PANW Stock Recent News

As PANW scales AI and cloud security, CHKP's steady gains lag behind in the race for cybersecurity dominance.

Cortex Cloud expands the platform with a prevention-first ASPM to automatically stop risks from reaching production New open AppSec partner ecosystem unifies all data from industry-leading AppSec providers on a single platform for unprecedented cross-vendor visibility SANTA CLARA, Calif. , Aug. 5, 2025 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced Cortex ®  Cloud™ Application Security Posture Management (ASPM), a prevention-first application security module that intelligently blocks security issues from reaching production.

Palo Alto Networks' market cap is up sixfold since Nikesh Arora joined as CEO in 2018, but the stock is down sharply since the company said it's buying CyberArk for $25 billion. During Arora's tenure, Palo Alto has made over 20 acquisitions, though nothing nearly as big as CyberArk.

The 'Undercovered' Dozen series highlights 12 lesser-covered stocks weekly, providing investment ideas and sparking community discussion on their potential. Union Pacific, Occidental Petroleum, Medical Properties Trust, Texas Pacific Land, Jumia, Chipotle, Charter Communications and Albemarle are rated buy and strong buy. Palo Alto, TG Therapeutics and Capital Southwest are rated hold.

Palo Alto (PANW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The Connected Economy 100 index had a tough week, losing 4.2% percent across all pillars except “eat.” While the index was down overall due to big drops at several companies, including double digits at Xero, iRobot, and United Healthcare, there were some notable highlights.

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

Palo Alto Networks (PANW -5.29%) made waves Wednesday when it announced a pricey acquisition, and on Thursday, investors were clearly getting worried about the cost. Analysts, too, started to express concern, with two even downgrading their recommendation on the shares.

Cybersecurity has been one of the more consistent themes in this market. While the S&P 500 is up just over 8% year-to-date, the cybersecurity-focused ETF Amplify NYSEARCA: HACK is up more than 16%.

The technology sector is in a constant state of transformation. The rapid adoption of artificial intelligence (AI) and the shift to multi-cloud environments have created immense opportunities, but they have also opened the door to a more complex and dangerous generation of cyber threats.