Palo Alto Networks Inc (PANW)

$227.79 +12.19 (5.65%)
Market Cap 174.35B
Revenue (ttm) 9.22B
Net Income (ttm) 1.13B
EPS (ttm) N/A
PE Ratio 100.91
Forward PE 97.25
Profit Margin 12.30%
Debt to Equity Ratio 0.00
Volume 9,289,746
Avg Vol 7,726,466
Day's Range N/A - N/A
Shares Out 816.00M
Stochastic %K 99%
Beta 0.77
Analysts Strong Sell
Price Target $209.18

Company Profile

Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers' entire AI ecosystem. It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline netwo...

Industry: Software - Infrastructure
Sector: Technology
Phone: 408 753 4000
Address:
3000 Tannery Way, Santa Clara, United States
L1some
L1some Jul. 14 at 5:08 PM
$PANW 450
0 · Reply
free2dream
free2dream Jul. 14 at 4:55 PM
$CRWD $PANW book some profits get yourself a farm! This AI hype won't last. 🙂 https://www.zillow.com/homedetails/58-Botsford-Hill-Rd-Newtown-CT-06470/82409896_zpid/
0 · Reply
23bobsmith23
23bobsmith23 Jul. 14 at 4:06 PM
$PANW $BUG $HACK $ZS $CRWD Hot sector
0 · Reply
fluffer
fluffer Jul. 14 at 4:04 PM
$PANW fukking seriously? It's only up $100 more since I sold. Lesson learned: don't try to front run the selloff, wait for it.
0 · Reply
SwingTraderPro1
SwingTraderPro1 Jul. 14 at 4:01 PM
I shared my software thesis weeks ago - and the signals were already there. The market usually leaves clues before the big rotation becomes obvious. You just have to slow down, watch price action, and recognize where institutions are quietly positioning. That’s exactly what happened with software: relative strength started appearing before the majority noticed the shift. You don’t need a complicated strategy. Follow the leaders. The strongest stocks often reveal where capital is moving before the crowd catches on. Keep an eye on the names showing strength: $IGV $CRWD $OKTA $PANW Leadership always shows up first. The next opportunity usually starts where strength appears before the headlines. Turn post notifications on to get an early entry i do not need to charge you because i actually make money trading
0 · Reply
WallStreetScout1
WallStreetScout1 Jul. 14 at 3:55 PM
GREAT DAY TO BE CONVICTED IN CYBERSECURITY 🚀 $IBM reinforced an important trend: Cybersecurity budgets remain resilient as enterprises accelerate AI infrastructure spending. At the same time, rapidly evolving cyber threats are making security more mission-critical than ever. AI adoption brings: More data exposure More attack surfaces Greater demand for real-time protection Security is becoming a core requirement, not a discretionary expense. Key names to watch: $CRWD $PANW $ZS $FTNT As enterprises invest heavily in AI transformation, the companies protecting that digital infrastructure could become long-term beneficiaries. Follow for more AI, cybersecurity, and technology market insights.
0 · Reply
MM1988
MM1988 Jul. 14 at 3:33 PM
$CRWD $IBM $PANW $ZS I love how nobody ever talks about Fortinet, when they think about Cybersecurity. Fortinet is the most shareholder friendly company out there
0 · Reply
durocali
durocali Jul. 14 at 3:31 PM
$PANW already well established and substantiated opinion before the below post... and remains relevant. easy hold and BTD process for me..
0 · Reply
longshortequities
longshortequities Jul. 14 at 3:27 PM
$PANW had an order to buy more at $330.50 and didn’t get filled 🥲
0 · Reply
MarketPulsee
MarketPulsee Jul. 14 at 3:27 PM
Cybersecurity is becoming a top priority for enterprise clients, according to the $IBM CEO. The market is reacting: $CRWD +9% 🟢 $PANW +5% 🟢 $ZS +5% 🟢 Enterprise spending is shifting. As AI adoption accelerates, companies are facing: → More data exposure → More attack surfaces → Greater compliance risks → Higher demand for real-time protection Security is no longer an optional IT expense — it’s becoming critical infrastructure. The winners may be the cybersecurity platforms that can protect enterprises in an increasingly AI-driven world. Watching $CRWD, $PANW, and $ZS closely.
0 · Reply
Latest News on PANW
CRWD, PANW, NET: Here’s Why Cybersecurity Stocks Are Jumping Today — July 14, 2026

