Palo Alto Networks, Inc. (NASDAQ:PANW) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Palo Alto Networks, Inc. (NASDAQ:PANW) reported that it has acquired Chronosphere to address a major challenge in the AI era, which is the lack of clear visibility and security over the huge volumes of data used by modern businesses. Chronosphere helps customers see activity across their entire digital estate. With this deal, Palo Alto Networks, Inc. (NASDAQ:PANW) will be able to help organiza ...

We came across a bullish thesis on Palo Alto Networks, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on PANW. Palo Alto Networks, Inc.'s share was trading at $176.20 as of January 29th. PANW’s trailing and forward P/E were 111.52 and 45.66 respectively according to Yahoo Finance. Why Needham Backed Allot in November After a Decade-High Profit Quarter Den Rise/Shutterstock.com Palo Alto Networks (PANW) has evolved from a next-generation firewall vendor into a leading ...

Company Overview - Bronco Resources Corp. is a mineral exploration company listed on the TSX Venture Exchange, focusing on the Placer Mountain Gold Project located in Princeton, BC, held in an 88%/12% joint venture with Universal Copper Ltd [5] Leadership Change - Dev Rishy-Maharaj has been appointed as the new Chief Executive Officer and Director of Bronco Resources, succeeding Corbin Stewart, who will remain as a Director [1][3] - Rishy-Maharaj brings 14 years of experience in mining and mineral exploration, with a background in operations across British Columbia, Yukon, and Ontario, including leadership roles in both greenfield and brownfield exploration projects [2] Strategic Focus - The company aims to leverage the current strong gold prices to enhance shareholder value, with a disciplined approach to capital deployment as it advances the Placer Mountain Gold Project [4] - Rishy-Maharaj expressed excitement about leading the company during a favorable market for gold, indicating a methodical exploration approach [3] Stock Options - Bronco Resources has granted a total of 825,000 stock options to directors, officers, and consultants at an exercise price of $0.06 for a period of five years, pending approval from the TSX Venture Exchange [4]

来源：环球网 【环球网科技报道 记者 林迪】2026年，被派拓网络（Palo Alto Networks）正式定义为"防御之年"。近 日，派拓网络发布了《AI经济六大预测：2026年网络安全新规则》报告，派拓网络大中华区总裁陈文 俊与大中华区售前总经理董春涛向媒体系统性地揭示了在原生AI经济加速落地的背景下，企业将面临 的全新安全挑战与应对路径。 据介绍，这一预测并非凭空而来。回望2025年，派拓网络此前将其称为"颠覆之年"——供应链漏洞引发 的大规模网络入侵事件激增，84%的重大安全事件直接导致企业业务中断、声誉受损或经济损失。攻击 者的速度与技术复杂度已达到新高。如今，随着自主式AI智能体开始深度融入企业运营，攻防态势正 发生根本性转变。 派拓网络预测，2026年，身份认证将成为网络攻防的主战场。高度逼真的实时AI深度伪造技术，即"首 席执行官替身"将让伪造信息与真实信息难以区分。 "万一这个身份暴露以后，那就变成另外一个工具给那个攻击方来去使用。"陈文俊解释道，随着企业内 部AI智能体数量激增，人与智能体的身份比例预计将达到惊人的82:1。每一个智能体都拥有执行任务的 权限，一旦其身份被盗用，一条伪造指 ...

Industry Overview - Cybersecurity is experiencing significant growth due to the increasing number of internet-connected devices, from computers and phones to household appliances [1] - The rise of artificial intelligence (AI) has made it easier for hackers to execute attacks, as they can now automate processes that previously required human effort [1] - Quantum computers pose a potential threat to cybersecurity, with the capability to break encryption quickly, although they are currently out of reach for most hackers [2][3] Company Profile: Palo Alto Networks - Palo Alto Networks, based in Santa Clara, California, is a leading cybersecurity company serving clients in both business and government sectors globally [3][4] - The company offers three AI-powered and cloud-enabled platforms: Strata, Prisma Cloud, and Cortex [4] Product Offerings - **Strata Cloud Manager**: This platform allows customers to manage security across their network from a single program, boasting 70,000 customers, including 94 of the Fortune 100 [4] - **Prisma Cloud**: Focused on AI applications, it detects 1.5 million new attacks daily and is integrated with over 700 partners, enhancing its market reach [5] - **Cortex**: This AI-enabled program can stop cyber threats in real-time, reducing response time by 98% and automating security responses, which decreases manual labor by 75% for cybersecurity teams [6] Performance Metrics - Palo Alto Networks' cybersecurity suite blocks 30.9 billion attacks per day and scans 480 billion security endpoints daily [6] - The company achieves a 90% reduction in clients' mean time to remediate security incidents [6]

