A month has gone by since the last earnings report for Palo Alto Networks (PANW) . Shares have added about 10.9% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Palo Alto due for a pullback? Well, first let's take a quick look at its latest earnings report in order to get a better handle on the recent catalysts for Palo Alto Networks, Inc. before we dive into how investors and analysts have reacted as of late.Palo Alto Netw ...

Key Takeaways Palo Alto Networks' NGS ARR reached $5.58B, supported by strong enterprise platform adoption.ustomers with over $20M NGS ARR grew nearly 80%, while $5M and $10M spenders rose about 50%.Big wins include $100M , $60M, and $33M platform deals spanning AI, cloud, and network security.Palo Alto Networks (PANW) is witnessing strong momentum with its platformization strategy, which involves getting customers to adopt multiple Palo Alto Networks’ products spanning across network, cloud, and security o ...

Wedbush将Palo Alto Networks纳入"最佳观点名单"，称其仍是未来12至18个月内最看好的网络安全股票 之一，重申"跑赢大盘"评级，目标价为225美元。 ...

智通财经APP获悉，Wedbush发表研报，将网络安全巨头Palo Alto Networks(PANW.US)纳入其"最佳投资 名单"(Best Ideas)。 以Dan Ives为首的Wedbush分析师在致客户的报告中表示："我们将Palo Alto Networks纳入Wedbush'最佳 投资名单'(该公司已入选'IVES AI 30指数')，因其近期对CyberArk(CYBR.US)的战略收购令我们对其平 台化战略充满信心，这一战略将持续推动公司直至2026财年及未来的发展。" 分析师进一步指出，受即将完成的CyberArk收购交易影响，Palo Alto Networks股价近期出现回落，这为 投资者提供了"黄金买点"——因该笔收购将助力公司完善平台化布局。此外，Palo Alto Networks最新财 报的营收与利润均超市场预期，其下一代安全业务的年度经常性收入(ARR)及未履行履约义务(RPO)也 表现优于预期。 分析师补充说明："展望2026财年，我们预计Palo Alto Networks在下一代安全业务的年度经常性收入将 持续强劲增长，这一势头将覆盖安全访问服务边缘(SASE)、扩 ...

Palo Alto Networks and MongoDB were both added to Wedbush's "best ideas list†on Monday. Chris Jung / NurPhoto / Getty Images Close Two tech companies—a database software company and a cybersecurity firm—are now on a stock-picking "best ideas" list. Analysts at Wedbush on Monday added MongoDB (MDB) and Palo Alto Networks (PANW), the software and cybersecurity outfits, respectively, to their 14-company list, citing their potential to benefit from booming artificial intelligence demand. The analysts raised the ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

评级与目标价 - Wedbush重申Palo Alto Networks跑赢大盘评级和225美元目标价 [1] - 该公司股票被纳入Wedbush最佳投资名单 [1] 平台化战略进展 - 收购CYBR后公司平台化战略获得市场信心提升 [1] - 近期客户与合作伙伴调研确认集成化方案发展势头增强 [1] 人工智能革命受益 - 网络安全行业仍是人工智能革命的关键受益领域 [2] - 公司未来数年有望同时扩大市场份额和品牌影响力 [2] - 该公司已被纳入Wedbush IVES人工智能30强名单 [2]

Despite the recent pressure on Palo Alto Networks Inc.'s PANW stock due to the acquisition of CyberArk Software Ltd CYBR, the company remains "one of our favorite cyber security names to own over the next 12-18 months," according to Wedbush.The Palo Alto Networks Analyst: Analyst Daniel Ives maintained an Outperform rating and price target of $225.The Palo Alto Networks Thesis: The stock has been added to the Wedbush Best Ideas' List, "as we have incremental confidence in the company's platformization strat ...

Diane King Hall, host of Morning Movers and also the 12:00 show is with me um to talk about some of the movers on your mind. We'll start with Micron. You're talking about records.Another one here, right. Micron setting new all-time highs today off the back of some more bullish views here. UBS boosting its price target on Micron.They've boosted it to 185. So, they see more room to run from here. The previous price target was 155, but that's out the window.They are keeping a buy rating on this one. Deutsche B ...

An Israeli digital bank co-founded by cybersecurity billionaire Nir Zuk will offer to split interest revenue with depositors when it opens next year in a bid to break into the country’s banking sector.  Esh Bank Israel Ltd., which in 2022 was the second digital lender to receive a conditional license from the local regulator, will offer accounts to a limited number of customers starting in early 2026, Chief Executive Officer Yuval Aloni told reporters in Tel Aviv on Monday.  Investors in Israel’s tech in ...