurity service for enterprises. The service leverages advanced models from OpenAI and Anthropic to provide continuous vulnerability detection and automated remediation support. Unit 42 Continuous Frontier AI Defense is designed to address growing concerns about AI driven cyber threats targeting global organizations. The launch of Unit 42 Continuous Frontier AI Defense sits against a...
Software's Recovery Is Still Loading
Itâs been just over a year since the iShares Software ETF peaked on September 22, 2025, and getting back to that level has been a work in progress.
Stock Market Today, Sept. 24: BlackBerry Lifts Fiscal 2027 Guidance on Record QNX Revenue
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.
Palo Alto CEO Sends Stark Signal on AI
One AI safety proposal faces a major practical obstacle
Palo Alto Drops as AI Hunts Its Own Vulnerabilities
Annual subscriptions can productize Unit 42 expertise, while model costs and human remediation may constrain margins.
Palo Alto Is Knocking on $400 as Wall Street Rushes Into Cyber. Buy, Hold, or Sell?
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 Networks, IBD Stock Of The Day, Is In Buy Area. Acquisitions Fuel AI Growth Path.
Palo Alto stock has soared as acquisitions accelerates growth, expands the company's cybersecurity platform and positions it for AI.
Keynote Fireside: Business and Governance in LA: 2nd LA CorpGov Forum
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.
Here’s How Much You Would Have Made Owning Palo Alto Networks Stock In The Last 5 Years
Palo Alto Networks (NASDAQ:PANW) has outperformed the market over the past 5 years by 25.4% on an annualized basis producing an average annual return of 37.48%. Currently, Palo Alto Networks has a market capitalization
Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum
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.
Palo Alto Networks Makes Mythos and GPT-5.6 Testing Always-On. Here’s Where the Stock Could Go
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.
Palo Alto Networks (PANW) is Strengthening from Enterprise Security Consolidation Amid Rising AI Threats
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 […]
Can Strong Momentum in Next-Gen SIEM Drive CRWD's Platform Expansion?
CrowdStrike's Next-Gen SIEM ARR surpasses $695 million, as platform adoption and tool consolidation drive larger security deals.
Dow Jones Futures Fall As Treasury Yields, Oil Prices Keep Rising. Meta, Everpure, Grail Are Early Movers.
Dow Jones futures fell early Thursday, along with S&P 500 futures and especially Nasdaq futures. The 30-year Treasury yield hit a fresh long-term high while oil prices rose again. The Trump-Xi summit is on tap.
What's Going On with Palo Alto Networks Stock Thursday?
Palo Alto Networks shares are hovering around the flatline Thursday after a rally driven by its AI-powered security platform launch.
US Stock Market Today: S&P 500 Futures Edge Higher On Strong Eurozone Activity Data
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...
Palo Alto CEO says slowing down AI is ‘unrealistic’, extinction threat ‘extremely small’
Palo Alto CEO Nikesh Arora's views chime closely with Nvidia CEO Jensen Huang who has a diverging opinion to the bosses of Anthropic and OpenAI.
Palo Alto Networks CEO warns AI is making cyberattacks faster and more scalable
Palo Alto Networks CEO Nikesh Arora on AI-powered cyber threats, autonomous agents and the quantum risk to encrypted data.
Palo Alto Networks Reports Q4 2026 Results: Full Earnings Call Transcript
Palo Alto Networks (NASDAQ:PANW) reported fourth-quarter financial results on Tuesday. The transcript from the company's fourth-quarter earnings call has been provided below. This transcript is brought to you by
MARKETS LIVE: Wall Street set for weaker open ahead of Trump-Xi talks
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. 8:15 EST: Wall Street preview Dow Jones futures is down 201 points at...
Dow Jones Futures Fall After Soaring Yields Hit Stocks, But Palantir Flashes Buy Signal; Trump-Xi On Tap
The stock market fell as Treasury yields skyrocketed and oil prices rose, but Palantir and Palo Alto flashed buy signals.
7 Cybersecurity Stocks Riding the AI Security Boom
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 […]
Has Palo Alto Networks (PANW) Become Fully Priced After AI Security Gains?
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...
Review & Preview: The Bond Market’s Warning
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.”
Meta Platforms, McDonald's, Beneficient, Palantir and Palo Alto Networks: Why These 5 Stocks Are on Investors' Radars Today
META, MCD, BENF, PLTR, PANW were among trending stocks on Wednesday, Sept. 23, 2026.
Dow Jones Futures: Stocks Fall As Treasury Yields Soar; Palantir, Palo Alto Flash Buy Signals
The stock market fell as Treasury yields skyrocketed and oil prices rose, but Palantir and Palo Alto flashed buy signals.
Cisco Stock Looks Expensive Until You Price The Year It Already Guided
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.
Thursday's big stock stories: What’s likely to move the market in the next trading session
The major averages sold off on Wednesday as a sharp surge in Treasury yields heightened traders' fears of more interest rate hikes from the Federal Reserve.
These S&P500 stocks are moving in today's session
Stay informed about the performance of the S&P500 index one hour before the close of the markets on Wednesday. Uncover the top gainers and losers in today's session for valuable insights.
Why Palo Alto Networks (PANW) Stock Is Trading Up Today
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.
Trump Downplayed AI Safety Concerns, but His Investment Portfolio Bought Cybersecurity Stocks
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.
Palo Alto Jumps 3.5% as AI Pen Testing Becomes a Subscription
Annual contracts can productize Unit 42 expertise, but model and remediation costs will decide margins.
