Jim Cramer Discussed These 10 Stocks Including A Hidden Gem & An AI Short

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

Number of Hedge Fund Holdings in Q4 2025: 86

Cybersecurity provider Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 39% over the past year and by 45% year-to-date. Truist discussed the firm on May 19th as it raised the share price target to $275 from $200 and kept a Buy rating on the stock. Truist’s coverage came ahead of the first quarter earnings cycle for the cybersecurity industry. It added that Palo Alto Networks, Inc. (NASDAQ:PANW) and other cybersecurity firms could see additional debate surrounding the impact of AI on their industries. Following the firm’s launch of its Idira idea generation platform, Oppenheimer raised the share price target to $275 from $245 and kept an Outperform rating. The financial firm explained that its coverage came after a survey at Palo Alto Networks, Inc. (NASDAQ:PANW)’s CyberArk IMPACT 2026 conference. Cramer discussed the shift in sentiment for the sector:

“The only thing that’s change, is that the cybersecurity was lumped in, because of that stupid ETF. And now it’s finally broken away so now you have CrowdStrike and you have Palo Alto, really moving the way they should. Because the stuff that was coming out of Anthropic, you acquire cyberecurity for. . .George Kurtz, the CEO of CrowdStrike is probably doing the lion’s share of what needs to be done, one of the guardrails, very important.”