Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Alto Networks"


25 mentions found


Wells Fargo on Friday was the first portfolio name to report third-quarter results, which have been greeted enthusiastically on Wall Street. Morgan Stanley and Abbott Laboratories — both Club names as well — report earnings before Wednesday's opening bell. Revenue and earnings estimates can be found on stock ticker pages on any number of free financial websites and through brokerage account providers. Portfolio management is a must. After considering these factors, be sure to then take a higher-level portfolio management view of your investments.
Persons: Wells, Morgan Stanley, Abbott Laboratories —, Jim Cramer's, , Eli Lilly, writeups, Stanley Black, Decker, Jim, Jim Cramer, Andrew Kelly Organizations: Abbott Laboratories, Abbott Labs, Microsoft, TJX, Palo Alto Networks, Club, Nvidia, Devices, Taiwan Semiconductor Management Company, Jim Cramer's Charitable, CNBC, Flag, New York Stock Exchange Locations: Wells Fargo, U.S
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. During the Club's Morning Meeting, Jim Cramer said Wall Street is "starting earnings season off with a bang." Club stock Wells Fargo rose more than 5.5% after quarterly profit exceeded estimates. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m.
Persons: Jim Cramer, Jim, Melius, Jensen Huang, Morgan Stanley, CrowdStrike, Stocks, Tesla, Jim Cramer's Organizations: CNBC, AMD, Melius Research, Nvidia, Alto Networks, JPMorgan, Ferrari Locations: Wells, BlackRock
Price target update: There are a bunch of stocks in the portfolio currently brushing up against our price targets. One stock, Meta Platforms , is currently exceeding our price target. Honeywell's latest portfolio optimization move is a catalyst for why the stock should trade higher, and as a result, we are increasing our price target to $235 from $225. Previously we've struggled with the idea of owning both Palo Alto Networks and CrowdStrike at the same time in a 30-something stock portfolio for diversification reasons. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Persons: Jim Cramer, Banks, Price, We've, we'll, We'll, CrowdStrike, we've, it's, Morgan Stanley, Jim Cramer's, Jim, Michael Nagle Organizations: CNBC, JPMorgan, Honeywell, Palo Alto Networks, Networks, Abbott Laboratories, Jim Cramer's Charitable, CrowdStrike, New York Stock Exchange, Bloomberg, Getty Locations: Wells Fargo, BlackRock, Blackrock, Palo, China
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: I have 'no conviction that Boeing is getting this right', says Jim Cramer'Mad Money' host Jim Cramer weighs in on stock including: Boeing, Palo Alto Networks, Johnson Controls, and Fulton Financial.
Persons: Jim Cramer Organizations: Boeing, Palo Alto Networks, Johnson Controls, Fulton Financial
Hasan Akbas | Anadolu | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. October, then, is truly living up to its reputation as the most volatile month for stocks. But investors should keep in mind the uncomfortable swings in markets aren't always a good signal for the underlying health of stocks. In fact, when stocks dip because of mild repricing or a correction, that's a good opportunity for investors to swoop in, according to Johnson.
Persons: SPX, Hasan Akbas, Robert Sluymer, Piper Sandler, Craig Johnson, Johnson, – CNBC's Hakyung Kim, Samantha Subin, Alex Harring Organizations: Anadolu, Getty, CNBC, Nasdaq, Nvidia, Palo Alto Networks, Meta, Dow Jones, RBC Wealth Management Locations: Alaska, United States, U.S, aren't
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The Club stock is up nearly 5% after Goldman Sachs put a new Street high price target of $425 a share on the cybersecurity provider. 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.
Persons: Jim Cramer, we've, downgrades, Goldman Sachs, we're, We're, Helen of Troy, Jerome Powell, Jim Cramer's, Jim Organizations: CNBC, ., Stocks, Microsoft, Palo Alto Networks, The, Procter & Gamble, Honeywell International, Constellation Brands, Honeywell, Corona, Revlon, Hydro, Federal, Jim Cramer's Charitable Locations: China, Palo Alto
We're taking a keen interest because several stocks in the Club portfolio have ties to the startup behind ChatGPT. Co-founder Ilya Sutskever, who had been chief scientist, also left earlier this year and launched a new AI startup. Microsoft Microsoft got the first-mover advantage among big tech firms because of its early investment in OpenAI. As of now, we still haven't heard much about Lilly's exact plan to utilize OpenAI's technology. OpenAI CEO Sam Altman speaks during the Microsoft Build conference at Microsoft headquarters in Redmond, Washington, on May 21, 2024.
