Nothing said here yet.
to join the conversation.
| Bawa AparnaDirector | Sell | 170 | $69.7K | Fri, Oct 9 |
| Bawa AparnaDirector | Sell | 80 | $33.4K | Fri, Oct 9 |
| Paul Josh D.Chief Accounting Officer | Sell | 400 | $158.3K | Thu, Oct 1 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 9,539 | $3.7M | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 6,400 | $2.5M | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 5,301 | $2.1M | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 2,200 | $865.9K | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 2,160 | $842.1K | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 900 | $355.5K | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 900 | $349.8K | Thu, Sep 24 |
| Bawa AparnaDirector | Sell | 260 | $102.1K | Thu, Sep 24 |
| Golechha DipakEVP, Chief Financial Officer | Sell | 100 | $39.6K | Thu, Sep 24 |
| John J Mr McGuire III | Sell | $8.0K | Fri, Jul 31 | Fri, Aug 7 |
| Josh Gottheimer | Buy | $8.0K | Thu, Jul 16 | Thu, Aug 6 |
| Alan Armstrong | Buy | $8.0K | Fri, Mar 27 | Tue, Jul 21 |
| Dan Newhouse | Sell | $8.0K | Fri, Jul 10 | Fri, Jul 10 |
| Josh Gottheimer | Buy | $8.0K | Thu, May 14 | Tue, Jun 2 |
| Gilbert Cisneros | Buy | $8.0K | Tue, Apr 14 | Thu, May 7 |
| Jared Moskowitz | Buy | $8.0K | Tue, Mar 31 | Tue, Mar 31 |
| Jared Moskowitz | Buy | $8.0K | Mon, Mar 23 | Tue, Mar 31 |
Fortinet beat earnings and still watched its stock crater nearly 20% in a week, sending shockwaves through the entire cybersecurity sector. Now one high-profile voice says the panic created a rare opportunity in two of Fortinet's biggest rivals.
Key TakeawaysPalo Alto Networks stock rose 14% in the past week after AI helped find software flaws and an Evercore survey showed firmer security budgets, which lifted cybersecurity stocks, CrowdStrike among them.
Fortinet beat on earnings and raised its billings outlook, yet the stock is cratering and dragging the entire cybersecurity sector down with it. One line item in the report spooked Wall Street badly enough to trigger a wave of analyst downgrades overnight.
Palo Alto Networks has had a powerful multi year run, and with the stock recently closing at US$394.49, the key issue for you is whether that price still lines up with the cash flows the business is expected to generate.
Both companies are benefiting from AI-related demand trends, but the valuation gap suggests greater upside for one stock.
Palo Alto Networks will release its first-quarter earnings soon, and analysts anticipate a low single-digit profit dip.
Palo Alto Networks expands AI-driven cybersecurity with Continuous Frontier AI Defense, offering recurring revenue potential as AI threats rise.
BOSTON, October 27, 2026--NWN, a leading AI-powered technology services provider and Palo Alto Networks NextWave Diamond Innovator, today announced that it has earned three Palo Alto Networks NextWave Advanced Specializations for managed security service…
SAN FRANCISCO, October 27, 2026--Horizon3, the AI-native proactive security leader, today announced the availability of its NodeZero® integration with Palo Alto Networks Cortex XSOAR on the Cortex Marketplace.
In the most recent trading session, Palo Alto Networks (PANW) closed at $390.54, indicating a +2.63% shift from the previous trading day.