Stock Market Midday, Sept. 23: Stocks Slip as Treasury Yields Hit 19-Year High
Today, Sept. 23, 2026, bond yields and geopolitical tensions weigh on U.S. indexes, while cybersecurity stocks rally.
What's going on in today's session: S&P500 movers
Curious about the top performers within the S&P500 index in the middle of the day on Wednesday? Dive into the list of today's session's top gainers and losers for a comprehensive overview.
Cybersecurity Stocks Rally While Large-Cap Tech Slides: CrowdStrike, Palo Alto, Okta, and Palantir Each Gain 4%
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.
Sandisk Joins the S&P 100—Is the Index Flow, or the AI Story, Driving the Stock?
Sandisk joined the S&P 100 this week, but analysts say the rally stems more from strong NAND demand and record earnings than index inclusion, even as valuation suggests peak earnings cycle.
Can Prisma AIRS' $100M ARR Milestone Drive PANW's AI Security Growth?
Palo Alto Networks' Prisma AIRS tops $100 million in ARR, with rapid customer adoption highlighting growing enterprise AI security demand.
Nomios Expands Presence in Southern Europe with Leading Portuguese Cybersecurity Services Specialist Orbcom
PARIS, September 23, 2026--Nomios, a pan-European specialist in cybersecurity services, announces the acquisition of Orbcom, a leading Portuguese provider of cybersecurity services and IT consulting solutions with about €15 million of yearly revenue and 80 FTEs. Orbcom is one of the few partners with Diamond Innovator status within the Palo Alto Networks NextWave Partner Program in Portugal and a key partner of Netskope, Infoblox and Arista. The acquisition marks another milestone in Nomios’ Eur
Palo Alto Networks Surges 3%, What's Going On?
Palo Alto Networks stock gains over 3% as the cybersecurity leader debuts its AI-powered Unit 42 security scanner and earns top analyst backing.
CrowdStrike Stock Hits 52-Week High - Here's Why
CrowdStrike stock jumps over 4% to hit a new 52-week high of $260.64. Read expert analyst ratings and key technical analysis on CRWD.
Nasdaq 100 Slips, 10-Year Yields Hit 19-Year Highs: Stock Market Today
Stocks slid as the 10-year Treasury yield hit a 19-year high on blowout PMI data; cybersecurity stocks bucked the selloff.
Semtech and Palo Alto Networks Secure Industrial IoT with Zero Trust
CAMARILLO, Calif., September 23, 2026--Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors powering AI data center networking and intelligent, connected Internet of Things ("IoT") devices worldwide, today announced it has completed a product integration with Palo Alto Networks Next-Generation Firewalls (NGFWs). Semtech joins an extensive ecosystem of Palo Alto Networks Technology Partners to deliver intelligent and interoperable solutions that help joint cus
Why Palo Alto Networks (PANW) Is Getting Fresh Attention
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...
Why Bernstein Still Sees 46% Upside in Zscaler (ZS) but Downgraded Palo Alto (PANW)
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 […]
What Happens To Cloudflare Stock If Its Growth Cools?
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.
CrowdStrike Slips as Palo Alto Automates Vulnerability Hunting
A rival's model-flexible subscription reaches into exposure management around CrowdStrike's $5.84 billion recurring base.
Is CrowdStrike Stock A Buy Today As AI Threats Lift Demand?
The popular view of CrowdStrike (CRWD) is that AI has made a fast-growing security company grow even faster. The stock returned 98% over the past year. The S&P 500 returned 18.5% over the same period. For that view to be right, two things must both be true. The faster growth has to last, and it has to turn into real profit. So far, only the first one clearly holds.
Fortinet Stock Jumps on Security Platform Demand: What's Ahead?
FTNT shares hit a 52-week high as platform demand accelerates, with AI security expansion and raised 2026 guidance adding momentum.
BlackBerry to Report Q2 Results: Should Investors Hold or Fold?
BB heads into Q2 with QNX momentum, stabilizing Secure Communications and stronger licensing, while premium valuation raises the stakes.
Palo Alto Networks Launches AI-Powered Continuous Security Testing Service
Palo Alto Networks (NASDAQ:PANW) has introduced Unit 42 Continuous Frontier AI Defense, a cybersecurity service designed to identify vulnerabilities and provide remediation guidance through continuous AI-powered testing. The service combines AI models from Anthropic and OpenAI within a proprietary multi-model system, allowing different security tasks to be assigned to the model considered most suitable.
Nearly Half of Organizations Say Their SOCs Can't Keep Pace with Modern Threats
Optiv, the world's largest pure-play cybersecurity company, today published its 2026 Creating a Modern and Mature Security Operations Center (SOC) Report in partnership with Palo Alto Networks. The report examines why traditional SOC models struggle to keep up with increasingly sophisticated and stealthy cyber threats and identifies the strategies organizations are using to modernize security operations.
Palo Alto Networks Delivers Anthropic's Mythos and OpenAI's GPT-5.6 to Customers with Unit 42 Continuous Frontier AI Defense
Palo Alto Networks (NASDAQ: PANW) today announced Unit 42® Continuous Frontier AI Defense, an agentic offensive security service designed for enterprises that want to leverage gated capability models, including Anthropic's Claude Mythos and OpenAI's GPT, to perpetually find, validate, and remediate enterprise exposures before attackers can weaponize them.
These are the cybersecurity stocks built for the AI era
Wedbush Securities' vice president of TMT Equity Research, Steven Wahrhaftig, joins Yahoo Finance's Ines Ferré to discuss key cybersecurity stocks, including CrowdStrike (CRWD) and Palo Alto Networks (PANW), that could be worth considering for investors following recent breaches such as the OpenAI-Hugging Face hack.
