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☆ Street note lifts cybersecurity stocks, supports our call to own two names in sector
▼ + stars: | 2024-10-21 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The analyst raised its price target on Palo Alto Networks to $446 (a new Street high) from $421, Check Point Software to $183 from $170, and Fortinet to $105 from $69 while naming it a top pick. There was no action on recent portfolio addition CrowdStrike because the note's focus was on network security. The Morgan Stanley note reinforces our decision to own both Palo Alto Networks and CrowdStrike. With Palo Alto Networks, it's a couple of quarters away from the beginning of a product refresh cycle. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Jim Cramer, Bonds, Morgan, CrowdStrike, Morgan Stanley's, Morgan Stanley, Lockheed Martin, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: CNBC, Federal Reserve, Palo Alto Networks, Alto, Security, Logitech, Zions Bancorp, GE Aerospace, Verizon, GM, Jim Cramer's Charitable Locations: Treasuries, Palo, Davos, Switzerland

☆ We're debating buying Palo Alto's sharp post-earnings drop. Here's what we're considering
▼ + stars: | 2024-02-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Palo Alto Networks has been at the forefront of this trend because it's the best-of-breed in 21 categories. PANW 1Y mountain Palo Alto Networks 1 year However, we're not going to try to go in and out of Palo Alto. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Nikesh Arora, Palo Alto Networks Adam Galica | CNBC

Persons: billings, Nikesh Arora, Arora, We've, Jim Cramer, we're, –, I'm, Jim, Let's, Jim Cramer's, Galica Organizations: Palo Alto Networks, Revenue, LSEG, billings, Alto Networks, Securities and Exchange Commission, SEC, Palo, CNBC Locations: U.S, cybersecurity, billings, Palo, Palo Alto

☆ 3 reasons why investors keep sending cybersecurity giant Palo Alto Networks to record high after record high
▼ + stars: | 2024-01-16 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Palo Alto Networks CEO Nikesh Arora said Tuesday that cybersecurity demand will only intensify in 2024. Palo Alto Networks was riding a six-session winning streak, including Tuesday's all-time high above $333 per share. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance When Arora took over as CEO of Palo Alto in June 2018, the stock was around $70 per share. Late last year, Palo Alto announced plans to buy enterprise browser startup Talon Cyber Security and cloud data specialist Dig Security. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Nikesh Arora, Arora, Jim Cramer, he's, OpenAI, Sam Altman's, Estee Lauder, Clorox, Palo, we've, Morgan Stanley, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto, Club, CNBC, Palo Alto Networks, Alto, Palo, Google, MGM Resorts, Caesars Entertainment, Security Locations: Davos, Switzerland, Palo, Palo Alto

☆ Why Palo Alto Networks hitting $100 billion in market value is just the beginning
▼ + stars: | 2023-12-29 | by ( Morgan Chittum | ) www.cnbc.com time to read: +5 min

Palo Alto Networks this month became the first cybersecurity company to eclipse $100 billion in market value. Palo Alto is the "winner and new champion of cybersecurity," Jim Cramer said recently. Shares of Palo Alto have more than doubled in price throughout 2023, up a whopping 116%. Although AI is not a core part of the Club's investment thesis for Palo Alto, we like management's progress in this fast-growing business. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: Nikesh Arora, Jim Cramer, Arora, Jim, billings, Morgan Stanley, Jim Cramer's, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Federal, Palo, The Securities, Exchange Commission, Operations Centers, CNBC Locations: Palo, cybersecurity, Palo Alto, Alto, Davos, Switzerland

☆ Palo Alto's pullback on confusion around a key quarterly metric is a buying opportunity
▼ + stars: | 2023-11-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +8 min

