This corner of the tech sector will offer shelter from the AI-disruption storm, analyst says [Business Insider]
Palo Alto Networks, Inc. (PANW)
Last palo alto networks, inc. earnings: 2/24 04:15 pm
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Source: Business Insider
This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in Investors have been rattled by fears of AI disruptions to a range of industries in the last few weeks. Wedbush analyst Dan Ives says the cybersecurity space offers resilient exposure to AI. Palo Alto Networks, CrowdStrike, and Zscaler are Wedbush's top stock picks in the space. There's one corner of the tech sector where investors can hide out from AI disruption while still benefiting from the technology's adoption, Wedbush says. Analysts led by Dan Ives , a vocal AI mega bull, flagged cybersecurity as a space that will see rising demand driven by AI, while steering clear of the AI worries that have rattled the market so far in 2026. Experts have called AI a double-edged sword for the cybersecurity industry, as the evolving technology is strengthening the capabilities of both cyber attackers and defenders. "AI will be a major tailwind t
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PANW
News
- Post-Earnings Palo Alto Selloff Overlooks Big Picture, Morgan Stanley Says [Yahoo! Finance]Yahoo! Finance
- Palo Alto Networks' Deals Are Dragging on Its Profit Outlook. The Stock Is Falling [Yahoo! Finance]Yahoo! Finance
- Palo Alto Networks (NASDAQ:PANW) had its "buy" rating reaffirmed by analysts at TD Cowen.MarketBeat
- Palo Alto Networks (NASDAQ:PANW) had its "overweight" rating reaffirmed by analysts at Cantor Fitzgerald.MarketBeat
- Palo Alto Networks (NASDAQ:PANW) had its "outperform" rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $220.00 price target on the stock.MarketBeat
PANW
Earnings
- 2/17/26 - Beat
PANW
Sec Filings
- 2/18/26 - Form 10-Q
- 2/17/26 - Form 4
- 2/17/26 - Form 4
- PANW's page on the SEC website