Meta vs. Amazon: The Battle to Own E-Commerce’s 'Invisible Layer'
Meta and Amazon are entering a bigger battle over AI agents, e-commerce and who controls the transaction layer between consumers & retailers.
Palo Alto Networks Trending After Launching AI-Powered Cyber Defense Service
Palo Alto Networks is trending after launching an AI-powered security service built on Anthropic and OpenAI models.
3 No-Brainer Cybersecurity Stocks to Buy With $1,000 Right Now
Security spending keeps climbing as data breach costs hit record highs.
This Marathon Petroleum Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Tuesday
Analysts downgraded MPC, ERIC, VLO, DAVA, lowering price targets for Ericsson and Pegasystems.
Palo Alto Networks Rolls Out Unit 42 Continuous Frontier AI Defense Security Service For Enterprises
Palo Alto Networks (NASDAQ: PANW) today announced Unit 42® Continuous Frontier AI Defense, an agentic offensive security service designed for enterprises that want to leverage gated capability models, including
3 U.S. Growth Stocks Facing The Biggest AI Spending Test Right Now
Markets are racing to fresh highs while many stocks quietly struggle, which creates a strange mix of euphoria and fragility that investors cannot ignore. Narrow leadership in big tech and communication names can quickly reward or punish anyone chasing the rally late. This article walks through three large U.S. growth stocks that are closely tied to the latest news shock and explains how that exposure could help or hurt your portfolio from here. The three stocks that follow are only a sample...
3 Reasons to Sell PANW and 1 Stock to Buy Instead
The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 122%, hitting $363.43 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
Palo Alto Jumps 2.4% as S&P 100 Meets AI Security Growth
Index inclusion can generate passive demand while operating performance must support a nearly $300 billion valuation.
Cybersecurity Stocks Extend Gains on AI Safety Warnings: CrowdStrike and Okta Rise 4%, Palo Alto Ticks Up
AI safety warnings from the people building the models are landing inside cybersecurity revenue expectations, and the market is betting on which companies sit closest to where the risk actually lives.
Can Falcon Flex Momentum Keep Driving CrowdStrike's ARR Growth?
CRWD's record Falcon Flex adoption, repeat expansions and larger deals are boosting ARR, with management raising its fiscal 2027 outlook.
Morgan Stanley Maintains Overweight on Palo Alto Networks, Raises Price Target to $410
Morgan Stanley analyst Meta Marshall maintains Palo Alto Networks (NASDAQ:PANW) with a Overweight and raises the price target from $394 to $410.
Buy These 4 Cybersecurity Stocks, Skip These 2: Josh Brown Names Names
Josh Brown names four cybersecurity stocks to his "Best Stocks in the Market" list, but leaves off these two.
Zscaler's AI Bookings Jump 50%: Can AI Products Drive Growth?
ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.
Palo Alto Networks, Inc. (PANW) is Attracting Investor Attention: Here is What You Should Know
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.
Palo Alto Networks' 100% Rally Hits a Valuation Roadblock
Bernstein downgraded Palo Alto Networks, citing elevated valuations after a roughly 100% 2026 rally.
2 Growth Stocks to Add to Your Roster and 1 Facing Headwinds
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
This Flutter Entertainment Analyst Is No Longer Bullish; Here Are Top 2 Downgrades For Monday
Analysts downgraded ELS and Flutter to Neutral, cutting price targets to $65 and $119, respectively.
Morgan Stanley Raises Palo Alto Networks Price Target to $410 on AI Security Demand
Morgan Stanley has increased its price target for Palo Alto Networks (NASDAQ:PANW) to $410 from $394, citing expectations that growing adoption of artificial intelligence will support cybersecurity spending and create opportunities for the company to expand its market share. The investment bank maintained its Overweight rating and identified Palo Alto Networks as its preferred stock within the sector.
Palo Alto Networks Stock Jumped 10% Last Week. One Analyst Isn’t Buying It.
Key TakeawaysAI Fear Trade: Palo Alto Networks stock gained 10% over the week ended September 18, and a single September 14 session, sparked by AI danger warnings from Elon Musk, Dario Amodei and Sam Altman, accounted for a 13% jump on its own. Split Street: TIKR tracks 56 analysts on the stock, and the current breakdown runs 32 buys, 10 outperforms, 12 holds, one underperform and one sell, with a mean target of $395.
Nike’s stock collapse raises new questions about its Dow position
Nike stock hits 12-year low as investors question its Dow position
The AI Slowdown Trade Has Some Winners: CrowdStrike and Palo Alto Rally While Chips Fall
When Anthropic CEO Dario Amodei wrote an essay advocating that the AI sector should purposefully restrict its rate of progress, the initial market reaction appeared to be a simple risk-off move in chip stocks. By September 14, a more intriguing pattern had emerged: money wasn’t just leaving AI infrastructure names, it was also moving into […]
Why CrowdStrike, Palo Alto Networks, SentinelOne, and Other Cybersecurity Stocks Surged This Week
Investors are growing increasingly concerned about AI-powered threats.
CrowdStrike CEO sends strong six-word message on AI cyber safety
CrowdStrike CEO George Kurtz says slowing AI won’t erase security risks, sending CRWD stock to a record close.
These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories
ServiceNow, UiPath, and Palo Alto Networks show real agentic AI traction through earnings growth, enterprise adoption, and partnerships, making their fundamentals worth watching amid market volatility.
