Palo Alto Networks.
cyber-security company
- Reports this week
- 8
- Active events
- 3
- Connections
- 270
What's happening
Active this week
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Cramer discussed CVS's turnaround efforts, noting that the company benefits from Trump-era tariffs.Some support30 reports18 developments inside
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Cybersecurity stocks are gaining momentum as a security minister advises preparedness for cyber threats.Some support1 report
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Palo Alto Networks and ServiceNow stocks fell during a broad tech selloff linked to the AI trade breakdown.Some support1 report
Earlier this month
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El Al Israel Airlines, Palo Alto Networks, and Doral were added to the Tel Aviv 35 index.Some support1 report
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BlackRock, Bank of America, and State Street Corp acquired or increased their holdings in Palo Alto Networks stock.Some support2 reports
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Analysts highlighted CrowdStrike, Microsoft, Cloudflare, and Palo Alto Networks as stock picks.Some support2 reports1 development inside
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Palo Alto Networks and CrowdStrike outperformed the First Trust Nasdaq Cybersecurity ETF on October 12, 2026.Some support1 report
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Palo Alto Networks is listed on the Nasdaq stock exchange, and Wells Fargo raised its price target for the company.Well supported9 reports
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JPMorgan Chase is utilizing network edge devices from global infrastructure vendors Cisco and Palo Alto Networks.Some support1 report
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Leading cybersecurity firms including CrowdStrike, Palo Alto Networks, and Fortinet are capitalizing on market growth through strategic partnerships and are noted by financial institutions like Bank of America.Well supported5 reports1 development inside
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Fortinet technology is being embedded in AI infrastructure, intensifying competition among major cybersecurity players like Nvidia and CrowdStrike.Some support1 report
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Matthew Stauble was appointed Chief Commercial Officer (CCO) at Commvault.Some support1 report
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Edelweiss Asset Management is moving its US strategy to GIFT City, feeding into a JPMorgan fund that holds major positions in Palo Alto Networks, CrowdStrike, Nvidia, and Microsoft.Some support1 report
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CrowdStrike and Palo Alto Networks are listed on Nasdaq, while CrowdStrike's strong guidance contrasts Zscaler's cautious outlook.Well supported4 reports
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Regulators are focusing on the need for strong cybersecurity in Advanced Driver Assistance Systems (ADAS) as AI increases market demand for such services.Some support1 report
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Palo Alto Networks stock is listed on Nasdaq, and CEO Nikesh Arora bought company stock.Well supported7 reports
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Nvidia, CrowdStrike, Microsoft, and Palo Alto Networks are co-developing a SafeMind agentic cybersecurity system leveraging continuous inference workloads.Some support2 reports1 development inside
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Palo Alto Networks is leveraging both OpenAI's and Anthropic's models for its operations.Some support1 report1 development inside
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AI warnings drove cybersecurity stock surges, reflecting market sentiment regarding the industry's reliance on advanced AI models.Some support2 reports
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CrowdStrike, Amazon, and Palo Alto Networks are currently highlighted in the sector spotlight due to the increasing industry need for automated defense solutions driven by AI.Some support1 report1 development inside
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Amid geopolitical tensions and the UNGA focus on the Middle East, companies like CrowdStrike and Palo Alto Networks are benefiting from the increased industry need for AI security solutions.Some support2 reports
One to three months ago
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OpenAI and Palo Alto Networks are using AI models for security research.Well supported3 reports2 developments inside
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Palo Alto Networks and Optiv have partnered to publish a joint security report examining the critical need for modernizing Security Operations Centers (SOCs) against current threats.Some support1 report
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Société Générale basket includes top stocks like CrowdStrike and Palo Alto Networks, driven by AI alignment and infrastructure spending.Some support1 report
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Major tech companies, including Cisco, OpenAI, Palo Alto Networks, and CrowdStrike, are engaged in competitive AI security development and platform integration.Well supported6 reports7 developments inside