Persons: OpenAI, Sam Altman's, There's, Mira Murati, she's, Bob McGrew, Barret Zoph, Altman, Ilya Sutskever, it's, here's, ChatGPT, Jim Cramer, Jim, That's, , OpenAI's, Jensen Huang, Nikesh Arora, Morgan Stanley Morgan Stanley, Morgan, Eli Lilly Eli Lilly, Eli Lilly's, Einstein, Marc Benioff, Jim Cramer's, Sam Altman, Jason Redmond Organizations: Club, Microsoft, Nvidia, Reuters, CNBC, Apple Intelligence, Apple, Bloomberg News, Street, Microsoft Microsoft, Blackwell, Palo, Palo Alto Networks, Employees, OpenAI, Barclays, Jim Cramer's Charitable, AFP, Getty Locations: OpenAI, Redmond, Washington, Palo Alto, Redmond , Washington
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Palo Alto Networks, Delta Air Lines, PayPal and the XLVThe Investment Committee give you their top stocks to watch for the second half.
Organizations: Palo Alto Networks, Delta Air Lines, PayPal
Recall, that we initially had a view that competitors like Club name Palo Alto Networks would take advantage of this event to pitch their products. Sure the quarter was good because Palo Alto has a great product and value proposition, but it didn't suggest a massive departure from CrowdStrike. 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.
Persons: Jim Cramer, Dow, It's, Eli Lilly, LLY's, Eli Lilly's, isn't, Jim Cramer's, Jim Organizations: CNBC, ., Novo Nordisk, Deutsche Bank, Palo Alto Networks, Palo Alto, Palo, KB, Micron, Jefferies, Costco, Jim Cramer's Charitable Locations: Palo
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhitmore: Attackers can act more cheaply than organizations can defend. Wendi Whitmore, Senior Vice President-Unit 42 at Palo Alto Networks, stresses the importance of early detection and public awareness in defending against cyber threats, which are cheaper for attackers to execute.
Persons: Whitmore, Wendi Whitmore Organizations: Attackers, Palo Alto Networks
Companies can face data-security challenges with cloud storage and access management. Dan Benjamin, the senior director of product management at Prisma Cloud, a cloud-security platform made by Palo Alto Networks, said that incorporating data-security posture management into cybersecurity strategies could help solve many of these problems. This is crucial, as an IBM report published in 2023 estimated that 82% of data breaches involved data stored in the cloud. Organizations also often use several cloud systems and sometimes lack a solid security strategy for maintaining, updating, and securing data. Liat Hayun, the vice president of product management and research of cloud security at the cybersecurity company Tenable, said cloud environments' flexibility makes them attractive to companies.
Persons: , Dan Benjamin, Benjamin said, Liat Hayun, Tenable, they're, Hayun, haven't, Benjamin, DSPM, Julie Madhusoodanan, Madhusoodanan Organizations: Service, Palo Alto Networks, LinkedIn, Companies Locations: DSPM, Normalyze
The company may have maintained its full-year revenue outlook, but that was taken as good enough after last quarter's debacle. Management also provided a better-than-expected sales, earnings, and recurring revenue outlook. The Good Abbott Laboratories : Sales, earnings and organic growth all exceeded analyst estimates. Broadcom : Sales and earnings outpaced expectations , driven by strong sales of its AI products and VMware software. Alphabet : Delivered largely better-than expected earnings results that showed the search and cloud giant is finally on better footing in the fast-growing AI space.
