Palo Alto Networks Aktie News

CrowdStrike's cloud-native cybersecurity business is booming. Zscaler leads the cloud-native “zero trust” market.

Palo Alto Networks Inc (NASDAQ:PANW) stock is on track to close out 2025 with a modest 2.9% lead, but has been stalling out below the $190 region since it failed to conquer the $200 level earlier this month.

Morgan Stanley (NYSE: MS) has identified a select group of stocks it believes are best positioned heading into 2026, citing strong fundamentals, favorable industry trends, and multiple near-term catalysts.

Palo Alto Networks is aggressively acquiring CyberArk and Chronosphere for a combined $28.4B to fill platform gaps, signaling strategic weaknesses. The cybersecurity company is still struggling to boost growth after the cybersecurity platformization shift with a FY26 forecast of only 14%. Recent deals will boost reported growth rates above 30%, but underlying organic growth remains lackluster a...

Palo Alto stock currently trades with a low implied volatility rank, which means it's a good time to look at a long strangle.

Palo Alto Networks remains a buy, trading at reasonable levels amid a substantially expanded $300B TAM and strong organic execution. PANW's $3.35B Chronosphere acquisition, with $160M ARR growing triple digits, offers attractive economics and strategic entry into observability. Recent M&A, including Chronosphere and CyberArk, positions PANW to compete directly with Datadog and expand beyond cor...

Palo Alto Networks (NASDAQ: PANW) announced a landmark deal with Google Cloud on Dec. 19, aimed at integrating artificial intelligence (AI) into cybersecurity at scale. The agreement, reportedly worth nearly $10 billion, will see PANW migrate workloads to Google Cloud while embedding the latter's Gemini AI models into its Prisma AIRS platform.

Palo Alto Networks will migrate key internal workloads to Google Cloud as part of a new multibillion-dollar agreement. The agreement is an expansion of the companies' existing strategic partnership.