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PANW News30 articles
CrowdStrike Shares Rally 8% on AI Cybersecurity Optimism Amid Insider Sale
CrowdStrike shares jumped 8% as AI cybersecurity names rebounded, with CEO George Kurtz selling 5,000 shares under a pre-set plan. Q1 fiscal 2027 earnings are set for June 3.
Technology
Palo Alto Networks Warns of Active Exploitation in PAN-OS Firewall Flaw
Palo Alto Networks reports active exploitation of a critical PAN-OS firewall flaw, CVE-2026-0300, with patches rolling out May 13. CISA adds the bug to its exploited list.
Technology
Dow Slides Below 50,000 as Oil Volatility and Chip Selloff Weigh on Market
The Dow fell 313 points to close below 50,000 amid oil volatility and a chip stock selloff. Nvidia and Microsoft gained, while jobless claims rose and the Fed signaled rates on hold.
Markets
Dow Jones Slips Below 50,000 as Chip Stocks Drag, Focus Shifts to Jobs Data
The Dow Jones Industrial Average fell below 50,000 on Thursday as chip stocks retreated and investors awaited the monthly jobs report.
Markets
Dow Dips Below 50,000 as Oil Drop Weighs on Energy Stocks
The Dow slipped below 50,000 by midday Thursday as oil prices fell nearly 3% on hopes for a U.S.-Iran deal, dragging energy shares lower.
Markets
Fortinet Surges on AI-Driven Security Demand and Upbeat Outlook
Fortinet (FTNT) shares surged up to 24% after hours following a Q1 earnings beat and raised full-year outlook, fueled by robust demand for AI-driven security solutions.
Earnings
Palo Alto Networks Surges on Japan AI Cyber Task Force Announcement
Palo Alto Networks shares gained 3.08% on Friday following Japan's creation of a financial-sector cybersecurity task force, driven by concerns over AI-powered threats from Anthropic's Mythos model.
Regulation
Wolfe Research Upgrades CrowdStrike, Sees AI-Driven Cybersecurity Spending Surge
CrowdStrike shares advanced in premarket trading following an upgrade by Wolfe Research, which anticipates heightened cybersecurity investment driven by new AI threats. The firm set a $450 price target.
Technology
CrowdStrike Gains Amid AI Security Push, Resilient Cyber Spending
CrowdStrike shares advanced as enterprise cybersecurity spending remains stable. The firm expanded AI integrations and reported 22% revenue growth for fiscal 2026.
Technology
Morgan Stanley Boosts CrowdStrike Rating on Strong Growth Outlook
Morgan Stanley upgraded CrowdStrike to overweight, raising its price target to $510, as the cybersecurity firm projected fiscal 2027 revenue above Wall Street estimates.
Technology
Netskope Launches AI Security Guardrails Ahead of Key Earnings Report
Netskope has made its AI Guardrails product generally available, positioning the launch just before its March 11 AI event and Q4 earnings report. The company aims to help businesses secure generative AI use.
Technology
CrowdStrike Posts Strong Q4, Guides Higher Amid AI Security Focus
CrowdStrike Holdings reported fourth-quarter results that exceeded profit expectations and raised its annual recurring revenue target. The cybersecurity firm also issued forward-looking revenue guidance for fiscal 2027 and disclosed new share repurchases.
Earnings
CrowdStrike Stock Gains on Strong Q4 Results and Upbeat Long-Term Targets
CrowdStrike reported better-than-expected fourth-quarter results, with annual recurring revenue exceeding $5 billion. The company provided a robust long-term forecast through fiscal 2027, sending shares higher in extended trading.
Earnings
Palo Alto Networks Stock Rebounds on CyberArk Note Repurchase Deadline
Palo Alto Networks stock gained 4.6% to $158.01 Friday, recovering from post-earnings declines. The cybersecurity firm set a March 20 deadline for CyberArk noteholders to exercise cash repurchase rights following its recent acquisition.
Technology
Palo Alto Networks Braces for 8% Earnings Volatility Amid CyberArk Integration
Palo Alto Networks stock closed at $166.95 Friday, up 2.5%, with options pricing an 8.3% swing around Tuesday's earnings report. The cybersecurity firm recently completed its CyberArk acquisition.
