Palo Alto Stock Price, News & Analysis

Palo Alto Networks (NASDAQ: PANW) released its State of Cloud Security Report 2025, finding AI adoption has sharply expanded cloud attack surfaces. Key findings: 99% of organizations saw at least one attack on AI systems; 99% use GenAI-assisted coding; API attacks rose 41%. Rapid code shipping (52% ship weekly) outpaces fixes (18% fix at that cadence), while teams manage an average of 17 cloud security tools across five vendors, creating blind spots. The report urges unifying cloud security and SOC and highlights Cortex Cloud as an agentic-first, end-to-end platform.

Palo Alto Networks (NASDAQ: PANW) said members of its management team will present at the UBS Global Technology and AI Conference on Tuesday, December 2, 2025 at 3:55 p.m. PT.

The company said additional investor-event details and a live audio webcast of the presentation will be available from the Investors section of its website at investors.paloaltonetworks.com.

Palo Alto Networks (NASDAQ: PANW) announced on November 19, 2025 a definitive agreement to acquire Chronosphere for a total consideration of $3.35 billion in cash and replacement equity awards, subject to adjustments. Chronosphere reported ARR >$160 million as of September 2025 and says ARR grew triple-digits year-over-year. Palo Alto expects the deal to close in its second half of fiscal 2026, pending customary regulatory approvals. The companies say the combination will pair Chronosphere's scalable observability and cost-efficient ingestion with Palo Alto's AgentiX platform to enable real-time, agentic remediation and petabyte-scale visibility for AI-native customers.

Palo Alto Networks (NASDAQ: PANW) announced on November 19, 2025 that Mark Goodburn has been appointed to its board of directors and will join the Audit Committee as chair and the Security Committee.

The company also announced the retirement of long-serving director Mary Pat McCarthy, effective January 23, 2026. McCarthy, a director since 2016, has stepped down as Audit Committee chair but will remain a member of the Audit and Security committees until her retirement.

Goodburn previously served as Chairman and Global Head of Advisory at KPMG International (2011–2021) and currently serves on the board of C.H. Robinson Worldwide.

Palo Alto Networks (NASDAQ: PANW) reported fiscal Q1 2026 results for quarter ended Oct 31, 2025: total revenue $2.5B (+16% YoY), Next-Generation Security ARR $5.9B (+29% YoY), and remaining performance obligation $15.5B (+24% YoY).

GAAP net income was $334M ($0.47/diluted), and non-GAAP net income was $662M ($0.93/diluted). The company announced intent to acquire Chronosphere, added Mark Goodburn to the board, and disclosed Mary Pat McCarthy will retire Jan 23, 2026.

Guidance: Q2 FY26 revenue $2.57–2.59B (≈14–15% YoY); FY26 revenue $10.50–10.54B (≈14% YoY); FY26 Next‑Generation Security ARR $7.00–7.10B; adjusted free cash flow margin 38–39%.

Palo Alto Networks (NASDAQ: PANW) and IBM plan a joint Quantum-Safe Readiness solution to help enterprises identify cryptographic exposure, assess quantum-computing risk, and accelerate migration to post-quantum algorithms. The service combines IBM Consulting's quantum-safe transformation services with Palo Alto Networks' network cryptographic visibility, automated inventory of cryptographic assets, and real-time Cipher Translation that upgrades vulnerable communications to quantum-safe algorithms.

The collaboration includes IBM Consulting cybersecurity mapping and migration roadmaps. The solution is expected to be available in early 2026.

Palo Alto Networks (NASDAQ: PANW) on Nov 18, 2025 announced native integrations of Prisma AIRS with AI agent platforms from Factory, Glean, IBM and ServiceNow to provide real-time, in-line protection against prompt injection, tool misuse and malicious agent behavior. The integrations embed Prisma AIRS protections directly into developer, search, automation and IT workflow platforms to secure prompts, LLM responses, tool calls and runtime agent actions.

The company says these native connections aim to reduce security friction for faster AI agent adoption at scale and are available now across the named partner platforms, including IBM watsonx Orchestrate and IBM Agent Connect catalog.

Palo Alto Networks (NASDAQ: PANW) published six predictions for cybersecurity in 2026, calling it the Year of the Defender as AI-native economies and autonomous agents reshape risk and defense.

Key claims include 84% of major incidents causing downtime in 2025, autonomous agents outnumbering humans 82:1, AI-driven identity deepfakes becoming a primary threat, data poisoning of training sets, quantum risk shortening from ten to three years, and GenAI traffic rising over 890%. The company urges unified platforms (DSPM, AI-SPM, runtime AI firewall) and crypto agility to manage identity, agent security, data trust, executive liability, and browser attack surfaces.

Palo Alto Networks (NASDAQ: PANW) Chairman and CEO Nikesh Arora received the John J. McCloy Award from the American Council on Germany on Nov 17, 2025, recognizing his leadership in strengthening Europe's digital security infrastructure and advancing transatlantic cooperation in an AI era.

Arora accepted the award at the 32nd McCloy Awards Dinner in New York on Nov 14, 2025. The event also honored Tim Höttges of Deutsche Telekom with a McCloy Award and Ambassador Kristen Silverberg with the Transatlantic Leadership Award. Arora highlighted the need to protect democracies, financial systems, and critical infrastructure that now run on code.