2026-07-14T16:50:48.000Z - 52 minutes ago

CRWD, PANW, NET: Here’s Why Cybersecurity Stocks Are Jumping Today — July 14, 2026

CHKP CRWD FTNT IBM NET ZS

Lumen announces Lumen Advanced ADMR for Palo Alto

2026-07-13T12:35:33.000Z - 1 day ago

Lumen announces Lumen Advanced ADMR for Palo Alto

LUMN

Palo Alto Networks price target raised to $400 from $340 at Citi

2026-07-13T09:55:19.000Z - 1 day ago

Palo Alto Networks price target raised to $400 from $340 at Citi

Palo Alto CEO Arora says AI pricing needs to fall 90% as token costs skyrocket

Jul 9, 2026, 1:10 PM EDT - 5 days ago

Palo Alto CEO Arora says AI pricing needs to fall 90% as token costs skyrocket

Palo Alto Networks CEO: We need to see the pricing for AI come down

Jul 9, 2026, 10:49 AM EDT - 5 days ago

Palo Alto Networks CEO: We need to see the pricing for AI come down

Palo Alto Networks (PANW) Is the Security Layer for AI

2026-07-09T13:02:29.000Z - 5 days ago

Palo Alto Networks (PANW) Is the Security Layer for AI

FTNT

Why Are Palo Alto (PANW) and CrowdStrike (CRWD) Stocks Dropping Today, 7/8/26?

2026-07-08T19:16:10.000Z - 5 days ago

Why Are Palo Alto (PANW) and CrowdStrike (CRWD) Stocks Dropping Today, 7/8/26?

CRWD CYBR

Palo Alto Networks price target lowered to $320 from $375 at Evercore ISI

2026-07-08T13:50:11.000Z - 6 days ago

Palo Alto Networks price target lowered to $320 from $375 at Evercore ISI

Shares Soar on Palo Alto's 60% Next Gen Security Growth

Jul 8, 2026, 7:15 AM EDT - 6 days ago

Shares Soar on Palo Alto's 60% Next Gen Security Growth

Here's the key risk facing the Palo Alto Networks stock today

Jul 7, 2026, 9:16 AM EDT - 7 days ago

Here's the key risk facing the Palo Alto Networks stock today

Palo Alto Networks price target raised to $425 from $350 at Needham

2026-07-07T12:45:36.000Z - 7 days ago

Palo Alto Networks price target raised to $425 from $350 at Needham

MSFT, GE & PANW: Finding Value in a Stock Picker's Market

Jul 6, 2026, 8:00 PM EDT - 7 days ago

MSFT, GE & PANW: Finding Value in a Stock Picker's Market

GE MSFT

Palo Alto Networks stock hits record high as analysts raise price targets

Jul 6, 2026, 1:25 PM EDT - 8 days ago

Palo Alto Networks stock hits record high as analysts raise price targets

Software stocks have rarely seen such divergent performances. Here's how to pick winners.

Jul 6, 2026, 1:21 PM EDT - 8 days ago

Software stocks have rarely seen such divergent performances. Here's how to pick winners.

ADBE CDNS CRM CRWD DDOG IOT MSFT

Palo Alto Networks price target raised to $380 from $333 at BTIG

2026-07-01T10:45:51.000Z - 13 days ago

Palo Alto Networks price target raised to $380 from $333 at BTIG

Wells Fargo raises Palo Alto Networks price target, adds to tactical ideas list

2026-07-01T10:41:52.000Z - 13 days ago

Wells Fargo raises Palo Alto Networks price target, adds to tactical ideas list

Palo Alto, CrowdStrike wrap best quarter ever as AI threats bolster cyber demand

Jun 30, 2026, 4:13 PM EDT - 13 days ago

Palo Alto, CrowdStrike wrap best quarter ever as AI threats bolster cyber demand

CRWD

Chinese AI Is Closing in on US Rivals. That's Good News for CrowdStrike and These 3 Stocks.

Jun 30, 2026, 11:34 AM EDT - 14 days ago

Chinese AI Is Closing in on US Rivals. That's Good News for CrowdStrike and These 3 Stocks.

