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AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.

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

Wall Street's Monday morning desk just sent five coordinated buy signals across cybersecurity, quantum computing, EVs, and a legacy audio brand sitting on a spectrum asset the market wildly undervalued. One analyst literally quintupled a price target overnight.

Cisco has outrun the market for years, yet what decides its place in your portfolio is how much of that return is genuinely its own.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Investing.com -- Bank of America raised its price objectives for Cloudflare, Palo Alto Networks, SentinelOne and CrowdStrike, citing expanding cybersecurity valuations, accelerating artificial intelligence adoption and a stronger long-term growth outlook.

A fund's name tells you its category, but rarely reveals the true shape of the portfolio inside.

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.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Palo Alto Networks is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.

The average brokerage recommendation (ABR) for Palo Alto (PANW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Palo Alto Networks announced plans to acquire Embrace, a provider of Digital Experience Monitoring tools. The deal is intended to add Real User Monitoring and Synthetic monitoring capabilities to its Observability platform. This move is aimed at deepening the company's reach into application performance and end user experience management. Palo Alto Networks, ticker NasdaqGS:PANW, is extending beyond core security into broader Observability with the planned Embrace acquisition. The stock...

Palo Alto Networks, CrowdStrike and Okta have benefited from cybersecurity threats posed by AI, and are trading at high multiples.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Palo Alto Networks (NASDAQ: PANW), trading around $338 on Wednesday and up roughly 86% year-to-date, is the direct market beneficiary of the escalating anxiety around AI-driven cyberattacks, with William Blair naming it its top cybersecurity pick following the breach.

The company is intentionally slowing a key growth metric, and it might just be the smartest thing it has done in years.

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

Jim Cramer says machine-on-machine attacks have crossed a threshold that one cybersecurity company saw coming long before Wall Street did, and the financial results suggest the market is finally catching up.

Simplify Asset Management managing director and head of multi-asset solutions, Paisley Nardini, and Goldman Sachs Asset Management chief investment strategist, Tim Urbanowicz, discuss the importance of cybersecurity in the AI age, especially in light of OpenAI's (OPAI.PVT) recent hack.

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Shares of search AI platform provider Elastic (NYSE:ESTC) fell 4.4% in the afternoon session after Morgan Stanley downgraded the company's stock rating from "Overweight" to "Equal Weight" and lowered its price target from $73 to $66. The firm noted that Elastic's artificial intelligence-driven search business was taking longer than expected to grow, while rival data infrastructure companies were already showing AI-related benefits. Analysts originally expected Elastic's search capabilities to dr

Management lifted its profit outlook, and investors have more than quadrupled that bet. The question now is what they're really paying for.

Cybersecurity stocks' lofty valuations warrant caution ahead of upcoming quarterly results, especial

Palo Alto Networks (PANW) stock hit a record high of $368.80 after an upgrade from Capital One and growing attention on AI security, drawing fresh interest to how the cybersecurity company is currently valued. See our latest analysis for Palo Alto Networks. The pullback to a US$348.66 share price after the recent record high comes after a strong run, with a 30 day share price return of 21.15% and a 90 day share price return of 99.28%, while the 5 year total shareholder return of 424.31%...

Citi Wealth's CIO is sounding the alarm on a threat most enterprise budgets are nowhere near prepared for, and she says AI just made it exponentially worse. Here is what she thinks investors should be buying before the rest of the market catches on.

Tenable is evolving beyond vulnerability scanning with Tenable One, Hexa AI and AI security as it expands its exposure management platform.

Tenable's rally has rewarded stronger fundamentals, but a near-peer sales multiple, limited price-target upside and execution risks argue for patience.

Tenable Holdings is racing to turn AI-driven cybersecurity demand into lasting exposure management leadership as competition intensifies across cloud and automation.