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Josh Gottheimer purchased shares in several companies, including Monster Beverage, Applied Materials, and Palo Alto Networks.Some support2 reports
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Palo Alto Networks, Broadcom, and CrowdStrike confirmed their participation in PIVOT testing, which is being run by SE Labs.Some support1 report
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The AI boom is driving increased demand for defense and security solutions across the industry.Some support2 reports2 developments inside
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A vulnerability has been discovered in PAN-OS software, and this finding has been noted by TipRanks analysts.Some support2 reports
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Saudi Central Bank raised its stake in Palo Alto Networks shares on September 6, 2026.Some support1 report
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Dell Technologies, Palo Alto Networks, and Credo reported strong quarterly financial results on September 2, 2026.Well supported4 reports
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Dynatrace, Palo Alto Networks, Databricks, and Snowflake are recognized as leading data analytics vendors helping organizations apply AI to their data.Some support1 report
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Palo Alto Networks expanded its Cortex Cloud platform, noting its support for an open partner ecosystem.Some support2 reports1 development inside
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Palo Alto Networks integrates Console into its Cortex platform, expanding its ecosystem to include partners like Miro and Figma, and competing against challengers like ServiceNow.Some support3 reports
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Cybersecurity stocks, including CrowdStrike and Palo Alto Networks, experienced selling pressure on September 2nd, despite general tech sector gains.Some support1 report
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Kim Bolton named Palo Alto Networks, CrowdStrike, and Snowflake as top stock picks amid FED hawkishness.Some support2 reports2 developments inside
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Market trends show different revenue streams matter as companies list their stock on the Nasdaq exchange.Some support7 reports2 developments inside
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Palo Alto Networks has closed the acquisition of the Console platform, an AI-native agentic workflow platform.Some support1 report
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Dell Technologies and Palo Alto Networks are competing in enterprise technology markets.Some support3 reports1 development inside
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Cybersecurity firms Zscaler, Palo Alto Networks, and Qualys were listed on Nasdaq and compete in the cybersecurity segment.Some support3 reports
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Woods provided analysis for CNBC Pro subscribers, monitoring Snowflake's stock performance and reporting on earnings for several companies.Some support1 report
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Nvidia and Palo Alto Networks are subjects of market analysis and earnings reports.Some support1 report
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Stock volatility is high for major cybersecurity players including CrowdStrike, Zscaler, and Palo Alto Networks due to high market expectations.Some support1 report1 development inside
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Palo Alto Networks is listed on the electronic stock exchange and is required to file Form 13F reports with the SEC.Well supported12 reports1 development inside
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Palo Alto Networks received a stake reduction of 3.4% during Q2, which was filed with the SEC by Washington Trust Bank.Some support2 reports
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Palo Alto Networks saw revenue contribution from CyberArk, while analysts raised price targets amid robust cybersecurity demand.Some support2 reports
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Discussions between Cribl, Palo Alto Networks, Datadog, and Okta regarding product complementarity broke down over price constraints.Some support1 report1 development inside
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Palo Alto Networks is reportedly considering Cribl as a potential target, following a previous acquisition attempt involving Datadog.Some support1 report
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CrowdStrike, Zscaler, Cloudflare, and Palo Alto Networks are identified as peers in the competitive cybersecurity market.Some support1 report
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Scotiabank upgraded Okta to Outperform, noting that Okta is a core AI beneficiary within the identity and cybersecurity vendor space.Well supported9 reports1 development inside
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Okta, Palo Alto Networks, and CrowdStrike are involved in the competitive landscape, with the recent news of one company acquiring a threat detection startup for tuck-in strategy.Some support2 reports
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Axis Communications and Palo Alto Networks are partnering to defend critical infrastructure from AI exploits.Some support1 report