CRWD QLYS TENB

PANW stock is surging amid cybersecurity demand, but key risks remain

Jun 30, 2026, 11:16 AM EDT - 14 days ago

PANW stock is surging amid cybersecurity demand, but key risks remain

Why CrowdStrike (CRWD) and Palo Alto (PANW) Stocks Are Rising Today — June 29, 2026

2026-06-29T16:03:27.000Z - 15 days ago

Why CrowdStrike (CRWD) and Palo Alto (PANW) Stocks Are Rising Today — June 29, 2026

CRWD

Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills

Jun 25, 2026, 4:35 AM EDT - 19 days ago

Palo Alto Networks CEO: We're in 'a Darwinian moment' where employees have to prove their AI skills

Palo Alto, IBM, Red Hat announce expansion of Project Lightwell

2026-06-24T13:10:45.000Z - 20 days ago

Palo Alto, IBM, Red Hat announce expansion of Project Lightwell

IBM

IBM, Red Hat and Palo Alto Networks Expand Project Lightwell to Help Organizations Respond to Software Vulnerabilities

Jun 24, 2026, 9:00 AM EDT - 20 days ago

IBM, Red Hat and Palo Alto Networks Expand Project Lightwell to Help Organizations Respond to Software Vulnerabilities

IBM

What Is Palo Alto Networks Stock’s (PANW) Maximum Potential?

2026-06-11T18:46:41.000Z - 4 weeks ago

What Is Palo Alto Networks Stock’s (PANW) Maximum Potential?

SpaceX: The AI IPO Wearing a Spacesuit

Jun 10, 2026, 7:59 AM EDT - 4 weeks ago

SpaceX: The AI IPO Wearing a Spacesuit

CRDO CRWD LITE ROBO SPCX TER THNQ

Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test

Jun 5, 2026, 4:19 PM EDT - 5 weeks ago

Mythos rejuvenated the cybersecurity sector. Earnings put the recent rally to the test

CRWD

Palo Alto's Stock Rally Hits Pause After Earnings. Stick With Our Recent Pick.

Jun 4, 2026, 4:18 AM EDT - 5 weeks ago

Palo Alto's Stock Rally Hits Pause After Earnings. Stick With Our Recent Pick.

Palo Alto beats estimates, but stock slips despite AI security boom

Jun 3, 2026, 11:58 AM EDT - 5 weeks ago

Palo Alto beats estimates, but stock slips despite AI security boom

Three reasons Palo Alto Networks' stock is falling in the face of upbeat earnings

Jun 3, 2026, 10:07 AM EDT - 5 weeks ago

Three reasons Palo Alto Networks' stock is falling in the face of upbeat earnings

Intel, Marvell, Palo Alto, and More Stocks That Explain Today's Market

Jun 3, 2026, 7:29 AM EDT - 5 weeks ago

Intel, Marvell, Palo Alto, and More Stocks That Explain Today's Market

INTC MRVL

Palo Alto Networks CEO Nikesh Arora goes one-on-on with Jim Cramer

Jun 2, 2026, 7:54 PM EDT - 5 weeks ago

Palo Alto Networks CEO Nikesh Arora goes one-on-on with Jim Cramer

Palo Alto CEO says customer meeting requests have surged amid AI security concerns

Jun 2, 2026, 6:55 PM EDT - 5 weeks ago

Palo Alto CEO says customer meeting requests have surged amid AI security concerns

Palo Alto Networks' stock is rising as earnings show AI is a friend, not a foe

Jun 2, 2026, 5:21 PM EDT - 5 weeks ago

Palo Alto Networks' stock is rising as earnings show AI is a friend, not a foe

Palo Alto raises annual forecasts on strong AI cybersecurity demand, shares surge

Jun 2, 2026, 4:52 PM EDT - 5 weeks ago

Palo Alto raises annual forecasts on strong AI cybersecurity demand, shares surge

Palo Alto Networks Earnings Call Transcript: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 5 weeks ago

Palo Alto Networks Earnings Call Transcript: Q3 2026

Palo Alto Networks Slides: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 5 weeks ago

Palo Alto Networks Slides: Q3 2026

Palo Alto Networks Earnings release: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 5 weeks ago

Palo Alto Networks Earnings release: Q3 2026

Palo Alto Networks Quarterly report: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 5 weeks ago