What Moved Markets This Week
U.S. stocks closed the week mixed as Treasury yields rose amid a Fed rate hike, and fears of AI development grew. Read more about this week's top events on Wall Street.
Sandisk Joins the S&P 100 on Monday -- the Same Day Nike Leaves It
Index funds will need to buy the flash-memory specialist's stock ahead of Monday -- though maybe not much of it.
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...
Asana, Five9, Palo Alto Networks, Rapid7, and Sprout Social Shares Plummet, What You Need To Know
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.
CRWD Stock Keeps Climbing. Should You Climb On?
This cybersecurity stock is on a historic run fueled by the AI boom, forcing investors to evaluate whether the growth engine has enough fuel left to justify its expanding multiple.
Cybersecurity Stock Fortinet Forms Rare Pattern, Flirts With Buy Point
Fortinet stock is trading just below a buy point after a strong week for cybersecurity stocks. Shares are attempting to break above resistance around 170.
ZS, CRWD, PANW Stock In Focus — Cybersecurity Firms Lead Weekly Nasdaq 100 Gains As AI Security Debate Intensifies
Growing anxieties about autonomous AI vulnerabilities and cyber threats have pushed cybersecurity shares to the top of the Nasdaq 100 this week.
Cybersecurity Rally Hits a Valuation Reality Check. These ETFs Face the Fallout
Cybersecurity ETFs are sliding as CrowdStrike, Palo Alto Networks and Okta face valuation concerns after a rally. Here’s what it means for the AI-driven trade.
Fed Raises Rates, Yields Hit 2007 Highs as Fuel Costs Set Records: This Week On Wall Street
The Fed hiked for the first time since 2023; the 10-year yield touched 5.04%, and record diesel prices hit truckers and automakers.
Why Palo Alto Networks Stock Dropped Today
AI fears are real. But Palo Alto stock is also really overpriced.
What's going on in today's session: S&P500 gap up and gap down stocks
Friday's session is showcasing interesting market movements in the S&P500 index, with notable gap up and gap down stocks. Stay updated with the gapping S&P500 stocks in today's session.
Crowdstrike, Palo Alto Networks, and cybersecurity stocks post strong weekly gains after AI freak-out moment
It has been an impressive week for cybersecurity names.
Crowdstrike, Palo Alto Networks, and cybersecurity stocks on track to post strong weekly gains after AI freak-out moment
It has been an impressive week for cybersecurity names.
Can Rising Adoption of Agentic AI Accelerate NET's Revenue Growth?
Cloudflare's surging AI-agent traffic, Workers adoption and new monetization tools can help accelerate revenue growth as its market expands.
CrowdStrike and Palo Alto Networks Are Soaring, but Is the Rally Already Priced In?
CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street's consensus targets, raising a pointed question about which one still has room to run.
3 Software Stocks That Fall Short
Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 39.4% over the past six months, outpacing the S&P 500’s 14% rise.
Cybersecurity Stocks Have Run Sharply Amid Tech Rotation: Freedom Capital's Jay Woods Says This Stock Has Ample Room To Run
AI adoption and rising data-security needs are keeping investors focused on the cybersecurity trade.
This Netflix Analyst Turns Bearish; Here Are Top 5 Downgrades For Friday
Analysts downgraded Magna, Franklin BSP, and more revising price targets for several.
Rogue's Gallery: The Battle To Keep Bad AI Actors In Check
Crafty AI agents are learning to slip their digital chains, creating potentially attractive growth opportunities across the cybersecurity sector. Read more here.
Jim Cramer Prefers Palo Alto (PANW) Over SentinelOne (S)
Starting the lightning round on September 14, when a caller inquired about SentinelOne, Inc. (NYSE:S), Mad Money host Jim Cramer remarked: No, look, I think you don’t need, look, my Charitable Trust owns both Palo Alto and CrowdStrike. It’s already too many. I think either one of those two is superior to letter S. The […]
Is Cisco Stock Priced For Orders That Are Not Yet Revenue?
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
Can Palo Alto Networks' SASE Push Help It Challenge FTNT and ZS?
PANW's SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.
Semiconductor Stocks Just Tumbled. This Tech ETF Soared 6% Instead. Here's Why.
The next rotation in the AI trade may be beginning.
Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls
Lyft downgraded, Trip.com upgraded: Wall Street's top analyst calls
Roblox downgraded, Hershey upgraded: Wall Street's top analyst calls
Roblox downgraded, Hershey upgraded: Wall Street's top analyst calls
This Copart Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday
Analysts downgraded SentinelOne, Fluence Energy, Copart, Palo Alto Networks and Pegasystems, with mixed price-target changes.
Lennar Posts Downbeat Q3 Results, Joins Fluence Energy And Other Big Stocks Moving Lower In Thursday’s Pre-Market Session
U.S. futures rose, but Lennar fell after missing Q3 estimates. Fluence plunged on weaker FY26 guidance; other stocks also declined premarket.
Bernstein Downgrades Palo Alto Networks to Market Perform, Raises Price Target to $351
Bernstein analyst Peter Weed downgrades Palo Alto Networks (NASDAQ:PANW) from Outperform to Market Perform and raises the price target from $253 to $351.
I doubt AI companies will slow down at all, says Jim Cramer
'Mad Money' host Jim Cramer discusses why he doubts there will be any meaningful AI slowdown and why he says these companies will be 'prudent' and will 'welcome regulators'.
Cramer bets AI spending will 'continue apace,' says he's not giving up on data center trade
CNBC's Jim Cramer said he doesn't see AI spending slowing, despite growing concerns about the pace of model development.