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CrowdStrike and Salesforce report earnings on the same evening, prompting discussion on the cyber/SaaS correlation.Some support2 reports1 development inside
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Emily Flippen discussed Palo Alto Networks' fourth quarter results on August 26, 2025.Some support2 reports1 development inside
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Palo Alto Networks tracks its TTM adjusted free cash flow margins.Some support1 report
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Major cybersecurity companies including Palo Alto Networks, CrowdStrike, and SentinelOne are providing global solutions and competing in the market.Well supported3 reports1 development inside
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Major cybersecurity players like Palo Alto Networks, CrowdStrike, Zscaler, and CyberArk are investing in Agentic Operations and Zero Trust solutions.Speculative3 reports2 developments inside
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CrowdStrike is nipping at Palo Alto Networks' heels.Some support3 reports
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Palo Alto Networks is piloting programs in Australia, New Zealand, the U.K., and Japan.Some support1 report
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Barnes gained experience at Palo Alto Networks, Microsoft, and Dataminr.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Palo Alto Networks
Events traced to Palo Alto Networks, step by step, newest first- Cloudflare's startup support could intensify competition with Palo Alto NetworksCloudflare's subsidized startup ecosystem may intensify competition for Palo Alto NetworksPossible
- Secure AI push may intensify competition for Palo Alto NetworksIncreased market competition may challenge Palo Alto Networks amid secure AI pushPossible
- How could global web traffic anomalies affect Palo Alto Networks?Increased demand for cyber security solutions following infrastructure disruptionsPossible
- Palo Alto Networks may face increased competition in AI securityIncreased focus on AI threats may intensify competition for Palo Alto Networks.Possible
- CORTEX defense integration may boost Palo Alto Networks' market perceptionCORTEX's defense integration may boost Palo Alto Networks' market perceptionPossible
- Palo Alto Networks faces market losses amid software sector downturnPalo Alto Networks faces market losses amid software sector downturnAlready happening
See all 13 explainers
- Increased regulatory focus on market reliability may boost demand for Palo Alto Networks' servicesIncreased regulatory focus on market reliability may boost demand for Palo Alto Networks' servicesPossible
- AI market fears may increase competitive pressure on Palo Alto NetworksMarket fears over AI disruption could increase competitive pressure on Palo Alto NetworksPossible
- Competitors' AI growth may increase pressure on Palo Alto NetworksCompetitors' AI growth may increase pressure on Palo Alto NetworksPossible
- Palo Alto Networks may see increased demand as AI risks growPalo Alto Networks may see increased demand as AI risks growPossible
- AI cyber threats could boost demand for Palo Alto NetworksIncreased AI cyber threats may drive long-term demand for Palo Alto NetworksPossible
- New security partnerships may intensify competitive pressure on Palo Alto NetworksPalo Alto Networks may face increased competitive pressure from strengthened rivalsPossible
- New AI-driven cyber threats may boost Palo Alto Networks' market demandIncreased demand for advanced cybersecurity solutions may benefit Palo Alto Networks.Possible
Around Palo Alto Networks this week
News at the entities that move Palo Alto Networks most-
Fortinet OperationalTD Cowen reiterated its buy rating on Fortinet. Cantor Fitzgerald provided a neutral rating, and Bank of America raised its price target for the company.Moves Palo Alto Networks
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CrowdStrike OperationalPHP vulnerabilities are predicted to increase cyber breaches, according to CrowdStrike.Moves Palo Alto Networks
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SEC StructuralWidgets & Web, a Miami-based provider, operates in the US market and provides automated SEC filings.Moves Palo Alto Networks
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Securities and Exchange Commission StructuralMultiple financial firms adjusted their holdings in Jazz Pharmaceuticals stock and filed reports with the SEC on October 24, 2026.Moves Palo Alto Networks
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Nasdaq StructuralCity Holding Co. traded on the Nasdaq stock exchange today.Moves Palo Alto Networks
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Panorama StructuralTrump sued BBC over alleged defamation by Panorama, while facing legal proceedings and being ordered to testify under oath.Moves Palo Alto Networks
Connections
The 40 strongest of 270, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Nasdaq Structural
Palo Alto Networks is formally listed and trades its stock on the Nasdaq exchange.
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Fortinet Operational
Fortinet and Palo Alto Networks are intense, direct competitors in the global cybersecurity market, vying for market share and corporate budgets.
