ServiceNow CEO: Co Intends to Continue to Partner With Palo Alto Networks and CrowdStrike and Make Those Partnerships Even Deeper - $ServiceNow(NOW.US) $Palo Alto Networks(PANW.US) $CrowdStrike(CRWD.US)
Palo Alto Networks
PANW----
Share your thoughts
Write something you'd like to share with our community...
- H
$Palo Alto Networks(PANW.US) | Tigress Financial Partners reiterates 𝐁𝐮𝐲 on 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟑𝟎 𝐟𝐫𝐨𝐦 $𝟐𝟒𝟓
Analyst sees PANW's AI platform and CyberArk deal driving high-return growth, positioning it as an AI-era security leader.
- H
$Palo Alto Networks(PANW.US) | Needham maintains 𝐁𝐮𝐲 on 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟐𝟓 𝐟𝐫𝐨𝐦 $𝟑𝟓𝟎
Analyst sees greater conviction in underlying growth drivers for FY27, leading to upwardly revised estimates and price target.
- H
$Palo Alto Networks(PANW.US) | Cantor Fitzgerald 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟑𝟒𝟎
Analyst sees solid platform momentum driven by strong revenue, ARR, and a significant FCF beat, with observability ARR surging on large AI lab deals.
- H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Palo Alto Networks, IBM and Red Hat Partner on Vulnerability Defense - $Palo Alto Networks(PANW.US) $IBM(IBM.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐏𝐚𝐥𝐨 𝐀𝐥𝐭𝐨 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬, 𝐈𝐁𝐌 and 𝐑𝐞𝐝 𝐇𝐚𝐭 announced a cybersecurity collaboration.➤ Partnership combines Palo Alto's 𝐯𝐢𝐫𝐭𝐮𝐚𝐥 𝐩𝐚𝐭𝐜𝐡𝐢𝐧𝐠 with IBM and Red Hat's 𝐏𝐫𝐨𝐣𝐞𝐜𝐭 𝐋𝐢𝐠𝐡𝐭𝐰𝐞𝐥𝐥.➤ Project Lightwell is supported by IBM and Red Hat's 𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 commitment to open-source security.➤ Solution targets vulnerabilities across 𝐨𝐩𝐞𝐧-𝐬𝐨𝐮𝐫𝐜𝐞, commercial, OT and healthcare systems.➤ Palo Alto can deploy 𝐬𝐚𝐦𝐞-𝐝𝐚𝐲 network-layer virtual patches after vulnerability discovery.➤ Project Lightwell simultaneously develops 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞-𝐥𝐞𝐯𝐞𝐥 fixes and remediation tools.➤ Approach provides protection even when 𝐧𝐨 𝐨𝐟𝐟𝐢𝐜𝐢𝐚𝐥 software patch is available.➤ Companies will establish processes for 𝐯𝐮𝐥𝐧𝐞𝐫𝐚𝐛𝐢𝐥𝐢𝐭𝐲 information sharing and disclosure.➤ IBM Security Services will provide 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐲 and deployment support for customers.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ AI-driven attacks are shrinking the time between 𝐯𝐮𝐥𝐧𝐞𝐫𝐚𝐛𝐢𝐥𝐢𝐭𝐲 discovery and exploitation.➤ Combined network and software defenses may improve 𝐜𝐲𝐛𝐞𝐫𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 response times.➤ Collaboration aims to strengthen protection across 𝐜𝐫𝐢𝐭𝐢𝐜𝐚𝐥 enterprise infrastructure.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "AI has compressed the window between vulnerability discovery and exploit from weeks to minutes. Traditional patching cannot keep pace. By collaborating with IBM and Red Hat, we are shifting the advantage back to defenders." — 𝐍𝐢𝐤𝐞𝐬𝐡 𝐀𝐫𝐨𝐫𝐚, CEO of Palo Alto Networks.➤ "This collaboration extends security from the source code directly to the network front lines. The joint solution offers immediate, automated resilience against emerging threats, combined with the rigorous validation required to safely update their core systems." — 𝐀𝐫𝐯𝐢𝐧𝐝 𝐊𝐫𝐢𝐬𝐡𝐧𝐚, Chairman and CEO of IBM - M
Palo Alto Networks remains one of the leading cybersecurity companies as organizations continue to face growing digital threats. Its broad platform strategy helps customers simplify security management and reduce complexity. The company has delivered strong growth over the years, but we need to remember that the stock already reflects high expectations. Future returns will depend on continued growth, innovation, and successful execution in a highly competitive market.
Trade Showcase: Trade, Show & Earn Rewards! - FFeatured
$Palo Alto Networks(PANW.US)
Palo Alto Networks: The AI Cybersecurity Arms Race
The emergence of frontier AI models such as Anthropic’s Claude Mythos has raised concerns across the cybersecurity industry. These advanced systems reportedly possess the ability to identify and exploit zero-day vulnerabilities at unprecedented speed and scale, potentially shrinking the time between vulnerability discovery and attack execution from months to minutes.
For Palo Alto Networks (PANW), however, this may be less of a threat and more of an opportunity. The rise of Agentic AI introduces entirely new attack vectors including prompt injections, tool poisoning, identity spoofing and autonomous agent compromise. As enterprises accelerate AI adoption, cybersecurity spending is likely to increase rather than decrease.