Palo Alto Networks Quarterly report: Q3 2026

Palo Alto Networks Revenue Rises as Customers Beef Up Cyber Defenses

Jun 2, 2026, 4:24 PM EDT - 5 weeks ago

Palo Alto Networks Revenue Rises as Customers Beef Up Cyber Defenses

Palo Alto Networks pops 12% on earnings beat, rosy guidance

Jun 2, 2026, 4:20 PM EDT - 5 weeks ago

Palo Alto Networks pops 12% on earnings beat, rosy guidance

Palo Alto Networks Reports Fiscal Third Quarter 2026 Financial Results

Jun 2, 2026, 4:05 PM EDT - 5 weeks ago

Palo Alto Networks Reports Fiscal Third Quarter 2026 Financial Results

Palo Alto Reports Earnings as It Prepares for AI Security

Jun 2, 2026, 1:00 AM EDT - 6 weeks ago

Palo Alto Reports Earnings as It Prepares for AI Security

Here's How Much Traders Expect Palo Alto Networks Stock to Move After Earnings

May 31, 2026, 7:50 AM EDT - 6 weeks ago

Here's How Much Traders Expect Palo Alto Networks Stock to Move After Earnings

These S&P 500 stocks have soared the most during the AI-driven May rally

May 29, 2026, 1:06 PM EDT - 6 weeks ago

These S&P 500 stocks have soared the most during the AI-driven May rally

AKAM AMD APP CRWD CSCO DDOG DELL

Earnings season slows but these 7 stocks pack explosive ‘sawtooth' volatility next week

May 28, 2026, 7:45 PM EDT - 6 weeks ago

Earnings season slows but these 7 stocks pack explosive ‘sawtooth' volatility next week

CIEN DG DOCU LULU M ULTA

Palo Alto and CrowdStrike Stocks Fall on Cybersecurity Gloom. That's an Opportunity.

May 27, 2026, 9:08 AM EDT - 6 weeks ago

Palo Alto and CrowdStrike Stocks Fall on Cybersecurity Gloom. That's an Opportunity.

CRWD

Three cybersecurity names Josh Brown added to his 'best stocks' list

May 21, 2026, 3:27 PM EDT - 7 weeks ago

Three cybersecurity names Josh Brown added to his 'best stocks' list

CRWD FTNT

Watch Palo Alto Gain Over 2,650% Via Institutional Inflows

May 20, 2026, 9:21 AM EDT - 7 weeks ago

Watch Palo Alto Gain Over 2,650% Via Institutional Inflows

5 Stocks That Keep Working Even When Markets Don't

May 19, 2026, 3:13 PM EDT - 7 weeks ago

5 Stocks That Keep Working Even When Markets Don't

AVGO IBM KMI TJX

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

May 19, 2026, 1:33 PM EDT - 2 months ago

Palo Alto Networks CEO says AI won't mean fewer engineers: 'I need more'

ServiceNow and Other Software Stocks Are Leading the Sector Out of the Abyss

May 19, 2026, 10:49 AM EDT - 2 months ago

ServiceNow and Other Software Stocks Are Leading the Sector Out of the Abyss

NOW IGM INTC SNDK

Palo Alto Networks hits a big milestone. Why cybersecurity stocks are so hot right now.

May 18, 2026, 5:42 PM EDT - 2 months ago

Palo Alto Networks hits a big milestone. Why cybersecurity stocks are so hot right now.

The Big 3: CRCL, TJX, PANW

May 18, 2026, 1:00 PM EDT - 2 months ago

The Big 3: CRCL, TJX, PANW

CRCL TJX

These 10 tech stocks have been models of consistency for a decade — none are chip stocks

May 18, 2026, 10:21 AM EDT - 2 months ago

These 10 tech stocks have been models of consistency for a decade — none are chip stocks

ADBE APPF FTNT INTU NOW QTWO SHOP

AI-driven cyberattacks will start to be the 'new norm' in months, Palo Alto warns

May 13, 2026, 2:17 PM EDT - 2 months ago

AI-driven cyberattacks will start to be the 'new norm' in months, Palo Alto warns

Palo Alto Networks Introduces Idira: the Next-Generation Identity Security Platform Built for the AI Enterprise

May 12, 2026, 10:00 AM EDT - 2 months ago

Palo Alto Networks Introduces Idira: the Next-Generation Identity Security Platform Built for the AI Enterprise

These 4 software stocks are pulling out of SaaSpocalypse now

May 9, 2026, 8:37 AM EDT - 2 months ago

These 4 software stocks are pulling out of SaaSpocalypse now

CRWD IGV MSFT ORCL

Palo Alto Networks' stock is basking in the glow of a cybersecurity revival

May 7, 2026, 3:03 PM EDT - 2 months ago

Palo Alto Networks' stock is basking in the glow of a cybersecurity revival

Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026

May 1, 2026, 8:30 AM EDT - 2 months ago

Palo Alto Networks to Announce Fiscal Third Quarter 2026 Financial Results on Tuesday, June 2, 2026

Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents

Apr 30, 2026, 4:10 PM EDT - 2 months ago

Palo Alto Networks to Acquire Portkey to Secure the Rise of AI Agents

CVSS scored these two Palo Alto CVEs as manageable. Chained, they gave attackers root access to 13,000 devices.

