12 Stocks Jim Cramer Discussed As Analyzed Morgan Stanley’s Comments

6. Palo Alto Networks, Inc. (NASDAQ:PANW)

Number of Hedge Fund Holders In Q1 2025: 77

Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 8.8% year-to-date and have gained 1.9% over the past five days. The recent gains are due to Microsoft’s IT attack, which created fresh interest in the cybersecurity industry. Cramer has maintained throughout 2025 that he believes cybersecurity is one of the more stable sectors to invest in due to the expected growth in software usage from AI. This time, he commented on Palo Alto Networks, Inc. (NASDAQ:PANW)’s role in the Microsoft attack:

“[On whether the frequency of high profile attacks was getting less] No I think one of the things that we have to recognize is that, there’s a lot of these bad corporations that do this stuff. We have to recognize that Iran is very good at this. We have to recognize that Russia is very good at this. And what happens is, you don’t know who to call. So you call Nitesh Arora, Palo Alto. . . .These guys are frantically getting customers. Now it’s interesting, the hack was July 19th, Microsoft. What was July 19th? That was the day last year, eight million computers shut down because of a glitch of Crowdstrike. . . The anniversary! What goes around comes around.”

Previously, the CNBC TV host discussed whether he likes Palo Alto Networks, Inc. (NASDAQ:PANW)’s stock:

“I want to live in Palo Alto, and I want to own the stock of Palo Alto. That’s how I feel about it. Nikesh Arora, doing a fabulous job.”