The Tel Aviv Stock Exchange was mixed today. The Tel Aviv 35 Index fell 0.15% to 4,162.90 points, the Tel Aviv 125 Index rose 0.73% to 4,146.46 points; and the BlueTech Global Index rose 1.41% to 673.74 points. The All Bond corporate bond index fell 0.07% to 423.32 points. Turnover totaled NIS 5.02 billion in equities and NIS 5.82 billion in bonds. On the foreign exchange market, the representative shekel-dollar rate was set 0.45% lower from Tuesday, at NIS 3.10/$, and the representative shekel-euro rate ...

Cybersecurity has never been more important or more complicated. As artificial intelligence weaves itself into the fabric of how businesses run, the attack surface keeps growing. Hackers are moving faster. Threats are harder to detect. And the old playbook simply doesn't work anymore. That's created a genuine opportunity for investors who know where to look. More News from Barchart Nvidia (NVDA) has now partnered with Palo Alto Networks (PANW) and Akamai Technologies (AKAM) to push AI-powered security ...

Core Viewpoint - Palo Alto Networks (PANW) is experiencing a significant decline in stock price, down 21% year-to-date and 24% over the past year, but its recent acquisitions in AI security may provide a turnaround opportunity [1] Financial Performance - Revenue for Q2 FY2026 grew 15% year-over-year to $2.59 billion, with adjusted EPS of $1.03 beating expectations [1] - Next-generation security Annual Recurring Revenue (ARR) increased by 33% to $6.33 billion [1] - Full-year profit guidance was cut due to acquisition costs, leading to a drop in share price by 5-7% in after-hours trading [1] Market Sentiment - Reddit sentiment shifted from bearish (35-38) to bullish (62) following strategic announcements, indicating a change in investor perception [1] - Analysts have set a price target of $216.83 for PANW, significantly higher than the current price of $148.70 [1] Strategic Acquisitions - Palo Alto Networks acquired CyberArk for $25 billion and Koi Security for $400 million, enhancing its AI security capabilities [1] - The acquisition of CyberArk adds identity security to its platform, while Koi Security focuses on AI endpoint protection [1] Competitive Landscape - The cybersecurity market is expanding, with network-layer DDoS attacks rising by 168% in 2025, creating opportunities for companies like Palo Alto Networks [1] - Analysts believe that companies that can integrate identity, endpoint, and network security will dominate the enterprise security market in the coming decade [1]

Palo Alto Networks ( PANW ) stock is down 21% year-to-date and 35% from the October high. The negative sentiment is also driven by the sharp pullback in the software sector. The 2Q FY2026 earnings beat both revenue andAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...

Quick Read CrowdStrike (CRWD) posted $265M in net new ARR with 73% year-over-year growth following the July 2024 outage. Palo Alto (PANW) reported $2.50B Q1 revenue up 16%. Next-Gen Security ARR reached $5.9B up 29%. CrowdStrike trades at 103x forward earnings without GAAP profitability. Palo Alto trades at 55x with GAAP profits. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Both CrowdStrike (NAS ...

On February 23, 2026, shares of major Claude Code Security by Anthropic. CrowdStrike, Datadog and Zscaler fell 11%, while Fortinet and Okta dropped 6%. The trigger was not earnings. It was not regulation. It was an AI product in research preview.So, what is Claude Code Security, and why did it rattle global cybersecurity stocks?Anthropic’s Claude Code Security is an AI cybersecurity tool built on Claude that scans source code, detects vulnerabilities, and recommends fixes using advanced reasoning models. ...

February 13, 2026 05:04 AM GMT Cybersecurity | North America Q4 Preview and Reseller Survey – Round 2: Standing on a Platform, Highlighting AI Opportunity vs. Headwind With cyber names getting swept up in the latest AI software concerns, we look to the platform results to refocus investors on the tailwind AI is for cyber. Favor PANW, CRWD, particularly as SIEM/SASE stories should see growth from AI complexity, though see opportunity w/ most off-cycle names. Key Takeaways Opportunity Picks Up As We Get Towar ...

We recently published 10 Stocks Jim Cramer Talked About.  Palo Alto Networks Inc. (NASDAQ:PANW) is one of the stocks Jim Cramer talked about. Palo Alto Networks Inc. (NASDAQ:PANW) is a software company that specializes in providing cybersecurity solutions. Its shares are down by 23% over the past year and by 18% year-to-date. The firm reported its earnings last week. The results saw Palo Alto Networks Inc. (NASDAQ:PANW) earn $432 million in net income and $2.59 billion in revenue during the second quarter ...

Futures-options traders work on the floor at the New York Stock Exchange's NYSE American (AMEX) in New York City, U.S., February 23, 2026.Investors lost their sense of security in the business of cybersecurity companies after Anthropic on Friday launched Claude Code Security, which it said can scan code for vulnerabilities and suggest solutions. Shares of CrowdStrike, Palo Alto Networks and Cloudflare slumped, but it was IBM that was hit the worst, plunging nearly 13.2%.European markets also had a day in th ...

Wedbush Securities analyst Dan Ives is turning a market scare into a buying argument, saying Anthropic‘s move into cybersecurity with its Claude Code Security tool ultimately validates the investment case for established security vendors rather than threatening it.Ives Sees Validation, Not DisruptionWriting on X on Monday, Ives stated, “Anthropic with Claude Security going after the cyber security market with a code tool validates our thesis that cyber security is the next frontier for the AI Revolution. Ba ...