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As of Oct 24, 9:32 PM ET ·
PANW News30 articles
Palo Alto Networks Slips 3% as Bernstein Flags Limited Upside
Palo Alto Networks stock dropped 3.1% after Bernstein downgraded it to Market Perform, setting a $351 price target, citing limited upside after a massive rally.
Analysis
Cybersecurity Stocks Surge as AI Safety Concerns Mount
SentinelOne led a 14% cybersecurity rally as investors bet on AI safety concerns. The stock's surge reflects hopes for increased security spending, but GAAP losses remain a concern.
Markets
Palo Alto Networks Surges 12% as Cybersecurity Sector Rallies
Palo Alto Networks (PANW) shares jumped 12% Monday, lifting its market value to $304B. The rally was part of a sector-wide surge, but valuation now requires strong execution.
Analysis
Small Caps Lead Market Rebound as Wall Street Breaks Losing Streak
Wall Street rebounded Wednesday, ending a three-day losing streak. The Russell 2000 led gains, rising 1.1%, while Snowflake surged 22% in after-hours trading.
Markets
Palo Alto Networks Stock Slips 9% on GAAP Loss Despite Strong Sales
Palo Alto Networks stock dropped 9.3% despite 34% revenue growth, as a GAAP net loss of $282 million overshadowed strong sales. FY2027 guidance projects 23-24% growth.
Earnings
Small Caps Lead Wall Street Rebound as Three-Day Slide Ends
Wall Street snapped a three-day losing streak, led by small caps. The Russell 2000 jumped 1.13%, while Dell and Snowflake surged on strong results.
Markets
Small Caps Lead Wall Street Rebound, But Market Internals Stay Weak
The Russell 2000 climbed 1.13% on Wednesday, leading a broad market rebound, yet new lows continued to outpace highs. Dell surged on strong guidance, while ADP data showed sluggish hiring.
Markets
Small Caps Lead Rally as Broader Market Gains Momentum
Small-cap stocks surged 1.3%, with the Russell 2000 outperforming the S&P 500 by 0.83 percentage point, as trading volume favored smaller companies.
Markets
Small Caps Surge 1.2% as Trading Volume Signals Broad Risk Appetite
Small-cap stocks outperformed on Tuesday, with the Russell 2000 up 1.2% on unusually high volume, while materials led sectors and tech lagged. ADP payrolls missed forecasts, but oil's rise above $90 remains a risk.
Markets
Palo Alto Networks Slides on Softer Growth Outlook
Palo Alto Networks shares dropped 2.2% after projecting 23-24% revenue growth for fiscal 2027, signaling a slowdown from Q4's 34.5% surge. Despite beating estimates, investors focused on the deceleration.
Earnings
Tech Futures Dip as Oil Holds Above $90, Rate Concerns Persist
Nasdaq-100 futures fell 0.19% as oil above $90 and Treasury yields near 4.8% kept rate risk in focus. Dell jumped 10% on record revenue; MongoDB dropped 14%.
Markets
Dell Surges on AI Server Demand; MongoDB Slides Despite Strong Growth
Dell surged 8.7% after record AI server orders, while MongoDB dropped 12% despite strong growth. Tech stocks were mixed as oil prices and Treasury yields rose.
Earnings
Palo Alto Networks Stock Plunges 6.4% Ahead of Q4 Earnings
Palo Alto Networks shares fell 6.4% to $357.61, wiping out about $20 billion in market value ahead of its fiscal Q4 earnings report due after the close.
Earnings
Fidelity's FDTX Dips After Fee Increase, Active vs. Passive Debate Heats Up
Fidelity's Disruptive Technology ETF (FDTX) fell 0.2% after a fee increase, even as it posted a 42% YTD gain. The active fund's higher costs are under scrutiny against passive rivals.
Markets
Nasdaq Slips 0.1% as Rising Yields Test Earnings Support
The Nasdaq Composite slipped 0.12% on Monday as Treasury yields climbed to 4.75%. This week's payroll data and tech earnings will test market resilience.