'Agents are like teenagers': Security must keep pace with AI, Cisco president says
Cisco (CSCO) President and Chief Product Officer Jeetu Patel joins Yahoo Finance Executive Editor Brian Sozzi to discuss how cybersecurity needs to keep pace with AI threats and will require industrywide collaboration.
The Ultimate Cyber Shield: CrowdStrike Rises Past $235
CrowdStrike shares hit 52-week highs near $242 after strong Q2 results showed 25.6% revenue growth and 51% ARR expansion, as cybersecurity spending resists broader tech budget cuts.
Tenzai Integrates with Palo Alto Networks to Help Enterprises Validate Which Exposures Are Truly Exploitable
NEW YORK, NY / ACCESS Newswire / September 16, 2026 / , 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 's autonomous offensive testing with Palo Alto Networks Cor
Dow Jones Futures Rise As Oil Prices, Yields Fall Before Fed Rate Hike; Will Market Rally Bid Bond Voyage?
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision?
AI Safety Could Mean More Nvidia GPU Demand, Not Less, SemiAnalysis Says
SemiAnalysis says AI safety could boost Nvidia GPU demand as monitoring, alignment and cybersecurity consume more compute.
CRWD, PANW Stocks Extend AI-Fueled Rally As Cybersecurity Bets Outpace Software
AI safety debate splits software trade as cybersecurity demand stays in focus.
Dow Jones Futures Rise As ServiceNow, Twilio Lead 8 New Buys; How Will Bonds React To Fed Hike?
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision?
Dow Jones Futures Rise; ServiceNow, Twilio Lead New Buys As Fed Hike Looms
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision.
What Growth Are You Paying For In Zscaler Stock?
Zscaler (ZS) has gained 48% in three months, yet trades about 43% below its 52-week high. Near $190 it costs 9.3 times sales, against 3.2 for the S&P 500. The question is which growth that price buys: the 25% reported for fiscal 2026, or the roughly 17% guided for fiscal 2027.
What Are You Actually Buying In Cloudflare Stock?
Cloudflare (NET) stock has gained about 45% in three months while the S&P 500 returned 2.8%, and sits at the top of its 52-week range. That price is paying for more than the growth: a business Cloudflare has only started to build, charging AI agents for the requests they send.
Dow Jones Futures: S&P 500, Nasdaq Break Support; ServiceNow, Twilio Lead New Buys As Fed Hike Looms
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision.
Why Did Cisco Stop Leading With Its Campus Refresh?
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.
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...
How Much Slowdown Is Rubrik Stock Priced For?
Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.
CrowdStrike Advances 3% as the AI Security Bid Outruns a Falling Tech Tape; Okta Ticks Up, Palo Alto Barely Budges
Cybersecurity stocks are breaking away from a softening Nasdaq tape, and CrowdStrike is leading the charge for a reason that has little to do with traditional security spending and everything to do with what AI agents are about to demand from corporate networks.
Factory Raises $200 Million at a $5 Billion Valuation to Scale Self-Improving Software Development in the Enterprise
SAN FRANCISCO, September 15, 2026--Factory, the global leader in self-improving software development, today announced a $200 million financing from Blackstone, Khosla Ventures, Sequoia Capital, Insight Partners, Evantic Capital, Sound Ventures, NEA, Mantis VC, Clearlake, and angel investors including Nico Rosberg, Brad Gerstner, and Marc Benioff. The round values the company at $5 billion, over triple its previous valuation of $1.5 billion in April, and brings its total funding to over $400 mill
Time to Boost Cybersecurity ETF Exposure as AI Safety Concerns Rise
AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.
Harbor PanAgora Dynamic Large Cap Core ETF Q2 2026 Portfolio Review
During the second quarter, the Harbor Dynamic Large Cap Core ETF returned 15.76% (NAV), outperforming its benchmark, the S&P 500 Index, which returned 15.20%. Read more here.
AI Is Boosting Cybersecurity. CrowdStrike and 4 More Stocks to Buy.
J.P. Morgan sees CrowdStrike, Palo Alto Networks, Okta, Zscaler, and Varonis benefiting as AI adoption drives greater demand for cybersecurity.
'I'm not sure AI would make the top 50' in betting market on human extinction: Okta CEO
Okta CEO Todd McKinnon weighs in on the huge AI risk debate.
Zacks Investment Ideas feature highlights: Palo Alto Networks, Fortinet, Okta, CrowdStrike and RUM Group
RUM Group lands a $13.7B Anthropic compute deal, highlighting continued AI infrastructure demand despite growing safety concerns.
Can Verizon's 6G Acceleration Initiatives and AI Trials Drive Growth?
VZ is advancing 6G with AI-native networks, real-world sensing trials and smart technologies, targeting the 2028 Olympics as a key test.
Is CrowdStrike Stock Betting That Its Record Quarter Is The New Normal?
CrowdStrike (CRWD) added $333 million of net new annual recurring revenue in fiscal Q2 2027, a record and 51% more than a year earlier. That figure is the case for a stock at its 52-week high, up 117% over the past year. It is also the number to worry about. At 44.5 times sales, the price looks built on that pace, and the company's own guide for fiscal Q3 2027 calls for a slower one.
What Actually Lifted Okta Stock To A One-Year High?
Okta (OKTA) stock rose 12% in Monday's session and closed at $186.45, its highest price in a year. A move that size usually follows something the company itself announced. What Okta announced that morning does not qualify. Monday’s sharp rally appears driven more by sector-wide AI sentiment than any immediate change to Okta’s guided revenue.