Persons: we've, Lisa Su, , Eli Lilly, Zepbound, Stanley Black, Stanley, Morgan Stanley, Procter, Jim Cramer's, Jim Cramer, Jim, Steve Marcus Organizations: Costco, DuPont, Club, Management, Nvidia, Palo Alto Networks, Good Abbott Laboratories, Broadcom, VMware, Wealth Management, Investment Management, Microsoft, Constellation Brands, TJX, Amazon Web Services, Coterra Energy, GE Healthcare, Honeywell, Gamble, Jim Cramer's Charitable, CNBC, AMD Locations: China, Covid, Dover, Eaton, Palo, North America, GEHC, Wells Fargo, Las Vegas , Nevada, U.S
Here's a rapid-fire update on all 32 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. AMD shares have caught a bid in recent days, but they're still cheap considering the growth of its AI processors. Broadcom : Investors who don't own any Broadcom yet should consider starting a position here, Jim said. Although it's tempting to offload shares, Jim said to stick with Honeywell for now because there's huge value in individual businesses like aerospace. There's little negative to say about this portfolio stock.
Persons: Jim Cramer's, Jim, Apple, haven't, it's, that's, he'll, Bob Iger, Bob Chapek, Larry Ellison, Biogen, Eli Lilly, Lowe's, Vimal Kapur, We'd, Linde, Lilly, Morgan Stanley, Goldman Sachs, It's, Jensen Huang, Kamala Harris, Republican Donald Trump, CrowdStrike, Palo, — we're, we're, Brian Niccol, Sands, Stanley Black, Decker, Wells, Charlie Scharf's, Jim Cramer, Angela Weiss Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Abbott Laboratories, Abbott Labs, AMD, Amazon, Web, Broadcom, VMWare, Federal Reserve, Costco Wholesale, Coterra, DuPont, New York Times, Oracle, GE Healthcare, GE, Honeywell, Linde, Microsoft, Nvidia, Republican, Palo Alto Networks, Palo, Procter & Gamble, Procter, Gamble, Constellation Brands, Modelo, Stanley, TJX, Marshalls, Jim Cramer's Charitable, Traders, New York Stock Exchange, AFP, Getty Locations: Nvidia's, San Francisco, China, Dover, United States, industrials, OpenAI, Palo Alto, Wells Fargo
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalo Alto CEO on CrowdStrike fallout, IBM deal and cybersecurity issuesNikesh Arora, Palo Alto Networks CEO, joins 'Closing Bell: Overtime' to discuss closing the IBM deal and the business impact in the wake of the CrowdStrike outage.
Persons: Nikesh Arora Organizations: Palo, IBM, Palo Alto Networks
Shortly after the opening bell, we'll sell 30 shares of Palo Alto Networks at roughly $349.50 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 230 shares of PANW, decreasing its weighting to 2.4% from 2.71%. PANW YTD mountain Palo Alto Networks YTD Monday's trim of Palo Alto Networks was signaled both before and after last week's strong earnings report , especially when it was up about 8% last Tuesday . 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.
Persons: Jim Cramer's, Friday's dovish, Jerome Powell, Jackson, Jim Cramer, Jim Organizations: Palo Alto Networks, Federal, CNBC Locations: Palo, cybersecurity
Wall Street's enthusiastic reaction Tuesday to solid earnings from Palo Alto Networks reinforced our belief that the cybersecurity stock is getting overextended. However, that doesn't mean he's any less bullish on Palo Alto in the long run. PANW YTD mountain Palo Alto Networks YTD Wall Street analysts echoed our bullish sentiments. At least two dozen research firms — including Wells Fargo, Morgan Stanley, JPMorgan, and Goldman Sachs — raised their price targets on Palo Alto, according to FactSet data. To be sure, not everyone on Wall Street is convinced that Palo Alto has significant growth ahead.
