WisdomTree Cybersecurity ETF

Cetera Investment Advisers Reduced Holdings in Datadog in Q2

George Kurtz Acquires Stake in Formula 1 Team

Mercedes F1 CEO Sells 5% Stake to CrowdStrike CEO

CrowdStrike Holdings Inc. to Speak at the UBS Global Technology and AI Conference

Zscaler Inc. to Attend UBS and Barclays Tech Conferences

Cloudflare insiders sold $31.3 million worth of shares

Fastly Inc. CTO Artur Bergman Sells Company Stock

Cloudflare insiders sold stocks worth $398,848

CloudFlare Inc. director Katrin Suder disposed of company's Class A common stock

Datadog shares fall for seventh day despite improved outlook

Bernstein and TR | OpenAI Maintain Cloudflare's Hold Rating, Bank of America Securities Reiterates Buy Rating

Rothschild Investment Increased its Stake in CrowdStrike in Q2

Intrust Bank NA Increased Holdings in CyberArk Software by 73.7%

Cloudflare's Code Rewrite Leads to Biggest Mishap in Six Years

Analyst Maintains Buy Rating on Zscaler

Cloudflare database error caused internet traffic outage

Cloudflare Suffers from Database Change-Related Outage and Resolution

Cloudflare Service Anomaly Leads to Multiple Website Outages

Matthew Prince of CloudFlare Exercises and Sells Back Stocks

CloudFlare Executives Riley Janel Discloses Abandonment and Sale of Stocks

Mobile-Health Network Solutions

Sonder

Epsium Enterprise

VisionSys AI

PACS

Robo.ai

Luda Tech

RISING DRAGON ACQUISITION CORP COM USD0.0001 15/11/2028 (SUBS/RT)

Planet Green

Defiance Daily Target 2X Short IONQ ETF

DDOG

Cetera Investment Advisers reduced its stake in Datadog, Inc. by 2.5% in Q2, owning 76,895 shares valued at $10.33 million. Datadog reported Q3 earnings of $0.55 per share, beating estimates, with revenue up 28.4% year-over-year. Analysts have set a consensus price target of $207.38, with a "Moderate Buy" rating. KeyCorp and Bank of America raised their price targets, and insider trading activity was noted.

Market Beat

Datadog

Cetera Investment Advisers Reduces Stake in Datadog, Inc. $DDOG

Zscaler's stock has rallied 54% in 2025 but recently dipped 10%. Despite high-profile cybersecurity events boosting interest, Zscaler scores low on valuation checks. A DCF analysis suggests it's slightly undervalued, while a P/S ratio indicates overvaluation compared to industry averages. The article introduces "Narratives" as a new valuation approach, allowing investors to connect Zscaler's story with financial forecasts for a more personalized investment decision.

Simplywall

Zscaler

Has Zscaler’s 54% Rally in 2025 Left Shares Priced for Perfection?

PANW

Palo Alto Networks' Q1 earnings call highlighted strong financial performance and strategic growth. The company reported a 16% revenue increase and significant deals, including a $100 million contract. Innovation continues with Prisma AIS 2.0 and acquisitions of CyberArk and Chronosphere. SASE ARR grew by 34%, and AI security is emphasized. Despite integration challenges, Palo Alto Networks projects revenue growth and strong margins for fiscal 2026, positioning well for future opportunities.

Tip Ranks

Palo Alto Networks

Palo Alto Networks’ Earnings Call Highlights Strategic Growth

UBER

ORCL

Walmart(WMT) rose 6.46%, with a trading turnover 5.3 Billion USD, and a year-to-date rose 19.4%. TJX(TJX) rose 1.55%, with a trading turnover 1.2 Billion USD, and a year-to-date rose 24.1%. Micron Tech(MU) fell 10.87%, with a trading turnover 10.0 Billion USD, and a year-to-date rose 140%. AMD(AMD) fell 7.84%, with a trading turnover 14.1 Billion USD, and a year-to-date rose 70.6%.

- The Nasdaq Composite Index fell by 2.15%, with a year-to-date increase of 14.3%.  
- The S&P 500 Index decreased by 1.56%, up 11.2% for the year, while the Dow Jones Index dropped 0.84%, gaining 7.5% year-to-date.  
- Notable stock movements include Walmart rising 6.46% and Micron Technology falling 10.87%, with year-to-date increases of 19.4% and 140%, respectively.

LB Select

Walmart

Progressive

HDFC Bank

AT & T

Micron Tech

Uber Tech

Oracle

Top 5 US Stock Gainers/Losers (>100B) (11.20)

Sutherland/Zatlyn Revocable Trust dtd 11/17/2016, a shareholder of CloudFlare Inc, filed a Form 144 with the SEC to sell 240,227 shares on November 20, 2025, through Goldman Sachs & Co. The sale is executed under a prearranged trading plan (10b5-1).

