PANW
Bearish signal
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Supports a bullish reading. 9 purchase disclosures year to date
- Financial indicators Pulls against a bullish reading. Current ratio 0.87 · operating margin 6.1%
- Narrative Pulls against a bullish reading. Stored narrative reading is in the bearish band
- Timing Unavailable or mixed. No stored price series
VENTE TOTALE: 2 500 titres (~940 075,00 $ US)
- Insiders
- Key John P.
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$940,075
Avg sell (VWAP, 90d window) $364.08 vs last close —
- Last activity
- 2026-09-14
- Last synced
-
2026-09-20 09:54:07
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-09-14 | Key John P. | Sell | 2,500 | $376.03 | $940,075 | Form 4 |
| 2026-09-01 | Paul Josh D. | Sell | 900 | $373.68 | $336,312 | Form 4 |
| 2026-08-25 | Paul Josh D. | Sell | 900 | $353.77 | $318,393 | Form 4 |
| 2026-07-07 | Thorning-Schmidt Helle | Sell | 700 | $346.85 | $242,795 | Form 4 |
| 2026-07-01 | Paul Josh D. | Sell | 900 | $345.00 | $310,500 | Form 4 |
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
Market snapshot
Signal
Bearish signalScored 2026-09-18
PANW presents a deeply unfavorable risk/reward profile: weak liquidity (score 45) and deteriorating fundamentals (score 35) are compounded by a purely negative catalyst environment (score 20) driven by a Bernstein…
The first sentence of the analysis written for PANW on 2026-09-18 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Financial ratios
| Metric | Trend | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 70.4% | 73.4% | 74.3% | 72.3% | 68.8% | |
| Ebit Margin | 4.7% | 17.3% | 12.4% | 8.5% | -3.4% | |
| Ebitda Margin | 4.7% | 21.0% | 15.9% | 12.6% | 1.7% | |
| Operating Profit Margin | 6.1% | 13.5% | 8.5% | 5.6% | -3.4% | |
| Pretax Profit Margin | 4.7% | 17.3% | 12.3% | 8.2% | -3.8% | |
| Continuous Operations Profit Margin | 2.7% | 12.3% | 32.1% | 6.4% | -4.9% | |
| Net Profit Margin | 2.7% | 12.3% | 32.1% | 6.4% | -4.9% | |
| Bottom Line Profit Margin | 2.7% | 12.3% | 32.1% | 6.4% | -4.9% | |
| Current Ratio | 0.871 | 0.889 | 0.892 | 0.782 | 0.772 | |
| Quick Ratio | 0.871 | 0.889 | 0.892 | 0.782 | 0.772 | |
| Solvency Ratio | 0.015 | 0.094 | 0.193 | 0.057 | 0.001 | |
| Cash Ratio | 0.253 | 0.284 | 0.200 | 0.147 | 0.255 | |
| Price To Earnings Ratio | 721.370 | 101.520 | 40.191 | 171.205 | -188.022 | |
| Price To Earnings Growth Ratio | -9.868 | -1.760 | 0.089 | -0.653 | 3.944 | |
| Forward Price To Earnings Growth Ratio | -9.868 | -1.760 | 0.089 | -0.653 | 3.944 | |
| Price To Earnings Diluted Ratio | 754.159 | 108.500 | 44.607 | 195.281 | -188.022 | |
| Price To Earnings Diluted Growth Ratio | -10.402 | -1.936 | 0.095 | -0.806 | 3.944 | |
| Price To Book Ratio | 9.040 | 14.699 | 20.051 | 43.347 | 238.117 | |
| Price To Sales Ratio | 21.650 | 12.472 | 12.913 | 10.995 | 9.089 | |
| Price To Free Cash Flow Ratio | 60.428 | 33.146 | 33.429 | 28.804 | 27.906 | |
| Price To Operating Cash Flow Ratio | 54.588 | 30.950 | 31.820 | 27.286 | 25.195 | |
| Debt To Assets Ratio | 0.052 | 0.014 | 0.067 | 0.157 | 0.323 | |
| Debt To Equity Ratio | 0.091 | 0.043 | 0.260 | 1.299 | 18.823 | |
| Debt To Capital Ratio | 0.083 | 0.041 | 0.206 | 0.565 | 0.950 | |
| Long Term Debt To Capital Ratio | 0.061 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Financial Leverage Ratio | 1.763 | 3.013 | 3.867 | 8.294 | 58.350 | |
| Working Capital Turnover Ratio | -10.607 | -10.737 | -6.365 | -3.850 | -4.661 | |
| Operating Cash Flow Ratio | 0.459 | 0.465 | 0.424 | 0.359 | 0.239 | |
| Operating Cash Flow Sales Ratio | 0.397 | 0.403 | 0.406 | 0.403 | 0.361 | |
