Latest news with #PaloAltoNetworks'
Economic Times
2 days ago
- Business
- Economic Times
CrowdStrike hit by weak forecast, US government request for information
Nearly a year after CrowdStrike's botched cybersecurity update crippled airlines, banks and hospitals for hours, the company is still reeling from the fallout. Its shares fell more than 5% in afternoon trading. The program ended in the fourth quarter but continues to weigh on subscription growth, as it let customers pick more products or extend usage. The incentives reduced first-quarter revenue by about $11 million and will have a $10 million to $15 million impact each quarter for the rest of the fiscal year. The outlook underscores the lingering impact of the Windows outage that hurt CrowdStrike's brand and triggered lawsuits, including one from Delta seeking compensation for canceled flights. Still, CrowdStrike's shares have advanced more than 40% this year, after a 34% gain in 2024. That has given it a lofty valuation, with shares trading at 123.69 times forward earnings estimates, compared with Palo Alto Networks' 54.01. The steep valuation left little room for any "unexpected slip-ups", said Russ Mould, investment director at AJ Bell. "Momentum stocks like CrowdStrike need to generate positive earnings surprises to maintain their upward share price trajectory." CrowdStrike was on track on lose nearly $6 billion from its market value of about $122 billion. The company reported a first-quarter loss on Tuesday, compared with a year-ago profit. But several analysts said efforts to repair its reputation and attract clients in the competitive industry were working. At least 23 brokerages have raised price targets after its in-line first-quarter revenue and better-than-expected adjusted profit per share. "We believe CrowdStrike is taking share from other vendors across their product offerings," Truist Securities said.
Time of India
2 days ago
- Business
- Time of India
CrowdStrike hit by weak forecast, US government request for information
Nearly a year after CrowdStrike 's botched cybersecurity update crippled airlines, banks and hospitals for hours, the company is still reeling from the fallout. Its shares fell more than 5% in afternoon trading. Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 새로 나온 "실비보험" 최적가 가입추천! "月 보험료 낮추고, 보장은 폭넓게"... 굿리치 보험대리점 (등록번호:제2006038313호) 가입하기 Undo The program ended in the fourth quarter but continues to weigh on subscription growth , as it let customers pick more products or extend usage. The incentives reduced first-quarter revenue by about $11 million and will have a $10 million to $15 million impact each quarter for the rest of the fiscal year. The outlook underscores the lingering impact of the Windows outage that hurt CrowdStrike's brand and triggered lawsuits, including one from Delta seeking compensation for canceled flights. Live Events Still, CrowdStrike's shares have advanced more than 40% this year, after a 34% gain in 2024. That has given it a lofty valuation, with shares trading at 123.69 times forward earnings estimates, compared with Palo Alto Networks' 54.01. Discover the stories of your interest Blockchain 5 Stories Cyber-safety 7 Stories Fintech 9 Stories E-comm 9 Stories ML 8 Stories Edtech 6 Stories The steep valuation left little room for any "unexpected slip-ups", said Russ Mould, investment director at AJ Bell. "Momentum stocks like CrowdStrike need to generate positive earnings surprises to maintain their upward share price trajectory." CrowdStrike was on track on lose nearly $6 billion from its market value of about $122 billion. The company reported a first-quarter loss on Tuesday, compared with a year-ago profit. But several analysts said efforts to repair its reputation and attract clients in the competitive industry were working. At least 23 brokerages have raised price targets after its in-line first-quarter revenue and better-than-expected adjusted profit per share. "We believe CrowdStrike is taking share from other vendors across their product offerings," Truist Securities said.
Yahoo
20-05-2025
- Business
- Yahoo
Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst
Wedbush analyst Daniel Ives maintained an Outperform rating on cybersecurity giant Palo Alto Networks, Inc. (NASDAQ:PANW) with a price forecast of $225 on Monday. The company will deliver its fiscal third-quarter 2025 results on Tuesday after the bell. Ives expects to see strong cyber security deal activity across enterprises as the company continues laying the foundation for its platformization approach heading into fiscal 2026. Palo Alto Networks continues to be one of the analyst's favorite cyber security names to own over the next 12-18 months as the company generates a more stable pipeline of platformization deals with cloud penetration, which will still act as a major driver going analyst noted stronger deal flow in the field over the past few months and believes Palo Alto Networks is generating solid momentum for cybersecurity customer deployments on its platform now front and center. Ives also noted Palo Alto Networks would be a prime beneficiary of AI spending as cyber security is a clear second and third derivative play on the AI Revolution with more workloads and data heading to the cloud. The Street numbers and the company's guidance remain beatable, as per the analyst, as the company accelerates its platformization strategy into the next few years with more customers looking to consolidate vendors. Palo Alto Networks' Next-Gen Security Annual Recurring Revenue (NGS ARR) will likely be uptick, with the company landing higher ARR deals in the pipeline. Greater platformization sales will act as the general framework for the company to reach its $15 billion NGS ARR target by 2030. XSIAM and Cortex XDR remain key aspects of driving this platform strategy, with a steady booking pipeline of multi-million deals, as per the analyst. The analyst believes that while the full impact may take time to materialize, the company is in the driver's seat to gain market and mind share in the cyber security landscape. This is especially pertinent as a growing number of companies are expected to adopt artificial intelligence (AI) initiatives over the coming year. According to the analyst, cyber security is a direct benefit of the AI Revolution, and Palo Alto Networks is well positioned to see incremental deal flow as more strategic enterprise AI projects take hold over the coming year. Ives also expects to see further strength of Palo Alto Networks' AI products with the recent launch of its AI suite, including Access, security posture management (SPM), and runtime, which continues to generate greater scale for its platformization approach in the field. Ives expects to see further sequential upticks in average ARR per platformized customer as Palo Alto Networks