| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-29 | BUY | HIGH | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Rob called Palo Alto Networks a must-own growth holding as AI-enabled cyber threats rise, with purchases conditional on attractive entry points rather than chasing highs. [audio] | — | — | — |
| 2026-09-28 | BUY | MEDIUM | Rob Black Show Markets Drop Weighed Down By Rising Oil Prices |
Black reports BTIG raised its Palo Alto Networks target to $425 from $404 and kept a buy rating after an upbeat meeting on integrating acquisitions and identity security. [audio] | — | — | — |
| 2026-09-21 | WATCH | MEDIUM | Rob Black Show Stocks Rise As Oil Prices Ease |
Palo Alto received a higher price target and was added to the S&P 100. [audio] | +5.5% | — | — |
| 2026-09-17 | BUY | HIGH | Rob Black Show Afternoon podcast 9-17-26 |
Rob likes Palo Alto Networks on pullbacks as enterprise cyber defense demand rises. [audio] | +4.0% | — | — |
| 2026-09-15 | BUY | MEDIUM | Rob Black Show Markets Fall As Losses Accelerate |
Rob called cybersecurity a must-own group and said Palo Alto Networks can be owned on big pullbacks. [audio] | -0.1% | — | — |
| 2026-09-14 | BUY | HIGH | Rob Black Show Afternoon podcast 9-14-26 |
Rob recommended Palo Alto Networks on pullbacks as cybersecurity becomes more important in the AI era. [audio] | -0.6% | — | — |
| 2026-09-14 | BUY | MEDIUM | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Palo Alto Networks was identified as a beneficiary of rising AI safety and cybersecurity requirements. [audio] | -0.6% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
The host says Palo Alto Networks is one of two interesting stocks positioned for enterprise cyber defense and AI remediation. [audio] | +10.0% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-2-26 |
Fell sharply despite solid results - good is no longer good enough when expectations and valuations are sky high. [audio] | +2.0% | — | — |
| 2026-09-02 | BUY | HIGH | Rob Black Show Stocks Rise For First Time In Four Sessions |
Second most important earnings story - revenue up 34% to $3.4 billion, next-gen ARR up 63%, and guidance ahead of Street as AI creates a massive new cybersecurity attack surface. [audio] | +2.0% | — | — |
| 2026-09-01 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-1-26 |
Down 5.2% ahead of its fiscal fourth quarter report. [audio] | -6.9% | — | — |
| 2026-08-31 | WATCH | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Named as one of the week's key earnings reports in the cybersecurity space. [audio] | -12.8% | +4.2% | — |
| 2026-08-27 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-27-26 |
Offered alongside CrowdStrike as the cybersecurity name to own as enterprises stay freaked out about being hacked. [audio] | -13.3% | -2.1% | — |
| 2026-08-27 | BUY | MEDIUM | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
Named alongside CrowdStrike as one of the cybersecurity names Rob said you have to own in the AI era. [audio] | -13.3% | -2.1% | — |
| 2026-08-26 | BUY | HIGH | Rob Black Show Inflation Remains Elevated |
Named alongside CrowdStrike as a cybersecurity name to own on a dip. [audio] | -3.2% | +10.4% | — |
| 2026-08-17 | BUY | HIGH | Rob Black Show Investors Weigh AI Optimism |
Palo Alto Networks also got price target increases from Wells Fargo and TD Cowen after a big run, and reports September 1st; Rob said the cybersecurity story remains important. [audio] | -6.6% | -0.0% | — |
| 2026-08-14 | BUY | HIGH | Rob Black Show Afternoon podcast 8-14-26 |
RBC Capital raised its Palo Alto Networks price target from $330 to $434 as cybersecurity spending stays resilient and AI raises both attack sophistication and defensive tooling. [audio] | -6.9% | -14.0% | — |
| 2026-08-12 | BUY | HIGH | Rob Black Show Tame Inflation Data |
Citizens raised its Palo Alto price target to $415 from $320 with a buy rating, arguing AI is creating more demand for cybersecurity as new threats become easier to pull off. [audio] | -7.0% | -14.6% | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Palo Alto Networks was upgraded with its price target lifted from $315 to $370 as cybersecurity stocks catch fire on rising AI-driven breaches. [audio] | +6.7% | -8.1% | — |
| 2026-07-14 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-14-26 |
Palo Alto Networks is mentioned as one of the cybersecurity stocks up 7-10%. [audio] | -3.0% | +12.2% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Palo Alto Networks, ticker symbol PANW, is up 5.3% as cybersecurity stocks rally. [audio] | -3.0% | +12.2% | — |
| 2026-07-01 | BUY | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Palo Alto's cybersecurity solutions are becoming more important as companies up their defenses against AI risks. [audio] | -8.9% | -5.7% | +10.3% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Host discusses earnings, AI risks, and expresses hesitation ('too chicken') to own the stock despite strong fundamentals. [audio] | -6.1% | +24.1% | +29.1% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Afternoon podcast 6-1-26 |
Baird raised price target from $265 to $300; noted as rising due to renewed interest in security stocks. [audio] | -11.4% | +17.2% | +23.7% |
| 2026-06-01 | BUY | MEDIUM | Rob Black Show Oil Jumps |
Mentioned as getting love today with a $300 price target up from $265. [audio] | -11.4% | +17.2% | +23.7% |
| 2026-05-27 | SELL | MEDIUM | Rob Black Show Afternoon podcast 5-27-26 |
Host mentions Palo Alto Networks was pulled down by Zscaler's performance earlier in the morning. [audio] | +12.9% | +22.4% | +36.8% |
| 2026-05-27 | MENTIONED | MEDIUM | Rob Black Show Hopes Of Easing Iran Tensions |
Host notes Palo Alto Networks is down 3% alongside Zscaler and CrowdStrike. [audio] | +12.9% | +22.4% | +36.8% |
| 2026-05-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Palo Alto Networks is highlighted for having a 10-year minimum sales growth of 14.9%, identified through stock screening in the S&P MidCap 400. [audio] | +5.3% | +14.0% | +55.2% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host lists Palo Alto Networks as a cybersecurity firm that received an advanced copy of AI security tools. [audio] | +6.2% | +17.4% | +62.5% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-12-26 |
Palo Alto Networks is mentioned as a company given early access to Anthropic's Mythos model for security testing. [audio] | +11.4% | +29.7% | +78.6% |
| 2026-05-11 | BUY | HIGH | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Barclays raised the price target on Palo Alto Networks to $220 from $200, forecasting potential upside. [audio] | +15.9% | +23.2% | +70.3% |
| 2026-05-07 | BUY | HIGH | Rob Black Show Oil Continues Pullback |
Management raised full-year guidance and the stock is higher. [audio] | +21.2% | +38.4% | +84.5% |