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Artificial intelligence is fueling a surge in demand for advanced cybersecurity tools.

Palo Alto Networks recently reported solid quarterly results and ongoing progress integrating CyberArk and Chronosphere, while preparing to release its fiscal fourth-quarter and full-year 2026 earnings on September 1. At the same time, investors are weighing strong demand for AI-driven, consolidated cybersecurity platforms against concerns around margins, long customer payback periods, and acquisition-related risks. We’ll now examine how the latest earnings momentum and AI-driven...

Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.

Software stocks help power the market higher after President Donald Trump says he will restart talks with Iran.

Microsoft's AI and cloud momentum, Palo Alto's cybersecurity growth, and American Express' premium strategy headline today's top analyst reports.

Microsoft is betting that AI-powered security tools can help organizations fight attacks faster.

The past six months have been a windfall for Palo Alto Networks’s shareholders. The company’s stock price has jumped 82.4%, hitting $322.75 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

The US technology billionaire who led the acquisition of English cricket's most lucrative Hundred franchise is in talks to buy London's new NBA Europe team. Sky News has learnt that Nikesh Arora, chief executive of the New York-listed cybersecurity firm Palo Alto Networks, is on a list of bidders being considered to acquire the latest addition to the capital's sports line-up. Mr Arora last year assembled a group which instantly became known as the 'Tech Titans' when it bought a 49% stake in the Lords-based London Spirit Hundred team.

Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of. The former’s shares are up by 91% while the latter’s stock has gained 67% over the past year. In his Monday morning appearance, Cramer briefly commented on the firm’s support for the Open […]

Tech Edge hosted a fireside chat on July 27 at Nasdaq MarketSite with David Gerry, Chief Executive Officer of Bugcrowd. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is transforming cybersecurity by empowering both attackers and defenders, how the company combines AI with its global community of ethical hackers […] The post AI Transforming Cybersecurity: Bugcrowd CEO David Gerry, Live at Nasdaq appeared first on ExecEdge.

The cybersecurity company's earnings were so good the stock is set to join the exclusive club of S&P 500 names to double in 2026.

Fortinet (FTNT) delivered earnings and revenue surprises of +20.00% and +8.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The OpenAI cyberattack brought Palo Alto stock and CrowdStrike into focus amid the "unprecedented" Hugging Face break-in.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

Palo Alto Networks has delivered a very large 5 year return, yet the current valuation checks suggest the stock no longer looks obviously cheap, with the Discounted Cash Flow (DCF) estimate sitting close to the market price while traditional multiples lean rich. Palo Alto Networks has returned about 375.6% over 5 years, which sets a high bar for any new buyers looking for further gains from here. Growing focus on AI driven cybersecurity and recent product moves around observability can...

AI-powered attacks are accelerating faster than most security budgets can absorb, and a handful of platform vendors are capturing a disproportionate share of that urgent spend. Three Nasdaq-listed cybersecurity names just posted beat-and-raise quarters, and their second-half setups look even more compelling.

Fortinet carries a streak no other cybersecurity company has matched, a buyback program that dwarfs most dividends, and a firewall refresh cycle that just posted explosive growth. The question is whether Wednesday's Q2 report extends the run or ends it.

Palo Alto Networks (PANW) closed at $317.52 in the latest trading session, marking a -1.94% move from the prior day.

Wall Street's Monday morning desk just sent five coordinated buy signals across cybersecurity, quantum computing, EVs, and a legacy audio brand sitting on a spectrum asset the market wildly undervalued. One analyst literally quintupled a price target overnight.

Cisco has outrun the market for years, yet what decides its place in your portfolio is how much of that return is genuinely its own.

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Investing.com -- Bank of America raised its price objectives for Cloudflare, Palo Alto Networks, SentinelOne and CrowdStrike, citing expanding cybersecurity valuations, accelerating artificial intelligence adoption and a stronger long-term growth outlook.

A fund's name tells you its category, but rarely reveals the true shape of the portfolio inside.

Zacks.com users have recently been watching Palo Alto (PANW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Palo Alto Networks is expected to announce its fourth-quarter earnings soon, and Wall Street forecasts a double-digit rise in its bottom line.

The average brokerage recommendation (ABR) for Palo Alto (PANW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Palo Alto Networks announced plans to acquire Embrace, a provider of Digital Experience Monitoring tools. The deal is intended to add Real User Monitoring and Synthetic monitoring capabilities to its Observability platform. This move is aimed at deepening the company's reach into application performance and end user experience management. Palo Alto Networks, ticker NasdaqGS:PANW, is extending beyond core security into broader Observability with the planned Embrace acquisition. The stock...

Palo Alto Networks, CrowdStrike and Okta have benefited from cybersecurity threats posed by AI, and are trading at high multiples.