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Dan Ives

Dan Ives

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Wedbush tech analyst; leading U.S. tech stock calls and market implications.

Recent Posts

AI-Integrated Security Boosts PANW Demand and Value
Social•Feb 18, 2026

AI-Integrated Security Boosts PANW Demand and Value

PANW strong q/good initial guide with CyberArk. The need for AI-native, integrated security platforms rather than fragmented point solutions is further increasing demand for PANW platform. AI increasing PANW’s value proposition-not displacing it. $225 PT..very well positioned🏆

By Dan Ives
AI‑Driven Sell‑Off Sparks Tech Opportunities on Bloomberg TV
Social•Feb 11, 2026

AI‑Driven Sell‑Off Sparks Tech Opportunities on Bloomberg TV

Look forward to discussing this AI driven sell-off and the opportunities in tech on @BloombergTV at 9:40 am with @mattmiller1973 and @daniburgz 🔥🍿📺🐂🏆🎯

By Dan Ives