Palo Alto Networks (PANW) Plays a Role in Safeguarding the Modern Digital Economy. Here’s How

5 hours ago 2

Soumya Eswaran

Thu, December 11, 2025 astatine 7:26 AM CST 3 min read

Mairs & Power, an concern advisor, released the third-quarter 2025 capitalist missive for the “Mairs & Power Growth Fund.” A transcript of the missive tin beryllium downloaded here. In 2025, the marketplace dominance continues to ore connected a tiny radical of mega-cap stocks associated with artificial quality (AI). The money gained 7.99% successful the 3rd quarter, broadly accordant with the S&P 500 Total Return (TR) Index’s 8.12% instrumentality and up of its adjacent group, the Morningstar Large Blend index’s 6.93% gain. YTD, the money is up 10.12% trailing the S&P 500 TR astatine 14.83% and the adjacent radical astatine 13.06%. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Mairs & Power Growth Fund highlighted stocks specified arsenic Palo Alto Networks, Inc. (NASDAQ:PANW). Palo Alto Networks, Inc. (NASDAQ:PANW) is simply a planetary cybersecurity solutions provider. The one-month instrumentality of Palo Alto Networks, Inc. (NASDAQ:PANW) was -5.77%, and its shares mislaid 3.57% of their worth implicit the past 52 weeks. On December 10, 2025, Palo Alto Networks, Inc. (NASDAQ:PANW) banal closed astatine $192.96 per share, with a marketplace capitalization of $134.493 billion.

Mairs & Power Growth Fund stated the pursuing regarding Palo Alto Networks, Inc. (NASDAQ:PANW) successful its 3rd 4th 2025 capitalist letter:

"During the 3rd quarter, we added 2 caller positions to the portfolio: Cognex Corporation and Palo Alto Networks, Inc. (NASDAQ:PANW). Palo Alto Networks is 1 of the world’s starring cybersecurity companies, helping organizations support themselves from an ever-expanding array of integer threats. The institution offers a broad suite of solutions spanning web security, unreality security, and information operations, with each well-positioned to payment from the rising frequence and severity of cyberattacks. The increasing outgo of cybersecurity lapses, including punitive regulatory fines and reputational damage, has made integer defence a apical firm priority. As enterprises person migrated to the cloud, they person inadvertently created caller onslaught vectors that request much integrated protection. In this evolving landscape, IT information teams are progressively seeking platforms that present holistic, end-to-end sum similar Palo Alto provides. At the aforesaid time, AI has empowered atrocious actors to automate and personalize attacks, further intensifying the menace situation and underscoring the captious relation that Palo Alto Networks plays successful safeguarding the modern integer economy."