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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,884 signal articles · 371 in last 24h · 113,508 total before filter · latest 1h ago
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✕ clear all filtersticker: PANWSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Palo Alto Is Positioning for the Next Security Supercycle as AI Threats Go Vertical
24/7 Wall St.78d agoneutral
Palo Alto Is Positioning for the Next Security Supercycle as AI Threats Go Vertical

There’s been a lot of excitement and awe following Anthropic’s release of Claude Mythos and its limited release to members of Project Glasswing. At the same time, though, there’s also been a bit of fear and some catastrophizing over what cyberthreats could look like as we move further into the era of agentic AI. Undoubtedly, ... Palo Alto Is Positioning for the Next Security Supercycle as AI Threats Go Vertical

Wells Fargo Reiterates Palo Alto Networks (PANW) Buy Rating
Insider Monkey78d agobullish
Wells Fargo Reiterates Palo Alto Networks (PANW) Buy Rating

Palo Alto Networks (NASDAQ:PANW) is one of the 10 Best Cybersecurity Stocks to Buy According to Short Sellers. On May 21, Wells Fargo analyst reiterated a Buy rating on Palo Alto Networks with a price target of $285, according to a report by TipRanks. On May 20, TheFly reported that Cantor Fitzgerald increased its price […]

Reuters79d agobullish
Zscaler sees downbeat quarterly revenue as competition heats up in cybersecurity market

Zscaler forecast fourth-quarter revenue below estimates on Tuesday, signaling intensifying competition in ‌the cybersecurity market as enterprises scrutinize spending ‌on cloud security products, sending shares down 15% in extended ​trading. Despite the push to secure modern IT environments, Zscaler faces competition from larger rivals such as Palo Alto Networks, which are vying for more ‌market share with ⁠their own platform offerings. Zscaler primarily competes in the Secure Access Service Edge (SASE) ⁠market, which combines networking and security into a single platform to connect users, devices and applications from ​anywhere.

Jim Cramer Shares Why He’s Happy About Palo Alto (PANW)
Insider Monkey80d agoneutral
Jim Cramer Shares Why He’s Happy About Palo Alto (PANW)

We recently published Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short. Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the stocks discussed by Jim Cramer. Cybersecurity provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 39% over the past year and by 45% year-to-date. Truist discussed the firm […]

Assessing Palo Alto Networks (PANW) Valuation After A Strong Multi‑Period Share Price Run
Simply Wall St.80d agoneutral
Assessing Palo Alto Networks (PANW) Valuation After A Strong Multi‑Period Share Price Run

Recent performance snapshot Palo Alto Networks (PANW) stock has drawn attention after recent trading, with a last close of US$260.58 and gains of 3% over the past week and about 46% over the past month. See our latest analysis for Palo Alto Networks. That sharp recent move sits on top of a much stronger backdrop, with an 83.9% 90 day share price return and a 330.4% 5 year total shareholder return suggesting momentum has been building over time. If Palo Alto Networks has you thinking about...

Morgan Stanley resets PANW stock price target on demand trends
TheStreet83d agoneutral
Morgan Stanley resets PANW stock price target on demand trends

Palo Alto Networks (PANW) just picked up another vote of confidence from Wall Street, and it arrived at a busy moment for the stock. Shares closed at $247.55 on May 18, near a fresh all-time high reached days earlier. For a stock that fell roughly 20% over the prior year, that swing matters to ...

Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?
24/7 Wall St.83d agobullish
Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?

The story for investors who own shares of both Palo Alto Networks (NASDAQ:PANW) and Palantir Technologies (NASDAQ:PLTR) this year has been a study in divergence. Palo Alto Networks stock is up 2% midday Friday, extending a year-to-date gain of 41%. Palantir stock, by contrast, is essentially flat today and is down 23% year to date. ... Palo Alto Networks Is Beating Palantir by 60% This Year. Is a Rebalancing Imminent?

3 Large-Cap Stocks on Our Watchlist
StockStory83d agoneutral
3 Large-Cap Stocks on Our Watchlist

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Is It Too Late To Consider Palo Alto Networks (PANW) After Its Recent 44% Surge
Simply Wall St.83d agobullish
Is It Too Late To Consider Palo Alto Networks (PANW) After Its Recent 44% Surge

Is Palo Alto Networks at US$252.92 priced for perfection, or does it still offer value? This article walks through key signals you can use to judge that for yourself. The stock has returned 6.2% over the past week, 44.6% over the last 30 days, 41.0% year to date and 35.9% over the past year, which naturally raises questions about how much of the story is already reflected in the share price. Recent coverage has focused on Palo Alto Networks as a major cybersecurity player, with investors...

Palo Alto Networks (PANW) Is Up 8.3% After Launching Idira Identity Platform Has The Bull Case Changed?
Simply Wall St.84d agoneutral
Palo Alto Networks (PANW) Is Up 8.3% After Launching Idira Identity Platform Has The Bull Case Changed?

Palo Alto Networks recently launched Idira, an identity security platform that unifies discovery, control and governance for human, machine and AI identities, aiming to replace traditional privilege access management with AI-driven visibility, dynamic controls and zero standing privilege. A key feature of Idira is its ability to extend modern privilege controls to existing CyberArk customers across SaaS tiers, positioning Palo Alto Networks to address the rapidly growing volume of non-human...

Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder
24/7 Wall St.85d agoneutral
Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder

Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings report on June 3. The price target raise lands in the middle of a three-day analyst tug-of-war, sitting between KeyBanc’s aggressive bull call and DZ Bank’s notable ... Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder