Final Trades: Micron, Palo Alto Networks, Adobe and Vertiv Holdings

The Investment Committee give you their top stocks to watch for the second half.

CNBC Television • Dec 12, 2025

Greenvale Capital Exits $75 Million Stake in Cyberark Software, According to Recent Filing

Sold out: –185,000 shares, net position change estimated at $75.27 million Post-trade stake: 0 shares, $0 value The position previously accounted for 6.4% of fund AUM in the prior quarter These 10 Stocks Could Mint the Next Wave of Millionaires ›

The Motley Fool • Dec 11, 2025

Top 3 Winter Stocks With Solid Growth Opportunities

The winter season often marks a distinct shift in the economic landscape, presenting investors with an opportunity to recalibrate their portfolios. While the colder months can bring market volatility, they also clarify the winners in specific industries that thrive on seasonal demand.

MarketBeat • Dec 11, 2025

Wall Street Analysts Think Palo Alto (PANW) Is a Good Investment: Is It?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Zacks Investment Research • Dec 10, 2025

Palo Alto Networks: Chronosphere And CyberArk Provide A Strong Portfolio For The AI Era

Palo Alto Networks maintains a BUY rating, with a $234 price target and ~20% upside, following robust Q1 results and raised FY26 guidance. Back-to-back acquisitions—$25B CyberArk and $3.35B Chronosphere—strategically position PANW for AI-driven cybersecurity leadership, despite market concerns over integration risks. Q1 revenue grew 15.7% y/y to $2.47B, non-GAAP EPS rose 19.2% y/y to $0.93, and RPOs expanded 24% y/y, supporting strong forward momentum.

Seeking Alpha • Dec 9, 2025

Palo Alto Networks, Inc. (PANW) Is a Trending Stock: Facts to Know Before Betting on It

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.

Zacks Investment Research • Dec 8, 2025

Cybersecurity Stocks And The Growing Demand For Secure Identity Infrastructure

The core foundation of enterprise protection may be based on identity security. It is becoming more and more of a critical component within businesses as organizations are increasingly distributing bigger workloads on cloud environments, and have a need to support bigger remote teams.

Benzinga • Dec 8, 2025

Prediction: 3 Beginner Stocks That Could Turn Small Bets Into Big Fortunes

Oracle's cloud business will keep growing as the AI boom continues. TSMC will profit from the market's insatiable appetite for more powerful AI chips.

The Motley Fool • Dec 4, 2025

Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript

Palo Alto Networks, Inc. (PANW) Presents at UBS Global Technology and AI Conference 2025 Transcript

Seeking Alpha • Dec 3, 2025

Palo Alto Networks Plunges 14% in a Month: Time to Hold Tight or Exit?

PANW's acquisition spree and slowing growth spark investor jitters as the stock plunged sharply over the past month.

Zacks Investment Research • Dec 2, 2025