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
parcha
parcha Aug. 6 at 12:30 AM
$CRWD $PANW $TJX $BURL $ROST https://www.cnbc.com/2026/08/05/cramer-markets-biggest-opportunities-room-for-multiple-winners.html
0 · Reply
MarketPulsee
MarketPulsee Aug. 5 at 11:01 PM
Stocks to Watch in August: $PLTR $125 → $258 $CRWD $202 → $400 $PANW $337 → $630 $NET $282 → $420 $DDOG $273 → $480 Software and cybersecurity remain two of the most important areas I’m watching. AI adoption is moving beyond chips and infrastructure. The next phase could be about the companies monetizing AI through enterprise software, cloud security, data platforms, and automation. Of course, price targets require execution, strong fundamentals, and continued demand. I’m watching these names closely as earnings and AI adoption continue to reshape the market.
0 · Reply
EquityResearch6
EquityResearch6 Aug. 5 at 8:15 PM
The biggest AI opportunities won’t come from watching one stock. They come from understanding the rotation. My framework for tracking the AI ecosystem: Cybersecurity $CIBR → $CRWD $PANW $FTNT The key insight: Capital rotates before the headlines arrive. When one part of the AI ecosystem gets crowded, money often moves into the next bottleneck. That’s why I track sector strength and weakness instead of chasing yesterday’s winners. The AI buildout is a multi-year cycle. The goal is finding where capital is moving before everyone notices. Follow my profile for more AI infrastructure, sector rotation, and next-generation technology analysis.
0 · Reply
parcha
parcha Aug. 5 at 3:48 PM
Jim Cramer's top 10 things to watch in the stock market Wednesday $PANW $CRWD Big price-target hike for Palo Alto Networks at Barclays. Analysts kept their buy rating and went to $370 from $315, though shares are already trading above that new target this morning. Cybersecurity stocks have caught fire in recent days as we’ve learned about more AI breaches. We raised our price target on Palo Alto and fellow Club name CrowdStrike yesterday. Most obvious AI winners in software. https://www.cnbc.com/2026/08/05/jim-cramers-top-10-things-to-watch-in-the-stock-market-wednesday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
0 · Reply
TeamSetupAlpha
TeamSetupAlpha Aug. 5 at 3:31 PM
I’ve made millions trading AI sector rotation. Save this. Keep it. It’s the framework I use to spot the next big opportunities. My edge? Following sector ETFs to track strength and weakness. Semiconductors Cybersecurity $CIBR $CRWD $PANW $FTNT Capital rotates into sectors long before most investors recognize it. That’s how we plan to get there ahead of the crowd.
0 · Reply
DeepValueStocks
DeepValueStocks Aug. 5 at 3:16 PM
$PANW You know what to do Rev Growth P/S Debt Technology PANW 20-23% 23 over $2B not too shabby S 20-23% 6 0 marvelous https://www.sentinelone.com/vs/palo-alto-networks/ *Sentinel One(S) has $812M in cash plus an estimated $250-$300M stake in Anthropic, according to Oppenheimer If Sentinel One(S) traded at the same P/S ratio as PANW, Sentinel One's share price would rise to approximately $71/sh
3 · Reply
TalkMarkets
TalkMarkets Aug. 5 at 3:14 PM
#NVIDIA Forms Open Secure #AI Alliance To Build Shared Cyber Defenses $NVDA Also Mentions: $IBM $MSFT $PANW $SPCX https://talkmarkets.com/article/nvidia-forms-open-secure-ai-alliance-to-build-shared-cyber-defenses-1785464550
0 · Reply
yellowstar16
yellowstar16 Aug. 5 at 2:07 PM
$PANW 3rd largest holding in my long portfolio. .. Ride to much higher elevations. Onward and upward to 400
0 · Reply
hyenacorp
hyenacorp Aug. 5 at 2:02 PM
$PANW
1 · Reply
TeamSetupAlpha
TeamSetupAlpha Aug. 5 at 1:53 PM
I've been pounding the table on software for a reason. The biggest winners rarely move alone-they rotate as a sector. That's where smart money leaves its fingerprints. Lately, my RS scans keep lighting up with software leaders at the same time. That's not random... that's capital rotation. Build the watchlist, stay patient, and let the setup come to you. Watching: $OKTA $CRWD $PANW $DDOG The next alert is almost here. Without notifications on, you’ll likely miss the move until it’s already underway.
0 · Reply
Latest News on PANW
Palo Alto Networks price target raised to $370 from $315 at Barclays

2026-08-05T09:20:55.000Z - 18 hours ago

Palo Alto Networks price target raised to $370 from $315 at Barclays

How Palo Alto Wants AI to Patch Cyber Threats in Hours

Aug 4, 2026, 2:13 PM EDT - 1 day ago

How Palo Alto Wants AI to Patch Cyber Threats in Hours

FireMon Integrates with Palo Alto Networks to Help Enterprises Strengthen Security Policy Governance Across Hybrid Environments

