Palo Alto Networks, Inc. - Common Stock (PANW)

Stifel lowered its price target on CrowdStrike to $480 from $600 and kept a ‘Buy’ rating on the shares.

The chipmaker said it is collaborating with leading cybersecurity providers including Akamai Technologies, Palo Alto Networks, Forescout Technologies, Xage Security, and Siemens AG for the initiative.

Palo Alto Networks (NASDAQ: PANW) has once again redefined the cybersecurity landscape with its fiscal second-quarter 2026 results, proving that the controversial "platformization" strategy launched two years ago is bearing significant fruit. Despite a minor post-earnings dip in share price due to integration costs associated with its massive $25 billion

Date: February 23, 2026Analyst Research Feature Introduction As of mid-day trading on February 23, 2026, the cybersecurity sector is experiencing one of its most significant single-day pullbacks since the "Platformization Shock" of early 2024. Cloudflare Inc. (NYSE: NET), a bellwether for the modern "Connectivity Cloud," has seen its shares retreat 7.8% in early trading, caught [...]

CEO Nikesh Arora says AI is not a threat to cybersecurity anytime soon.

The company announced on Monday that it has entered into a definitive agreement to sell 5 million shares of its common stock at an offering price of $5 per share.

According to TheFly, Wedbush’s Dan Ives cited investment price discipline as the reason for the removal of PANW from the list.

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

A new agentic AI tool from Anthropic, which can scan software code for security vulnerabilities and autonomously suggest fixes, triggered the selloff.

The stock is trading down about 25% over the past year.

Palo Alto's business is going from strength to strength as it prepares customers for an increasingly dangerous cyber landscape.

SentinelOne and Sirius XM appear significantly mispriced relative to their long-term growth potential.

An upstart seems to be challenging the fundamental business model of cybersecurity businesses.

Anthropic said that its Claude Code Security, available in limited research preview on the web, will scan code for vulnerabilities, and suggest targeted fixes for humans to review.

Palo Alto Networks' adjusted free cash flow (FCF) was up 27% year-over year. Moreover, on a trailing 12-month basis, it was 37.9% of sales, up from 34.4% a year ago. As a result, its value is significantly higher than today's price.

The AI opportunity will mean different things throughout the next 10 years. However, these stocks should remain steady winners.

The need for cybersecurity is not going away anytime soon -- which is great for this company.

SANTA CLARA, CA — Shares of Palo Alto Networks (NASDAQ: PANW) faced a sharp reversal this week, sliding nearly 8% in heavy trading after the cybersecurity giant issued a cautious profit outlook that overshadowed a revenue beat for its fiscal second quarter. The decline follows a flurry of price target cuts

In a move that signals the definitive end of the "best-of-breed" security era, Palo Alto Networks (NASDAQ: PANW) has announced its intent to acquire identity security leader CyberArk Software (NASDAQ: CYBR) for $25 billion. The deal, structured as a combination of cash and stock, represents the largest acquisition in cybersecurity

The cybersecurity specialist delivered upbeat earnings, but its tepid guidance set off a chain reaction.

In a decisive display of market dominance, Palo Alto Networks (NASDAQ: PANW) reported fiscal second-quarter 2026 results that surpassed analyst expectations, signaling a successful acceleration of its "platformization" strategy. For the period ending January 31, 2026, the cybersecurity giant posted revenue of $2.59 billion—a 15% year-over-year increase—and