| Free Cash Flow Operating Cash Flow Ratio | 0.903 | 0.934 | 0.952 | 0.947 | 0.903 | |
| Debt Service Coverage Ratio | 0.000 | 493.067 | 2.948 | 0.368 | 0.010 | |
| Interest Coverage Ratio | 0.000 | 414.300 | 82.398 | 14.239 | -6.891 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | 3.380 | 1.395 | 0.540 | |
| Operating Cash Flow Coverage Ratio | 1.821 | 10.988 | 2.423 | 1.223 | 0.502 | |
| Capital Expenditure Coverage Ratio | 10.348 | 15.093 | 20.776 | 18.985 | 10.294 | |
| Dividend Paid And Capex Coverage Ratio | 10.348 | 15.093 | 20.776 | 18.985 | 10.294 | |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | 463.669 | 58.258 | 81.061 | 88.519 | 542.248 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 70.4% | ▼-3.1% | ▼-1.5% |
| Ebit Margin | 4.7% | ▼-12.7% | ▼-3.2% |
| Ebitda Margin | 4.7% | ▼-16.4% | ▼-6.5% |
| Operating Profit Margin | 6.0% | ▼-7.4% | ▲0.0% |
| Pretax Profit Margin | 4.7% | ▼-12.6% | ▼-3.1% |
| Continuous Operations Profit Margin | 2.7% | ▼-9.6% | ▼-7.0% |
| Net Profit Margin | 2.7% | ▼-9.6% | ▼-7.0% |
| Bottom Line Profit Margin | 2.7% | ▼-9.6% | ▼-7.0% |
| Current Ratio | 0.871 | ▼-0.018 | ▲0.030 |
| Quick Ratio | 0.871 | ▼-0.018 | ▲0.030 |
| Solvency Ratio | 0.015 | ▼-0.079 | ▼-0.057 |
| Cash Ratio | 0.253 | ▼-0.031 | ▲0.026 |
| Price To Earnings Ratio | 721.370 | ▲619.849 | ▲552.117 |
| Price To Earnings Growth Ratio | -9.868 | ▼-8.108 | ▼-8.219 |
| Forward Price To Earnings Growth Ratio | -9.868 | ▼-8.108 | ▼-8.219 |
| Price To Earnings Diluted Ratio | 754.159 | ▲645.659 | ▲571.254 |
| Price To Earnings Diluted Growth Ratio | -10.402 | ▼-8.466 | ▼-8.581 |
| Price To Book Ratio | 9.040 | ▼-5.658 | ▼-56.010 |
| Price To Sales Ratio | 21.650 | ▲9.178 | ▲8.226 |
| Price To Free Cash Flow Ratio | 60.428 | ▲27.282 | ▲23.686 |
| Price To Operating Cash Flow Ratio | 54.588 | ▲23.638 | ▲20.620 |
| Debt To Assets Ratio | 0.052 | ▲0.037 | ▼-0.071 |
| Debt To Equity Ratio | 0.091 | ▲0.048 | ▼-4.012 |
| Debt To Capital Ratio | 0.083 | ▲0.042 | ▼-0.286 |
| Long Term Debt To Capital Ratio | 0.061 | ▲0.061 | ▲0.049 |
| Financial Leverage Ratio | 1.763 | ▼-1.250 | ▼-13.295 |
| Working Capital Turnover Ratio | -10.607 | ▲0.131 | ▼-3.363 |
| Operating Cash Flow Ratio | 0.459 | ▼-0.006 | ▲0.070 |
| Operating Cash Flow Sales Ratio | 0.397 | ▼-0.006 | ▲0.003 |
| Free Cash Flow Operating Cash Flow Ratio | 0.903 | ▼-0.030 | ▼-0.025 |
| Debt Service Coverage Ratio | 0.000 | ▼-493.067 | ▼-99.278 |
| Interest Coverage Ratio | 0.000 | ▼-414.300 | ▼-100.809 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 0.000 | ▼-1.063 |
| Operating Cash Flow Coverage Ratio | 1.821 | ▼-9.166 | ▼-1.570 |
| Capital Expenditure Coverage Ratio | 10.348 | ▼-4.746 | ▼-4.751 |
| Dividend Paid And Capex Coverage Ratio | 10.348 | ▼-4.746 | ▼-4.751 |
| Dividend Payout Ratio | 0.000 | 0.000 | 0.000 |
| Enterprise Value Multiple | 463.669 | ▲405.411 | ▲216.918 |
Key metrics
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|---|
| Market cap | $248.54B | $115.01B | $103.66B | $75.79B | $50.00B | |
| Enterprise value | $248.53B | $113.08B | $103.47B | $76.92B | $51.84B | |
| EV / Sales | 21.65x | 12.26x | 12.89x | 11.16x | 9.42x | |
| EV / Op. cash flow | 54.59x | 30.43x | 31.76x | 27.70x | 26.12x | |
| EV / Free cash flow | 60.42x | 32.59x | 33.37x | 29.23x | 28.93x | |
| EV / EBITDA | 463.67x | 58.26x | 81.06x | 88.52x | 542.25x | |
| Net debt / EBITDA | -0.03x | -0.99x | -0.15x | 1.31x | 19.19x | |
| Current ratio | 0.87x | 0.89x | 0.89x | 0.78x | 0.77x | |
| Income quality | 14.83x | 3.28x | 1.26x | 6.32x | -7.43x | |
| Graham number | $18 | $21 | $27 | $7 | — | |