Bottom line What should we make of this Palo Alto Networks quarter? Palo Alto has two types of customers: ones that pay annually and others that pay upfront over three years. At the close of regular trading Wednesday, Palo Alto shares were up nearly 84% this year. Total revenue of $1.96 billion to $1.97 billion, with the midpoint of $1.97 billion in line with estimates. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: cybersecurity, we're, billings, Billings, there's, Nikesh Arora, haven't, We've, Arora, Jim Cramer, Jim Cramer's, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Management, LSEG, billings, Alto, Billings, Palo Alto, Palo, Networks, CNBC Locations: billings, Palo, Alto, Palo Alto, Davos, Switzerland

☆ We are changing our rating on this stock after a brutal and unwarranted sell-off
▼ + stars: | 2023-08-07 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

It's a flawed read-through that we believes provides a buying a opportunity— are upgrading our rating on PANW shares to a buy. We would snap up more shares of Palo Alto on Monday were we not restricted after a mention of the stock on-air. In late April into early May, PANW shares fell after negative comments from Tenable (TENB) and Cloudflare (NET). As a market leader in thirteen categories within security, Palo Alto is a winner from what is happening in the market. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Persons: PANW, Palo, Morgan Stanley, Morgan, Jim Cramer's, Jim Cramer, Jim, Arora Nikesh, Adam Galica Organizations: Palo Alto Networks, Palo, Palo Alto, Barclays, RBC, CNBC Locations: Palo Alto, Palo, PANW, Davos, Switzerland

☆ We're locking in a huge gain on one stock, plus what to do after a catalyst hits
▼ + stars: | 2023-06-05 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

Following the trade, Jim Cramer's Charitable Trust will own 265 shares of AMD, decreasing its weighting to 1.25% from 1.14%. Separately, we are downgrading our Palo Alto Networks (PANW) rating to a 2. It was Palo Alto Networks' fourth consecutive quarter of GAAP profitability. Usually we only buy stocks for fundamentals reasons, but we called this potential event as a special catalyst you had to buy ahead of. Nikesh Arora, Palo Alto Networks Adam Galica | CNBC

Persons: Jim Cramer's, Stocks, Jim Cramer, Jim, Nikesh Arora, Galica Organizations: Micro Devices, AMD, Nvidia, Alto Networks, Palo Alto Networks, Jim Cramer's Charitable, CNBC Locations: Palo

☆ Here are 4 stocks Jim Cramer thought about buying for the Club and the reasons why
▼ + stars: | 2023-05-15 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

PANW YTD mountain Palo Alto Networks YTD Palo Alto Networks (PANW) shares fell more than 4% at one point Monday afternoon to a session low of $190.67, and we can't find any reason for the decline. The selling might be nothing more than some short-term profit-taking after Palo Alto rallied over 8% in last week's struggling market. HON YTD mountain Honeywell YTD Here's one more name we thought about buying: Honeywell (HON). As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

☆ Jamie Dimon says the banking crisis is not over and will cause ‘repercussions for years to come’
▼ + stars: | 2023-04-04 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

Here's what comes next "But importantly, recent events are nothing like what occurred during the 2008 global financial crisis," he added. Stock Chart Icon Stock chart icon JPMorgan Chase, 1-year"Any crisis that damages Americans' trust in their banks damages all banks – a fact that was known even before this crisis. Risks are abundant, and managing those risks requires constant and vigilant scrutiny as the world evolves," Dimon wrote. The JPMorgan CEO instead called for more forward-looking regulation. All of these colliding factors became critically important when the marketplace, rating agencies and depositors focused on them," Dimon wrote.

☆ Jim Cramer's top 10 things to watch in the stock market Tuesday: ServiceNow bump, Dimon speaks, DHR cut
▼ + stars: | 2023-04-04 | by ( Jim Cramer | ) www.cnbc.com time to read: +3 min

Baird upgrades software stock ServiceNow (NOW) to buy from hold, with a price target of $548, up from $475. Raises price target to $140 from $135. Barclays turns on life science tools and diagnostics sector, drops price target for Club favorite Danaher (DHR) to $270 from $290 and expects a "relatively light" first-quarter guide. Norfolk Southern (NSC) upgraded to hold from sell at Morgan Stanley with unchanged price target of $171. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Here's what makes cybersecurity giant Palo Alto Networks tick and why we like the stock so much
▼ + stars: | 2023-03-06 | by ( Zev Fima | ) www.cnbc.com time to read: +22 min