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CrowdStrike Operational
The companies are intense, high-stakes competitors for market leadership and technological dominance in the global cybersecurity sector.
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CyberArk Structural
Palo Alto Networks acquired CyberArk, integrating it as a strategic subsidiary to bolster its platform and identity security offerings.
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Nikesh Arora Structural
Nikesh Arora serves as the CEO and Chairman of Palo Alto Networks.
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SEC Structural
Palo Alto Networks must comply with mandatory disclosure and reporting requirements established by the SEC to operate in the market.
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Zscaler Operational
Palo Alto Networks and Zscaler are direct competitors vying for market share in the cloud cybersecurity and SASE segments.
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Securities and Exchange Commission Structural
Palo Alto Networks is subject to mandatory regulatory oversight by the SEC, requiring the filing of institutional reports.
Show all 40 connections
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Panorama Structural
Palo Alto Networks offers Panorama as a core security management solution within its product portfolio.
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Panorama Structural
A is a security management solution offered and provided by B.
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Okta Operational
Okta and Palo Alto Networks are strategic partners who also actively compete in the identity and cybersecurity management market.
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Nir Zuk Structural
Nir Zuk is the founder and a key executive figure of Palo Alto Networks.
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SentinelOne Operational
The companies are active competitors in the global cybersecurity market, driven by platform expansion and AI innovation.
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PAN-OS Structural
PAN-OS is a core software product developed and maintained by Palo Alto Networks.
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Microsoft Operational
Microsoft and Palo Alto Networks are direct competitors in the enterprise cybersecurity market, vying for dominance in solutions like endpoint security and attack surface management.
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IBM Operational
The companies actively compete in the cybersecurity market while simultaneously engaging in strategic collaborations and supply chain partnerships.
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Sase Structural
Sase's product focus on SASE is a key driver of Palo Alto Networks' revenue growth and accelerating ARR.
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Tel Aviv Stock Exchange Structural
Palo Alto Networks is listed on the Tel Aviv Stock Exchange, and its market cap actively influences the index structure.
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NGS Structural
NGS functions as a major product line and business segment that is integral to the revenue and growth of Palo Alto Networks.
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Cloudflare Operational
Cloudflare and Palo Alto Networks are direct competitors in the enterprise cybersecurity market, focusing on SASE and Zero Trust offerings.
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Cisco Operational
Cisco and Palo Alto Networks are direct competitors vying for market share in the global enterprise cybersecurity sector.
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Kim Bolton Transactional
Bolton named Palo Alto Networks as a top pick.
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Anthropic Operational
Anthropic's AI models, market warnings, and product trends actively influence Palo Alto Networks' market position, product development, and investor sentiment.
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Cortex Structural
Cortex functions as a critical, high-growth product line and strategic initiative within Palo Alto Networks.
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OpenAI Operational
Palo Alto Networks leverages OpenAI's AI models for security research and operations while actively competing with OpenAI in the AI security market.
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Dell Technologies Operational
Dell Technologies and Palo Alto Networks are active competitors in the enterprise technology and AI markets.
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CORTEX Structural
Cortex is a platform developed and expanded by Palo Alto Networks.
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Reshma Kewalramani Structural
Reshma Kewalramani serves as the President and CEO of Palo Alto Networks.
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Norges Bank Transactional
Norges Bank purchased a new stake in Palo Alto Networks.
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Donald Trump Operational
A's policy proposals, such as tariffs and onshoring, are predicted to provide significant market benefits to B.
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Strata Structural
Strata functions as one of the cybersecurity platforms provided by Palo Alto Networks.
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Google Operational
The entities actively coordinate efforts to streamline threat taxonomy and enhance global presence to combat cybersecurity threats.
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Cybersecurity and Infrastructure Security Agency Operational
CISA's cyber threat alerts and warnings directly influence market activity and security spending for companies like Palo Alto Networks.
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Benchmark Mentioned together
Benchmark provides financial analysis, price targets, and buy ratings for Palo Alto Networks.
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Swedbank AB Transactional
Swedbank AB divested its holdings in Palo Alto Networks.