Aug 4, 2026, 9:00 AM EDT - 1 day ago

FireMon Integrates with Palo Alto Networks to Help Enterprises Strengthen Security Policy Governance Across Hybrid Environments

Palo Alto Networks price target raised to $400 from $350 at Oppenheimer

2026-08-04T11:37:11.000Z - 1 day ago

Palo Alto Networks price target raised to $400 from $350 at Oppenheimer

Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on Tuesday, September 1, 2026

Aug 3, 2026, 8:30 AM EDT - 2 days ago

Palo Alto Networks to Announce Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results on Tuesday, September 1, 2026

AT&T, Palo Alto Networks expand collaboration

2026-07-29T14:55:29.000Z - 7 days ago

AT&T, Palo Alto Networks expand collaboration

CHT T

Palo Alto Networks (PANW) Price Forecast: Is a Deeper Correction Taking Shape?

Jul 27, 2026, 5:11 PM EDT - 9 days ago

Palo Alto Networks (PANW) Price Forecast: Is a Deeper Correction Taking Shape?

Palo Alto Networks price target raised to $420 from $330 at BofA

2026-07-27T11:40:49.000Z - 9 days ago

Palo Alto Networks price target raised to $420 from $330 at BofA

Palo Alto Networks (PANW) CEO Calls OpenAI’s Rogue AI Hack the ‘Next Level of Cyber Incidents’

2026-07-23T13:19:36.000Z - 13 days ago

Palo Alto Networks (PANW) CEO Calls OpenAI’s Rogue AI Hack the ‘Next Level of Cyber Incidents’

CBTS Achieves Palo Alto Networks Advanced Specializations Across Network, Cloud, and Security Operations

Jul 22, 2026, 9:00 AM EDT - 14 days ago

CBTS Achieves Palo Alto Networks Advanced Specializations Across Network, Cloud, and Security Operations

Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative' on Software Stocks. These Are Their Picks

Jul 21, 2026, 5:46 PM EDT - 15 days ago

Morgan Stanley Analysts Say Sentiment Has Gotten ‘Too Negative' on Software Stocks. These Are Their Picks

CRWD DDOG IGV MSFT NET NOW SHOP

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Jul 21, 2026, 4:10 PM EDT - 15 days ago

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

Jul 21, 2026, 3:42 PM EDT - 15 days ago

Palo Alto slips 3%: Why this analyst still sees it as a top cyber pick

Palo Alto Networks price target raised to $425 from $320 at Argus

2026-07-21T12:55:45.000Z - 15 days ago

Palo Alto Networks price target raised to $425 from $320 at Argus

Why Palo Alto Stock Can Be a Big Winner in Cybersecurity's New AI Era

Jul 21, 2026, 8:51 AM EDT - 15 days ago

Why Palo Alto Stock Can Be a Big Winner in Cybersecurity's New AI Era

Palo Alto target raised, named Top Pick in cybersecurity at Morgan Stanley

2026-07-21T12:15:46.000Z - 15 days ago

Palo Alto target raised, named Top Pick in cybersecurity at Morgan Stanley

Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts

Jul 18, 2026, 5:30 AM EDT - 18 days ago

Nvidia, Micron lead 4 cash-rich stocks with rising profit forecasts

MU NVDA CRWD

Palo Alto Networks' stock has been on a tear — and it could go even higher, according to these bulls

Jul 16, 2026, 1:42 PM EDT - 20 days ago

Palo Alto Networks' stock has been on a tear — and it could go even higher, according to these bulls

PANW vs. CRWD: Analysts Like Both, but Wall Street Prefers One

2026-07-16T15:32:02.000Z - 20 days ago

PANW vs. CRWD: Analysts Like Both, but Wall Street Prefers One

C COF CRWD

Capital One upgrades Palo Alto to Overweight on AI buildouts

2026-07-16T11:10:37.000Z - 20 days ago

Capital One upgrades Palo Alto to Overweight on AI buildouts

Palo Alto Networks upgraded to Overweight from Equalweight at Capital One

2026-07-16T09:10:21.000Z - 20 days ago

Palo Alto Networks upgraded to Overweight from Equalweight at Capital One

Palo Alto Networks price target raised to $430 from $245 at Tigress Financial

2026-07-15T15:35:12.000Z - 21 days ago

Palo Alto Networks price target raised to $430 from $245 at Tigress Financial

3 stocks riding the wave from IBM's earnings disaster

Jul 15, 2026, 4:52 AM EDT - 21 days ago

3 stocks riding the wave from IBM's earnings disaster

CHKP FTNT

Cybersecurity stocks rally on AI spending change comments from IBM's Krishna

Jul 14, 2026, 2:41 PM EDT - 22 days ago

Cybersecurity stocks rally on AI spending change comments from IBM's Krishna

CRWD NTSK OKTA S SAIL ZS

PANW, FTNT, CHKP: Palo Alto, Fortinet, Check Point Gain as IBM Stock Plunges — Here’s Why