Markets
CrowdStrike Shares Jump 4% on Record ARR, But Valuation Raises Eyebrows
CrowdStrike shares jumped 4% after reporting record annual recurring revenue of $5.84 billion, up 25% year-over-year. Revenue grew 26% to $1.47 billion, but the stock's rich valuation at 40x sales remains a concern.
Earnings
CrowdStrike Options Flag $15B Swing as Q2 Earnings Loom
CrowdStrike dropped 2.8% before Q2 results. Options imply an 8% swing, about $15B in market cap. ARR and AI security demand in focus.
Earnings
CrowdStrike Slips 5.3% Ahead of Earnings; Options Signal 10% Move
CrowdStrike shares dropped 5.3% to $201.58 ahead of its Aug 26 earnings, with options pricing a 10% move. The decline is a pre-earnings de-risking, not a post-results verdict.
Earnings
Palo Alto Networks Holds Steady Amid China Review, Valuation Scrutiny
Palo Alto Networks (PANW) shares ended the week up 9.7% despite a China review, with analysts focusing on underlying growth and valuation concerns.
Analysis
Palo Alto Networks Shares Surge 10% on Strong Organic Growth Metrics
Palo Alto Networks (PANW) shares rallied 9.65% this week to $363.86, buoyed by strong organic growth metrics and upbeat Q4 guidance, even as China launched a cybersecurity review.
Markets
Cloudflare Stock Soars 16% on AI-Driven Q2 Beat, Raised Outlook
Cloudflare (NET) jumped 16% premarket after Q2 revenue growth accelerated to 36% and full-year guidance exceeded expectations, driven by AI-led demand and strong customer expansion.
Earnings
Fortinet Shares Jump 11% After Hours on Strong Billings and Raised Guidance
Fortinet shares jumped 11.1% in after-hours trading after the cybersecurity firm reported Q2 results that beat estimates and raised its 2026 guidance.
Earnings
CrowdStrike surges $23 billion after IBM flags cybersecurity worries
CrowdStrike surged $23 billion in market cap after IBM cited cybersecurity worries. Shares jumped 12% to $210.73, leading the S&P 500, as ARR targets for Q2 loom.
Technology
Okta Surges $2.4B as Cybersecurity Demand Outpaces IBM's Cloud Spending Warning
Okta shares surged 10% to $153.55, adding $2.4B in equity value as cybersecurity demand remains robust despite IBM flagging broad cyber concerns that are slowing software budgets.
Markets
CrowdStrike Surges $18.4B in Market Cap After Inflation Data Fuels Rally
CrowdStrike surged 9.6% on Tuesday, adding $18.4B to its market cap as cooler inflation data ignited a broad tech rally. The stock now trades near its split-adjusted high.
Markets
CrowdStrike Loses $11 Billion in Market Cap, Stock Plunges 5.5%
CrowdStrike shares dropped 5.5% on Friday, erasing $11 billion in market value—double its annual recurring revenue—amid a broader sector decline.
Markets
Palo Alto Networks Hits New High as Valuation and Index Entry Drive Gains
Palo Alto Networks (PANW) reached a new 52-week high, supported by robust valuation metrics and a staged entry into the TA-35 index, which will temper initial passive fund inflows.
Markets
Zscaler's Post-Earnings Rally Sparks Valuation Debate Ahead of Holiday Lull
Zscaler shares jumped 11.4% over four trading sessions, driving its market cap to $23.68 billion and sparking debate on its ARR multiple ahead of a holiday-shortened week.
Technology
Palo Alto Networks (PANW) Set for Staged Entry into Tel Aviv Indices After 14% Rally
Palo Alto Networks (PANW) will begin a staged inclusion in the Tel Aviv Stock Exchange's TA-35 and TA-125 indices on August 6, starting with a 1.25% effective weight after a 14.4% weekly gain.
Markets
CrowdStrike Stock Split Cuts Lot Cost to $19,300
CrowdStrike's 4-for-1 stock split lowers the cost of a 100-share lot to about $19,319, while the company's market cap stays near $199 billion.
Technology