Persons: clawing, Jim Cramer, Jim, management's, billings, Wells Fargo, Morgan Stanley, Goldman Sachs —, Palo, Nikesh Arora, Arora, Morgan Staley, Jim Cramer's, Alfred Dunhill, David Cannon Organizations: Palo Alto Networks, Palo Alto, Club, JPMorgan, Management, Palo, UBS, CNBC, Getty Locations: Palo Alto, Palo, Wells, Wells Fargo, United States, St Andrews, Scotland
After two rough quarters, Palo Alto Networks on Monday evening delivered the type of earnings report we expect from one of the best cybersecurity companies in the world. PANW YTD mountain Palo Alto Networks YTD The issue with billings in recent quarters has been that the high cost of money has resulted in increased negotiations on terms and financing options. Palo Alto Networks Why we own it: We believe cybersecurity is a secular growth market as bad actors are relentless and companies simply cannot afford to not invest in defense. Palo Alto Networks headquarters in Santa Clara, California, US, on Monday, Aug. 14, 2023. Palo Alto Networks Inc. is scheduled to release earnings figures on August 18.
Persons: management's, billings, Dipak Golechha, Nikesh Arora, Arora, Palo, we're, platformization, I've, Jim Cramer, Jim Cramer's, Jim, David Paul Morris Organizations: Palo Alto Networks, Revenue, LSEG, Total billings, U.S, Networks, billings, Palo Alto, Alto Networks, Cisco Systems, Palo, CNBC, Bloomberg, Getty Locations: Palo, billings, XDR, Palo Alto, Santa Clara , California
In addition to the headline numbers, here are three other factors to keep in mind when Palo Alto reports after Monday's market close. Palo Alto cut its 2024 full-year guidance for revenue and billings during quarterly results in February because of its pivot to "platformization," or bundling its products and services. Shares of Palo Alto nosedived 28% in the session following the Feb. 20 release. PANW YTD mountain Palo Alto Networks (PANW) year-to-date performance 2. As for other competitors, the case for companies to give Palo Alto their business just keeps getting stronger.
Persons: Jeff Marks, Palo, Nikesh Arora, it's, Jim Cramer, Wells Fargo, Evercore, CrowdStrike, Arora, we've, Jim Cramer's, Jim, Chris Jung Organizations: Palo Alto Networks, Wall, Palo Alto, Palo, billings, Palo Alto nosedived, Barclays, Alto, Investors, CNBC, Mobile, Congress, Fira, Barcelona, Getty Locations: Palo Alto, Palo, billings, Barcelona, Spain
Several analysts raised their ratings and price targets on Starbucks a day after news that Chipotle CEO would take over at the coffee chain. Starbucks shares rallied on the news, while Chipotle shares fell. He also lowered his price target on shares to $685 from $750, which implies just 6% upside from Monday's close. Chipotle shares pulled back of 7% comes as decelerating trends and a sector rotation already impacted Chipotle's multiple. Since Niccol took the position of CEO in 2018, Chipotle shares surged more than 770%.
Persons: Bernstein, Fatima Boolani, Boolani, — Hakyung Kim, Eli Lilly Eli Lilly's, Berenberg, Lilly, Kerry Holford, " Holford, Morgan Stanley, Keith Weiss, Weiss, Hakyung Kim, Brian Niccol's, Danilo Gargiulo, Gargiulo, Niccol, Chipotle, Laxman Narasimhan, Brian Niccol, Baird, David Tarantino, Fred Imbert Organizations: CNBC, Citi, Palo Alto, Palo Alto Networks, pharma, Intuit, Starbucks, Deutsche Bank, SBUX Locations: Tuesday's
Meanwhile, Mizuho raised its price target on Palo Alto Networks ahead of the company's upcoming earnings release. But Grambling shaved $4 off his price target to $47, though that still implies 57.5% upside from Monday's close. Long kept his price target unchanged at $97, which reflects just 1.8% in upside over Monday's closing price. Analyst Laurent Yoon downgraded the media stock to market perform from outperform and shaved $2 off his price target to $8. Analyst Gregg Moskowitz raised his price target on the cybersecurity stock to $380 from $350, maintaining his outperform rating.
