Palo Alto Networks vs WatchGuard

SentinelOne stock: AI boost, 20% revenue growth, profitability

CNBC Pro contributor Kevin Simpson explains why he initiated a new position in cybersecurity firm SentinelOne. The company reported 21% revenue growth to $292 million and 22% ARR growth to $1.218 billion in its fiscal Q2. Non-GAAP operating margin improved to 10% from 2% a year ago, while non-GAAP EPS doubled to 8 cents. SentinelOne is expanding beyond endpoint security into cloud, identity, data, and AI security, with emerging solutions now about half of total ARR. In September, it extended its Wayfinder Threat Hunting service across AWS, Microsoft Azure, and Google Cloud. Simpson highlights the financial inflection point: strong growth combined with improving profitability, and the AI-driven demand for automated threat response. Despite a slight gross margin dip to 77%, he sees the company as a broader cybersecurity platform with a larger addressable market.

• SentinelOne revenue grew 21% to $292 million in fiscal Q2.
• ARR rose 22% to $1.218 billion.
• Non-GAAP operating margin improved to 10% from 2% year-over-year.

Top Analysts Bullish on CoreWeave, Palo Alto Networks, Amazon

Wall Street analysts are optimistic about CoreWeave, Palo Alto Networks, and Amazon. JPMorgan upgraded CoreWeave to Buy with a $125 price target, citing robust AI-driven cloud demand and a 25% price hike. BTIG raised Palo Alto Networks' price target to $425, expecting over 17% revenue growth and 26% NGS ARR growth in fiscal 2027. Rosenblatt raised Amazon's price target to $360, dismissing fears that agentic commerce will hurt its retail media business, and expects AWS to grow over 45%.

• JPMorgan upgraded CoreWeave to Buy with a price target of $125.
• BTIG raised Palo Alto Networks price target to $425.
• Rosenblatt raised Amazon price target to $360.

Palo Alto CEO Says AI Slowdown 'Unrealistic', Extinction Risk 'Extremely Small'

Palo Alto Networks CEO Nikesh Arora told CNBC's 'The Tech Download' podcast that calls to slow AI development are 'unrealistic' and that the threat of AI causing human extinction is 'extremely small'. He argued that not all companies will pace themselves and that frontier developers should be responsible for safety. Arora also expressed doubts about US-China coordination on AI safety, citing differing views among US politicians and executives. His comments contrast with Anthropic CEO Dario Amodei's call for a slowdown and align with Nvidia CEO Jensen Huang's stance. Arora's remarks add to the ongoing debate about AI regulation and safety.

• Nikesh Arora, CEO of Palo Alto Networks, said slowing down AI development is 'unrealistic'.
• Arora described the probability of AI extinction as 'extremely small'.
• Arora questioned the feasibility of US-China coordination on AI safety.

WatchGuard Named a 2026 Inc. Power Partner Award Winner

WatchGuard® Technologies, a global leader in unified cybersecurity for managed service providers (MSPs) and small and medium sized businesses (SMBs), today announced it has been named a 2026 Inc. Power Partner Awards winner. The Inc. Power Partner Awards honor the top global B2B organizations that…

WatchGuard CEO on next MSP opportunity; Three Market Shifts from IMPACT Partner Conference 2026

New articles added: 'From Shadow AI to managed AI: WatchGuard CEO on the next MSP opportunity' (Channel Buzz, Oct 15) and 'Three Market Shifts That IMPACT PARTNER CONFERENCE 2026 Made Impossible to Ignore' (MSSP Alert, Oct 13). Removed: 'WatchGuard CEO: MSPs Face Growing Pressure As AI Accelerates Threats' (CRN) and 'WatchGuard unveils MSP-focused agentic digital AI workforce' (Tech Partner News).

Rai Expands: WatchGuard’s Agentic AI Digital Workforce Is Now Available

Following its IMPACT debut, Rai is now generally available, bringing agentic AI to managed security with richer insights and Digital Workforce roles.