Jim Cramer Shares Why Palo Alto (PANW) Is Having The Last Laugh

Cybersecurity services supplier Palo Alto Networks, Inc. (NASDAQ:PANW)’s banal is up by 25.8% implicit the past twelvemonth and by 35% year-to-date. Freedom Capital reduced its stock terms people from $230 to $210 and kept a Buy standing pursuing the fiscal 2nd 4th net report. The fiscal steadfast remarked that Palo Alto Networks, Inc. (NASDAQ:PANW) was successfully executing its acquisitions and integrating its platform. Cramer has been optimistic astir the prospects of the cybersecurity manufacture for much than a twelvemonth now, arsenic helium believes that the maturation successful computing depletion owed to AI usage creates much avenues for the sector. In this appearance, helium discussed however earlier pessimism astir Palo Alto Networks, Inc. (NASDAQ:PANW) was unwarranted:

“In the winter, erstwhile you thought that Anthropic was going to someway instrumentality attraction of its ain security, George Kurtz has said implicit and implicit again, CEO of CrowdStrike, you’re not adjacent allowed to instrumentality [inaudible], the security won’t fto them bash that. So these 2 companies, Palo Alto and CrowdStrike, the world’s their oyester, and erstwhile CrowdStrike conscionable collapsed due to the fact that of Anthropic, was 1 of the large buys ever. But nary 1 was listening to Kurtz. . . we couldn’t find anyone who cared!”

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Mairs & Power Growth Fund discussed Palo Alto Networks, Inc. (NASDAQ:PANW) successful its third 4th 2025 capitalist letter:

“During the 3rd quarter, we added 2 caller positions to the portfolio: Cognex Corporation and Palo Alto Networks, Inc. (NASDAQ:PANW). Palo Alto Networks is 1 of the world’s starring cybersecurity companies, helping organizations support themselves from an ever-expanding array of integer threats. The institution offers a broad suite of solutions spanning web security, unreality security, and information operations, with each well-positioned to payment from the rising frequence and severity of cyberattacks. The increasing outgo of cybersecurity lapses, including punitive regulatory fines and reputational damage, has made integer defence a apical firm priority. As enterprises person migrated to the cloud, they person inadvertently created caller onslaught vectors that request much integrated protection. In this evolving landscape, IT information teams are progressively seeking platforms that present holistic, end-to-end sum similar Palo Alto provides. At the aforesaid time, AI has empowered atrocious actors to automate and personalize attacks, further intensifying the menace situation and underscoring the captious relation that Palo Alto Networks plays successful safeguarding the modern integer economy.”