Company News for Sep 15, 2026
Companies in The News Are: ORCL, NOW, PANW, BAC
AI's regulatory divide: The investment committee's strategy
The Investment Committee debate what the growing chorus of AI safety fears means for the sector and the broader market. CNBC’s Kate Rooney joins ‘Halftime Report’ to discuss the latest news on AI's regulatory divide.
Sam Altman’s AI Nightmare Splits ETF Trade: Build Vs. Control
Sam Altman’s AI safety warning puts semiconductor and cybersecurity ETFs on opposite sides of Wall Street’s next big trade.
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...
Wall Street Sells the AI-Pause Weekend as Brent Punches Through $106 and the Ten-Year Cracks 5% for the First Time Since 2023
Monday closed lower on Wall Street as the pause-the-frontier call from Anthropic's Dario Amodei drained the AI-chip complex and a shut Saudi East-West pipeline pushed Brent back above $106. The ten-year Treasury yield briefly punched through 5% for the first time in more than three years before easing to 4.986%, and the market now assigns a 90% probability that Chair Warsh delivers a 25-basis-point hike on Wednesday. Cybersecurity was the clear winner of the session, Bank of America's guidance dragged the money-center banks with it, and Oracle sold off after Ellison scrapped a $7.5 billion secondary.
US Stock Market Today: S&P 500 Futures Fall As Inflation And Rate Worries Build
The Morning Bull - US Market Morning Update Tuesday, Sep, 15 2026 US stock futures point lower this morning, with E-mini S&P 500 contracts down about 0.7% and Nasdaq-100 futures off roughly 1.8%, as investors weigh stubborn inflation against rising borrowing costs. August consumer prices rose 0.4% for the month, driven by gasoline and housing, while the yearly rate eased to 2.4%, the lowest since early 2021. Core inflation, which strips out food and energy, came in at 0.3% for the month. At...
AI Slowdown Talk Turns Tech’s Biggest ‘Losers’ Into Monday’s Biggest Winners
Calls to slow AI model development could trigger a market rotation, lifting software and cybersecurity stocks per Melius Research.
Major Cyber Security Vendors Back SE Labs' New Model for Independent Security Testing
SE LABS ®, the cyber security testing authority, today announced the first public evaluation under PIVOT, its advanced security testing programme, with Broadcom, CrowdStrike, Fortinet, Palo Alto Networks and Sophos confirmed to take part. Results will be published in early 2027.
Jim Cramer: Buy This Energy Stock, It Is ‘Terrific’
Cramer favored ET, PANW and CRWD over SentinelOne, advised waiting on Corning, called GEMI speculative, and supported holding Aveanna.
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-09-30 | Klarich Lee | -25,000 | - | - |
| 2026-09-24 | Golechha Dipak | -100 | $396.21 | $39,621 |
| 2026-09-24 | Golechha Dipak | -900 | $394.977 | $355,479 |
| 2026-09-24 | Golechha Dipak | -2,200 | $393.582 | $865,880 |
| 2026-09-24 | Golechha Dipak | -6,400 | $392.711 | $2,513,350 |
| 2026-09-24 | Golechha Dipak | -5,301 | $391.71 | $2,076,455 |
| 2026-09-24 | Golechha Dipak | -9,539 | $390.655 | $3,726,458 |
| 2026-09-24 | Golechha Dipak | -2,160 | $389.849 | $842,074 |
| 2026-09-24 | Golechha Dipak | -900 | $388.688 | $349,819 |
| 2026-09-24 | Bawa Aparna | -260 | $392.685 | $102,098 |
| 2026-09-18 | Paul Josh D. | +7,211 | - | - |
| 2026-09-17 | GOETZ JAMES J | -500 | $382.686 | $191,343 |
| 2026-09-17 | GOETZ JAMES J | -781 | $381.8573 | $298,231 |
| 2026-09-17 | GOETZ JAMES J | -1,000 | $380.715 | $380,715 |
| 2026-09-17 | GOETZ JAMES J | -700 | $379.6057 | $265,724 |
| 2026-09-17 | GOETZ JAMES J | -1,504 | $378.7354 | $569,618 |
| 2026-09-17 | GOETZ JAMES J | -1,293 | $377.6471 | $488,298 |
| 2026-09-17 | GOETZ JAMES J | -4,751 | $376.6606 | $1,789,515 |
| 2026-09-17 | GOETZ JAMES J | -4,313 | $375.7261 | $1,620,507 |
