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Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 25,000 shares at 195.202USD and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...

 PRESS RELEASE

Check Point Software Unveils Quantum Firewall Software R82.10 to Secur...

Check Point Software Unveils Quantum Firewall Software R82.10 to Secure the AI-Driven Enterprise New software release introduces more than 20 capabilities that secure AI transformation, enforce Zero Trust and unify hybrid mesh network protection REDWOOD CITY, Calif., Dec. 04, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced its new Check Point Quantum Firewall Software, R82.10, introducing 20 new capabilities designed to help enterprises safely adopt AI, protect distributed environments and simplify Zero Trust across hybr...

 PRESS RELEASE

Check Point Software Announces Pricing of Upsized Private Offering of ...

Check Point Software Announces Pricing of Upsized Private Offering of $1.75 Billion of 0.00% Convertible Senior Notes due 2030 TEL AVIV, Israel, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (Nasdaq: CHKP), a pioneer and global leader of cyber security solutions, today announced the pricing of $1.75 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”). The aggrega...

 PRESS RELEASE

Check Point Software Technologies Named a Leader in Gartner Magic Quad...

Check Point Software Technologies Named a Leader in Gartner Magic Quadrant for Email Security We Believe this Reinforces our Excellence in Email Security with AI-Powered Solutions that Combat Advanced Threats REDWOOD CITY, Calif., Dec. 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, announces that it has been recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Email Security. Excelling across key areas such as core email protection, integrated email security, and outbound security, Check Point delivers AI-powered protect...

 PRESS RELEASE

Check Point Software Announces Proposed Private Offering of $1.5 Billi...

Check Point Software Announces Proposed Private Offering of $1.5 Billion of 0.00% Convertible Senior Notes due 2030 TEL AVIV, Israel, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Check Point Software Technologies Ltd. (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced its intention to offer, subject to market conditions and other factors, $1.5 billion aggregate principal amount of 0.00% Convertible Senior Notes due 2030 (the “Notes”) in a private offering (the “Offering”) to qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, a...

 PRESS RELEASE

The AI Transformation Has Arrived. Now Comes the Hard Part: Securing I...

The AI Transformation Has Arrived. Now Comes the Hard Part: Securing It Discover how to build resilient, prevention-first AI security — from models and agents to cloud workloads and connectivity. Live on December 4 REDWOOD CITY, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Artificial intelligence is transforming the enterprise at unprecedented speed. AI now underpins critical workloads, cloud operations, identity systems, code pipelines, and everyday collaboration tools. As these systems expand across hybrid cloud and edge environments, organizations face a new challenge: how to secure AI ...

Pierre FerraguÊ
  • Pierre FerraguÊ

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Pierre FerraguÊ
  • Pierre FerraguÊ
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Another Step Forward on the Strategic Vision of PANW; Just the Beginni...

A Closer Look at FY1Q26 (October) ResultsRevenueTotal revenue of $2.474 billion (up 16% y/y) came in above the company’s guidance range for revenue of $2.450 billion and $2.470 billion and above the Street’s $2.460 billion estimate fueled by growth in software firewalls, PAN-OS, and SD-WAN.Product

 PRESS RELEASE

Check Point Software Collaborates with Microsoft to Deliver Enterprise...

Check Point Software Collaborates with Microsoft to Deliver Enterprise-Grade AI Security for Microsoft Copilot Studio As AI reshapes enterprise workflows, Check Point works with Microsoft to enable secure agent innovation powered by real-time guardrails, DLP, and threat prevention REDWOOD CITY, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it is collaborating with Microsoft to deliver enterprise-grade AI security for Microsoft Copilot Studio. The collaboration enables enterprises to safely build and de...

 PRESS RELEASE

Check Point Software Achieves the Highest Security Effectiveness at 99...

Check Point Software Achieves the Highest Security Effectiveness at 99.59% in NSS Labs Enterprise Firewall Test As AI transforms cyber threats, NSS Labs recognition affirms Check Point’s leadership in prevention-first security, outperforming the competition REDWOOD CITY, Calif., Nov. 05, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: CHKP), a pioneer and global leader of cyber security solutions, today announced it has been named as a Recommended vendor in the NSS Labs 2025 Enterprise Firewall Comparative Report, with the highest security effectiveness score. Achieving an outstanding 99.59% overall...

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