Apr 24, 2026, 5:34 PM EDT - 2 months ago

CVSS scored these two Palo Alto CVEs as manageable. Chained, they gave attackers root access to 13,000 devices.

AVGO, GOOGL, META, PANW & Other Stocks to Watch in SaaS-pocalypse Recovery

Apr 15, 2026, 6:00 PM EDT - 3 months ago

AVGO, GOOGL, META, PANW & Other Stocks to Watch in SaaS-pocalypse Recovery

AVGO GOOG GOOGL META

NWN Expands Palo Alto Networks Alliance With Prisma Access Monitoring Services to Streamline Security Operations at Scale

Apr 15, 2026, 9:00 AM EDT - 3 months ago

NWN Expands Palo Alto Networks Alliance With Prisma Access Monitoring Services to Streamline Security Operations at Scale

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

Apr 14, 2026, 9:55 AM EDT - 3 months ago

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

AMD ANET APP AVGO CIEN CRWD DDOG

Palo Alto Networks Completes Acquisition of Koi to Secure the Agentic Endpoint

Apr 14, 2026, 8:00 AM EDT - 3 months ago

Palo Alto Networks Completes Acquisition of Koi to Secure the Agentic Endpoint

Palo Alto Networks Founder Nir Zuk Targets Liberty Bank for AI Venture

Apr 13, 2026, 11:37 AM EDT - 3 months ago

Palo Alto Networks Founder Nir Zuk Targets Liberty Bank for AI Venture

L1some
L1some Jul. 14 at 5:08 PM
$PANW 450
0 · Reply
free2dream
free2dream Jul. 14 at 4:55 PM
$CRWD $PANW book some profits get yourself a farm! This AI hype won't last. 🙂 https://www.zillow.com/homedetails/58-Botsford-Hill-Rd-Newtown-CT-06470/82409896_zpid/
0 · Reply
23bobsmith23
23bobsmith23 Jul. 14 at 4:06 PM
$PANW $BUG $HACK $ZS $CRWD Hot sector
0 · Reply
fluffer
fluffer Jul. 14 at 4:04 PM
$PANW fukking seriously? It's only up $100 more since I sold. Lesson learned: don't try to front run the selloff, wait for it.
0 · Reply
SwingTraderPro1
SwingTraderPro1 Jul. 14 at 4:01 PM
I shared my software thesis weeks ago - and the signals were already there. The market usually leaves clues before the big rotation becomes obvious. You just have to slow down, watch price action, and recognize where institutions are quietly positioning. That’s exactly what happened with software: relative strength started appearing before the majority noticed the shift. You don’t need a complicated strategy. Follow the leaders. The strongest stocks often reveal where capital is moving before the crowd catches on. Keep an eye on the names showing strength: $IGV $CRWD $OKTA $PANW Leadership always shows up first. The next opportunity usually starts where strength appears before the headlines. Turn post notifications on to get an early entry i do not need to charge you because i actually make money trading
0 · Reply
WallStreetScout1
WallStreetScout1 Jul. 14 at 3:55 PM
GREAT DAY TO BE CONVICTED IN CYBERSECURITY 🚀 $IBM reinforced an important trend: Cybersecurity budgets remain resilient as enterprises accelerate AI infrastructure spending. At the same time, rapidly evolving cyber threats are making security more mission-critical than ever. AI adoption brings: More data exposure More attack surfaces Greater demand for real-time protection Security is becoming a core requirement, not a discretionary expense. Key names to watch: $CRWD $PANW $ZS $FTNT As enterprises invest heavily in AI transformation, the companies protecting that digital infrastructure could become long-term beneficiaries. Follow for more AI, cybersecurity, and technology market insights.
0 · Reply
MM1988
MM1988 Jul. 14 at 3:33 PM
$CRWD $IBM $PANW $ZS I love how nobody ever talks about Fortinet, when they think about Cybersecurity. Fortinet is the most shareholder friendly company out there
0 · Reply
durocali
durocali Jul. 14 at 3:31 PM
$PANW already well established and substantiated opinion before the below post... and remains relevant. easy hold and BTD process for me..
0 · Reply
longshortequities
longshortequities Jul. 14 at 3:27 PM
