Palo Alto Stock Price, News & Analysis

Palo Alto Networks (NASDAQ: PANW) has unveiled Prisma SASE 4.0, an advanced AI-driven secure access service edge solution. The highlight is the new Prisma Access Browser, designed to neutralize sophisticated web threats in real-time within the browser environment where traditional solutions often fail.

The company's SASE business has reached $1.3 billion in ARR, growing 35% year-over-year, with over 6,300 SASE customers including one-third of the Fortune 500. The new solution features AI-augmented data classification with 10x fewer false positives, and enhanced Private App Security for dynamic application protection.

Prisma Access Browser has already surpassed 6 million licensed seats, demonstrating strong market adoption. The new features will be generally available later this year.

Palo Alto Networks (NASDAQ: PANW) has achieved a significant milestone by being named a Leader in Gartner's first-ever Magic Quadrant for Hybrid Mesh Firewalls in 2025. The company's Strata Cloud Manager solution was recognized for its ability to unify network security management across multiple environments.

The company's Hybrid Mesh Firewall, managed through Strata Cloud Manager, provides unified security across hardware, virtual, cloud-native, and container deployments through a single cloud-based platform. The solution leverages deep learning and GenAI to automatically assess threats and enforce security policies, particularly addressing challenges in hybrid work and multicloud environments.

Notably, Palo Alto Networks placed furthest for Completeness of Vision in the Gartner evaluation, highlighting their innovative approach to modern enterprise security.

Palo Alto Networks (NASDAQ: PANW), a global cybersecurity leader, has announced its participation in the upcoming Citi 2025 Global TMT Conference. The company's management team will deliver a presentation on Thursday, September 4, 2025, at 12:00 p.m. ET.

Investors can access a live audio webcast of the presentation through the "Investors" section of Palo Alto Networks' website at investors.paloaltonetworks.com.

Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, reported strong fiscal Q4 and full-year 2025 results. Q4 revenue increased 16% year-over-year to $2.5 billion, while fiscal year 2025 revenue grew 15% to $9.2 billion. The company's Next-Generation Security ARR saw impressive growth of 32% year-over-year, reaching $5.6 billion.

Q4 GAAP net income was $253.8 million ($0.36 per diluted share), while non-GAAP net income reached $673.0 million ($0.95 per diluted share). The company's remaining performance obligation grew 24% year-over-year to $15.8 billion.

For fiscal year 2026, Palo Alto Networks expects revenue between $10.475-$10.525 billion, representing 14% growth, with non-GAAP operating margin of 29.2-29.7% and adjusted free cash flow margin of 38.0-39.0%.

Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, announced the retirement of Founder and CTO Nir Zuk after more than 20 years with the company. Lee Klarich, the company's Chief Product Officer who joined in 2006, has been appointed as the new CTO and Board Member to succeed Zuk.

Zuk, who founded Palo Alto Networks in 2005 and pioneered the next-generation firewall, is stepping away to pursue new challenges. Klarich, in his expanded role as Chief Product and Technology Officer, will be responsible for driving the company's technology vision and leading product and engineering organizations to deliver AI-powered cybersecurity platforms.

Palo Alto Networks (NASDAQ: PANW) has unveiled new security solutions designed to prepare enterprises for the quantum computing era and enhance cloud security capabilities. The company introduced a Quantum Readiness Dashboard and the industry's first cipher translation feature to upgrade applications to quantum-safe status.

The announcement includes 14 new 5th-generation Next-Generation Firewall models with quantum-optimized hardware, and new cloud security features including Cloud Network and AI Risk Assessment capabilities. The platform automatically discovers, deploys, and scales security for multi-cloud and AI environments, offering the first fully automated network security solution for dynamic cloud environments.

These innovations will be available through the PAN-OS 12.1 Orion software upgrade, positioning Palo Alto Networks at the forefront of quantum security readiness and cloud network protection.

Palo Alto Networks (NASDAQ: PANW) has announced Cortex Cloud Application Security Posture Management (ASPM), a new prevention-first security module designed to block security issues before they reach production environments. The solution promises to be 10 times faster, more efficient, and cost-effective than traditional approaches.

The new ASPM includes an open AppSec partner ecosystem featuring integration with leading vendors like Black Duck, Checkmarx, GitLab, HashiCorp, Semgrep, Snyk, and Veracode. This ecosystem allows organizations to consolidate security data from multiple third-party code scanners into a single platform.

Key features include proactive risk prevention, intelligent issue prioritization, and automated fixes across the application lifecycle. The solution is currently in early access and is expected to be generally available in the second half of 2025.

Palo Alto Networks (NASDAQ: PANW) has announced a definitive agreement to acquire CyberArk (NASDAQ: CYBR) in a cash and stock deal valued at approximately $25 billion. Under the terms, CyberArk shareholders will receive $45.00 in cash and 2.2005 PANW shares for each CyberArk share, representing a 26% premium to CyberArk's unaffected 10-day average.

The strategic acquisition marks PANW's entry into Identity Security as a core platform pillar, combining CyberArk's Identity Security and Privileged Access Management expertise with PANW's AI-powered security platforms. The deal aims to secure human, machine, and AI agent identities across enterprises. The transaction is expected to close in the second half of PANW's fiscal 2026, with immediate accretion to revenue growth and gross margin, and free cash flow per share accretion expected in fiscal 2028.

The combined platform will integrate CyberArk's capabilities into PANW's Strata™ and Cortex® platforms, leveraging AI for identity-aware security and real-time response across enterprises.

Palo Alto Networks (NASDAQ: PANW), the global cybersecurity leader, has scheduled its fiscal fourth quarter and fiscal year 2025 financial results announcement for Monday, August 18, 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 event and archived for one year.