2026-07-14T18:21:02.000Z - 22 days ago

PANW, FTNT, CHKP: Palo Alto, Fortinet, Check Point Gain as IBM Stock Plunges — Here’s Why

BCS CHKP FTNT IBM

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

2026-07-14T16:50:48.000Z - 22 days 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 - 23 days ago

Lumen announces Lumen Advanced ADMR for Palo Alto

LUMN

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

Jul 9, 2026, 1:10 PM EDT - 27 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 - 27 days ago

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

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

Jul 8, 2026, 7:15 AM EDT - 4 weeks 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 - 4 weeks ago

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

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

Jul 6, 2026, 8:00 PM EDT - 4 weeks 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 - 4 weeks 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 - 4 weeks ago

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

ADBE CDNS CRM CRWD DDOG IOT MSFT

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

Jun 30, 2026, 4:13 PM EDT - 5 weeks 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 - 5 weeks 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 - 5 weeks ago

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

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 - 5 weeks ago

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

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

Jun 24, 2026, 9:00 AM EDT - 6 weeks ago

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

IBM

SpaceX: The AI IPO Wearing a Spacesuit

Jun 10, 2026, 7:59 AM EDT - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months ago

Palo Alto Networks Earnings Call Transcript: Q3 2026

Palo Alto Networks Slides: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months ago

Palo Alto Networks Slides: Q3 2026

Palo Alto Networks Earnings release: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months ago

Palo Alto Networks Earnings release: Q3 2026

Palo Alto Networks Quarterly report: Q3 2026

Jun 2, 2026, 4:30 PM EDT - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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 - 2 months 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

