Palo Alto Stock Price, News & Analysis

Palo Alto Networks (NASDAQ: PANW) reported strong fiscal Q3 2025 results with revenue growing 15% YoY to $2.3 billion. The cybersecurity leader's Next-Generation Security ARR increased 34% YoY to $5.1 billion, while remaining performance obligation grew 19% YoY to $13.5 billion. The company posted GAAP net income of $0.3 billion ($0.37 per diluted share) and non-GAAP net income of $0.6 billion ($0.80 per diluted share). For Q4 2025, PANW expects revenue between $2.49-2.51 billion and Next-Gen Security ARR of $5.52-5.57 billion. Full-year 2025 guidance projects total revenue of $9.17-9.19 billion, with non-GAAP operating margin of 28.2-28.5% and adjusted free cash flow margin of 37.5-38.0%.

T-Mobile (TMUS) and Palo Alto Networks (PANW) have announced 'T-Mobile SASE, with Palo Alto Networks' - a new managed security solution launching this summer. The offering combines T-Mobile's nationwide 5G Advanced network with Palo Alto Networks' Prisma SASE 5G cloud-native Zero Trust security solution. The service integrates three core components: T-Mobile 5G Advanced network with built-in security, T-SIMsecure for hardware-level authentication, and T-Mobile Security Slice for dedicated virtual network segmentation. This solution aims to protect business and government customers' networks and devices without requiring additional equipment or software, particularly important as North American business 5G IoT connections are projected to grow from 5 million in 2025 to 39 million by 2030.

Palo Alto Networks (NASDAQ: PANW), a global cybersecurity leader, has scheduled its fiscal third quarter 2025 financial results announcement for Tuesday, May 20, 2025, after U.S. markets close. The company will host a video webcast at 1:30 p.m. Pacific time (4:30 p.m. Eastern time) to discuss the results. Investors can access the live webcast through the company's investor relations website at investors.paloaltonetworks.com. A replay will be available three hours after the webcast and will be archived for one year. The financial results press release will be available on the company's website before the webcast begins.

Palo Alto Networks (NASDAQ: PANW) has unveiled Cortex XSIAM 3.0, an enhanced AI-driven security operations platform that integrates proactive exposure management and advanced email security. The platform, which recently surpassed $1 billion in cumulative bookings in FY25 Q2, represents a significant evolution in cybersecurity operations.

Key features of XSIAM 3.0 include:

• Cortex Exposure Management: Reduces vulnerability noise by up to 99% through AI-driven prioritization
• Advanced Email Security: Counters GenAI-powered threats using LLM-powered analytics
• Automated remediation capabilities across network, endpoint, and cloud security solutions

The platform addresses a total TAM of $37 billion and will be generally available in FY25 Q4. Customer success stories include the State of Louisiana reducing MTTR from 24 hours to under two minutes, and CBTS achieving a 100% incident close-out rate.

Palo Alto Networks (NASDAQ: PANW) has announced significant enhancements to its Prisma SASE solution, headlined by the launch of Prisma Access Browser 2.0, the industry's first SASE-native secure browser. This advancement comes as research shows 85% of work happens in browsers, with 44% of security incidents involving browser-based malicious activities.

The new browser features include:

• Real-time GenAI security with context-based classification
• Enhanced protection against sophisticated web attacks using Precision AI
• Improved user experience for modern web and SaaS applications

Additional Prisma SASE updates include Endpoint Data Loss Prevention (DLP), extended App Acceleration to Branch capabilities, a next-generation Unified SASE Agent, and expanded cloud presence through Oracle Cloud Infrastructure (OCI). These features will be generally available in Q4 FY25.

Palo Alto Networks (NASDAQ: PANW) has announced its intent to acquire Protect AI, a leader in securing AI and ML applications. The acquisition aims to enhance PANW's capabilities in protecting against AI-specific security risks, including model manipulation, data poisoning, and prompt injection attacks.

The deal will integrate Protect AI's solutions into PANW's newly announced Prisma AIRS™ platform, designed to provide comprehensive AI security across the entire development lifecycle. The platform will offer features including model scanning, risk assessment, GenAI runtime security, posture management, and AI agent security.

The acquisition is expected to close by PANW's first quarter of fiscal 2026, with Protect AI's team joining Palo Alto Networks. The deal is subject to customary closing conditions and regulatory approvals.

Palo Alto Networks (NASDAQ: PANW) has unveiled Prisma AIRS, a comprehensive AI security platform designed to protect enterprise AI ecosystems. The platform builds upon the company's Secure AI by Design portfolio and focuses on protecting AI apps, agents, models, and data.

The platform offers key capabilities including:

• AI Model Scanning for vulnerabilities and threats
• Posture Management for security risk insights
• AI Red Teaming for automated penetration testing
• Runtime Security against threats like prompt injection and data leaks
• AI Agent Security against identity impersonation and tool misuse

Additionally, PANW announced its intent to acquire Protect AI, with the deal expected to close by Q1 fiscal 2026, to enhance Prisma AIRS capabilities.

Palo Alto Networks (NASDAQ: PANW) has achieved a significant milestone by surpassing $1.5 billion in cumulative sales through Google Cloud Marketplace as of April 2025. The company currently offers 31 marketplace listings, supported by 20 technical documents and reference architectures.

The cybersecurity leader has strengthened its partnership with Google Cloud through 75 solution integrations, focusing on AI-powered security solutions. Their collaboration includes the integration of AI-Runtime Security and VM-Series Virtual Firewalls with Google Cloud Network Security Integration, enabling enhanced cloud environment security.

In recognition of their partnership excellence, Palo Alto Networks received five 2025 Google Cloud Partner of the Year awards, including honors in Artificial Intelligence, Security Infrastructure Protection, and Marketplace categories.

Palo Alto Networks (NASDAQ: PANW) and the National Hockey League (NHL) have announced a multiyear North American partnership, designating PANW as the NHL's Official Cybersecurity Partner. The partnership builds upon their existing relationship since 2009, where PANW has provided the NHL with comprehensive cybersecurity solutions.

The NHL has standardized on Palo Alto Networks' solutions including next-generation firewalls, cloud security, and AI-powered security operations. The partnership includes exclusive marketing rights and will integrate PANW's brand across NHL's marketing, digital, and social media channels.

The collaboration aims to enhance the NHL's cybersecurity initiatives, focusing on improving threat blocking, IoT device security, reducing response time to security alerts, and enabling secure business initiatives and fan engagement. PANW's solutions include Prisma Access Browser for secure browsing and AI Access Security for safe AI application usage.