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Stanley Druckenmiller Transactional
Evidence indicates that Stanley Druckenmiller has made specific investment bets regarding Palo Alto Networks.
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S&P Global Market Intelligence Structural
A provides industry consensus data that B uses for operational benchmarking.
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Shlomo Kramer Structural
Shlomo Kramer held a leadership role at Palo Alto Networks.
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National Cyber Security Centre Structural
Palo Alto Networks provides testing and advisory services regarding cyber threats to the NCSC.
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Jim Cramer Mentioned together
Jim Cramer provides consistent financial commentary, stock recommendations, and market analysis regarding Palo Alto Networks' performance and industry standing.
History
Events by the month they beganOctober 2026
10 events- Cybersecurity stocks are gaining momentum as a security minister advises preparedness for cyber threats.
- Palo Alto Networks and ServiceNow stocks fell during a broad tech selloff linked to the AI trade breakdown.
- El Al Israel Airlines, Palo Alto Networks, and Doral were added to the Tel Aviv 35 index.
- BlackRock, Bank of America, and State Street Corp acquired or increased their holdings in Palo Alto Networks stock.
- Palo Alto Networks and CrowdStrike outperformed the First Trust Nasdaq Cybersecurity ETF on October 12, 2026.
- JPMorgan Chase is utilizing network edge devices from global infrastructure vendors Cisco and Palo Alto Networks.
- Fortinet technology is being embedded in AI infrastructure, intensifying competition among major cybersecurity players like Nvidia and CrowdStrike.
- Matthew Stauble was appointed Chief Commercial Officer (CCO) at Commvault.
- Edelweiss Asset Management is moving its US strategy to GIFT City, feeding into a JPMorgan fund that holds major positions in Palo Alto Networks, CrowdStrike, Nvidia, and Microsoft.
- Regulators are focusing on the need for strong cybersecurity in Advanced Driver Assistance Systems (ADAS) as AI increases market demand for such services.
September 2026
18 events- CrowdStrike and Palo Alto Networks are listed on Nasdaq, while CrowdStrike's strong guidance contrasts Zscaler's cautious outlook.
- Nvidia, CrowdStrike, Microsoft, and Palo Alto Networks are co-developing a SafeMind agentic cybersecurity system leveraging continuous inference workloads.
- Palo Alto Networks is leveraging both OpenAI's and Anthropic's models for its operations.
- AI warnings drove cybersecurity stock surges, reflecting market sentiment regarding the industry's reliance on advanced AI models.
- CrowdStrike, Amazon, and Palo Alto Networks are currently highlighted in the sector spotlight due to the increasing industry need for automated defense solutions driven by AI.
- Amid geopolitical tensions and the UNGA focus on the Middle East, companies like CrowdStrike and Palo Alto Networks are benefiting from the increased industry need for AI security solutions.
- Palo Alto Networks and Optiv have partnered to publish a joint security report examining the critical need for modernizing Security Operations Centers (SOCs) against current threats.
- Société Générale basket includes top stocks like CrowdStrike and Palo Alto Networks, driven by AI alignment and infrastructure spending.
- Josh Gottheimer purchased shares in several companies, including Monster Beverage, Applied Materials, and Palo Alto Networks.
- Palo Alto Networks, Broadcom, and CrowdStrike confirmed their participation in PIVOT testing, which is being run by SE Labs.
- A vulnerability has been discovered in PAN-OS software, and this finding has been noted by TipRanks analysts.
- Saudi Central Bank raised its stake in Palo Alto Networks shares on September 6, 2026.
- Dell Technologies, Palo Alto Networks, and Credo reported strong quarterly financial results on September 2, 2026.
- Dynatrace, Palo Alto Networks, Databricks, and Snowflake are recognized as leading data analytics vendors helping organizations apply AI to their data.
- Palo Alto Networks integrates Console into its Cortex platform, expanding its ecosystem to include partners like Miro and Figma, and competing against challengers like ServiceNow.