| Graham net-net | -$20 | -$15 | -$15 | -$14 | -$11 | |
| Tax burden | 57.3% | 71.1% | 260.8% | 77.6% | 128.9% | |
| Interest burden | 100.0% | 99.9% | 99.5% | 96.5% | 110.8% | |
| Working capital | -$1.28B | -$884.7M | -$833.0M | -$1.69B | -$1.89B | |
| Invested capital | $28.97B | $5.18B | $3.64B | $2.17B | $1.84B | |
| Return on assets | 0.6% | 4.8% | 12.9% | 3.0% | -2.2% | |
| Operating ROA | 1.9% | 5.7% | 4.0% | 2.9% | -1.7% | |
| Return on tangible assets | 1.6% | 6.2% | 15.8% | 3.9% | -2.9% | |
| Return on equity | 1.1% | 14.5% | 49.9% | 25.1% | -127.1% | |
| Return on invested capital | 1.0% | 5.7% | 5.2% | 3.4% | -2.5% | |
| Return on capital employed | 1.8% | 8.0% | 5.6% | 5.7% | -4.8% | |
| Earnings yield | 0.1% | 1.0% | 2.5% | 0.6% | -0.5% | |
| Free cash flow yield | 1.7% | 3.0% | 3.0% | 3.5% | 3.6% | |
| Capex / Op. cash flow | 9.7% | 6.6% | 4.8% | 5.3% | 9.7% | |
| Capex / Depreciation | 54.9% | 81.4% | 55.3% | 51.8% | 68.2% | |
| Capex / Sales | 3.8% | 2.7% | 2.0% | 2.1% | 3.5% | |
| SG&A / Sales | 42.1% | 38.4% | 43.3% | 43.4% | 46.4% | |
| R&D / Sales | 22.2% | 21.5% | 22.5% | 23.3% | 25.8% | |
| Stock comp / Sales | 15.5% | 14.0% | 13.4% | 15.6% | 18.4% | |
| Intangibles / Total assets | 59.9% | 22.6% | 18.6% | 22.4% | 25.6% | |
| Days sales outstanding | 134d | 146d | 152d | 151d | 150d | |
| Days payables outstanding | 31d | 35d | 21d | 25d | 27d | |
| Operating cycle | 134d | 146d | 152d | 151d | 150d | |
| Cash conversion cycle | 103d | 111d | 131d | 126d | 122d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Valuation
Market cap ▲+116.1%EV / Sales ▲+76.5%EV / EBITDA ▲+695.9%EV / Op. cash flow ▲+24.155Earnings yield ▼-0.009Graham number ▼-2.928
Profitability
Return on equity ▼-0.134Return on assets ▼-0.042Return on invested capital ▼-0.046Return on capital employed ▼-0.062Operating ROA ▼-0.038Income quality ▲+11.553Tax burden ▼-0.138
Efficiency
Days sales outstanding ▼-11.439Days payables outstanding ▼-3.466Operating cycle ▼-11.439Cash conversion cycle ▼-7.974Capex / Sales ▲+0.012R&D / Sales ▲+0.007
Balance-sheet strength
Current ratio ▼-0.018Net debt / EBITDA ▲+0.968Working capital ▼-395300000.000Invested capital ▲+23791100000.000Intangibles / Total assets ▲+0.373
Change over 5 years
Valuation
Market cap ▲+397.0%EV / Sales ▲+129.8%EV / EBITDA ▼-14.5%EV / Op. cash flow ▲+28.466Earnings yield ▲+0.007
Profitability
Return on equity ▲+1.283Return on assets ▲+0.028Return on invested capital ▲+0.035Return on capital employed ▲+0.066Operating ROA ▲+0.036Income quality ▲+22.264Tax burden ▼-0.716
Efficiency
Days sales outstanding ▼-15.325Days payables outstanding ▲+3.922Operating cycle ▼-15.325Cash conversion cycle ▼-19.247Capex / Sales ▲+0.003R&D / Sales ▼-0.035
Balance-sheet strength
Current ratio ▲+0.099Net debt / EBITDA ▼-19.214Working capital ▲+611400000.000Invested capital ▲+27129400000.000Intangibles / Total assets ▲+0.343
Employee count
Peer market caps
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
| Date | Member | Side | Amount range | Filing |
|---|---|---|---|---|
| 2026-07-16 | Josh Gottheimer | Buy | $1,001 - $15,000 | Filing |
| 2026-07-16 | Josh Gottheimer | Buy | $1,001 - $15,000 | Filing |
| 2026-07-15 | Josh Gottheimer | Buy | $1,001 - $15,000 | Filing |
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-07-31 | John J. McGuire | Sale (Partial) | $1,001 - $15,000 |
| 2026-07-16 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2026-07-10 | Daniel Milton Newhouse | Sale (Partial) | $1,001 - $15,000 |
| 2026-05-14 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2026-04-14 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2026-04-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2026-03-31 | Jared Moskowitz | Purchase | $1,001 - $15,000 |
