Financial News

ZS stock rises 24% in a month, but is still 55% below its 52-week high. AI Security momentum and a discounted valuation support holding.

Barclays analyst Saket Kalia maintains Palo Alto Networks (NASDAQ:PANW) with a Overweight and raises the price target from $200 to $220.

CrowdStrike remains a buy as cybersecurity sentiment rebounds; Q1 FY27 earnings may accelerate revenue and Falcon Flex. Read this latest analysis of CRWD stock.

2026 is on track to be an inflection point year for AI, according to Wedbush Securities' Managing Director Dan Ives.

Palo Alto Networks (PANW) has jumped back onto investors’ radars after a sharp rally driven by analyst upgrades, constructive channel feedback, a sizable CEO share purchase, sector strength following Fortinet, and fresh AI-focused partnerships. See our latest analysis for Palo Alto Networks. The recent 1-day share price return of 7.0% and 30-day share price return of 15.69% indicate that momentum has picked up again. However, the 1-year total shareholder return of 4.24% is far more muted than...

This week’s earnings season reinforced one dominant theme driving financial markets in 2026: AI spending continues to overwhelm nearly every other macro concern. Read more here.

Anthropic's Mythos triggered a White House AI regulation U-turn, while Polymarket gives OpenAI just a 26% chance of completing an IPO this year.

State Street’s 2026 Global ETF Outlook flags a resilience pivot that reaches beyond traditional defensive assets. On page 13, the firm writes that “Early 2026 indications suggest we may be in for a year with an even greater focus on resiliency themes such as energy, defense, cyber and commodities.” Cyber is the only software-heavy theme ... Cyber Joins 4 Resilience Themes for 2026. The 3 ETFs Catching the Trade

Shares rocketed over 20%, marked by a hefty double beat on revenue and earnings.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.32%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

Despite trailing the broader market over the past year, PANW continues to attract strong bullish sentiment from analysts, reflecting confidence in its long-term cybersecurity growth potential.

The arrival of Anthropic's Mythos jolted banks, software giants and governments into reckoning with a new era of cyber attacks. But the threat is already here.

'Mad Money' host Jim Cramer talks the day's market action.

'Mad Money' host Jim Cramer talks the day's market action.

Cybersecurity is yet another industry being transformed by artificial intelligence.

Curious about the S&P500 stocks that are gapping on Thursday? Explore the gap up and gap down stocks in the S&P500 index during today's session.

Recent moves in Palo Alto Networks may have you asking a simple question: is the current share price offering good value, or are you paying up for quality? Over the last week the stock returned 2.4%, with a 30 day return of 8.1%, while the one year return sits at a 2.6% decline and the three and five year returns are 86.3% and 240.3% respectively. This frames how much the market has already priced in. Recent headlines around Palo Alto Networks have focused on its role as a large cyber...

PANW trades at a premium valuation as acquisition costs, EPS pressure and rising cybersecurity competition weigh on near-term prospects.

One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW). On May 6, 2026, BTIG raised its PANW stock price target to $216 from $200 and reiterated a Buy rating, citing a fresh round of channel checks with partners and customer contacts that came back “constructive ... BTIG Just Got Bullish on Palo Alto Networks: Price Target Climbs to $216 on Improving Channel Checks

Cybersecurity giant Palo Alto Networks is eyeing AI gateway startup Portkey. But will this acquisition meaningfully lift PANW stock, or take time to show results?

Summary: Wall Street analysts changed outlook on top names; Stifel cut price target for Leidos; Bernstein slashed Bellring Brands PT; Morgan Stanley raised PT for Cummins; Rothschild upgraded Monster Beverage; Cantor Fitzgerald raised AMD PT; RBC Capital raised UDR PT; Barclays raised ON PT; Guggenheim increased PT for Sphere Entertainment Co.

Investing.com -- BTIG has added a new large-cap stock to its Top Picks focus list and raised the price target to $216 from $200, citing fresh channel checks that point to durable demand and accelerating momentum behind the cybersecurity company's platform strategy.

Buy IGV (iShares Tech-Software ETF) to diversify software exposure, reduce single-stock risk, and capture an AI-driven SaaS rerating amid volatility—read...

Netwrix, a recognized leader in identity and data security solutions, today announced the appointment of Avesta Hojjati as Chief Technology Officer, Marcin Gierlak as Vice President of Engineering and Kraków Site Leader, and Natalie Tomlin as Head of Channel for North America.

Truist Securities analyst Junaid Siddiqui reiterates Palo Alto Networks (NASDAQ:PANW) with a Buy and raises the price target from $205 to $220.

In recent days, Armadin announced a strategic partnership with Palo Alto Networks’ Unit 42 Frontier AI Defense, adding autonomous AI-driven external attack assessments that simulate real-world exploitation across internet-facing assets and cloud resources. This move highlights how Palo Alto Networks is embedding offensive-style AI capabilities into its services to help enterprises understand and remediate their most exploitable AI-era cyber risks. We’ll now explore how this Armadin...

BTIG analyst Gray Powell maintains Palo Alto Networks (NASDAQ:PANW) with a Buy and raises the price target from $200 to $216.

Monolithic Power Systems climbed during the quarter due to strong quarterly results as well as a favorable outlook associated with demand trends.

Fresh scrutiny of Nancy Pelosi's market activity follows reports of a roughly $3 million weekly gain, intensifying debate over lawmakers' stock trading as tech-heavy portfolios drive outsized returns.