Palo Alto Networks, Inc. (PANW): If You Don't Raise, Your Stock Gets Hit, Says Jim Cramer

We recently published a list of Jim Cramer Says “We Have No Idea What’s Really Going To Happen” and Discusses These 12 Stocks. In this article, we are going to take a look at where Palo Alto Networks, Inc. (NASDAQ:PANW) stands against other stocks that Jim Cramer discusses.

Palo Alto Networks, Inc. (NASDAQ:PANW) is an American cybersecurity company. Its sector has been a top Cramer pick in 2025 as others struggle with tariffs. The CNBC host believes that Palo Alto Networks, Inc. (NASDAQ:PANW) and other cybersecurity firms have almost negligible exposure to tariffs. He also believes that the age of AI has increased the importance of these companies. Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares have gained a modest 3.3% year-to-date. In his previous comments, Cramer commented that the firm has a habit of losing share price value no matter how great it performs. Here are his latest thoughts which came after the earnings report:

“Okay so Palo Alto did not, you know they beat it, but they did not raise. Now there’s a history of them doing that. I do think that this is an overreaction. I do think that, remember I said April was a tough month in this country. But this is the opportunity, now this is another one, this one usually goes down between seven and ten percent. Then it stabilizes tomorrow and by next week it starts going up. That’s the pattern. And you know look I can just tell you that’s a correct analysis or I can tell you that what happens everytime. TJX, same thing. These companies do not put themselves in harm’s way. They do not raise big because they know that that’s going to lead to sadness.

“Yeah look I just think that it’s business as usual there. It’s AI. They have this, they are all in on AI and you have to be. And the threats are as horrible as ever. But at the same time, if you do not raise, the next quarter, especially when it’s the end of your fiscal year, then your stock gets hit. That’s the game. That’s just the game. We know that.”

Overall, PANW ranks 1st on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of PANW, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PANW and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.