| 2026-03-23 | Jared Moskowitz | Purchase | $1,001 - $15,000 |
| 2026-03-23 | Jared Moskowitz | Purchase | $1,001 - $15,000 |
| 2026-03-13 | Gilbert Ray Cisneros | Purchase | $1,001 - $15,000 |
| 2026-02-27 | Josh S. Gottheimer | Sale (Full) | $1,001 - $15,000 |
| 2026-02-05 | Jonathan Jackson | Sale (Full) | $50,001 - $100,000 |
| 2026-01-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-12-11 | Daniel Milton Newhouse | Purchase | $1,001 - $15,000 |
| 2025-10-24 | Marjorie Taylor Greene | Purchase | $1,001 - $15,000 |
| 2025-09-29 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-09-05 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2025-08-26 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2025-08-26 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2025-08-19 | Val Hoyle | Sale (Full) | $1,001 - $15,000 |
| 2025-07-16 | Lisa C. McClain | Sale (Full) | $1,001 - $15,000 |
| 2025-07-10 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2025-06-09 | Lisa C. McClain | Sale (Partial) | $1,001 - $15,000 |
| 2025-05-12 | Jefferson Shreve | Sale (Full) | $15,001 - $50,000 |
| 2025-05-08 | Jefferson Shreve | Purchase | $15,001 - $50,000 |
| 2025-05-05 | Marjorie Taylor Greene | Purchase | $1,001 - $15,000 |
| 2025-04-07 | Julie Johnson | Sale (Full) | $1,001 - $15,000 |
| 2025-04-07 | Jefferson Shreve | Sale (Full) | $15,001 - $50,000 |
| 2025-03-19 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2025-03-18 | Gilbert Ray Cisneros | Sale (Partial) | $1,001 - $15,000 |
| 2025-03-17 | Jonathan Jackson | Sale (Full) | $1,001 - $15,000 |
| 2025-03-13 | Val Hoyle | Purchase | $1,001 - $15,000 |
| 2025-03-03 | Jonathan Jackson | Purchase | $1,001 - $15,000 |
| 2025-01-21 | Marjorie Taylor Greene | Purchase | $1,001 - $15,000 |
| 2025-01-16 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2025-01-13 | Robert P. Bresnahan | Sale (Full) | $1,001 - $15,000 |
| 2025-01-08 | Marjorie Taylor Greene | Purchase | $1,001 - $15,000 |
| 2024-12-20 | Nancy Pelosi | Purchase | $1,000,001 - $5,000,000 |
| 2024-12-11 | Lisa C. McClain | Purchase | $1,001 - $15,000 |
| 2024-11-07 | Marjorie Taylor Greene | Purchase | $1,001 - $15,000 |
| 2024-09-09 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2024-03-25 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2024-03-20 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-02-21 | Josh S. Gottheimer | Sale (Partial) | $1,001 - $15,000 |
| 2024-02-21 | Nancy Pelosi | Purchase | $100,001 - $250,000 |
| 2024-02-13 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-02-12 | Nancy Pelosi | Purchase | $500,001 - $1,000,000 |
| 2024-02-09 | Michael C. Burgess | Sale (Full) | $15,001 - $50,000 |
| 2024-01-24 | William R. Keating | Purchase | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-01-10 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2024-01-02 | Michael C. Burgess | Sale (Full) | $15,001 - $50,000 |
| 2023-12-08 | Michael C. Burgess | Purchase | $15,001 - $50,000 |
| 2023-12-04 | John R. Curtis | Sale (Full) | $1,001 - $15,000 |
| 2023-12-01 | Jonathan Jackson | Purchase | $50,001 - $100,000 |
| 2023-11-28 | Josh S. Gottheimer | Purchase | $1,001 - $15,000 |
| 2023-11-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-10-24 | Greg Stanton | Sale (Full) | $1,001 - $15,000 |
| 2023-10-02 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-09-13 | John R. Curtis | Purchase | $1,001 - $15,000 |