Group 1 - Palo Alto Networks Inc. has completed its acquisition of Chronosphere, enhancing its AI-driven cybersecurity platform [1][2] - The acquisition aims to automate the detection and resolution of IT and security issues by integrating Chronosphere's observability platform with Palo Alto's Cortex AgentiX [2] - Chronosphere's telemetry pipeline is designed to reduce data volumes by 30% or more, supporting enterprises' shift towards autonomous operations [2] Group 2 - Research firm Citizens has reiterated a Market Perform rating on Palo Alto Networks with a price target of $250, reflecting confidence in the company's platformization potential [3][4] - Piper Sandler has identified Palo Alto Networks as a top cybersecurity stock for growth through 2026, maintaining an Overweight rating due to stable software demand [5] - The company is benefiting from industry consolidation, leading customers to prefer platform solutions from single vendors [4] Group 3 - Palo Alto Networks is recognized as a global leader in cybersecurity, specializing in AI-powered platforms for network, cloud, and security operations [6] - The company focuses on next-generation firewalls, Prisma cloud security, and Cortex AI-driven threat detection to protect data, users, and applications across various industries [6]

Core Insights - Palo Alto Networks has completed the acquisition of Chronosphere to enhance real-time data visibility and security for AI-driven digital operations [1][2] - The integration aims to redefine operational efficiency by providing deep visibility into applications, infrastructure, and AI systems while controlling data costs [2][3] Company Overview - Palo Alto Networks is recognized as a global leader in AI and cybersecurity, serving over 70,000 organizations worldwide with comprehensive AI-powered security solutions [6] - The company emphasizes platformization to streamline security operations, ensuring that protection fuels innovation [6] Acquisition Details - Chronosphere is noted as a leader in the 2025 Gartner Magic Quadrant for Observability Platforms, designed to manage large-scale data in cloud-native environments [2][11] - The acquisition allows Palo Alto Networks to offer a new standard where observability, security, and AI converge, providing organizations with better control over their data [4][2] Technological Integration - The planned integration of Palo Alto Networks Cortex AgentiX with Chronosphere's observability platform will enable automated identification and resolution of security and IT issues [3] - Chronosphere's Telemetry Pipeline can reduce data volumes by over 30% and requires 20 times less infrastructure compared to legacy systems, supporting Palo Alto Networks' strategy for scalable security [4]

There has been a ton of interest in Applied Digital (NASDAQ: APLD) stock, and for good reason. The stock of the company that develops artificial intelligence (AI) data centers has returned some 272% over the past year and is already up 42% year to date. While there's a massive amount of growth potential for Applied Digital, there are some concerns as well. The company carries a huge amount of debt to build its data centers, and at the same time, it is not yet profitable. Where to invest $1,000 right now? ...

Core Insights - Palo Alto Networks (PANW) is enhancing its focus on artificial intelligence (AI) model security, addressing the rapid adoption of AI in enterprises while many still lack adequate security measures [1][10] Group 1: Product Development and Integration - PANW launched Prisma AIRS 2.0 in Q1 FY26, integrating Protect AI for comprehensive AI protection, including real-time security for AI agents [2][10] - The partnership with Google Cloud was expanded in December 2025, integrating Prisma AIRS with Google Cloud's AI services, enhancing security for AI models and agents [3][10] - Prisma AIRS has also been integrated with other platforms like Factory, Glean, IBM, and ServiceNow, securing AI agents within existing customer tools [3] Group 2: Market Adoption and Financial Performance - The number of Prisma AIRS deals more than doubled sequentially in Q1 FY26, indicating increasing adoption and potential for future growth [4][10] - The Zacks Consensus Estimate predicts revenue growth of approximately 14.1% for fiscal 2026 and 13.2% for fiscal 2027 [4] Group 3: Competitive Landscape - Competitors such as CrowdStrike and SentinelOne are expanding their platforms and innovating with AI, with CrowdStrike integrating Charlotte AI into its security offerings [5][6] - SentinelOne reported a 23% year-over-year growth in annual recurring revenues, driven by the adoption of its AI-first platform [7] Group 4: Valuation and Earnings Estimates - PANW's shares have decreased by 9.9% over the past six months, compared to a 12.3% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 11.21X, below the industry average of 12.22X [12] - Earnings estimates for fiscal 2026 and 2027 suggest year-over-year growth of 14.9% and 12.3%, respectively, with recent upward revisions [15]

Core Insights - Corient has acquired Palo Alto Wealth Advisors, enhancing its presence in California and Silicon Valley with $766.7 million in assets under management [1] - The acquisition strengthens Corient's focus on serving technology founders and professionals, aligning with its expertise in this sector [1] - The Palo Alto team will continue to operate under Corient's fiduciary, fee-only wealth management model, which emphasizes a client-first approach [1] Company Overview - Corient is the largest and fastest-growing wealth advisor in the U.S., managing approximately $218 billion for ultra-high- and high-net-worth clients [1] - The firm operates under a unique private partnership model, allowing clients access to a wide range of expertise and resources [1] - Since its founding in 2020, Corient has expanded to over 260 partners and 1,300 employees [1]