Reuters

CloudFlare

Shareholder Sutherland/Zatlyn Revocable Trust dtd 11/17/2016 Files To Sell 240,227 Of CloudFlare Inc [NET]

GOOG

GOOGL

Nvidia turns lower as strong earnings fail to assuage concerns over an artificial-intelligence bubble.

Alphabet - C

Alphabet

These Stocks Moved the Most Today: Nvidia, Exact Sciences, Walmart, AMD, Alphabet, Palo Alto Networks, and More

Palo Alto Networks' Platformization Approach is the 'Right Move,' Wedbush Says

marketscreener

Palo Alto Networks' Platformization Approach is the 'Right Move,' Wedbush Says

MBGYY

CRWD

CrowdStrike founder George Kurtz has acquired a 15% stake in Mercedes F1 team from Toto Wolff, valuing the team at $6 billion. Kurtz will serve as technology adviser and join the strategic steering committee. He sees growth potential in the U.S. market and technology sector, aiming to attract more sponsors. Kurtz is aligned with Wolff's leadership and is open to future sports investments.

Mercedes-Benz Group AG

CrowdStrike

Motor racing-CrowdStrike founder Kurtz buys into Mercedes F1 team

NVDA

TipRanks' Trending Stocks tool highlights the top three most-rated stocks by analysts in the past 72 hours: Nvidia (NVDA), Palo Alto Networks (PANW), and Home Depot (HD). Nvidia received 29 ratings with a Strong Buy consensus and a 40.56% upside potential. Palo Alto Networks got 28 ratings, also with a Strong Buy consensus and a 27.11% upside potential. Home Depot was rated 19 times, earning a Moderate Buy consensus and a 23.54% upside potential.

- TipRanks' Trending Stocks tool allows users to filter stock activity over various timeframes to identify market movers.  
- The three most-rated stocks in the past 72 hours include Nvidia, Palo Alto Networks, and Home Depot, with analyst consensus ratings of Strong Buy and Moderate Buy, reflecting their recent performance and outlooks.  
- TipRanks also offers a Smart Portfolio tool for comprehensive portfolio analysis and insights, enhanced with AI-generated explanations for stock movements.

NVIDIA

Home Depot

Top 3 Trending Stocks, According to Analysts – 11/20/2025

Palo Alto Networks announced the acquisition of Chronosphere, a next-gen observability platform, for $3.35 billion. This move aims to integrate Chronosphere's architecture with Palo Alto's Cortex AgentiX platform, enhancing real-time autonomous remediation capabilities. Palo Alto's financials show strong growth, with Q1 revenues at $2.47 billion, surpassing estimates. The acquisition aligns with Palo Alto's strategy to expand its cybersecurity services and improve observability and security data management.

Talkmarkets

Cloud Stocks: Analysis Of Palo Alto Networks’ Chronosphere Acquisition

OpenAI

Tech stocks fell Thursday afternoon, with the Technology Select Sector SPDR Fund (XLK) down 2% and the SPDR S&P Semiconductor ETF (XSD) down 0.8%. The Philadelphia Semiconductor index dropped 2.5%. Nvidia shares fell 1.4% despite strong Q3 results. Palo Alto Networks shares dropped 6.9% after raising its full-year outlook and announcing a $3.35 billion acquisition of Chronosphere. SoftBank plans a $3 billion investment in an Ohio EV plant for Microsoft-backed OpenAI data centers. Microsoft shares fell 0.8%.

fidelity

Microsoft

Sector Update: Tech Stocks Fall Thursday Afternoon

Oppenheimer reaffirmed an "outperform" rating for Palo Alto Networks with a $245 target price, indicating a potential 31.93% upside. Other analysts also raised their price targets, with Royal Bank of Canada and Rosenblatt Securities setting targets at $250. The stock's average rating is "Moderate Buy" with a target price of $224.93. Recent insider sales and institutional activity are noted.

Palo Alto Networks (NASDAQ:PANW) Given "Outperform" Rating at Oppenheimer

CrowdStrike is setting the standard for modern cybersecurity.

CNBC

2 underappreciated areas are powering CrowdStrike's next growth wave and its stock

Palo Alto Networks is strengthening its position in AI-era cybersecurity, with strategic acquisitions like CyberArk and Chronosphere. Analysts maintain a positive outlook, with price targets ranging from $225 to $250. The company shows strong growth in revenue and recurring revenue, despite short-term pressures from acquisitions. Analysts highlight Palo Alto's platform consolidation and expansion into identity and observability as key growth drivers, with a long-term target of $20 billion in annual recurring revenue by 2030.

Palo Alto Networks Called A 'Buy' On The Dip, Analysts Bet On Its AI Security Lead