| 2026-09-17 | GOETZ JAMES J | -3,348 | $374.7196 | $1,254,561 |
| 2026-09-17 | GOETZ JAMES J | -910 | $373.5301 | $339,912 |
| 2026-09-17 | GOETZ JAMES J | -900 | $372.5144 | $335,263 |
| 2026-09-15 | Bawa Aparna | -500 | $377.18 | $188,590 |
| 2026-09-14 | Key John P. | -2,500 | $376.03 | $940,075 |
| 2026-09-14 | Bawa Aparna | -1,000 | $373.605 | $373,605 |
| 2026-09-01 | Thorning-Schmidt Helle | -211 | $382.13 | $80,629 |
| 2026-09-01 | Paul Josh D. | -900 | $373.68 | $336,312 |
| 2026-08-25 | Paul Josh D. | -900 | $353.77 | $318,393 |
| 2026-08-21 | Paul Josh D. | -1,529 | $349.56 | $534,477 |
| 2026-08-01 | Paul Josh D. | -3,861 | $331.83 | $1,281,196 |
| 2026-07-07 | Thorning-Schmidt Helle | -700 | $346.85 | $242,795 |
| 2026-07-01 | Paul Josh D. | -900 | $345 | $310,500 |
| 2026-07-01 | Paul Josh D. | -1,092 | $341.02 | $372,394 |
| 2026-07-01 | Bawa Aparna | -290 | $348.74 | $101,135 |
| 2026-06-30 | Arora Nikesh | -865,090 | - | - |
| 2026-06-29 | Bawa Aparna | -305 | $328.14 | $100,083 |
| 2026-06-29 | Bawa Aparna | -327 | $309.83 | $101,314 |
| 2026-06-23 | Golechha Dipak | -214 | $291.837 | $62,453 |
| 2026-06-23 | Golechha Dipak | -886 | $291.067 | $257,885 |
| 2026-06-23 | Golechha Dipak | -2,100 | $290.032 | $609,067 |
| 2026-06-23 | Golechha Dipak | -1,300 | $288.957 | $375,644 |
| 2026-06-23 | Golechha Dipak | -200 | $286.675 | $57,335 |
| 2026-06-23 | Golechha Dipak | -300 | $284.8 | $85,440 |
| 2026-06-22 | Bawa Aparna | -345 | $290.171 | $100,109 |
| 2026-06-12 | GOETZ JAMES J | -1,493 | $281.6429 | $420,493 |
| 2026-06-12 | GOETZ JAMES J | -5,193 | $280.8876 | $1,458,649 |
| 2026-06-12 | GOETZ JAMES J | -7,114 | $279.8804 | $1,991,069 |
| 2026-06-12 | GOETZ JAMES J | -4,800 | $278.8874 | $1,338,660 |
| 2026-06-12 | GOETZ JAMES J | -1,400 | $277.8856 | $389,040 |
| 2026-06-12 | Bawa Aparna | -536 | $280 | $150,080 |
| 2026-06-12 | Key John P. | -7,500 | $279.24 | $2,094,300 |
| 2026-06-11 | Bawa Aparna | -555 | $270 | $149,850 |
| 2026-06-10 | Bawa Aparna | -377 | $265 | $99,905 |
| 2026-06-04 | Jenkins William D Jr | -69,499 | - | - |
| 2026-06-01 | Paul Josh D. | -1,100 | $285.08 | $313,588 |
| 2026-06-01 | Thorning-Schmidt Helle | -211 | $281.69 | $59,437 |
| 2026-05-22 | Klarich Lee | -923 | $261.25 | $241,134 |
| 2026-05-22 | Klarich Lee | -16,865 | $260.619 | $4,395,339 |
| 2026-05-22 | Klarich Lee | -18,067 | $259.617 | $4,690,500 |
| 2026-05-22 | Klarich Lee | -10,414 | $258.704 | $2,694,143 |
| 2026-05-22 | Klarich Lee | -2,897 | $257.633 | $746,363 |
| 2026-05-22 | Klarich Lee | -2,875 | $256.597 | $737,716 |
| 2026-05-22 | Klarich Lee | -4,694 | $255.584 | $1,199,711 |
| 2026-05-22 | Klarich Lee | -4,205 | $254.848 | $1,071,636 |
| 2026-05-22 | Klarich Lee | -320 | $253.249 | $81,040 |
| 2026-05-22 | Klarich Lee | -582 | $251.943 | $146,631 |
| 2026-05-22 | Klarich Lee | -519 | $251.196 | $130,371 |
| 2026-05-22 | Klarich Lee | -543 | $250.032 | $135,767 |
| 2026-05-20 | Paul Josh D. | -400 | $236.95 | $94,780 |
| 2026-04-08 | Key John P. | -1,572 | $173.32 | $272,459 |
| 2026-04-01 | Paul Josh D. | -1,100 | $161.4 | $177,540 |
| 2026-04-01 | Paul Josh D. | -947 | $160.32 | $151,823 |
| 2026-04-01 | Golechha Dipak | -3,500 | $160.704 | $562,464 |
| 2026-04-01 | Golechha Dipak | -1,300 | $160.039 | $208,051 |
| 2026-04-01 | Golechha Dipak | -200 | $157.81 | $31,562 |
| 2026-03-27 | Arora Nikesh | +100 | $147.48 | $14,748 |
| 2026-03-27 | Arora Nikesh | +67,985 | $146.874 | $9,985,229 |
| 2026-03-10 | Paul Josh D. | +26,369 | - | - |
| 2026-03-06 | GOETZ JAMES J | -14,184 | $164.76 | $2,336,956 |
| 2026-03-06 | GOETZ JAMES J | -8,500 | $163.83 | $1,392,555 |
| 2026-03-02 | Paul Josh D. | -1,700 | $147.9 | $251,430 |
| 2026-03-01 | Thorning-Schmidt Helle | -345 | $148.92 | $51,377 |
| 2026-02-12 | Bawa Aparna | +24 | - | - |
| 2026-02-12 | Klarich Lee | +70 | - | - |
