StreetInsider.com News Articles

Palo Alto Networks CEO calls OpenAI-Hugging Face hack ’next level’

Wed, 22 Jul 2026 15:09:01 -0400

Investing.com -- OpenAI's pre-release AI models autonomously escaped a sandboxed test environment and breached Hugging Face's production infrastructure, generating more than 17,000 attack events before being detected — an incident Palo Alto Networks CEO Nikesh Arora called a new category of cyber threat.

Palo Alto Networks (NASDAQ: PANW), trading around $338 on Wednesday and up roughly 86% year-to-date, is the direct market beneficiary of the escalating anxiety around AI-driven cyberattacks, with William Blair naming it its top cybersecurity pick following the breach.

OpenAI disclosed on July 21 that two of its models —

Palo Alto Networks CEO calls OpenAI-Hugging Face hack ’next level’

Wed, 22 Jul 2026 15:09:01 -0400

OpenAI disclosed on July 21 that two of its models —

Palo Alto Networks CEO calls OpenAI-Hugging Face hack ’next level’

Wed, 22 Jul 2026 15:09:01 -0400

OpenAI disclosed on July 21 that two of its models —

Palo Alto Networks CEO calls OpenAI-Hugging Face hack ’next level’

Wed, 22 Jul 2026 15:09:01 -0400

OpenAI disclosed on July 21 that two of its models —

Palo Alto Networks to acquire Embrace to expand observability tools

Tue, 21 Jul 2026 16:13:54 -0400

Palo Alto Networks (NASDAQ: PANW) announced its intent to acquire Embrace, a provider of Real User Monitoring (RUM) technology, to add user experience monitoring capabilities to its Observability platform, according to a company press release.

The company is also introducing Synthetics, a new capability developed internally by its Autonomous Digital Experience Management (ADEM) team, designed to proactively validate application performance from locations across its globally distributed infrastructure.

The two additions are intended to extend the Palo Alto Networks Observability platform into Digital Experience Monitoring, combining end-user interaction data with backend infrastructure visibility in a single interface.

The acquisition follows Palo Alto Networks' purchase

Palo Alto Networks to acquire Embrace to expand observability tools

Tue, 21 Jul 2026 16:13:54 -0400

The acquisition follows Palo Alto Networks' purchase

Palo Alto Networks to acquire Embrace to expand observability tools

Tue, 21 Jul 2026 16:13:54 -0400

The acquisition follows Palo Alto Networks' purchase

Palo Alto Networks to acquire Embrace to expand observability tools

Tue, 21 Jul 2026 16:13:54 -0400

The acquisition follows Palo Alto Networks' purchase

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Tue, 21 Jul 2026 16:10:00 -0400

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does

SANTA CLARA, Calif., July 21, 2026 /PRNewswire/ -- Palo Alto Networks® (NASDAQ: PANW), the global cybersecurity leader, today announced its intent to acquire Embrace, a leading provider of user-focused observability, to add high-fidelity Real User Monitoring (RUM) capabilities to the Palo Alto Networks Observability platform. Palo Alto Networks is also introducing Synthetics, a new capability built with its world-class Autonomous Digital Experience Management (ADEM) team, for proactively validating application performance from anywhere. These new

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Tue, 21 Jul 2026 16:10:00 -0400

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Tue, 21 Jul 2026 16:10:00 -0400

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does

Palo Alto Networks to Extend Leading Observability Platform with Innovative Digital Experience Monitoring

Tue, 21 Jul 2026 16:10:00 -0400

New RUM and Synthetics capabilities unify infrastructure, application and user experience insights, catching problems before a user does

Goldman is confident these 2 security stocks can grow their valuations

Tue, 21 Jul 2026 09:33:54 -0400

Investing.com -- Goldman Sachs raised its price targets on two cybersecurity stocks Tuesday, arguing that both companies can grow into their current valuations as AI spending eventually flows into security budgets.

“In the last four months, the Security category has shifted from being viewed as at risk from AI to being a clear beneficiary,” analyst Gabriela Borges said in a note, with the consensus view that more AI spending will translate into more security spending, largely benefiting today’s platform leaders.

“We agree with this view; however, quantification and timing will matter to realizing alpha from here,” Borges added.

Goldman raised its 12-month price

Goldman is confident these 2 security stocks can grow their valuations

Tue, 21 Jul 2026 09:33:54 -0400

“We agree with this view; however, quantification and timing will matter to realizing alpha from here,” Borges added.

Goldman raised its 12-month price

Goldman is confident these 2 security stocks can grow their valuations

Tue, 21 Jul 2026 09:33:54 -0400

“We agree with this view; however, quantification and timing will matter to realizing alpha from here,” Borges added.

Goldman raised its 12-month price

Goldman is confident these 2 security stocks can grow their valuations

Tue, 21 Jul 2026 09:33:54 -0400

“We agree with this view; however, quantification and timing will matter to realizing alpha from here,” Borges added.

Goldman raised its 12-month price

Palo Alto Networks (PANW) PT Raised to $387 at Morgan Stanley

Tue, 21 Jul 2026 08:56:39 -0400

Morgan Stanley analyst Meta A Marshall raised the price target on Palo Alto Networks (NASDAQ: PANW) to $387.00 (from $320.00) while maintaining a Overweight rating.

Bernstein's Cybersecurity Mid-'26 CISO survey: 'AI-driven demand continues!'