PANW · News · 20260921N

Market Demand Trends

Palo Alto Networks Inc · 2026-09-21 · Importance 20 · Surprise 24

Morgan Stanley expects AI adoption to increase cybersecurity spending and create opportunities for Palo Alto Networks to gain market share. The firm forecasts the global cybersecurity software market will reach $300 billion by 2028. Growth is expected to be driven by AI-related security spending and vendor consolidation.

Key facts

• FXEmpire reported PANW holds key support at $353.70–$356, with a break above $383.12 potentially opening a challenge of $398.88. source
• Josh Brown named Palo Alto Networks as one of four cybersecurity stocks to buy. source