Palo Alto Networks (PANW) last month had its best single trading day in about a year, exactly one week after the next-generation cybersecurity company became our newest Investing Club holding. Why Palo Alto Networks? PANW YTD mountain Palo Alto Networks (PANW) 1-year performance Palo Alto Networks is a great way to play a secular growth industry. Taking all of these segments together, Palo Alto Networks is a company capable of delivering on every aspect of cybersecurity under one roof. Palo Alto Networks' ESG practices, meanwhile, are overseen by the ESG and Nominating Committee, which provides counsel to the board in these matters.

☆ Palo Alto Networks' earnings blowout spotlights the Club's newest stock
▼ + stars: | 2023-02-21 | by ( Jeff Marks | ) www.cnbc.com time to read: +7 min

Shares of Palo Alto Networks climbed roughly 8% in afterhours trading, to over $180 apiece. The need for vendors to consolidate their security budgets into fewer players is another trend working in Palo Alto Networks' favor. This quarter marked Palo Alto Networks' third consecutive quarter of GAAP profitability. Outlook For Palo Alto Networks' fiscal year 2023, management raised its outlook across several different metrics. Arora Nikesh, Palo Alto Networks CEO & Chairman at the WEF in Davos, Switzerland on May 23rd, 2022.

Nanoco and Chicago-based litigation funding firm GLS Capital said in a release that the settlement, which includes a license agreement and the "transfer of certain patents," resolves litigation in the United States, Germany and China. Nanoco's quantum dots improve the backlighting of LED displays without the use of toxic heavy metals like cadmium. The Texas lawsuit said Samsung began incorporating Nanoco's technology into high-end QLED TVs launched in 2017. Third-party funding of lawsuits has becoming increasingly common in recent years, though details about specific investments are rarely publicized. The case is Nanoco Technologies Ltd v. Samsung Electronics Co, U.S. District Court for the Eastern District of Texas, No.

☆ Tech stocks just finished a five-week rally — the longest stretch since market peak in Nov. 2021
▼ + stars: | 2023-02-03 | by ( Ari Levy | ) www.cnbc.com time to read: +4 min

In this article .IXIC Follow your favorite stocks CREATE FREE ACCOUNTTech stocks on display at the Nasdaq. Peter Kramer | CNBCCost control is kingMeta was the top performer among the group this week, with the stock soaring 23%, its third-best week ever. "That was really the game-changer," said Stephanie Link, chief investment strategist at Hightower Advisors, in an interview on Friday with CNBC's "Squawk Box." From the year of its IPO in 2012 through 2021, the company grew between 22% and 58% a year. But in 2022 revenue fell 1%, and analysts expect growth of only 5% in 2023, according to Refinitiv.

☆ Morgan Stanley CEO says the bank's push for more stable revenue streams has worked. It's a key reason we own the stock
▼ + stars: | 2023-01-19 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +7 min

Acquisitions were a big part of how Morgan Stanley maneuvered its way into the middle of that money flow. Morgan Stanley CEO James Gorman Economic outlook Gorman was also asked about his thoughts on the global economy, inflation and the Federal Reserve. The Club's take Despite widespread recession fears since last year, the Club has maintained its belief in Morgan Stanley. As of right now, we've got a 2 rating on Morgan Stanley, meaning we'd wait for a pullback before buying more shares. Morgan Stanley shares carry a roughly 3.3% dividend yield, and it bought back $1.7 billion worth of stock in the fourth quarter.

☆ We welcome Cisco CEO's upbeat view on the economy, but remain cautious on future order growth
▼ + stars: | 2023-01-18 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +5 min

But it's still unclear whether new order growth will slow down the line, once those previously booked orders are fulfilled. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. Chuck Robbins, CEO & Chairman of Cisco, speaking on Squawk Box at the WEF in Davos, Switzerland on Jan. 18th, 2023.

