Welcome to our dedicated page for Palo Alto news (Ticker: PANW), a resource for investors and traders seeking the latest updates and insights on Palo Alto stock.
Palo Alto Networks, Inc. (NASDAQ: PANW) is frequently in the news for developments at the intersection of AI and cybersecurity. The company describes itself as the global AI and cybersecurity leader and regularly issues updates on new platforms, partnerships, acquisitions and research that shape how enterprises secure network, cloud, security operations and AI environments.
News about Palo Alto Networks often highlights its AI-powered security platforms and strategic collaborations. Recent announcements include an expanded partnership with Google Cloud that combines Google Cloud’s AI and infrastructure capabilities with Prisma AIRS, Palo Alto Networks’ AI security platform, to secure AI workloads and applications. Other releases describe new native integrations of Prisma AIRS with AI agent platforms from Factory, Glean, IBM and ServiceNow, aimed at providing real-time, in-line defense against prompt injections, tool misuse and malicious agent behavior.
Investors and security professionals following PANW news will also see coverage of the company’s planned acquisitions and strategic moves. Palo Alto Networks has announced an Agreement and Plan of Merger with CyberArk Software Ltd. to add identity security as a new pillar of its platform strategy, and a definitive agreement to acquire Chronosphere, a next-generation observability platform built for the AI era. Earnings releases, such as fiscal first quarter 2026 results, provide additional context on how these initiatives fit into its broader platformization approach.
Beyond transactions and partnerships, Palo Alto Networks uses news releases to share research and thought leadership. Examples include the State of Cloud Security Report 2025, which examines AI-driven cloud risks, and "6 Predictions for the AI Economy: 2026's New Rules of Cybersecurity," which outlines expected changes in identity, data trust, quantum risk and the browser as a workspace. For readers tracking PANW, the news flow offers insight into how the company positions itself in AI security and how it responds to emerging cyber threats.
Palo Alto Networks (NASDAQ: PANW) offered to purchase all of CyberArk Software's 0.00% Convertible Senior Notes due 2030 after closing its acquisition of CyberArk. The Acquisition closed and the Make-Whole Fundamental Change became effective on February 11, 2026.
Holders may require repurchase by 5:00 p.m. New York City time on March 20, 2026, with a Fundamental Change Repurchase Date of March 24, 2026, at 100% of principal plus accrued Special Interest. Holders may also convert during a Make-Whole Conversion Period through March 20, 2026 at an increased conversion rate; normal conversion rights extend until June 13, 2030.
Palo Alto Networks (NASDAQ: PANW) reported fiscal Q2 2026 results for the quarter ended Jan 31, 2026. Revenue rose 15% YoY to $2.6B. Next-Generation Security ARR grew 33% YoY to $6.3B and RPO increased 23% YoY to $16.0B. GAAP net income was $432M ($0.61/diluted) and non-GAAP net income was $732M ($1.03/diluted). Management cited platformization and AI security adoption and provided guidance with strong ARR, RPO, revenue, and non-GAAP EPS ranges for Q3 and fiscal 2026.
Palo Alto Networks (NASDAQ: PANW) announced it has entered into a definitive agreement to acquire Koi, a provider of Agentic Endpoint Security, to address AI-native endpoint risks. The acquisition will integrate Koi into Prisma AIRS and enhance Cortex XDR to provide broader visibility and control over AI agents.
An investor webcast and Q2 FY2026 earnings call with further details is scheduled for February 17, 2026 at 1:30pm PT.
Palo Alto Networks (NASDAQ: PANW) Unit 42 2026 Global Incident Response Report finds AI and sprawling attack surfaces driving faster, more complex breaches. Based on 750+ incidents, Unit 42 reports attack speed rose 4x year-over-year, identity was exploited in 89% of investigations, and 87% of attacks spanned multiple surfaces.
Key metrics: fastest exfiltration in 72 minutes, 65% of initial access via identity techniques, browser involved in 48% of attacks, and SaaS supply-chain incidents rose 3.8x since 2022.
Palo Alto Networks (NASDAQ: PANW) launched Unit 42 Managed XSIAM 2.0 (MSIAM) on Feb 17, 2026, a premier managed SOC service combining 24/7 expert monitoring with Cortex XSIAM.
Key features include a 250-hour Breach Response Guarantee, AI-driven threat detection, support for third-party EDR, immediate SOC maturity, and availability today with partner offerings.
Palo Alto Networks (NASDAQ: PANW) completed its acquisition of CyberArk on Feb 11, 2026, adding CyberArk's Identity Security Platform to secure human, machine, and agentic identities. Under the deal, CyberArk shareholders receive $45.00 cash plus 2.2005 Palo Alto Networks shares per CyberArk share. Palo Alto Networks also intends to pursue a secondary listing on the Tel Aviv Stock Exchange under the CYBR ticker.
Palo Alto Networks (NASDAQ: PANW) completed its acquisition of CyberArk on Feb 11, 2026, integrating CyberArk's Identity Security platform to secure human, machine and agentic identities across the enterprise. Transaction terms: $45.00 cash plus 2.2005 PANW shares per CyberArk share. Palo Alto Networks intends to pursue a secondary listing on the Tel Aviv Stock Exchange under the CYBR ticker and will remain listed as PANW on Nasdaq. CyberArk solutions remain available standalone while product integration begins. Q2 FY2026 earnings call: Feb 17, 2026 at 1:30 pm PT via webcast.
Palo Alto Networks (NASDAQ: PANW) announced an upgraded NextWave Partner Program on Feb 5, 2026, shifting incentives from transactional volume to platformization and service-led growth for AI-driven security.
Key elements include streamlined rebates for NGFW/NGS, enhanced CPQ and automated deal registration, a Partner Development Fund, and tailored partner paths for MSSPs, distributors, GSIs, and authorized services.
Palo Alto Networks (NASDAQ: PANW) will release fiscal second quarter 2026 results for the period ending January 31, 2026, after U.S. markets close on Tuesday, February 17, 2026.
A video webcast to discuss results will be held Feb 17 at 1:30 p.m. PT (4:30 p.m. ET). According to the company, the live webcast is available in the Investors section and a replay will be posted three hours after the event and archived for one year.
Palo Alto Networks (NASDAQ: PANW) completed its acquisition of Chronosphere on January 29, 2026, unifying observability and security for AI-era operations. Chronosphere, a 2025 Gartner Magic Quadrant leader, provides cloud-native telemetry that can cut data volumes by ~30% and use 20x less infrastructure than legacy alternatives. Palo Alto Networks plans to integrate Cortex AgentiX with Chronosphere to enable AI agents that detect and remediate security and IT issues automatically, improving real-time visibility across applications, infrastructure, and AI systems while controlling data cost.