| 2023-08-29 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-08-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-07-28 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2023-06-26 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2023-01-09 | Ro Khanna | Sale | $1,001 - $15,000 |
| 2022-11-30 | Susie Lee | Sale (Full) | $1,001 - $15,000 |
| 2022-11-03 | Ro Khanna | Purchase | $1,001 - $15,000 |
| 2021-05-26 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2020-04-27 | Peter Welch | Sale (Full) | $1,001 - $15,000 |
| 2020-02-24 | Susie Lee | Sale (Full) | $1,001 - $15,000 |
| 2019-09-11 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-09-09 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-09-06 | Susie Lee | Purchase | $1,001 - $15,000 |
| 2019-04-25 | Susie Lee | Sale (Full) | $1,001 - $15,000 |
| 2019-03-25 | Van Taylor | Sale (Full) | $1,001 - $15,000 |
| 2018-11-29 | Peter Welch | Purchase | $1,001 - $15,000 |
| 2018-10-24 | Peter Welch | Purchase | $1,001 - $15,000 |
| 2018-08-03 | Barbara J. Comstock | Purchase | $15,001 - $50,000 |
Recent news
- 2026-09-19 These 3 Agentic AI Stocks Have More Than Hype Behind Their Growth Stories The market frequently misprices the gap between what a company is actually building and what investors think it''s building. Nowhere is that gap wider right now than in agentic artificial intelligence (AI).
- 2026-09-18 Why Palo Alto Networks Stock Dropped Today Bernstein analyst Peter Weed removed his buy rating from Palo Alto Networks stock this morning. Weed thinks Palo Alto is worth no more than $351 a share.
- 2026-09-18 CrowdStrike and Palo Alto Networks Are Soaring, but Is the Rally Already Priced In? CrowdStrike and Palo Alto Networks have both roughly doubled this year, but an AI safety scare just sent them in opposite directions against Wall Street''s consensus targets, raising a pointed question about which one still has room to run.
- 2026-09-17 Bull v. Bear: PANW Parabolic Growth Opportunity Meets Extreme Valuation Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Palo Alto Networks (PANW) is a great company poised in the center of AI''s growth, says Kevin Hincks.
- 2026-09-17 Analyst Downgrades Cybersecurity Stocks as AI Security Concerns Mount Bernstein downgraded Palo Alto Networks (PANW), Okta Inc. (OKTA), and SentinelOne (S) even as the cybersecurity industry sees a new bullish wave over AI safety concerns. Marley Kayden explains why the analyst is pushing back the bullish narrative a bit even though it also raised price targets for some companies.
- 2026-09-17 Can Palo Alto Networks'' SASE Push Help It Challenge FTNT and ZS? PANW''s SASE bookings surge 40% in fiscal 2026 as platform consolidation and rising AI traffic create opportunities to challenge FTNT and ZS.
- 2026-09-17 Semiconductor Stocks Just Tumbled. This Tech ETF Soared 6% Instead. Here''s Why. The next rotation in the AI trade may be beginning.
- 2026-09-16 Why Jensen Huang Doesn''t Appear Sold on Cybersecurity Stocks Nvidia''s CEO is more than a little skeptical about the fearmongering going on related to AI.
- 2026-09-15 CrowdStrike Advances 3% as the AI Security Bid Outruns a Falling Tech Tape; Okta Ticks Up, Palo Alto Barely Budges CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) stock is leading a second-day surge in cybersecurity names midday Tuesday, extending Monday''s rotation as investors reprice the security bill that comes with enterprise artificial intelligence adoption.
- 2026-09-15 Time to Boost Cybersecurity ETF Exposure as AI Safety Concerns Rise AI safety concerns are rising, but that could create another tailwind for cybersecurity. Here are ETFs positioned to benefit from growing security needs.