focuses on converting its current customer to its platform while its ARR tied to AI products drives further momentum into the pipeline. The analyst noted that the key focus of the conference call will be deal metrics and commentary from CEO Nikesh Arora. Ives projected fiscal 2025 revenue of $9.17 billion and EPS of $3.21. The analyst believes Palo Alto Networks is poised for strong third-quarter 2025 results, driven by increasing cybersecurity deal activity and accelerated adoption of its platformization strategy, particularly benefiting from the AI Revolution's impact on cloud workloads. Palo Alto Networks anticipates NGS ARR to be between $5.03 billion and $5.08 billion, representing a year-over-year increase of 33%-34%. The company also expects its Remaining Performance Obligation (RPO) to reach $13.50 billion to $13.60 billion, indicating a 19% to 20% year-over-year growth. For fiscal year 2025, Palo Alto Networks projects its total revenue to be up 14% year-over-year. Price Action: PANW is trading lower 0.38% to $193.55 at last check Tuesday. Read Next:Image via Shutterstock Date Firm Action From To Feb 2022 Morgan Stanley Maintains Overweight Feb 2022 Raymond James Maintains Outperform Feb 2022 Citigroup Maintains Buy View More Analyst Ratings for PANW View the Latest Analyst Ratings Up Next: Transform your trading with Benzinga Edge's one-of-a-kind market trade ideas and tools. Click now to access unique insights that can set you ahead in today's competitive market. Get the latest stock analysis from Benzinga? PALO ALTO NETWORKS (PANW): Free Stock Analysis Report This article Palo Alto Networks Is A Top AI-Driven Cybersecurity Play: Analyst originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
20-05-2025
- Business
- Yahoo
With 79% ownership of the shares, Palo Alto Networks, Inc. (NASDAQ:PANW) is heavily dominated by institutional owners
Significantly high institutional ownership implies Palo Alto Networks' stock price is sensitive to their trading actions A total of 25 investors have a majority stake in the company with 46% ownership Analyst forecasts along with ownership data serve to give a strong idea about prospects for a business This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. If you want to know who really controls Palo Alto Networks, Inc. (NASDAQ:PANW), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are institutions with 79% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Since institutional have access to huge amounts of capital, their market moves tend to receive a lot of scrutiny by retail or individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future. Let's delve deeper into each type of owner of Palo Alto Networks, beginning with the chart below. Check out our latest analysis for Palo Alto Networks Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Palo Alto Networks does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Palo Alto Networks' earnings history below. Of course, the future is what really matters. Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Palo Alto Networks is not owned by hedge funds. The company's largest shareholder is The Vanguard Group, Inc., with ownership of 9.5%. BlackRock, Inc. is the second largest shareholder owning 8.0% of common stock, and State Street Global Advisors, Inc. holds about 4.4% of the company stock. A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. Our information suggests that Palo Alto Networks, Inc. insiders own under 1% of the company. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own US$1.2b worth of shares. It is always good to see at least some insider ownership, but it might be worth checking if those insiders have been selling. The general public-- including retail investors -- own 20% stake in the company, and hence can't easily be ignored. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Palo Alto Networks you should know about. But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Yahoo
20-05-2025
- Business
- Yahoo
With 79% ownership of the shares, Palo Alto Networks, Inc. (NASDAQ:PANW) is heavily dominated by institutional owners
Significantly high institutional ownership implies Palo Alto Networks' stock price is sensitive to their trading actions A total of 25 investors have a majority stake in the company with 46% ownership Analyst forecasts along with ownership data serve to give a strong idea about prospects for a business This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. If you want to know who really controls Palo Alto Networks, Inc. (NASDAQ:PANW), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are institutions with 79% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company. Since institutional have access to huge amounts of capital, their market moves tend to receive a lot of scrutiny by retail or individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future. Let's delve deeper into each type of owner of Palo Alto Networks, beginning with the chart below. Check out our latest analysis for Palo Alto Networks Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index. We can see that Palo Alto Networks does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. If multiple institutions change their view on a stock at the same time, you could see the share price drop fast. It's therefore worth looking at Palo Alto Networks' earnings history below. Of course, the future is what really matters. Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Palo Alto Networks is not owned by hedge funds. The company's largest shareholder is The Vanguard Group, Inc., with ownership of 9.5%. BlackRock, Inc. is the second largest shareholder owning 8.0% of common stock, and State Street Global Advisors, Inc. holds about 4.4% of the company stock. A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. Quite a few analysts cover the stock, so you could look into forecast growth quite easily. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. Our information suggests that Palo Alto Networks, Inc. insiders own under 1% of the company. As it is a large company, we'd only expect insiders to own a small percentage of it. But it's worth noting that they own US$1.2b worth of shares. It is always good to see at least some insider ownership, but it might be worth checking if those insiders have been selling. The general public-- including retail investors -- own 20% stake in the company, and hence can't easily be ignored. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies. I find it very interesting to look at who exactly owns a company. But to truly gain insight, we need to consider other information, too. Consider risks, for instance. Every company has them, and we've spotted 1 warning sign for Palo Alto Networks you should know about. But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
