High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Qualys (QLYS) delivered earnings and revenue surprises of +11.24% and +2.06%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
PANW typically outperforms in August
A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.
PANW surges 88.6% in three months on strong AI security demand, but rising integration costs and premium valuation warrant caution.
ZS' record-large deal activity is fueled by Zero Trust adoption, AI protection, platform consolidation and surging Z-Flex contract value.
Dell, Palo Alto Networks and Bank of America are near buy points as analysts up their profit estimates in Monday's stock market.
The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 82.4%, hitting $322.75 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.
AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.
Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.
The average brokerage recommendation (ABR) for Palo Alto (PANW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Palo Alto Networks announced plans to acquire Embrace, a provider of Digital Experience Monitoring tools. The deal is intended to add Real User Monitoring and Synthetic monitoring capabilities to its Observability platform. This move is aimed at deepening the company's reach into application performance and end user experience management. Palo Alto Networks, ticker NasdaqGS:PANW, is extending beyond core security into broader Observability with the planned Embrace acquisition. The stock...
The S&P 500 Index ($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 is expanding its Observability platform with Embrace and Synthetics to strengthen digital experience monitoring and AI-driven operations.
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$348.66 share price after the recent record high comes after a strong run, with a 30 day share price return of 21.15% and a 90 day share price return of 99.28%, while the 5 year total shareholder return of 424.31%...
Tenable's rally has rewarded stronger fundamentals, but a near-peer sales multiple, limited price-target upside and execution risks argue for patience.
Investors rotated into biotech, cybersecurity and insurance stocks with stronger growth prospects and earnings strength.
Palo Alto’s recurring revenue continues to grow rapidly, platform adoption is strengthening customer relationships, and AI security is emerging as a significant growth driver.
Capital One says Palo Alto Networks stock will rip higher from here in the second half of 2026. Here’s why the firm is bullish on PANW shares.
The company is a clear leader in an industry supercharged by new AI threats, but buying its stock today means paying a steep premium on the bet it can execute a complex and ambitious growth plan.
Cybersecurity companies integrating AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.
Both companies are riding the AI infrastructure boom, but Microsoft offers that exposure with faster growth and a cheaper valuation, forcing a hard look at what Fortinet's premium price is buying you from here.
In a Stocktwits poll that sought to gauge which names would post the best performance over the next 12 months, nearly half the users polled picked CrowdStrike as the clear winner.
Cooler inflation data sent cybersecurity stocks surging Tuesday, but the real question is whether today's spike reflects genuine conviction or a rate-cut sugar rush that evaporates the moment sentiment shifts.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
Lumen Technologies recently announced Lumen Defender Advanced Managed Detection and Response (AMDR) for Palo Alto Networks Cortex XSIAM, combining its managed detection and response capabilities and Black Lotus Labs network-embedded threat intelligence with Palo Alto Networks’ AI-driven SOC platform to help enterprises modernize security operations and respond more effectively to complex threats. A key differentiator is the use of network-level threat intelligence from Black Lotus Labs,...
BB's lower valuation, QNX growth and cybersecurity momentum offer a more compelling risk-reward profile than PANW today.
Long-term tailwinds are going to propel Palo Alto Networks' business, but the stock's valuation has run a bit high.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
