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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">Seeking Alpha</div>
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        <div class="text-gray">vor etwa 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://seekingalpha.com/article/4899108-brown-advisory-large-cap-sustainable-growth-strategy-q1-2026-portfolio-activity">Brown Advisory Large-Cap Sustainable Growth Strategy Q1 2026 Portfolio Activity</a>
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      <div class="me-0 me-md-5">
        Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends. Microsoft traded down despite delivering robust earnings results and providing forward guidance above consensus expectations. During the first quarter, we purchased both Palo Alto Networks and Cintas and sold Dynatrace and Verisk Analytics.
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
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        <div class="me-2 text-gray">PRNewsWire</div>
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        <div class="text-gray">vor etwa 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://www.prnewswire.com/news-releases/palo-alto-networks-to-announce-fiscal-third-quarter-2026-financial-results-on-tuesday-june-2-2026-302759623.html">Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026</a>
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      <div class="me-0 me-md-5">
        SANTA CLARA, Calif., May 1, 2026 /PRNewswire/ -- Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced today that it will release the financial results for its fiscal third quarter 2026, ending April 30, 2026, after U.S. markets close on Tuesday, June 2, 2026.
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">PRNewsWire</div>
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        <div class="text-gray">vor etwa 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://www.prnewswire.com/news-releases/palo-alto-networks-to-acquire-portkey-to-secure-the-rise-of-ai-agents-302759436.html">Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents</a>
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        Establishes the AI Gateway as mission-critical control plane for autonomous agents SANTA CLARA, Calif., April 30, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Portkey, a pioneer in AI Gateways.
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          Positiv
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">Seeking Alpha</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="text-gray">vor etwa 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://seekingalpha.com/article/4894379-palo-alto-networks-the-ai-security-inflection-point-is-undervalued">Palo Alto Networks: The AI Security Inflection Point Is Undervalued</a>
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      <div class="me-0 me-md-5">
        Palo Alto Networks is rated a buy with a $216 price target, reflecting a ~21% discount to estimated fair value. PANW benefits from AI-driven security demand, robust revenue growth, and strong adoption of next-generation security solutions like Prisma AIRS. Q2 2026 saw 14.9% YoY revenue growth, NGS ARR up 33%, and RPO at $16B, supporting solid revenue visibility and operational leverage.
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          Neutral
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">Seeking Alpha</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="text-gray">vor etwa 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://seekingalpha.com/article/4894323-palo-alto-networks-ai-means-business-and-the-valuation-isnt-low-enough-yet">Palo Alto Networks: AI Means Business, And The Valuation Isn&#39;t Low Enough Yet</a>
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      <div class="me-0 me-md-5">
        Palo Alto Networks is rated hold due to fair valuation and lagging performance versus the S&amp;P 500. PANW delivered solid Q2 results with 15% revenue growth and 33% NGS ARR growth, but guidance was lukewarm and sentiment remains cautious. Valuation remains premium, with shares trading above historical price-to-sales and a mid-40s P/E multiple justified only by moderate EPS growth expectations.
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="me-2 text-gray">Seeking Alpha</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="text-gray">vor etwa 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://seekingalpha.com/article/4894304-palo-alto-networks-still-has-room-to-run-despite-a-rich-valuation">Palo Alto Networks Still Has Room To Run Despite A Rich Valuation</a>
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      <div class="me-0 me-md-5">
        Palo Alto Networks earns a buy rating as NGS ARR surges 33% YoY to $6.33B and non-GAAP operating margin hits 30.3%. PANW&#39;s premium valuation is justified by robust recurring revenue, strong free cash flow, and successful integration of CyberArk and Chronosphere. Management targets $20B NGS ARR by 2030 and a 40% free cash flow margin by FY28, with ongoing execution on integration and margin expa...
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
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        <div class="me-2 text-gray">VentureBeat</div>
        <div class="me-2 text-gray text-size-10">●</div>
        <div class="text-gray">vor 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://venturebeat.com/security/cvss-triage-failure-chained-vulnerability-audit-security-directors">CVSS scored these two Palo Alto CVEs as manageable. Chained, they gave attackers root access to 13,000 devices.</a>
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      <div class="me-0 me-md-5">
        During Operation Lunar Peek in November 2024, attackers gained unauthenticated remote admin access — and eventual root — across more than 13,000 exposed Palo Alto Networks management interfaces. Palo Alto Networks scored CVE-2024-0012 at 9.3 and CVE-2024-9474 at 6.9 under CVSS v4.0.
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        <div class="me-2"><a class="text-gray" data-turbo-frame="_top" href="/aktien/Palo-Alto-Networks-US6974351057">Palo Alto Networks</a></div>
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        <div class="me-2 text-gray">24/7 Wall Street</div>
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        <div class="text-gray">vor 2 Monaten</div>
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      <a target="_blank" rel="nofollow" href="https://247wallst.com/investing/2026/04/22/5-cybersecurity-stocks-most-likely-to-benefit-as-ai-threats-drive-budget-increases-in-2026/?utm_source=snapi">5 Cybersecurity Stocks Most Likely to Benefit as AI Threats Drive Budget Increases in 2026</a>
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      <div class="me-0 me-md-5">
        Anthropic&#39;s Claude Mythos Preview demonstrated that AI can now surpass all but the most skilled humans at finding and exploiting software flaws.
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