- Cybersecurity stocks, including CrowdStrike and Palo Alto Networks, experienced selling pressure on September 2nd, despite general tech sector gains.
- Palo Alto Networks has closed the acquisition of the Console platform, an AI-native agentic workflow platform.
- Cybersecurity firms Zscaler, Palo Alto Networks, and Qualys were listed on Nasdaq and compete in the cybersecurity segment.
August 2026
17 events- The AI boom is driving increased demand for defense and security solutions across the industry.
- Market trends show different revenue streams matter as companies list their stock on the Nasdaq exchange.
- Dell Technologies and Palo Alto Networks are competing in enterprise technology markets.
- Woods provided analysis for CNBC Pro subscribers, monitoring Snowflake's stock performance and reporting on earnings for several companies.
- Nvidia and Palo Alto Networks are subjects of market analysis and earnings reports.
- Stock volatility is high for major cybersecurity players including CrowdStrike, Zscaler, and Palo Alto Networks due to high market expectations.
- Palo Alto Networks received a stake reduction of 3.4% during Q2, which was filed with the SEC by Washington Trust Bank.
- Palo Alto Networks saw revenue contribution from CyberArk, while analysts raised price targets amid robust cybersecurity demand.
- Discussions between Cribl, Palo Alto Networks, Datadog, and Okta regarding product complementarity broke down over price constraints.
- Palo Alto Networks is reportedly considering Cribl as a potential target, following a previous acquisition attempt involving Datadog.
- CrowdStrike, Zscaler, Cloudflare, and Palo Alto Networks are identified as peers in the competitive cybersecurity market.
- Okta, Palo Alto Networks, and CrowdStrike are involved in the competitive landscape, with the recent news of one company acquiring a threat detection startup for tuck-in strategy.
- Axis Communications and Palo Alto Networks are partnering to defend critical infrastructure from AI exploits.
- CrowdStrike and Salesforce report earnings on the same evening, prompting discussion on the cyber/SaaS correlation.
- Palo Alto Networks tracks its TTM adjusted free cash flow margins.
- Palo Alto Networks is piloting programs in Australia, New Zealand, the U.K., and Japan.
- Barnes gained experience at Palo Alto Networks, Microsoft, and Dataminr.
Show 2 earlier months
July 2026
6 events- Analysts highlighted CrowdStrike, Microsoft, Cloudflare, and Palo Alto Networks as stock picks.
- Palo Alto Networks is listed on the Nasdaq stock exchange, and Wells Fargo raised its price target for the company.
- Leading cybersecurity firms including CrowdStrike, Palo Alto Networks, and Fortinet are capitalizing on market growth through strategic partnerships and are noted by financial institutions like Bank of America.
- OpenAI and Palo Alto Networks are using AI models for security research.
- Kim Bolton named Palo Alto Networks, CrowdStrike, and Snowflake as top stock picks amid FED hawkishness.
- Scotiabank upgraded Okta to Outperform, noting that Okta is a core AI beneficiary within the identity and cybersecurity vendor space.
June 2026
9 events- Cramer discussed CVS's turnaround efforts, noting that the company benefits from Trump-era tariffs.
- Palo Alto Networks stock is listed on Nasdaq, and CEO Nikesh Arora bought company stock.
- Major tech companies, including Cisco, OpenAI, Palo Alto Networks, and CrowdStrike, are engaged in competitive AI security development and platform integration.
- Palo Alto Networks expanded its Cortex Cloud platform, noting its support for an open partner ecosystem.
- Palo Alto Networks is listed on the electronic stock exchange and is required to file Form 13F reports with the SEC.
- Emily Flippen discussed Palo Alto Networks' fourth quarter results on August 26, 2025.
- Major cybersecurity companies including Palo Alto Networks, CrowdStrike, and SentinelOne are providing global solutions and competing in the market.
- Major cybersecurity players like Palo Alto Networks, CrowdStrike, Zscaler, and CyberArk are investing in Agentic Operations and Zero Trust solutions.
- CrowdStrike is nipping at Palo Alto Networks' heels.