From Nasdaq: 2025-03-19 07:39:00

The technology sector, including the QQQ ETF, has experienced a significant decline, dropping nearly 11% from its peak. However, cybersecurity stocks like Palo Alto Networks (PANW) have shown resilience, with PANW rising nearly 2% year-to-date amidst the market downturn.

Palo Alto Networks is a leading provider of cybersecurity solutions, offering advanced security services globally. The company focuses on a “Zero Trust” approach and has expanded its portfolio through strategic innovations and acquisitions under CEO Nikesh Arora’s leadership since 2018.

Palo Alto Networks reported strong fiscal Q2 2025 results, with revenue growing 14% year-over-year to $2.3 billion. Demand for Next-Generation Security offerings drove growth, with NGS Annual Recurring Revenue surging 37% to $4.8 billion, and the Remaining Performance Obligation climbing 21% to $13.0 billion.

Despite a high valuation, institutional investors remain supportive of PANW, with nearly 80% of shares institutionally owned and $28 billion in inflows over the past year. The company’s robust earnings growth, increasing demand for cybersecurity, and strong institutional support make it a compelling option in the tech sector.



Read more at Nasdaq:: Palo Alto Networks: Cybersecurity Standout in a Turbulent Market