parcha
parcha Aug. 6 at 12:30 AM
$CRWD $PANW $TJX $BURL $ROST https://www.cnbc.com/2026/08/05/cramer-markets-biggest-opportunities-room-for-multiple-winners.html
0 · Reply
MarketPulsee
MarketPulsee Aug. 5 at 11:01 PM
Stocks to Watch in August: $PLTR $125 → $258 $CRWD $202 → $400 $PANW $337 → $630 $NET $282 → $420 $DDOG $273 → $480 Software and cybersecurity remain two of the most important areas I’m watching. AI adoption is moving beyond chips and infrastructure. The next phase could be about the companies monetizing AI through enterprise software, cloud security, data platforms, and automation. Of course, price targets require execution, strong fundamentals, and continued demand. I’m watching these names closely as earnings and AI adoption continue to reshape the market.
0 · Reply
EquityResearch6
EquityResearch6 Aug. 5 at 8:15 PM
The biggest AI opportunities won’t come from watching one stock. They come from understanding the rotation. My framework for tracking the AI ecosystem: Cybersecurity $CIBR → $CRWD $PANW $FTNT The key insight: Capital rotates before the headlines arrive. When one part of the AI ecosystem gets crowded, money often moves into the next bottleneck. That’s why I track sector strength and weakness instead of chasing yesterday’s winners. The AI buildout is a multi-year cycle. The goal is finding where capital is moving before everyone notices. Follow my profile for more AI infrastructure, sector rotation, and next-generation technology analysis.
0 · Reply
parcha
parcha Aug. 5 at 3:48 PM
Jim Cramer's top 10 things to watch in the stock market Wednesday $PANW $CRWD Big price-target hike for Palo Alto Networks at Barclays. Analysts kept their buy rating and went to $370 from $315, though shares are already trading above that new target this morning. Cybersecurity stocks have caught fire in recent days as we’ve learned about more AI breaches. We raised our price target on Palo Alto and fellow Club name CrowdStrike yesterday. Most obvious AI winners in software. https://www.cnbc.com/2026/08/05/jim-cramers-top-10-things-to-watch-in-the-stock-market-wednesday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
0 · Reply
TeamSetupAlpha
TeamSetupAlpha Aug. 5 at 3:31 PM
I’ve made millions trading AI sector rotation. Save this. Keep it. It’s the framework I use to spot the next big opportunities. My edge? Following sector ETFs to track strength and weakness. Semiconductors Cybersecurity $CIBR $CRWD $PANW $FTNT Capital rotates into sectors long before most investors recognize it. That’s how we plan to get there ahead of the crowd.
0 · Reply
DeepValueStocks
DeepValueStocks Aug. 5 at 3:16 PM
$PANW You know what to do Rev Growth P/S Debt Technology PANW 20-23% 23 over $2B not too shabby S 20-23% 6 0 marvelous https://www.sentinelone.com/vs/palo-alto-networks/ *Sentinel One(S) has $812M in cash plus an estimated $250-$300M stake in Anthropic, according to Oppenheimer If Sentinel One(S) traded at the same P/S ratio as PANW, Sentinel One's share price would rise to approximately $71/sh
3 · Reply
TalkMarkets
TalkMarkets Aug. 5 at 3:14 PM
#NVIDIA Forms Open Secure #AI Alliance To Build Shared Cyber Defenses $NVDA Also Mentions: $IBM $MSFT $PANW $SPCX https://talkmarkets.com/article/nvidia-forms-open-secure-ai-alliance-to-build-shared-cyber-defenses-1785464550
0 · Reply
yellowstar16
yellowstar16 Aug. 5 at 2:07 PM
$PANW 3rd largest holding in my long portfolio. .. Ride to much higher elevations. Onward and upward to 400
0 · Reply
hyenacorp
hyenacorp Aug. 5 at 2:02 PM
$PANW
1 · Reply
TeamSetupAlpha
TeamSetupAlpha Aug. 5 at 1:53 PM
I've been pounding the table on software for a reason. The biggest winners rarely move alone-they rotate as a sector. That's where smart money leaves its fingerprints. Lately, my RS scans keep lighting up with software leaders at the same time. That's not random... that's capital rotation. Build the watchlist, stay patient, and let the setup come to you. Watching: $OKTA $CRWD $PANW $DDOG The next alert is almost here. Without notifications on, you’ll likely miss the move until it’s already underway.
0 · Reply
Trihard_Cx
Trihard_Cx Aug. 5 at 1:38 PM
$RBRK $NET $CRWD $PANW Cloudflair earnings are tomorrow. Last time it tanked the entire cyber sector since it dropped 20%. Anyone selling on this run up?
2 · Reply
Stocktwits52wHighs
Stocktwits52wHighs Aug. 5 at 1:31 PM
$PANW printed a new 52-week high today
0 · Reply
Kgibson71
Kgibson71 Aug. 5 at 1:30 PM
$PANW 400+ on the way ! I’ll say within a week
0 · Reply
liteprofitl_b
liteprofitl_b Aug. 5 at 1:27 PM
Trade Ideas | 8/5/26 These trade ideas are shared to provide structure, not signals. Use them as areas of interest and allow price action to confirm your thesis before entering. Every trade should align with your own plan, risk management, and execution criteria. Remember: • Wait for confirmation. • Define your risk. • Don't chase price. Market conditions can change quickly, and all entries are subject to change. $NBIS $CRWD $SMH $PANW
0 · Reply
buddyopalosam
buddyopalosam Aug. 5 at 1:00 PM
$PANW Cannot justify the current valuation on this one.
0 · Reply
BillyBarue
BillyBarue Aug. 5 at 12:06 PM
$CRWD $PANW Supa
0 · Reply
PickAlpha
PickAlpha Aug. 5 at 11:59 AM
4/8: Palantir rallies after Q2 revenue +93% YoY to $1.94B beats; commercial +149% and govt +90% as ‘sovereign AI’ demand accelerates; raises FY revenue to $8.15B–$8.158B and commercial >$3.424B. $PLTR $IGV $QQQ $MSFT $PANW PickAlpha View: Expect continued dispersion within AI, with investors rewarding clearer near-term revenue conversion and penalizing outcomes that miss elevated expectations or extend cash-burn narratives.
0 · Reply
blueblood12
blueblood12 Aug. 5 at 11:20 AM
$CDW $DELL $HPQ $CSCO $PANW CDW Earnings Results Massive Beat Results: 🔹 Adj. EPS: $2.91 (Expected $2.80) 🟢. 11.92% increase compared to $2.60 last year. 🔹 Revenue: $6.572B (Expected $6.206B) 🟢. 9.95% increase compared to $5.977B last year. Comments: 🔸 CDW delivered a clean beat on both EPS and revenue. There's a 3.93% overrun on EPS and 5.90% on sales. This shows the result stems from operational strength, not chance.
0 · Reply
Aeludo
Aeludo Aug. 5 at 9:52 AM
$PANW just send it as usual I suppose !
0 · Reply
CarolMontpas851
CarolMontpas851 Aug. 5 at 9:14 AM
$RTX $BABA $RY $PANW $WFC RTX benefits from defense spending, Alibaba expands cloud and e-commerce, Royal Bank of Canada remains financially strong, Palo Alto Networks leads cybersecurity, and Wells Fargo continues operational improvements.
0 · Reply
StockPlaza
StockPlaza Aug. 5 at 4:22 AM
$ANET beat should help $CRWD $PANW $RBRK imo
3 · Reply