☆ Honeywell CEO’s optimism on the economy is welcome in a sea of market worries
▼ + stars: | 2023-01-17 | by ( Paulina Likos | ) www.cnbc.com time to read: +4 min

Honeywell is a diversified industrial giant, focusing on crucial areas of the economy. HON 1Y mountain Honeywell (HON) 1 year performance Climate change spending According to Adamczyk, spending on initiatives to combat the effects of climate change should hold up, even if there's a recession. China reopening The reopening of China after its strict zero Covid policy is a positive for the global economy, Adamczyk said, calling China one of the world's "core international destinations." The Club's take We were pleased to hear optimism from Adamczyk Tuesday amid the heap of pessimism in the market. Darius Adamczyk, Honeywell Chairman & CEO, speaking on Squawk Box at the WEF in Davos Switzerland on Jan. 17, 2023.

Barbara Skrobol at the grave of her sister in law, Izabela Sajbor, in southern Poland last month. Under communism, Poland had been a destination for women seeking abortions from more conservative Western European countries where it had been illegal. The ruling worked: Almost overnight, the number of legal abortions in Poland decreased by 90%, according to abortion rights advocacy groups. Mo Abbas / NBC NewsLike women living in anti-abortion U.S. states, Poles can travel to seek an abortion. Beneath her sister-in-law’s name on her headstone, the family has etched the words “Not One More” — a slogan that’s been widely used by protesters and Poland’s abortion rights movement.

☆ How to define and land your dream job
▼ + stars: | 2022-12-15 | by ( Alexandra York | ) www.businessinsider.com time to read: +4 min

They're also exploring what their "dream" job or title means in practice, a career coach said. Here how's to find and land your dream job in today's environment. To help herself and others define the dream job and find meaning in a career, Galica launched an executive-coaching business, Reclaim Your Career, in January 2020. First, imagine your dream lifeThe hunt for a dream job must start with a change in mindset, Galica said. "The biggest mindset shift for people is moving away from focusing on finding a dream job and moving toward getting clarity on a dream life," she said.

☆ Salesforce’s Benioff laments co-CEO ‘gut punch’ exit, as shares fall. But we're sticking with the stock
▼ + stars: | 2022-11-30 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

The news sent Salesforce's stock sliding, with shares down nearly 7% in afterhours trading, at $149.10 apiece. Benioff maintained that the company plans to stick to its $10 billion stock buyback program , announced earlier this year, despite the stock's decline. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ What slowdown? Fresh off earnings beat, Cisco CEO sees a lot of opportunity right now
▼ + stars: | 2022-11-16 | by ( Krystal Hur | ) www.cnbc.com time to read: +3 min

And I think that they're going to continue to spend as much as they can," Robbins told Jim Cramer in an interview. Shares of Cisco rose about 4% in extended trading Robbins emphasized that the trajectory of tech development also plays in favor of Cisco's top line. "And then you look at 43% of our business coming from recurring [customers]," Robbins said. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Chuck Robbins, CEO of Cisco, speaking at the 2019 WEF in Davos, Switzerland on Jan. 23rd, 2019.

☆ 5 things to know before the stock market opens Thursday
▼ + stars: | 2022-09-22 | by ( Mike Calia | ) www.cnbc.com time to read: +4 min

Now, the federal funds rate is at 3% to 3.25%, the highest it's been in a little more than 14 years. He pointed to the differences in the yields between 2-year and 10-year Treasury notes, also known as the yield curve. Some analysts and market players see a higher yield on shorter-term debt as a sign a recession is coming. Turmoil in RussiaAn activist participates in an unsanctioned protest at Arbat Street Sept. 21, 2022 in Moscow, Russia. In a virtual address to the UN, Ukraine President Volodomyr Zelenskyy called for a special tribunal that would punish Putin's government.

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