Actualités

OKTA's newer identity and AI offerings are boosting bookings and deal sizes, but competition and AI monetization hurdles keep the stock a hold.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...

Palo Alto Networks (NasdaqGS:PANW) has partnered with Tyson Foods to bring AI-driven cybersecurity platforms to Tyson’s supply chain operations. The collaboration focuses on securing the highly regulated food supply chain sector, which faces specialized digital and operational risks. The CEO of Palo Alto Networks highlighted the integration of next generation AI models as part of this applied security approach for critical industries. Palo Alto Networks is known for its focus on AI-powered...

We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity firm Palo Alto Networks, Inc. (NASDAQ:PANW) is one of Jim Cramer’s favorite stocks. For more than a year, the CNBC TV host has remained […]

The company's premium valuation relies heavily on the success of an AI-driven growth strategy that is still more of a promise than a proven trend.

Before the networking giant surged, its earnings calls were telling a story of unconstrained demand that the market seemed to be underestimating.

Adobe is working hard to monetize AI by enabling more aggressive client acquisition with freemium products and services in 2026.

Cybersecurity is benefitting fro AI disruption because AI drives security needs across the board. Analysts are lifting targets and driving bull markets.

Palo Alto Networks (NasdaqGS:PANW) and Deutsche Telekom launched Sovereign Cortex with T Security, an AI-driven security offering for Europe’s regulated sectors. The solution is designed around European data sovereignty requirements and regulatory frameworks, including GDPR, NIS2, and DORA. Sovereign Cortex uses Palo Alto’s Cortex SecOps platform to target customers in healthcare, financial services, the public sector, and critical infrastructure. Palo Alto Networks, best known for its...

There is a pattern in technology spending cycles that Goldman Sachs thinks is repeating right now, and investors who recognize it early tend to be rewarded. When cloud infrastructure scaled between 2015 and 2020, security spending lagged by approximately 2 years before inflecting from less than 1% ...

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector.

Management just told investors the future is brighter than ever, so why is the market heading for the exits.

After a 40% run over the last 12 months, the conversation around CrowdStrike (CRWD) stock is almost entirely about artificial intelligence. You hear about the Mythos inflection point and a new generation of products designed to secure AI deployments. But with that excitement comes a fair question from skeptics: Is this a durable trend, or just a surge of interest and intent from companies still in the early innings of actual AI deployment.

Is PANW a good stock to buy? We came across a bullish thesis on Palo Alto Networks, Inc. on Value & Momentum Portfolio’s Substack. In this article, we will summarize the bulls’ thesis on PANW. Palo Alto Networks, Inc.’s share was trading at $260.52 as of June 9th. PANW’s trailing and forward P/E were 226.54 and 63.69 […]

ZS nears a 52-week low as FY27 guidance signals slower growth, but AI security bookings, platform gains and a lower P/S support holding.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

AI-generated misinformation is already moving energy markets. Hydaway Digital is building the verification layer financial systems desperately need.

Palo Alto Networks is seeing rapid adoption of Prisma AIRS, with customer growth and larger AI security deals boosting its revenue potential.

The cybersecurity company looks attractive at current levels.

Zscaler (NASDAQ: ZS) founder and CEO Jay Chaudhry used the company’s latest earnings call to sharpen a thesis becoming the bull case for cybersecurity: autonomous AI agents will soon outnumber human users on corporate networks, and each needs security. On a recent Motley Fool Money segment titled The Invisible Layer Protecting the World’s Biggest Companies, ... Zscaler CEO: AI Will Create ‘Billions of Agents’ That Need Cybersecurity Protection

While the market spent Friday selling tech, Hightower Chief Investment Strategist Stephanie Link sees the sell-off as a way to get in on the next major opportunity. Speaking on CNBC the morning of June 8, Link argued that instead of treating cybersecurity as a sidecar to artificial intelligence, they should start treating it as the ... Wall Street Strategist: This Industry is “Bigger Than AI” And a Massive Buying Opportunity After Friday’s Sell-Off

From Firewall Vendor to AI Security Platform A decade ago, Palo Alto Networks (NASDAQ: PANW) was still primarily known as a next-generation firewall company competing with legacy network security incumbents. The transformation since then has been dramatic. Under CEO Nikesh Arora, the company pivoted into a sprawling cybersecurity platform spanning network, cloud, security operations, identity, ... Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes

Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.

Palo Alto Networks’ first quarter results were shaped by accelerating enterprise demand for AI-enabled cybersecurity, robust customer adoption of its platform products, and meaningful contributions from recent acquisitions. Management linked the strong revenue growth to increased urgency among organizations to secure AI workloads and heightened interest in integrated security solutions. CEO Nikesh Arora emphasized that “AI fundamentally redefines the enterprise tech stack, elevating cybersecurit

Recent performance and context for Palo Alto Networks stock Palo Alto Networks (PANW) stock has moved sharply in recent months, with a decline of about 2% in the last day and roughly 11% over the past week, alongside stronger recent multi month gains. See our latest analysis for Palo Alto Networks. For context, Palo Alto Networks' recent pullback comes after a strong run, with a 30 day share price return of 28.12% and a 1 year total shareholder return of 35.65%. The 3 year total shareholder...

Broadcom, Palo Alto Networks, and Planet Labs each reported strong results and offer potential upside as investors position for the second half of 2025.

A dollar in First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) on the last trading day of 2025 was worth about $1.22 by the close on June 5, 2026, while the same dollar in the S&P 500 was worth about $1.08. That is the headline making the rounds, and the shorthand version of it (cybersecurity beat the ... Cybersecurity Goes Vertical: CIBR Just Crushed the S&P 500 by Three to One

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

Palo Alto Networks falls 8.5% post Q3 results as rising costs pressure margins, but rapid SASE growth and major enterprise wins support long-term growth.

Fortinet has notably outperformed the Cybersecurity industry over the past year, but analysts are cautious about the stock’s prospects.