There’s been a lot of excitement and awe following Anthropic’s release of Claude Mythos and its limited release to members of Project Glasswing. At the same time, though, there’s also been a…
Joey Frenette The story for investors who own shares of both Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) and Palantir Technologies (NASDAQ:PLTR) this year has been a study in divergence. Palo Alto Networks…
Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings…
Fortinet (NASDAQ:FTNT | FTNT Price Prediction) just received an analyst downgrade from DZ Bank, with the firm moving to a Hold rating and a $125 price target. The same DZ Bank team…
It might be time to at least start thinking about the kinds of battered software names to pick up while they’re heavily out of favor at the hands of the AI revolution.…
KeyBanc just delivered one of the more eye-catching analyst calls in cybersecurity this month. The firm raised its price target on CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) to $700 from $525 and…
Oppenheimer analyst Ittai Kidron raised his price target on Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) to $275 from $245 on May 15, reiterating an Outperform rating. The price target raise…
Jefferies analyst Joseph Gallo raised his price target on Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) to $265 from $215, reiterating a Buy rating following CyberArk’s IMPACT26 Conference. The central thesis:…
BTIG analyst Gray Powell raised the firm’s price target on CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) to $621 from $499, maintaining a Buy rating ahead of the company’s Q1 FY27 results. The…
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA |…
One of Wall Street’s top firms just put its stamp of approval on cybersecurity leader Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction). On May 6, 2026, BTIG raised its PANW stock…
An analyst firm just put its stamp of approval on cybersecurity leader CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction). Mizuho upgraded CRWD stock to Outperform from Neutral and lifted its price target to $520…
Anthropic’s Claude Mythos Preview demonstrated that AI can now surpass all but the most skilled humans at finding and exploiting software flaws. The response was Project Glasswing, a defensive coalition including CrowdStrike,…
Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) stock picked up a fresh analyst endorsement Tuesday morning, as Berenberg initiated coverage with a Buy rating and a $215 price target. The firm…
David Moadel Anthropic’s Claude Mythos might have cybersecurity investors on pause, but I think it’s far too early in the game to count out the likes of CrowdStrike (NASDAQ:CRWD | CRWD Price Prediction) or…
