Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks

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

Number of Hedge Fund Holdings in Q4 2025: 86

Cybersecurity firm Palo Alto Networks, Inc. (NASDAQ:PANW)’s shares are up by 11% over the past year and by 19.8% year-to-date. Freedom Capital discussed the firm on March 11th as it trimmed the share price target to $210 from $230 and kept a Buy rating on the stock. The financial firm discussed Palo Alto Networks, Inc. (NASDAQ:PANW) after the fiscal second quarter 2026 earnings report as it pointed out that successful acquisition execution and platform integration were among the factors that led to a strong quarter. Cramer has been quite optimistic about the cybersecurity sector for more than a year. In 2025, he recommended investing in the sector due to tailwinds from growing AI use and data security, and the threats to American cybersecurity infrastructure. In this appearance, he discussed the performance of the iShares Tech Software ETF and Palo Alto Networks, Inc. (NASDAQ:PANW)’s role in it:

“The index [IGV] is so flawed, that you get Palo Alto as one of the largest companies, but Palo Alto is a cybersecurity company. . .”