PANW is well positioned to benefit through its platformisation strategy. Its AI security solutions, Prisma AIRS, Cortex security operations platform, and recent acquisitions such as CyberArk strengthen its ability to secure users, applications, identities and AI agents within a unified ecosystem. This broad platform approach may become increasingly attractive as organisations seek to consolidate vendors and simplify security operations.
Valuation remains the key debate. PANW trades at a premium to many cybersecurity peers, reflecting expectations for strong revenue growth, expanding recurring revenue and industry-leading free cash flow generation. While the stock is not cheap, investors are paying for a market leader operating at the intersection of two powerful secular trends: AI adoption and cybersecurity.
The rise of frontier AI does not weaken Palo Alto Networks’ investment thesis—it strengthens it. As cyber threats become increasingly AI-driven, enterprises will likely spend more on security rather than less. For long-term investors, PANW remains a compelling way to gain exposure to the growing AI security ecosystem, although valuation may limit near-term upside.
Palo Alto Networks
USPANW
Trade Showcase: Trade, Show & Earn Rewards! - D
I think a single day’s movement is not a good predictor of future performance. Although it suggests the good earnings have been priced in this time, I think there is still a chance for further upside before demand exhaustion. I’m more worried about the effect of an interest rate hike on tech stocks.
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
- F
Independent analysts use different methods to value SpaceX and I agree with Morningstar’s view. The current valuation depends heavily on future growth from Starship, Starlink, and xAI and not on its existing profits. In fact, SpaceX posted a net loss of $49.4 billion in 2025. Who ready care?
Would you be willing to risk your capital on this? Personally, I would rather invest in other GREAT companies. — that way, I can sleep well at night like a baby 😆.
Anyway check out the full infographic overview below for the latest updates on SpaceX 👇
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
- S
Expectations may have been too high leading to a reality check. but AI infrastructure development and deployment is still a theme for the next decade as more bottlenecks are resolved like power, water, chip supply.
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
- C
☕️ [Task Coins Giveaway] Daily Market Talk — Broadcom Drops 12% as AI Chip Guidance Misses the Bar
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
- H
🚨 Pre-market buzz!
$Xos(XOS.US) $Laser Photonics(LASE.US) $Digi Power X(DGXX.US) $Sportsman Warehouse(SPWH.US) $Intel(INTC.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Macys(M.US) $Netskope(NTSK.US) $Macys(M.US)DT $T1 Energy(TE.US) $Ulta Beauty(ULTA.US) $Palo Alto Networks(PANW.US) $Sprinklr(CXM.US) $Intuitive Machines(LUNR.US) $GitLab(GTLB.US) $Cognyte Software(CGNT.US) $Gorilla Tech(GRRR.US)
- N
Watching SpaceX
☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX Endorsement
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Marvell jumps 32% as Jensen Huang spotlights AI networking chips, Broadcom reports Q2 tonight, YZJ completes US$1.05B Poseidon stake.
- D
We are living in an age where a comment, a tweet or a post can move people. This is a good example of that where the only variable is a comment and the counter goes up by one third its price? No wonder influencers rule social media. What has the world come to? Don’t people think with their own brains nowadays?
☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX Endorsement
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Marvell jumps 32% as Jensen Huang spotlights AI networking chips, Broadcom reports Q2 tonight, YZJ completes US$1.05B Poseidon stake.
- H
When a counter goes up just because somebody mentions it, that tells you the state of the market. And the market can stay irrational with FOMO longer than it makes sense.
☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX Endorsement
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Marvell jumps 32% as Jensen Huang spotlights AI networking chips, Broadcom reports Q2 tonight, YZJ completes US$1.05B Poseidon stake.
- M
PANW ARR up 60% on "AI cybersecurity demand" — what does AI actually add to their product?? Is it genuinely better security, or is "AI-powered" just a marketing label that happens to help the stock?? 🙋 genuinely curious how the AI layer works in enterprise security
- T
STI opened higher on Wednesday, tracking the historic June 2 US session.
Singapore stocks surged after the start of the week, with the three major bank stocks hitting new all-time highs again. Wishing the Singapore stock market a continuous climb and new highs every day! 😊
☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX Endorsement
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Marvell jumps 32% as Jensen Huang spotlights AI networking chips, Broadcom reports Q2 tonight, YZJ completes US$1.05B Poseidon stake.
- L
Palo Alto Networks posting ARR growth of 60% is a strong result. The company's "platformisation" strategy, consolidating multiple security products into a unified AI-powered platform, is gaining traction. The honest question for investors after the after-hours move: at elevated multiples, how much of the next two to three years of growth is already in the price? Security spending tends to be more resilient than other enterprise tech, but the entry point matters. Worth understanding the subscription renewal dynamics before sizing up.
- W
S & P top 7600 points, Big tech continue to perform well. can S & P cross 8000 points by 31 July ? what do you think?
☕️ [Task Coins Giveaway] Daily Market Talk — Marvell Surges 32% on Jensen Huang's COMPUTEX Endorsement
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Marvell jumps 32% as Jensen Huang spotlights AI networking chips, Broadcom reports Q2 tonight, YZJ completes US$1.05B Poseidon stake.
- E
PANW Q3 FY2026: The AI Cybersecurity Print That Validates the Entire Thesis
Palo Alto Networks just reported Q3 fiscal 2026 results and the headline numbers are clean. Revenue grew 31% year-on-year. Annualised Recurring Revenue (ARR) climbed 60%. The stock moved higher after ...