| 2026-02-12 | Arora Nikesh | +165 | - | - |
| 2026-01-08 | Klarich Lee | -92,010 | - | - |
| 2026-01-08 | Klarich Lee | -367 | $193.161 | $70,890 |
| 2026-01-08 | Klarich Lee | -6,707 | $192.381 | $1,290,299 |
| 2026-01-08 | Klarich Lee | -54,882 | $191.47 | $10,508,257 |
| 2026-01-08 | Klarich Lee | -46,192 | $190.692 | $8,808,445 |
| 2026-01-08 | Klarich Lee | -12,620 | $189.603 | $2,392,790 |
| 2026-01-08 | Klarich Lee | +92,010 | $32.25 | $2,967,323 |
| 2026-01-02 | Jenkins William D Jr | -904 | $184.81 | $167,068 |
| 2026-01-02 | Paul Josh D. | -800 | $184.81 | $147,848 |
| 2025-12-26 | Jenkins William D Jr | -1,771 | $188.449 | $333,743 |
| 2025-12-26 | Jenkins William D Jr | -4,447 | $187.92 | $835,680 |
| 2025-12-23 | Golechha Dipak | -5,000 | $188.182 | $940,910 |
| 2025-12-10 | Klarich Lee | -50,000 | - | - |
| 2025-12-10 | Goodburn Mark A. | +4,944 | - | - |
| 2025-12-09 | Bawa Aparna | +2,160 | - | - |
| 2025-12-09 | McCarthy Mary Pat | +2,033 | - | - |
| 2025-12-09 | Donovan John | +2,516 | - | - |
| 2025-12-09 | Eschenbach Carl M. | +1,881 | - | - |
| 2025-12-09 | Twohill Lorraine | +2,135 | - | - |
| 2025-12-09 | Key John P. | +2,288 | - | - |
| 2025-12-09 | Thorning-Schmidt Helle | +1,983 | - | - |
| 2025-12-09 | GOETZ JAMES J | -300 | $196.42 | $58,926 |
| 2025-12-09 | GOETZ JAMES J | -3,970 | $195.73 | $777,048 |
| 2025-12-09 | GOETZ JAMES J | -8,230 | $194.7 | $1,602,381 |
| 2025-12-08 | GOETZ JAMES J | -428 | $196.04 | $83,905 |
| 2025-12-08 | GOETZ JAMES J | -12,072 | $195.31 | $2,357,782 |
| 2025-12-03 | Klarich Lee | -92,010 | - | - |
| 2025-12-03 | Klarich Lee | -22,121 | $193.457 | $4,279,462 |
| 2025-12-03 | Klarich Lee | -53,755 | $192.743 | $10,360,900 |
| 2025-12-03 | Klarich Lee | -6,901 | $191.496 | $1,321,514 |
| 2025-12-03 | Klarich Lee | -19,670 | $190.707 | $3,751,207 |
| 2025-12-03 | Klarich Lee | -8,598 | $189.574 | $1,629,957 |
| 2025-12-03 | Klarich Lee | -7,592 | $188.851 | $1,433,757 |
| 2025-12-03 | Klarich Lee | -2,137 | $187.379 | $400,429 |
| 2025-12-03 | Klarich Lee | +92,010 | $32.25 | $2,967,323 |
| 2025-12-01 | Paul Josh D. | -700 | $189.39 | $132,573 |
| 2025-11-26 | Golechha Dipak | -2,500 | - | - |
| 2025-11-03 | Paul Josh D. | -700 | $219.97 | $153,979 |
| 2025-11-03 | Klarich Lee | -92,010 | - | - |
| 2025-11-03 | Klarich Lee | -30 | $220.4 | $6,612 |
| 2025-11-03 | Klarich Lee | -3,554 | $219.759 | $781,023 |
| 2025-11-03 | Klarich Lee | -43,109 | $218.691 | $9,427,550 |
| 2025-11-03 | Klarich Lee | -45,515 | $218.004 | $9,922,452 |
| 2025-11-03 | Klarich Lee | -20,195 | $216.746 | $4,377,185 |
| 2025-11-03 | Klarich Lee | -8,371 | $215.883 | $1,807,157 |
| 2025-11-03 | Klarich Lee | +92,010 | $32.25 | $2,967,323 |
| 2025-11-01 | Paul Josh D. | -15,470 | $220.24 | $3,407,113 |
| 2025-11-01 | Paul Josh D. | +31,201 | - | - |
| 2025-11-01 | Jenkins William D Jr | -164,219 | $220.24 | $36,167,593 |
| 2025-11-01 | Jenkins William D Jr | +312,025 | - | - |
| 2025-11-01 | Klarich Lee | -232,055 | $220.24 | $51,107,793 |
| 2025-11-01 | Klarich Lee | +468,038 | - | - |
| 2025-11-01 | Golechha Dipak | +140,410 | - | - |
| 2025-11-01 | Golechha Dipak | -73,926 | $220.24 | $16,281,462 |
| 2025-11-01 | Golechha Dipak | -140,410 | - | - |
| 2025-11-01 | Golechha Dipak | +280,820 | - | - |
| 2025-11-01 | Arora Nikesh | +1,185,721 | - | - |
| 2025-11-01 | Arora Nikesh | -1,185,721 | - | - |
| 2025-11-01 | Arora Nikesh | +1,185,721 | - | - |
| 2025-10-06 | Klarich Lee | -92,010 | - | - |
| 2025-10-06 | Klarich Lee | -10,436 | $213.356 | $2,226,583 |
| 2025-10-06 | Klarich Lee | -56,329 | $212.587 | $11,974,813 |
| 2025-10-06 | Klarich Lee | -28,923 | $211.511 | $6,117,533 |
| 2025-10-06 | Klarich Lee | -17,288 | $210.586 | $3,640,611 |
| 2025-10-06 | Klarich Lee | -7,798 | $209.696 | $1,635,209 |
| 2025-10-06 | Klarich Lee | +92,010 | $32.25 | $2,967,323 |