Persons: Bernstein, Mizuho, Rollins, Wells Fargo, Jason Haas, Haas, — Alex Harring, Thomas Palmer, Palmer, Morgan Stanley, DraftKings, Stephen Grambling, Grambling, Alex Harring, Tim Long, Long, Dell, Damian Karas, Karas, " Karas, Warner, Laurent Yoon, Yoon, Discovery's Turner, Gregg Moskowitz, Moskowitz, Fred Imbert Organizations: CNBC, Warner Bros, Palo Alto Networks, Hormel Foods, Citi, Hormel, Planters, Grambling, DraftKings, Barclays, Dell, Nasdaq, UBS, Discovery, NBA, Discovery's Turner Sports, Mizuho Locations: Wells Fargo, Monday's, Southern, Grambling, Palo Alto
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. There were many Wall Street upgrades of Starbucks stock following the change. Jim Cramer said he's happy about the switch and remains committed to Starbucks shares. 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 .
Persons: Jim Cramer, Morgan, Laxman Narasimhan, He's, Brian Niccol, he's, Jim, Mizuho, Morgan Stanley, Palo, Jim Cramer's Organizations: CNBC, Federal Reserve, Nasdaq, Tuesday's PPI, Nvidia, Starbucks, Palo Alto Networks Locations: Palo Alto
The cybersecurity software contender has more than 2,400 customers, including Maersk, Xerox and Mattel — in all, some 17% of the Fortune 500, according to the company. Cybersecurity company Abnormal Security said Tuesday it has raised $250 million in a Series D funding round that values the firm at $5.1 billion. With Microsoft surpassing $20 billion in cybersecurity revenue last year, competition has picked up among cybersecurity sector incumbents Cloudflare, Zscaler and Palo Alto Networks. Additionally, CrowdStrike veteran James Yeager was recently hired to head up public sector sales, an area that the email security vendor is targeting for growth. In March, Abnormal hired CFO Smita Sanadhya, a former executive at Microsoft Hong Kong and HP as well as startup Okta, which she helped to scale to a $2 billion public company.
Persons: Evan Reiser, Cloudflare, Reiser, Michael DeCesare, James Yeager, Smita Sanadhya, Jeff True Organizations: Twitter, Maersk, Xerox, Mattel, Fortune, Wellington Management, Greylock Partners, Menlo Ventures, Insight Partners, Security, Microsoft, Palo Alto Networks, Software, Cloudflare, CNBC, Forescout Technology, Microsoft Hong Kong, HP, Abnormal Locations: Zscaler, Palo, Exabeam
Following the trade, Jim Cramer's Charitable Trust will own 260 shares of PANW, increasing its weighting to 2.46% from 2.18%. One way we like to think about buying into a sea of red is remembering what our approach would be if the market was in rally mode. So with stocks selling off, we're looking to do some light buying of high-quality companies with great long-term prospects that we've been waiting for the stock prices to come down. Outside of these tech names, there are some other stocks we may have our eyes on next week. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Persons: Jim Cramer's, we've, Nikesh Arora, — it's, Jim Cramer, Jim Organizations: Palo Alto Networks, PANW, Nvidia, Web Services, DuPont, Federal Reserve, Jim Cramer's Charitable, CNBC Locations: DuPont, Dover, Wells Fargo
Jim Cramer said Friday the Fed should have cut at this week's meeting. Those were in place with AMD because Jim Cramer mentioned the stock on CNBC TV over the past 72 hours. 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.
Persons: Jim Cramer, Dow Jones, here's, Eli Lilly, Jim Cramer's, Jim Organizations: CNBC, Dow Jones, Nasdaq, Federal Reserve, Fed, Bond, chipmaker Broadcom, AMD, Palo Alto, Nvidia, Wynn Resorts, Disney, Jim Cramer's Charitable Locations: U.S, DuPont, Dover, Wells
Certain stocks should be winners as the Federal Reserve seeks to lower short-term rates, if history is any guide. Short-term yields have been falling this week in anticipation of a Fed action. CNBC Pro screened for the stocks in the S & P 500 that tend to rise the most when short-term rates decline. The majority of stocks are in businesses that would benefit from lower rates. There are also often volatile stocks that would benefit from lower rates increasing risk-taking by investors.
Organizations: Federal, Federal Reserve, Traders, CNBC Pro, Treasury, Camden Property Trust, Alto Networks, Power Systems, Qualcomm Locations: PutleGroup
Total: 25