Earnings
HSBC Upgrade Lifts CrowdStrike Ahead of Key Earnings Report
CrowdStrike shares climbed 4.4% to $429.64 Friday following an HSBC upgrade to 'buy' with a $446 price target. The cybersecurity firm reports earnings March 3 during a holiday-shortened trading week.
Technology
Palo Alto Networks Earnings Preview: Options Signal 8% Post-Report Volatility
Palo Alto Networks stock gained 2.5% Friday as traders positioned for earnings, with options markets implying an 8% swing. The cybersecurity firm reports Q2 results Tuesday after the Presidents Day holiday.
Earnings
Applied Materials Surges on AI Chip Demand Forecast; Tech Sector Wavers
Applied Materials shares rallied sharply Friday following an optimistic forecast tied to artificial intelligence infrastructure spending, even as the broader technology sector faced weekly losses amid market volatility.
Technology
Cloud ETFs Gain on Softer Inflation Data Ahead of Holiday
Cloud-focused exchange-traded funds advanced roughly 2.6% on Friday, led by the First Trust Cloud Computing ETF (SKYY), following softer U.S. inflation figures and a dip in Treasury yields. Trading resumes Tuesday after the Presidents Day holiday.
Markets
CrowdStrike Gains on HSBC Upgrade Ahead of Earnings
CrowdStrike shares climbed 4.4% Friday following an upgrade to buy by HSBC, which set a $446 price target. Trading volume exceeded the 50-day average.
Technology
Cloud ETFs Rally on Cooling Inflation, Palo Alto Earnings Loom
Major cloud computing ETFs surged Friday after a cooler-than-expected inflation report lifted rate-sensitive tech stocks. Attention now turns to Palo Alto Networks' quarterly results due after Tuesday's close.
Markets
Palo Alto Networks Gains on CyberArk Acquisition Close Ahead of Earnings
Palo Alto Networks shares edged higher premarket after finalizing its $25 billion purchase of CyberArk. Investors now await quarterly results for details on integration costs and updated guidance.
Technology
AI Sector Diverges: Chipmakers Gain as Software Stocks Retreat
AI stocks moved in opposite directions Wednesday, with semiconductor names like Nvidia rising while software giants Microsoft and Alphabet declined. Investors rotated ahead of key inflation data and earnings.
Markets
ServiceNow Leads Software Rebound as Analysts Cite AI Overreaction
ServiceNow shares climbed 2.5% to $106.48, leading a broader software recovery after a recent selloff. JPMorgan and Morgan Stanley analysts attributed the decline to sentiment-driven AI fears rather than fundamental weakness.
Technology
Palo Alto Networks Shares Edge Lower as CyberArk Acquisition Nears Deadline
Palo Alto Networks stock dipped slightly in extended trading as Nasdaq set a halt for CyberArk ahead of the merger's expected close. Stifel reduced its price target ahead of earnings.
Technology
CrowdStrike Leads Cybersecurity Rebound as Analysts See AI Selloff Overblown
CrowdStrike shares advanced 2.2% Tuesday, leading cybersecurity peers higher. Major banks labeled the recent AI-driven software selloff as sentiment-driven and overdone, creating potential opportunities.
Technology
Cisco Unveils AI Networking Chip, Rivals Slip on China and Capex Concerns
Cisco introduced a new networking chip for AI data centers, intensifying competition with Nvidia and Broadcom. Meanwhile, AI hardware stocks faced pressure from U.S.-China licensing scrutiny and investor worries over capital spending.
Technology
CyberArk Trading Halted Ahead of Palo Alto Networks Acquisition Close
CyberArk shares traded near $410 as Nasdaq announced an after-hours halt, with the Palo Alto Networks acquisition set to close before Wednesday's market open. The deal values CyberArk at approximately $412 per share.
Technology
Palo Alto Networks Gains Ahead of CyberArk Merger Close, Eyes Earnings
Palo Alto Networks shares edged higher as Nasdaq set a timeline for the closure of its $25 billion acquisition of CyberArk, with investors looking to upcoming earnings for integration signals.
Technology
CyberArk Nears Final Trading Day as Palo Alto Merger Approaches Close
CyberArk shares advanced after Nasdaq indicated its acquisition by Palo Alto Networks is scheduled to conclude before market open on February 11, with trading suspension to follow.
Technology