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PANW's NGS ARR surpasses $5B with 34% growth, as AI-driven XSIAM adoption accelerates and customer counts surge.
Palo Alto Networks CEO Nikesh Arora is joining the board of Uber. He has previously worked at Google, and the move comes as Uber partners with Alphabet-owned Waymo in the face of increased self-driving competition.
Palo Alto Networks, Inc. (NASDAQ:PANW ) Bank of America Global Technology Conference June 3, 2025 11:40 AM ET Company Participants Nikesh Arora - Chairman & CEO Unidentified Analyst Good morning. What a great way to start our conference with Nikesh.
Are you just as afraid of a market pullback right now as you are of missing out on upside? If so, you're not alone.
The tech sector has rewarded many of its most patient investors over the past few decades. Winners like Apple, Microsoft, and Amazon generated multibagger returns for investors who consistently tuned out the near-term noise, rode out the volatile market swings, and focused on their long-term goals.
Many of the best growth stocks in the world are based out of the U.S. This is the land of both opportunity and innovation. Warren Buffett has always been bullish on betting on the U.S. because he's a big believer in American business.
Cybersecurity stocks, like Palo Alto Networks and CrowdStrike, are among the best stocks to buy and watch in the stock market rally.
The Investment Committee debate Palo Alto and how to trade the cybersecurity sector.
Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to explain why he's selling Palo Alto.
The Palo Alto earnings call made me even more bullish about the growth prospects of CIBR and the cybersecurity sector. First Trust NASDAQ Cybersecurity ETF is heavily concentrated in the top 10 holdings, which is not necessarily a negative factor. The growth prospects of the ETF's three main drivers—CRWD, AVGO, and PANW—are promising (CRWD not in the short term).