Palo Alto Networks, Inc.

PANW

US6974351057

Software

Real-time Estimate Cboe BZX Other stock markets 11:01:14 2026-05-18 am EDT			5-day change	1st Jan Change
245.14 ^USD	+0.95%		+15.23%	+33.66%

08:05am	Rosenblatt Securities Adjusts Palo Alto Networks Price Target to $275 From $225, Maintains Buy Rating	MT
06:31am	Mizuho Adjusts Price Target on Palo Alto Networks to $265 From $200, Maintains Outperform Rating	MT

Cybersecurity Stocks Fall on Leak About New Claude Model's Cyber Capabilities

Published on 03/27/2026 at 10:51 am EDT

Dow Jones

PALO ALTO NETWORKS, INC.

+0.89%

CROWDSTRIKE HOLDINGS, INC.

+1.89%

FORTINET, INC.

+1.20%

ZSCALER, INC.

+5.81%

SENTINELONE, INC.

+3.20%

By Nicholas G. Miller

Shares of cybersecurity companies slid after Anthropic accidentally leaked a blog post that suggested an unreleased Claude model has much-improved cyber capabilities.

Palo Alto Networks fell 7.5%. CrowdStrike dropped 7.2%. SentinelOne was down 8.2%. Fortinet slipped 4.8%. And Zscaler fell 8.1%.

Fortune reported that the leaked Anthropic blog post said the new model is "currently far ahead of any other AI model in cyber capabilities."

Cybersecurity stocks also fell last month after Anthropic unveiled a vulnerability-scanning capability that it is building into Claude.

The Wall Street Journal has reported that AI automation could put competitive pressure on cybersecurity products, such as software that analyzes code for vulnerabilities or unusual activity.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

03-27-26 1050ET

Stocks mentioned in the article

Add to a list 0 selected To use this feature you must be a member Log in Sign up	Approximate price	Change	5d. change	Capi.
PALO ALTO NETWORKS, INC.	245.00USD	+0.89%	+15.23%	197B
CROWDSTRIKE HOLDINGS, INC.	605.28USD	+1.89%	+12.27%	151B
FORTINET, INC.	124.25USD	+1.20%	+8.32%	89.95B
ZSCALER, INC.	170.40USD	+5.81%	+15.50%	25.9B
SENTINELONE, INC.	17.40USD	+3.20%	+8.07%	5.74B

Latest news about Palo Alto Networks, Inc.

08:05am	Rosenblatt Securities Adjusts Palo Alto Networks Price Target to $275 From $225, Maintains Buy Rating	MT
06:31am	Mizuho Adjusts Price Target on Palo Alto Networks to $265 From $200, Maintains Outperform Rating	MT
May. 15	Palo Alto Shares Head for Record-High Close, Analysts See Benefits to Identity Security Pivot	DJ
May. 15	Palo Alto Networks Seen Advancing Identity Security Platform Strategy, Oppenheimer Says	MT
May. 15	Oppenheimer Adjusts Palo Alto Networks Price Target to $275 From $245, Maintains Outperform Rating	MT
May. 15	RBC Raises Price Target on Palo Alto Networks to $255 From $220, Keeps Outperform Rating	MT
May. 14	JPMorgan's bet on early-stage companies pays off in leading global tech investment banking	RE
May. 14	Analyst recommendations: Doximity, Reddit, Cisco, Whirlpool, Caterpillar…
May. 14	Baird Adjusts Price Target on Palo Alto Networks to $265 From $220, Maintains Outperform Rating	MT
May. 14	Jefferies Adjusts Price Target on Palo Alto Networks to $265 From $215, Maintains Buy Rating	MT
May. 12	Palo Alto Networks unveils Idira	RE
May. 12	Palo Alto Networks Introduces Idira Next-Generation Identity Security Platform	CI
May. 11	Barclays Adjusts Price Target on Palo Alto Networks to $220 From $200	MT
May. 07	Wall Street ends lower as chip stocks give up gains	RE
May. 07	S&P 500 ends down as chip stocks give up gains	RE

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PANW: Dynamic Chart

Palo Alto Networks, Inc. specializes in the development and implementation of IT security solutions for the enterprise. The group's activity is organized around three divisions: - managed security services: data center management and storage of data in the cloud, data backup and recovery process management, real-time management and monitoring of IT infrastructure and applications, etc.; - development of cybersecurity solutions: software solutions for detecting threats and intrusions, protecting against malicious programs, securing data, networks and computer systems (antivirus, anti-spam, web filtering, firewalls, etc.); - security consulting services: training and updates on threats before, during and after attacks, risk management, etc. Net sales are distributed geographically as follows: the Americas (67.3%), Europe/Middle East/Africa (20.8%) and Asia/Pacific (11.9%).

Employees

17,027

Sector

Software

Calendar

Earnings release - Q3 2026

More about the company