Palo Alto Networks Aktie News

Sold out: –185,000 shares, net position change estimated at $75.27 million Post-trade stake: 0 shares, $0 value The position previously accounted for 6.4% of fund AUM in the prior quarter These 10 Stocks Could Mint the Next Wave of Millionaires ›

The winter season often marks a distinct shift in the economic landscape, presenting investors with an opportunity to recalibrate their portfolios. While the colder months can bring market volatility, they also clarify the winners in specific industries that thrive on seasonal demand.

Palo Alto Networks maintains a BUY rating, with a $234 price target and ~20% upside, following robust Q1 results and raised FY26 guidance. Back-to-back acquisitions—$25B CyberArk and $3.35B Chronosphere—strategically position PANW for AI-driven cybersecurity leadership, despite market concerns over integration risks. Q1 revenue grew 15.7% y/y to $2.47B, non-GAAP EPS rose 19.2% y/y to $0.93, and...

Oracle's cloud business will keep growing as the AI boom continues. TSMC will profit from the market's insatiable appetite for more powerful AI chips.

Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript

Cybersecurity bleibt eine Wachstumsstory: Trotz Kritik an Übernahmen und Ausblicken überzeugen Palo Alto & Co. mit starken Zahlen – digitale Sicherheit boomt.

Hackers are using AI to infiltrate more systems, which can boost demand for cybersecurity software. Cybersecurity can keep physical AI like autonomous vehicles and robots safe from cybercriminals.

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.