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NYSE:PANW 31 July 2025 - 25 February 2026

Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks stock dips as Daiwa cuts target, while Anthropic’s AI push keeps cyber names jumpy

Palo Alto Networks shares fell 1.7% to $141.67 Tuesday, then edged up 0.5% after hours, after Daiwa cut its price target to $175 but kept an “outperform” rating. The move follows new AI product launches from Anthropic that have fueled investor concern over automation in cybersecurity. Palo Alto cited strong AI security adoption and announced a partnership with ServiceNow and Bell Canada.
Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

Cloud Computing Stocks Rebound as CPI Cools — What to Watch Before Palo Alto Earnings

First Trust Cloud Computing ETF (SKYY) jumped 2.5% to $114.26 Friday, outperforming a weaker Nasdaq as U.S. inflation data came in below forecasts and Treasury yields fell. Peers CLOU and WCLD also gained over 2%. U.S. markets close Monday for Washington’s Birthday. Palo Alto Networks reports earnings Tuesday after the bell.
Palo Alto Networks stock climbs after report flags $400 mln Koi Security talks, analysts turn less bearish

Palo Alto Networks stock climbs after report flags $400 mln Koi Security talks, analysts turn less bearish

Palo Alto Networks shares rose 1.7% to $182.46 after Israeli media reported the company is in talks to acquire Koi Security for about $400 million. Guggenheim upgraded the stock to neutral, while Piper Sandler raised its price target to $265. Cybersecurity stocks broadly gained, with the Global X Cybersecurity ETF up 1.2%. Investors await confirmation on the Koi deal and Palo Alto’s earnings, expected around Feb. 12.
Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks stock slips into 2026 holiday pause as year-end tech selling bites

Palo Alto Networks shares closed down 1.42% at $184.20 on Dec. 31, tracking declines in other cybersecurity stocks as U.S. markets ended 2025 lower. The NYSE is closed for New Year’s Day, with trading set to resume Friday. Investors are awaiting early-January macro data and Palo Alto’s earnings update as key signals. The stock sits 18% below its 52-week high.
1 January 2026
Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Software and Platform Stocks Week Ahead: AI Spending Scrutiny, Cloud Security Mega-Deals, and Holiday-Shortened Trading (Dec. 22–26, 2025)

Google Cloud and Palo Alto Networks announced an expanded partnership with a contract approaching $10 billion, according to Reuters sources. Software and platform stocks faced volatile trading ahead of Christmas week, as investors weighed thin markets and questions about AI infrastructure payback. Wall Street also tracked shifting expectations for Federal Reserve rate cuts in 2026.
Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Cybersecurity Stocks Today: Okta Rallies on Jefferies Upgrade as Palo Alto Warns on AI Cloud Attacks and Fortinet Targets NVIDIA “AI Factory” Security (Dec. 16, 2025)

Okta shares rose 2.06% Tuesday after Jefferies upgraded the stock to Buy and lifted its price target to $125, citing strong identity-security demand into 2026. Other cybersecurity names, including CyberArk and SentinelOne, also gained as the sector outperformed a falling broader market. The Dow was down 0.63% and the S&P 500 dropped 0.42% by 2:00 p.m. ET. Cybersecurity ETFs traded modestly higher.
Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks to Acquire Chronosphere for $3.35B, Bringing AI‑Scale Observability to Cortex AgentiX

Palo Alto Networks said it will acquire Chronosphere for $3.35 billion in cash and equity, aiming to close the deal in the second half of fiscal 2026 pending regulatory approval. Chronosphere reported over $160 million in annual recurring revenue as of September 2025 and was named a Leader in the 2025 Gartner Magic Quadrant for Observability Platforms.
Samsung Galaxy S26 Leak Explosion: Massive Camera Upgrades, Thinner Designs & a Shocking S Pen Twist

‘Landfall’ spyware abused Samsung zero‑day (CVE‑2025‑21042) to hack Galaxy phones for months — patched in April: What happened and how to stay safe

Researchers have identified a commercial Android spyware campaign, Landfall, that exploited a zero-day flaw in Samsung Galaxy phones and targeted users in the Middle East for nearly a year. The spyware used malicious image files to compromise devices and steal data. Samsung patched the vulnerability in April 2025. Targets included Galaxy S22, S23, S24, and Z Fold 4/Flip 4 running Android 13–15.
8 November 2025
AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

AI Stock Frenzy: Tech Titans Shatter Records Amid Earnings Blowouts and Bold Moves (July 30–31, 2025)

The S&P 500 rose 0.7% and the Nasdaq gained 1.2% on July 31, 2025, hitting record highs after strong Big Tech earnings. Microsoft’s stock jumped 5%, lifting its market cap above $4 trillion, while Meta surged 12.2% to an all-time high. Tesla signed a $16.5 billion chip deal with Samsung, and OpenAI announced its first European data center in Norway. Alphabet, Meta, and Microsoft raised 2025 capital spending targets for AI.
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