PANW Plunges 20% in 6 Months: Time to Hold or Book Profits?

Palo Alto Networks stock drops nearly 20% in six months as acquisition costs and EPS cuts weigh on sentiment, despite strong SASE growth.

Zacks Investment Research • a day ago

These are the hottest cybersecurity stocks in the wake of the Iran conflict

Shares of cybersecurity software companies have been on a roll this week, with investors reacting to the heightened threat of digital warfare as the Iran conflict escalates.

Market Watch • Mar 4, 2026

HubSpot and Other Software Stocks Are Bouncing Back. Their Next Move Could Come Soon.

The iShares Expanded Tech-Software Sector Exchange-Traded fund is up 12% since late February,

Barrons • Mar 4, 2026

Options Corner: PANW Double Upgrade

Palo Alto Networks (PANW) got a double upgrade from Arete to buy from sell just ahead of CrowdStrike's (CRWD) earnings after the close on Tuesday. Tom White offers a look into key levels to watch in Palo Alto shares and takes investors through an example options trade.

Palo Alto Networks and Global Partners Announce Secure by Design AI Factories

Unified ecosystem scales for sovereign AI by securing the physical and digital AI Factory foundation BARCELONA, Spain, March 2, 2026 /PRNewswire/ -- As global networks pivot to operating high-performance AI Factories, Palo Alto Networks (NASDAQ: PANW), the global AI cybersecurity leader, today announced an expanded security ecosystem designed to protect this new industrial backbone. At Mobile World Congress 2026, the company unveiled four collaborations with Nokia, U Mobile, Aeris, and Celerway that allow enterprises to scale for sovereign AI and secure the autonomous edge without compromising performance.

PRNewsWire • Mar 2, 2026

2 Bad News Buys: Why Palo Alto and Zscaler Are Screaming Deals

Down as much as 55% from the peak to the trough and over 20% in 2026, it may be time to buy cybersecurity stocks like Palo Alto Networks NASDAQ: PANW and Zscaler NASDAQ: ZS. While valuation concerns plagued and may continue to plague these markets, their share prices are trading at long-term lows and unlikely to fall significantly further.

MarketBeat • Mar 2, 2026

Cyber Risks Rise Amid Conflict with Iran

Cyber security concerns are on the rise as the conflict in the Middle East drags in more US allies. Cynthia Kaiser, senior vice president of the Ransomware Research Center at Halcyon and former deputy director of the FBI's Cyber Division, discusses the risks with Caroline Hyde on “Bloomberg Tech."

Bloomberg Technology • Mar 2, 2026

The Cybersecurity Market Is Set to Double to $300 Billion by 2030. Here's the Best Artificial Intelligence (AI) Stock to Buy Now.

Palo Alto Networks' stock has dipped in 2026 so far, but this could be an opportunity for savvy investors. The cybersecurity market is on track to increase substantially in the long run, driven by such catalysts as AI.

The Motley Fool • Feb 27, 2026

PANW Is Down 19% But Its AI Security Bet May Change That

One of the world's foremost cybersecurity names, Palo Alto Networks ( NASDAQ:PANW ) is down 21% year-to-date and 24% over the past year, sitting at $144 against a 52-week high of $223.61.

24/7 Wall Street • Feb 25, 2026

Cybersecurity Showdown: CrowdStrike's Acquisition Spree vs Palo Alto's Platform Play

Both CrowdStrike (NASDAQ: CRWD) and Palo Alto Networks (NASDAQ: PANW) operate at the center of enterprise cybersecurity, share the same AI-driven demand tailwind, and have each pulled back sharply in 2026.

24/7 Wall Street • Feb 24, 2026