$PANW had an order to buy more at $330.50 and didn’t get filled 🥲
0 · Reply
MarketPulsee
MarketPulsee Jul. 14 at 3:27 PM
Cybersecurity is becoming a top priority for enterprise clients, according to the $IBM CEO. The market is reacting: $CRWD +9% 🟢 $PANW +5% 🟢 $ZS +5% 🟢 Enterprise spending is shifting. As AI adoption accelerates, companies are facing: → More data exposure → More attack surfaces → Greater compliance risks → Higher demand for real-time protection Security is no longer an optional IT expense — it’s becoming critical infrastructure. The winners may be the cybersecurity platforms that can protect enterprises in an increasingly AI-driven world. Watching $CRWD, $PANW, and $ZS closely.
0 · Reply
ivanhoff
ivanhoff Jul. 14 at 3:15 PM
New all-time highs for the cybersecurity ETF $HACK after strong moves in $CRWD $PANW $FTNT etc.
0 · Reply
leifstocks
leifstocks Jul. 14 at 2:43 PM
$PANW 370C 7/17 @2.48
0 · Reply
DailyWatcher_
DailyWatcher_ Jul. 14 at 2:33 PM
Software Is Quietly Becoming the Market Leader It's becoming increasingly clear that a specific group of software stocks wants to move higher. My takeaway: Focus on software on the long side. Lately, strength in memory, semis, and data centers has been sold into, while buyers continue rotating into cloud, software, and cybersecurity. Even with negative headlines this morning, relative strength in software continues to stand out. Watching: $DDOG $PANW $CRWD $NET $SNOW Relative strength, higher lows, and improving momentum continue to favor software over semiconductors. Until sector rotation changes, I'm following where institutional money appears to be flowing. The next setup is already taking shape. Stay connected. Visit my profile for more market insights, technical analysis, trade ideas, and high-conviction stock setups. 👉@DailyWatcher_
0 · Reply
StoneFoxCapital
StoneFoxCapital Jul. 14 at 2:31 PM
$NTSK makes sense, the other 2 are just ridiculously priced now. $CRWD $PANW
1 · Reply
topstockalerts
topstockalerts Jul. 14 at 2:20 PM
While IBM's disappointing preliminary Q2 results weighed on the broader enterprise software sector, Barclays believes the fallout could become a near-term positive for cybersecurity companies. Analyst Saket Kalia said the same enterprise capex shift that hurt IBM is driving stronger demand for network security products, as customers accelerate purchases of hardware-based firewalls ahead of expected price increases while responding to an increasingly hostile cyber threat environment. IBM said customers redirected spending late in the quarter toward servers, storage, and memory to secure supply before anticipated cost increases, and Barclays' channel checks indicate that firewall purchases have also accelerated as enterprises move to lock in pricing. Kalia expects this trend to benefit leading cybersecurity vendors including Fortinet, Palo Alto Networks, and Check Point, as security spending increasingly takes priority over other areas of enterprise IT. $FTNT $PANW $IBM
0 · Reply
cfromhertz
cfromhertz Jul. 14 at 1:55 PM
$PANW nice turn back +
0 · Reply
calmwater2000
calmwater2000 Jul. 14 at 1:53 PM
$NTSK $CRWD $PANW today is another great day for these stocks.
0 · Reply
bingotrader
bingotrader Jul. 14 at 12:37 PM
$CRWD $PANW massive repriotization spend on cybersecurity based on ibm memo
0 · Reply
Lucky0209
Lucky0209 Jul. 14 at 11:42 AM
$PANW Critical for AI security. Significant growth ahead!
0 · Reply
Lucky0209
Lucky0209 Jul. 14 at 11:41 AM
$PANW
0 · Reply
bingotrader
bingotrader Jul. 13 at 9:42 PM
$PANW $CRWD critical play in cyberwar against Iranian hackers
1 · Reply
StoneFoxCapital
StoneFoxCapital Jul. 13 at 7:43 PM
$CRWD priced for AI that isn't projected $PANW https://seekingalpha.com/article/4921660-crowdstrike-priced-for-ai-related-growth-that-has-limited-potential-to-occur
0 · Reply